AI & Automation

Work that repeats itself should run itself.

Draw the flow once and it runs every time. When a question needs judgement, the AI agent hands it to a person with the full context attached.

Automation

Automate the work between conversations.

Build customer workflows visually without manually connecting multiple systems.

Node types

  • Trigger
  • Condition
  • Delay
  • AI
  • WhatsApp
  • Email
  • API
  • Update Customer
  • Create Deal
  1. Trigger

    Customer sends WhatsApp message

  2. ActionCRM lookup

    Identify customer

  3. Condition

    Check lead status

  4. AISupport agent

    AI response

  5. Condition

    Interested?

    Yes

    Create opportunity

    No

    Continue nurture sequence

  6. Action

    Assign sales representative

  7. Delay

    Wait 1 day

  8. UpdateWhatsApp template

    Send follow-up

AI agents

AI that works inside your business — not beside it.

Create AI agents that understand customers, use business context, call APIs and hand conversations to humans when needed.

WhatsApp · Appointment assistant

Can I reschedule my appointment to tomorrow?

Absolutely. I found your appointment for today at 4:30 PM.

Tomorrow 11:00 and 15:15 are free. Shall I move it to 11:00?

Behind the conversation

  1. Understand request

  2. Retrieve customer

  3. Check appointment API

  4. Find available slot

  5. Update booking

  6. Send confirmation

When the agent is unsure, the conversation is handed to a human with the full context attached.

  • Sales Assistant

    Answers product questions and qualifies interest.

  • Support Agent

    Resolves repeat questions with your documentation.

  • Appointment Assistant

    Books, moves and confirms appointments.

  • Lead Qualification Agent

    Collects details and scores intent.

  • Payment Assistant

    Shares links, checks status, chases invoices.

  • Product Assistant

    Explains plans, pricing and availability.

How it works

One workspace from first message to long-term customer.

The same thread carries identity, intent, sales and history — instead of splitting across six tools.

  1. 01

    Customer sends a message

    A WhatsApp message enters ConverseOne and lands in the shared inbox.

    WhatsApp · +91 98••• 41

    Hi, do you have slots for a consultation this week?

    09:41

  2. 02

    Customer identified

    The profile and previous interactions appear next to the conversation.

    ContactAnanya Rao
    CompanyNorthline Studio
    Previous4 conversations
    Last paymentInvoice #2481

  3. 03

    AI responds

    An AI agent answers common questions using your business context.

    Yes — Thursday 11:00 and Friday 16:30 are open.

    AI agent

    Sources: availability API, service catalogue

  4. 04

    Lead qualified

    The conversation becomes a sales opportunity with an owner and value.

    StageQualified
    OpportunityBrand retainer
    OwnerMeera S.

  5. 05

    Human joins

    A team member takes over with the full thread already in front of them.

    Meera joined the conversation

    Hi Ananya — happy to walk you through the retainer.

    Meera S.

  6. 06

    Payment

    Product details or a payment link are sent inside the same thread.

    Payment link sent

    Retainer — monthly

    Status: awaiting payment

  7. 07

    Follow-up

    ConverseOne schedules the next touch so nothing is forgotten.

    TaskCheck payment
    WhenIn 2 days
    Channel

  8. 08

    Relationship continues

    Every message, deal and payment stays on the customer record.

    • Conversation · WhatsAppToday
    • Deal won · RetainerToday
    • Email · Welcome packScheduled

Your customers are already talking.Bring every conversation together.

Connect your channels, automate repetitive work and give your team one complete view of every customer.

Start with ConverseOne