The same AI Employee that powers your CRM is available on WhatsApp. Customers get instant replies to loan queries. Your team searches leads, checks file status, and schedules callbacks — all without leaving WhatsApp.
Customers message your WhatsApp business number and the AI Employee responds instantly — answering loan queries, explaining eligibility, collecting applicant details, and creating leads in your CRM. It greets customers with your company name and maintains full conversation context. No scripted bot — a real AI that understands intent.
Customers don't always type — they send voice notes. The AI Employee transcribes Hindi, Tamil, Telugu, and other Indian language voice notes into text using Sarvam AI. It then processes the transcribed content just like any message, extracting names, numbers, and loan details.
Your team members message the same WhatsApp number and the AI Employee gives them full CRM access — search leads, check pipeline stats, create callbacks, query loan file details, and attach documents. It respects role-based permissions, so team members only see data they're authorized to access.
Every time a loan file moves to a new stage, the AI Employee sends a WhatsApp notification to the customer and the assigned team member. Lead assignments, callback reminders, sanction approvals, disbursal confirmations — all delivered automatically. No manual follow-up messages needed.
Connect your WhatsApp Business account in minutes using Meta's Embedded Signup flow. No coding required — just click Connect, authorize with Facebook, and your WhatsApp number is linked. Manage settings, view connection status, and configure session timeouts from a simple settings page.
The AI Employee requests documents from customers via WhatsApp and processes uploads automatically — extracting text from PDFs, recognizing PAN cards and Aadhaar via OCR, and attaching them to the correct loan file. Customers never need to download a separate app or visit a portal.
