Connected sources
AIVI receives lead details from your connected sources.
AvailableProduct / Integrations
Your stack, unchanged.
Your CRM stays the system of record. AIVI runs the engagement and writes everything back.
Find the work you can automateINTEGRATIONS / KEEP YOUR SYSTEMS
↗︎CRM
AIVIAIVI
✓CRM update
Customer details enter from your system
ConversationContextNext actionCustomer details enter from your system
ILLUSTRATIONCapabilities
CRM updates
Keep the conversation with the customer record.
AvailableEmbedding and API scope
Review the surfaces and operations your platform needs.
Confirm in reviewConnect the software your team uses.
Bring lead details into the engagement workflow and write the conversation back to your CRM.
Map the records and permissions.
Agree which operations and customer records the integration needs.
Check the result in your CRM.
Follow the conversation to the matching lead and review what was written back.
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.