Lead response
The first response starts in 3 seconds.
AvailableProduct / AI agents
Keep following up.
AIVI answers new leads in seconds and follows up across calls, texts, and email. Your people take over when the conversation needs them.
Find the work you can automateAI AGENTS / CUSTOMER ENGAGEMENT
Voice
VoiceAIVIEmail
Start the conversation
ILLUSTRATIONCapabilities
Follow-up
No response informs the next follow-up.
AvailableRoutine service
AIVI handles routine calls.
AvailableChannels and deployment
Choose the customer work and channels to review.
Confirm in reviewFollow up without losing the conversation.
Answer new leads and continue across calls, texts and email. Bring in your team when a person is needed.
Approve the questions and the handoff.
Your team decides what an agent may ask, answer and do before it speaks to customers.
See what the customer said.
Keep the transcript, qualification and next step together for your team to review.
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 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.