Converiqo connects conversations, enterprise data, teams and business systems through one governed workflow layer. Deploy AI agents for sales, customer support, employee services and operations without replacing your existing CRM, ERP, HRMS or helpdesk.
Converiqo is an enterprise AI workflow orchestration platform that connects conversational AI agents, business rules, approved knowledge sources and enterprise systems. It helps organizations automate customer-facing and employee-facing workflows across sales, support, HR, procurement and operations while maintaining permissions, auditability and human oversight.
Integrates channels, data and enterprise applications securely.
Interprets natural language queries, documents, intent and context.
Applies business rules, permission limits, and custom routing logic.
Updates database records, assigns support tickets, and triggers alerts.
Tracks automated actions in logs, monitors performance, and handles human escalation.
Fragmented AI assistants lead to data silos and broken processes. Here is how Converiqo unifies operations:
Enquiries arrive through web, WhatsApp, email, voice and social channels, but teams lack a unified history and routing process.
Employees copy information between forms, spreadsheets, CRMs, ticketing systems and internal teams.
Basic assistants generate responses but cannot reliably update systems, execute approvals or complete operational tasks.
Manages multi-channel text and voice interactions consistently.
Routes queries and distributes tasks across specialized AI agents.
Enforces corporate rules, limits, and operational logic.
API connectors linking core systems and messaging interfaces.
Retrieves approved data from internal repositories to prevent hallucinations.
Centralized panel tracking usage limits, error rates, and security parameters.
Instant lead scoring, booking confirmation, and CRM updates.
Resolves routine queries instantly and routes tickets based on priority.
Automated HR operations, leave booking, and IT desk help.
Vendor verification, purchase requisitions, and price matrix comparisons.
Mobile-first inspection sheets and daily operational status collection.
Triggered updates, survey delivery, and feedback gathering.
Controls user permissions and isolates data views based on job function.
Requires explicit human sign-off for financial transactions or contract executions.
Logs every automated decision, system sync, and human override.
Available in isolated multi-region cloud configurations or secure on-premises servers.
Every automated trigger, query, or document runs through controlled operations to ensure accurate execution:
A customer or employee sends a request through web, WhatsApp, voice, or email.
The AI agent identifies intent, extracts details, and retrieves approved knowledge.
Converiqo evaluates role, priority, location, and configured workflow parameters.
The platform answers, updates CRM records, or triggers backend database workflows.
Exception cases or high-value decisions are transferred to an authorized manager.
A lead arrives from a website, advertisement, WhatsApp or phone call.
Captures contact information automatically
Asks qualification questions based on product interest
Scores intent and budget suitability
Routes lead to designated representative & updates CRM records
A customer asks for help through chat, email or voice.
Identifies customer and retrieves account history
Searches approved product policies and FAQs
Resolves routine enquiries or updates status
Escalates unresolved issues to active support queue with logs
An employee requests leave, documentation, access or administrative support.
Verifies employee credentials and retrieves policy rules
Processes request details against available balance
Routes approval alert to supervisor's messaging platform
Updates core HRMS record automatically upon approval
| Capability | Basic Chatbot | Traditional Automation | Converiqo Platform |
|---|---|---|---|
| Natural Language Understanding | Yes | No | Yes (Multi-Agent) |
| Data Grounding (RAG) | Limited | N/A | Configurable Security Grounding |
| Multi-system write actions | Rarely | Yes | Yes (Validated write back) |
| Human approval workflows | No | Rule-dependent | Human-in-the-Loop integrated |
| Data-residency compliance | Limited | Depends on hosting | Multi-region / On-premise configurations |
Everything you need to know about implementing Converiqo's AI automation layer.
Converiqo is an AI-powered workflow automation platform that helps organizations unify common business workflows-such as lead handling, customer support processes, and employee request workflows-into a single system. Instead of running separate tools for every function, Converiqo enables teams to design workflows, connect business systems, and deploy automation consistently across teams and channels. It is positioned as a platform approach so organizations can start with one workflow, measure outcomes, and then expand safely to additional modules as needs grow.
Converiqo is not just a chatbot. A basic chatbot focuses on messaging responses, while Converiqo is intended to support end-to-end workflows-capturing inputs, applying routing and business rules, triggering actions in connected tools, and handing off to teams when needed. The goal is to automate structured processes such as lead qualification, service routing, scheduling, internal requests, and operational tasks, while keeping workflows manageable and scalable as usage expands across departments.
Most teams start with one high-impact workflow where results are easy to measure. Common starting points include lead capture and qualification, customer support routing, appointment scheduling, or an internal employee request workflow (HR/IT/admin). Starting with a single module helps validate fit, confirm integration needs, and establish a baseline for performance before expanding to additional workflows. After the first workflow proves value, teams typically extend automation to adjacent processes that share data sources and routing logic.
Converiqo is positioned around enterprise integrations so workflows can connect to existing systems and reduce manual updates. Typical integrations include CRM tools, helpdesk/ticketing tools, HR systems, and other business platforms used to store customer and operational data. Integrations allow workflows to read context, trigger actions, and update systems consistently. If a required tool is not available out of the box, teams can discuss custom integration options based on the target system and authentication approach.
Start by defining the outcome you want (e.g., faster lead response, fewer support backlogs, reduced internal request time). Then map which systems supply inputs (CRM, helpdesk, forms) and which teams need routing rules (sales, support, HR). A practical approach is to pilot one module for a short period, measure impact, and then expand to adjacent modules once the workflow design and integration model are validated. This keeps rollout controlled and reduces operational disruption.
Timelines depend on workflow complexity and integration scope. A lightweight pilot can be set up quickly when the workflow is well-defined and integrations are straightforward. More advanced rollouts-multiple departments, multiple tools, multi-step routing-take longer because they require field mapping, permissions, testing, and change management. A common best practice is to go live in phases: pilot one workflow, stabilize, then expand module-by-module and team-by-team to reduce risk and maintain quality.
Converiqo is positioned as a no-code friendly workflow automation platform, meaning business teams can typically configure workflows without deep engineering involvement for many standard use cases. For complex workflows or custom integrations, technical support may be needed for setup, authentication, or system mapping. A good operating model is to let business users own workflow logic and outcomes, while technical owners validate integrations, data handling, and governance so scaling remains stable.
Scaling automation requires structure: defined workflows, controlled routing logic, and consistent integration handling. Governance typically includes clear ownership of each workflow, controlled changes, monitoring of performance, and phased rollout to new teams or locations. The platform approach helps because you don't rebuild everything for each department-modules and workflows can be extended and standardized. This reduces fragmentation and makes outcomes easier to measure over time as automation expands across the organization.
Yes-Converiqo promotes demo and trial entry points so teams can evaluate fit before committing. A good evaluation method is to test one workflow scenario, validate data capture and routing, confirm integrations, and review whether the outcome metrics match expectations. After an initial test, teams can decide whether to expand to more modules or move toward a structured rollout plan.
Pricing is typically presented in a plan/module structure so organizations can start small and scale by adding modules or capabilities. The clean way to explain pricing on-page is: choose a base plan, add the modules you need, and upgrade as usage grows. If a company has enterprise requirements (custom integrations, rollout support, multi-team usage), then custom pricing or packaging can be discussed based on scope.
Converiqo positions itself as industry-flexible, with industry pages showcasing automation benefits across domains (for example, manufacturing and transportation/logistics). The practical approach is to use industry pages as starting templates, then tailor workflows to your specific data sources, routing logic, and teams. Industries differ mostly in workflow steps, compliance needs, and system landscape-not in the core automation method.
Roll out in phases. Start with one workflow and one team, stabilize it, then expand to the next closest workflow (sharing similar data and routing rules). This approach reduces change risk, keeps training manageable, and helps leadership see measurable outcomes. When multiple departments are involved, define workflow owners, clarify the system-of-record, and maintain a consistent "how it works" approach so automation doesn't become fragmented across teams and tools.
See how we connect AI agents, orchestrate approvals, and sync operations across your existing tools securely.
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