A new service to offer
Sell AI conversations as part of your platform.
For CRM and software platforms
Add AI conversations and workflows to your platform.
Bring AI conversations, workflows, live transcripts and call review into your product, with no stack to build. Your brand stays in front. Your customer relationships stay yours.
Your customers get lead response, qualification and follow-up inside the product they already use. AIVI runs the conversations and writes everything back to your records.
- 01Respond and qualify
- 02Automate Routine Work
- 03Score and coach
- 04Train and approve
AI-forward in days.
CONVERSATION RECORDExample
From first response to the next step
New lead. Clear-to-close in days.
Conversation + context↓
Without AIVI, we would have needed 6 more salespeople.
Why platforms do this
AIVI keeps developing the platform.
Nothing to build yourself
Calling, AI conversations, transcripts, call review and CRM updates arrive as one piece.
Customers who stay
Your brand stays in front. Your customer relationships stay yours.
For your customers
What your customers get
Respond and qualify
A response in 3 seconds. Qualification and a handoff with context.
Automate Routine Work
Routine service handled. Documents collected and checked.
Score and coach
Every call graded. Coaching in the moment.
Train and approve
Agents trained on the best calls. Approved before customer contact.
Explore the platform capabilities+
Lead response and qualification+
- Respond to new leads in seconds, ask the agreed questions, gather answers and consent, and keep following up until the next step is ready.
Documents and workflow+
- Collect documents, extract the details and compare them against the agreed workflow requirements.
- Request missing or replacement documents, take notes and keep the workflow moving.
Service and prepared handoffs+
- Handle routine service end to end.
- When a person is needed, bring them the conversation, collected information and next steps.
Records and conversation quality+
- Keep transcripts, notes, consent records, actions and scores together.
- Grade human and AI calls on the same scorecard so teams can review what happened and what needs attention.
Coaching and practice+
- Give your customers’ teams coaching during the conversation.
- Prepare AI agents by practicing against those customers’ hardest calls before customer use.
Learning and approval+
- Learn the job from your customers’ best performers and operating procedures.
- Turn that knowledge into agents a named person on their team approves before customer contact.
Inside your product
Your product and customer relationships stay yours.
Your CRM stays the system of record. AIVI does the talking, the follow-up and the admin inside your product, and writes everything back.
Your CRM
Nothing moves.
Your contacts, applications, and customer history stay in your CRM. Your customers keep using your product.
Conversation context
What links the conversation to the work.
What the customer needs, what they have consented to, how the conversation is going and what happens next.
AIVI
The work between the conversations.
AIVI responds, qualifies and follows up, then writes the conversation and next action back to the matching lead.
Your team takes the call from AIVI with the lead open and the transcript already in the CRM.
Look under the hood+
You stay in control.
Your team approves the questions, the answers and the actions before AIVI speaks to a single customer. If anything changes, it is blocked until you approve it again.
Getting live
How integration starts.
- 01
Choose the work
Where it starts and when a person takes over.
- 02
Connect the systems
Map the records and updates; select the widgets.
- 03
Test with your team
Run the workflow, exceptions and handoffs in your environment.
- 04
Approve and launch
Name the people who approve agents and own support.
Integration details+
- Routing, phone-number ownership and channel stop rules.
- Support and approval of later changes.
The commercial side
You buy at a partner rate and price it to your lenders.
We do not approach your customers directly. They are served through you, and any company we already work with is named before we begin.
- Branding, onboarding, support and commercial scope are agreed with you.
We measure against your numbers, not ours.
Before anything goes live we agree the baseline.
- 01Response time
- 02People reached
- 03Transfers to a person
- 04Time to the prepared next step
- 05Manual touches
- 06What counts as complete
Questions
What do we have to build?+
- You do not have to assemble the AI stack.
- Your team supplies system access, explains the data and helps test the workflow.
- We map the connections and responsibilities together.
How does the commercial side work?+
- Branding, onboarding, support ownership and commercial terms are settled with you before a pilot.
- Terms are discussed privately.
What lending clients say.
Without AIVI, we would have needed 6 more salespeople.
AIVI took our conversion rate from 20% to 50%. Same spend.
50,000 re-engaged. 1,500 qualified. $450K.
- AIVI supported 2,880 more closed deals a year by contacting 2,400 more people per month, cutting lead outreach time by 93%, increasing out-of-office appointment transfers by 68%, and generating a 25% lift in transfers through nurturing.
Annual revenue unlocked
- AIVI unlocked $72M in annual revenue by increasing contact rate 50%, increasing lead-to-close rate 25%, reducing cost per acquisition by 20%, and saving $640K the business would otherwise have spent on additional hires.
Discuss your platform
Tell us which customer workflow you want to bring into your product. We will review the components, the connections and who owns what with your team.