Connected sources
AIVI receives lead details from your connected sources.
AvailableProduct / Exchange
Move numbers and data between systems.
Your CRM stays the system of record. AIVI runs the engagement and writes everything back.
Find the work you can automateEXCHANGE / MOVE DATA WITH CONTEXT
↗︎Source
AIVIMapping
✓Destination
Identify the source
ConversationContextNext actionIdentify the source
ILLUSTRATIONCapabilities
CRM updates
Keep the conversation with the customer record.
AvailableEmbedding and API scope
Review the surfaces and operations your platform needs.
Confirm in reviewReview what moves between systems.
Map the numbers and customer data involved in the connected workflow.
Agree the source and destination.
Review the operations and permissions required for the integration.
Keep your CRM as the customer record.
AIVI runs the engagement and writes the conversation back to the matching record.
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.