Agentic AI for Security Leads, Installs, and AMC Workflows
Converiqo connects lead capture, site surveys, solution design, installation, AMC, tickets, and renewals so CCTV dealers and integrators can offer reliable, transparent service at scale.
Pressure points
Key Challenges for CCTV Dealers and Security Integrators
Automation aligns sales, projects, and service teams around each site and client journey.
Unclear Requirements and Product Fit
Sales teams spend time clarifying coverage, camera types, and locations across calls and chats which increases the risk of misaligned expectations.
Manual Site Surveys and Follow Ups
Survey appointments, notes, photos, and risk assessments often live in personal devices which leads to missed details during solution design and installation.
Installation Coordination Across Teams
Coordinating technicians, material, access, and site readiness is hard when tasks travel through informal communication and are not tracked in one place.
AMC, Warranty, and Asset Visibility Gaps
Dealers struggle to keep a clear record of which devices are installed where, under which coverage, and what commitments exist for response times.
Unstructured Support and Ticket Handling
Camera faults, DVR issues, wiring problems, and remote access queries are handled through ad hoc calls and chats which makes tracking and accountability difficult.
Limited Insight into Service Quality and Renewals
Leaders lack a consolidated view of technician performance, ticket trends, and renewal health across customers and sites.
How Converiqo Orchestrates CCTV Operations
Agentic AI connects security sales, field service, and support so every site journey is clear and trackable.
AI Guided Security and Solution Journeys
Agentic AI captures use case, site layout, risk level, and budget then guides teams toward the right cameras, storage, and accessories.
Customer and Facility Self Service
Clients can track quotations, surveys, installations, tickets, and renewals without repeated calls to sales or support teams.
Coordinated Installation and Service Workflows
Survey, installation, and ticket workflows connect sales, projects, and service teams so work moves in a predictable sequence.
Knowledge and Asset Intelligence
A structured knowledge base and asset registry help teams answer faster, troubleshoot better, and plan renewals on time.
Core module
Sales and Lead Engine
Capture, qualify, and convert security enquiries into designed and approved CCTV solutions.
Automation flow
Sales and Lead Engine for CCTV Dealers
Capture enquiries from websites, calls, WhatsApp, marketplaces, and partner referrals with structured profiles.
Tag each lead by segment, site size, number of locations, use case, urgency, and budget range.
Trigger site survey booking workflows once a lead meets basic qualification criteria.
Link survey findings into solution design and proposal workflows so context is never lost.
Automate follow ups for shared proposals, pending approvals, and installation slot confirmations.
Provide leaders with a view of conversion by segment and channel so marketing and partnerships can be optimized.
Automation flow
Customer Self Service for CCTV Buyers and Clients
Allow clients to view and download quotations, proposals, and scope of work documents at any time.
Provide self service tracking for site survey appointments, technician arrivals, and installation progress.
Enable clients to see which locations and devices are covered by AMC or warranty, with start and end dates.
Offer simple flows for raising new issues, requesting changes, or logging access and configuration requests.
Share status updates throughout the journey including ticket opened, in progress, on hold, resolved, and closed.
Expose key FAQs and troubleshooting guides so simple problems can be resolved without a visit.
Automation flow
Ticketing System for CCTV and Security Issues
Convert complaints about camera faults, DVR issues, recording gaps, alerts, or wiring problems into tickets with references to affected devices and sites.
Attach logs, screenshots, and photos so technicians can triage issues before visiting.
Route tickets based on priority, contract coverage, and skill requirements to the right team or technician.
Support status updates and customer acknowledgements at each step of diagnosis and resolution.
Track SLA performance and escalations for critical sites such as banks, campuses, or factories.
Use ticket analytics to identify recurring patterns that should be addressed through training or design changes.
Automation flow
Workflow Automation for Surveys, Installs, and Service
Standardize survey tasks including photos, camera positions, coverage notes, and network details.
Define installation workflows with checklists for mounting, cabling, configuration, testing, and handover.
Connect material picking and dispatch with installation schedules so teams arrive with the right hardware.
Automate AMC visit reminders, health checks, and preventive maintenance visits based on site and contract.
Align ticket and service workflows with contract terms so response expectations are consistent.
Provide an operational view of all open surveys, projects, tickets, and renewals across teams.
Automation flow
Knowledge Management for CCTV Solutions and Support
Maintain a structured library of product documentation, configuration guides, and troubleshooting flows.
Capture best practices from technicians and solution architects as reusable playbooks.
Store standard designs and BOQ templates for common site types such as retail, offices, warehouses, and housing societies.
Link knowledge articles to ticket categories so support teams can resolve issues faster.
Provide internal and partner facing access to selected content without exposing sensitive information.
Use search and tagging so teams quickly find relevant guidance during surveys, installs, and calls.
Automation flow
Feedback and Survey for CCTV Service Quality
Collect feedback after installations, AMC visits, and ticket closures from key client contacts.
Measure satisfaction across response time, technician professionalism, solution reliability, and communication quality.
Identify sites or accounts where issues are recurring so account managers can act early.
Run targeted surveys for high value segments such as enterprises, multi site retailers, or critical infrastructure clients.
Feed insights into training, process updates, and solution design guidelines.
Track improvement trends over time as automation and new practices roll out.
Stakeholder outcomes
Benefits Across Security Leadership, Teams, and Clients
Everyone from founders to facility managers benefits when CCTV journeys are clear and predictable.
Business Owners and Leaders
- Gain a clear view of leads, surveys, installations, AMCs, tickets, and renewals across customers and sites.
- Reduce dependence on individual coordinators for project status and next actions.
- Use structured data to decide which segments, partners, and offerings to prioritize.
Sales and Presales Teams
- Track every opportunity from enquiry through survey, design, proposal, and closure.
- See survey outcomes and stock availability so proposals and commitments are realistic.
- Spend more time advising clients and less time chasing updates from internal teams.
Project and Installation Teams
- Receive clear work orders, site details, and material lists for each job.
- Log progress and completion with structured checklists and photos that feed back to sales and service.
- Coordinate multiple sites and technicians from one operational view.
Service and Support Teams
- Handle tickets with full context of devices, history, and contract coverage.
- Use integrated knowledge articles to resolve issues faster and with fewer repeat visits.
- Meet SLAs more consistently for critical and premium customers.
Operations and Inventory Teams
- Align hardware availability with upcoming installations and AMC commitments.
- See which models and accessories are most used across segments and site types.
- Reduce last minute purchase and logistics pressure through better planning.
Clients and Facility Managers
- Track where each site stands across survey, installation, AMC, and tickets.
- Receive timely, consistent updates without calling multiple contacts.
- Experience fewer surprises on coverage, downtime, and renewal handling.
Deployment fit
Capabilities for Every CCTV and Security Integration Setup
From local dealers to nationwide integrator networks.
CCTV Dealers and Resellers
Organize enquiries, designs, and installations so small and mid sized dealers can scale without losing control.
Security System Integrators
Coordinate complex multi site projects that combine CCTV, access control, and networking through shared workflows.
Video Surveillance Solution Providers
Run design, deployment, and support for large surveillance estates with clear visibility across all assets and sites.
B2B and Enterprise Security Partners
Handle long cycle opportunities, pilots, rollouts, and AMCs for enterprises and institutions in a structured way.
Smart Building and Electronic Security Partners
Integrate CCTV workflows into broader building and security journeys without fragmenting operations.
Regional and Nationwide Service Networks
Provide consistent service quality across geographies while maintaining local technician and partner flexibility.
Proof of impact
Measurable Change in How CCTV Businesses Operate
CCTV Operations Run Smoother on Converiqo
More control
Better visibility across survey, install, and AMC
Higher reliability
Improved SLA adherence for critical CCTV sites
Fewer recurrences
Reduced repeat tickets for the same issues
Higher retention
Stronger long term client and facility relationships
Customer voice
“With Converiqo, our teams see the full story from lead to installation and AMC. Customers get faster answers and our technicians spend less time chasing information and more time fixing problems.”
Founder of a regional CCTV and security integration firm
Need to know
Frequently Asked Questions
Answers for CCTV dealers, integrators, and security operations teams.
How can agentic AI support CCTV dealers and installers?
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Agentic AI automates customer inquiries, organizes installation workflows, and streamlines communication across sales, technicians, and support teams. It helps CCTV dealers manage pricing requests, site assessments, installation schedules, and issue tracking more effectively.
What operational challenges do CCTV dealers commonly face?
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Dealers struggle with delayed follow ups, unclear requirements, hardware shortages, installation coordination, and repeated support queries. Automation centralizes workflow steps and reduces errors caused by manual communication or unstructured job handling.
Can automation improve CCTV installation and support processes?
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Yes. Automation categorizes inquiries by camera type, quantity, location, and urgency. It tracks survey appointments, installation progress, and service resolution, ensuring smoother handling of both new projects and after sales support.
How does AI enhance communication with security clients?
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AI sends automated updates for quotations, survey schedules, installation progress, troubleshooting status, and warranty claims. Clients receive timely clarity without needing constant calls, which creates a more reliable service experience.
What KPIs should CCTV businesses track using automation tools?
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Key KPIs include lead to installation conversion, ticket resolution time, hardware availability, technician performance, customer satisfaction, and repeat service demand. These help dealers improve efficiency and build long term client trust.
How does Converiqo’s Lead Engine increase CCTV sales?
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The Lead Engine captures inquiries from websites, referrals, campaigns, and walk ins. It tags location, camera requirements, urgency, and budget which helps teams prioritize high intent leads and convert more enquiries into confirmed installations.
How does Customer Self Service support CCTV buyers and clients?
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Customer Self Service allows clients to track installation status, review quotations, raise issues, check warranty details, and access FAQs at any time. It reduces manual follow ups and improves overall transparency across project stages.
Why should CCTV dealers use Converiqo’s Ticketing System?
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The Ticketing System manages complaints, camera faults, DVR issues, wiring problems, and service delays in structured tickets. It ensures quick resolution, better accountability, and smoother coordination between technicians and support teams.
How does vendor and procurement automation help CCTV dealers?
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Vendor and procurement automation tracks supplier orders, delivery timelines, and availability of cameras, cables, DVRs, and accessories. It prevents stockouts, reduces installation delays, and helps dealers maintain predictable project timelines.
How do workflows and feedback improve CCTV service operations?
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Workflow automation standardizes survey tasks, installation steps, hardware checks, and escalation cycles. Feedback and survey insights highlight technician performance and customer satisfaction, helping CCTV businesses refine operations and deliver consistent service quality.
Security operations
Ready to Automate Security Leads, Installs, and AMC Journeys?
Plug Converiqo into your CCTV business to streamline lead capture, surveys, solution design, installation, AMC, tickets, and renewals without disrupting your existing CRM or field service tools.