Connect your lead sources.
Connect the supported sources that supply your leads and customer details.
Discuss scopePlatform
One AI platform for customer conversations.
AIVI connects conversations to follow-up, handoffs and next actions.
Find the work you can automatePLATFORM / CONNECTED WORK
↗︎Your CRM
AIVIEngagement
✓Review
✓Write-back
Your source stays in place
ConversationContextNext actionYour source stays in place
ILLUSTRATIONCapabilities
Keep conversations moving.
Follow up across voice, SMS and email within the workflow your team approves.
Discuss scopeBring your team in at the right moment.
Prepare the handoff with the conversation and context.
Discuss scopeSee engagement and outcomes.
Review conversations, handoffs and outcomes supplied by your connected systems.
Discuss scopeAnswer.
AIVI answers new leads in seconds and keeps the conversation in the customer record.
Listen.
100% of calls graded. No samples. Call review and coaching stay connected to the conversation.
Routine calls finish. Complex calls arrive ready.
AIVI handles routine calls. When a person is needed, your team gets the full conversation and context.
Learn.
Learn from the work. A named human approves the agent before customer contact.
Score (phase two).
Measure sources by what happened in the conversation. Phase two. Not presented as available for a paying customer.
Written back.
Transcript, scorecard, disposition, tasks. Into your record, not ours. Full API. Request the API documentation for your workflow.
A lending workflow
From new lead to a prepared loan-officer handoff.
Qualification, a human conversation, and the work that follows. See what moves forward at each step.
ILLUSTRATIVE WORKFLOW01 / 07
CUSTOMER
Enquiry received
Illustration onlyAIVI + YOUR TEAM
Capture the lead.
Bring the enquiry into the workflow.
Your team sees the source and contact details.
Ready to qualify
WHAT MOVES FORWARD
01 / ARTIFACT
Lead details
Contact details
Lead source
Next action
This illustrates a workflow to review with your team. Product matching, licensing checks, conferencing, document intake, and package preparation require deployment confirmation. The loan officer retains lending decisions.
Measure the handoff. Then measure the work saved.
Use one cohort and one reporting period. Review conversion separately from time saved. Document completion is measured per file.
Conversion
–Qualification rateQualified per rubric ÷ completed conversations
–Transfer rateAccepted transfers ÷ leads contacted
Work and capacity
–Document completionDocuments received ÷ documents requested, per file
– hAdmin capacity returned(Minutes before − after) × cases ÷ 60
Model your own workflow +
Your inputs only. These are not AIVI results or a forecast.
Your CRM stays the system of record. AIVI runs the engagement and writes everything back.
Most vendors sell software your people operate. This operates so your people can sell.
Your next step
Get your AI readiness review.
Start with the follow-up, service or admin taking time from your team. We’ll identify the work to review and how it fits your current systems.