Connected sources
AIVI receives lead details from your connected sources.
AvailableProduct / Developer
Your CRM stays the system of record. AIVI runs the engagement and writes everything back.
Find the work you can automate{
"stage": "Request",
"source": "your system",
"context": "Your system starts the work"
}Your system starts the work
ILLUSTRATIONCapabilities
AIVI receives lead details from your connected sources.
AvailableKeep the conversation with the customer record.
AvailableReview the surfaces and operations your platform needs.
Confirm in reviewConnect your lead sources and the components your customers need. AIVI writes the conversation back.
Review the surfaces, operations and permissions required for your integration.
Follow a conversation through the integration and check the result against the matching customer record.
Your next step
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.