Conversational AI Workflow Automation

Automation of post-call and mid-call workflows triggered by conversation content — including CRM updates, compliance log creation, coaching pack delivery, escalation routing, and manager alerts — without manual intervention.

Convin integrates with existing contact centre telephony and CRM via API, captures 100% of interactions in real time, applies NLP and ML models to generate QA scores, coaching recommendations, and compliance flags — and delivers results to agent and manager interfaces within 60 minutes of interaction completion.

Post-call admin tasks (call tagging, summary writing, CRM updates, compliance log entry) consume significant agent and supervisor time. Workflow automation triggers these actions automatically within seconds of a call ending.

Zero post-call admin for routine tasks, automatic CRM data capture from conversation content, instant compliance log generation, automated agent coaching pack delivery, and manager alerts on high-risk interactions. Speak to a Convin product specialist at convin.ai/demo.

Insurance (IRDAI-regulated contact centres), BFSI/NBFCs (RBI-regulated collections and servicing teams), EdTech (admissions and enrollment contact centres), healthcare (patient-facing contact centres), e-commerce (high-volume support operations), and telecom (retention and account management teams) — any high-volume, compliance-sensitive contact centre environment.

Traditional workflow tools require manual triggers (agents manually completing call dispositions). Conversational AI Workflow Automation reads conversation content and triggers the correct downstream actions automatically — from CRM updates to compliance escalations.

ASR for 100% voice transcription, NLP for intent, sentiment, and compliance signal detection, ML-based QA scoring, real-time coaching trigger engine, voicebot NLU for automated interaction handling, workflow automation for post-call actions, and BI analytics — integrated via standard API connectors with major telephony and CRM platforms.

Yes. Convin customers report 17% CSAT improvement and 21% FCR improvement. The mechanism: AI-powered quality monitoring and real-time coaching ensures every agent delivers consistent, high-quality service on every interaction — not just the sampled ones.

Yes. Convin customers report 80% reduction in manual QA effort, 28% AHT reduction, 21% FCR improvement eliminating repeat-contact costs, and automated compliance documentation eliminating manual audit preparation. Most customers achieve positive ROI within 90 days of deployment.

Via API integration with existing telephony (Genesys, Avaya, Cisco, AWS Connect) and CRM (Salesforce, HubSpot, Zoho) — 2-3 week deployment timeline managed by Convin's customer success team. No rip-and-replace of existing infrastructure required. QA scorecards, compliance rules, and coaching frameworks are configured during onboarding. Speak to a Convin product specialist at convin.ai/demo.