Saleschat Agentic AI Platform - [IN]

**Key Features:**

Event-Driven Customer Workflows

Create automated customer journeys triggered by:

• CRM events
• Customer chat interactions
• Lead status changes
• Customer responses

Automatically orchestrate actions across your sales and customer success workflows.

AI Workflow Builder

Design AI-powered workflows that can:

• Qualify leads
• Ask contextual questions
• Collect customer information
• Trigger follow-up actions
• Update CRM records
• Execute multi-step business processes

No complex coding required.

Human-in-the-Loop

Keep humans in control when AI reaches its limits.

• Escalate conversations instantly
• Transfer complete conversation history
• Allow agents to review and intervene
• Maintain service quality for high-value customers

**Ideal For:**

• B2C Sales Teams
• Customer Success Teams
• Support Operations
• Financial Services
• Insurance
• Education
• Healthcare
• Businesses handling high volumes of customer conversations

**Solution Overview:** The platform combines AI-driven automation with human handoffs and built-in compliance workflows. Agents operate securely across multiple channels, integrate directly into enterprise CRMs, and deliver measurable outcomes: higher conversion rates, faster response times, and lower sales operating costs.

**Key Features:**

Intelligent AI agents that qualify, follow-up, convert, and onboard leads

Integration with Salesforce, HubSpot, Zoho, and other CRMs via APIs and webhooks

Human handoff capability with full conversation and document history

Compliance by design: consent tracking, redaction rules, role-based access

Real-time revenue analytics for campaigns, agents, and cohorts

Secure omnichannel communication across WhatsApp Business (WABA), voice, email, and web chat

Automated document collection and verification workflows

Custom AI journey builder for lead-to-onboarding automation

**Benefits:**

• Reduce cost of acquisition (CAC) by up to 40%
• Boost lead conversion and reply rates by 50%
• Cut turnaround time on document completion and verification by 75%
• Achieve faster onboarding and compliance with zero operational disruption
• Scale customer engagement instantly without adding human staff

**Target Audience & Use Cases:**

Ideal for BFSI enterprises, fintechs, telecom, and large B2C organizations managing regulated or high-touch sales processes. Common use cases include loan application journeys, insurance policy onboarding, investment advisory funnels, and e-commerce high-value lead nurturing.

**Why Choose Saleschat:**

Trusted by enterprises with over 10 million+ customer journeys completed. Saleschat delivers secure, compliant, and scalable AI sales automation tested across BFSI and telecom operations globally. Hosted securely on AWS, the platform supports ISO and DPDP compliance, with guaranteed data residency options. Built for enterprise scalability and compliance-first AI automation.

**Call to Action:**

Transform your sales efficiency and revenue outcomes. Book a demo at [https://saleschat.pro/contact](https://saleschat.pro/contact) to experience AI-led B2C acquisition automation. Enterprises typically go live within two weeks and see measurable ROI within one quarter.