CONVIN FOR COMPLIANCE

Take proactive measures to avert unexpected lawsuits

Prevent complacency in matters of compliance and regulations. Track down compliance violations and take immediate action to avoid lawsuits and hefty fines.

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How does Convin ensure call center compliance?

Ensure compliant behavior in live conversations

Agent Assist monitors real-time behavior to prevent non-compliance

  • Employ real-time audits to drive correct behavior, catch mis-selling, and encourage self-coaching.
  • Drive customer-centric behavior and avoid compliance violations with immediate prompts.
  • Leverage an accessible knowledge base to offer genuine information on products and services.
  • Help agents offer better resolutions using real-time customer insights.
  • Agents receive immediate assistance on existing and updated compliance policies.
Real-Time Agent Assist illustration

Prevent compliance breaches with 100% monitoring

Automated Quality Assurance illustration

Auto QA ensures every interaction is evaluated and scored for compliance and code of conduct

  • Track responsible agents and top offenders.
  • Regularly identify and address non-compliant agents.
  • Maintain a log of all omnichannel conversations that trigger a compliance alert.
  • Tailor the scorecard with basic call center compliance requirements like recording consent.
  • Get instant AI feedback on non-compliance behavior.

Replicate ethical best practices

Employ Conversation Behavior Analysis to learn from lost sales opportunities and customer churn

  • Alert managers for compliance breaches that need immediate attention.
  • Play safe by repeating conversation behavior, actions, and phrases that reduce policy breaches.
  • Repeat disclosures that worked well in previous conversations.
Voice of Customer illustration

Make agents comply with a compliance checklist

Automated Agent Coaching illustration

Automated coaching ensures agents are periodically coached on existing and updated compliance regulations

  • Encourage automated coaching on critical statements, compliant phrases, and objection handling.
  • Coach agents on regulatory policies like FDCPA, HIPPA, PCU, and other regulations.
  • Revise call scripts and enforce disclosures on sensitive conversations.

Handle unsolicited activities with granular insights

Dive into conversation intelligence to highlight compliance breaches, information leaks, or tampering

  • Spot violations of the call script at the right time.
  • Auto-redact confidential customer data in transcriptions.
  • Compare customer insights and agent performance to settle conflicts and disputes.
100 %
Compliance monitoring
27 %
Increase CSAT
21 %
Increase Close Rate
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Analyze omnichannel conversations
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How compliance teams use Convin?

For Agents

Track customer insights and feedback using call quality statistics to ensure regulatory adherence in conversations. Automated coaching empowers agents to develop essential skills aligned with ethical best practices.

For Managers

Managers can monitor customer interactions to address compliance issues effectively while training agents to provide empathetic and professional responses.

QA

Align auditing parameters with regulatory policies to eliminate biases. Track compliance escalations and prioritize conversations requiring manual intervention.

For Leaders

Gain strategic insights into recurring compliance challenges and nonadherence trends to guide decision-making and uphold your organization’s reputation.

Trusted by B2C Leaders Who Get It.

“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah

Trusted. Rated. Celebrated.

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LinkedIn Top Startup 2025

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Convin for sales

Shorter queues. Better answers. Same team.

If problems surface first through complaints or audits, you’re already late. Convin reviews 100% of interactions, supports agents with live prompts, and surfaces risky behaviour early so your team can fix patterns before they become cases.
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AI Phone Calls: Accelerate Business, Slash Costs, and Grow Faster
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What compliance and CX teams achieve with Convin

100%
Compliance monitoring across calls, emails, and chats
56 sec
Increase in CSAT, even in regulated, high-scrutiny environments
27%
Increase in close rate while staying within policy

Your highest compliance risk lives inside conversations you never hear

You already have policies, scripts, disclosures, and training. But breaches still happen because
Only a small sample of calls ever gets audited.
New hires lean on supervisors for every sensitive call.
Agents forget key disclosures or policy lines under pressure.
Leaders see escalations and penalties, but not the early warning signs.
Mis-selling, overpromising, and information leaks are spotted after the complaint.
Convin changes that by listening to every interaction, guiding agents live, and coaching on real behavior so agents handle sensitive conversations correctly without needing a manager on every call.

How Convin keeps every conversation compliant

Real-Time Assist
Give every agent live, on-call guidance
Surface the right prompts at the right moment based on live conversation context.
Nudge agents to use the correct disclosures, compliant phrases, and next best actions.
Maintain consistent, customer-centric behavior that still respects regulations.
Pull answers from your knowledge base and policies so agents don’t misstate terms.
Help agents stay aligned to updated compliance rules without extra hand-holding.
Automated Call QA
Monitor every interaction for risk - not just a sample
Audit calls, emails, and chats automatically for script adherence and disclosures.
Track responsible agents, recurring offenders, and patterns of risky behavior.
Maintain a searchable log of all omnichannel conversations that trigger compliance alerts.
Tailor scorecards with core requirements like recording consent, identity verification, and mandatory statements.
Provide instant AI feedback on non-compliant behavior so agents can correct it quickly—without waiting for a manual review.
Automated Agent Coaching
Keep agents updated on changing regulations automatically.
Enable self-paced coaching on critical statements, compliant language, and objections.
Coach agents on relevant laws and internal policies (e.g., FDCPA, HIPAA, central bank rules).
Keep high-risk scripts updated and disclosures consistent.
Auto-reinforce checklists and do/don’ts when non-compliance shows up.
Conversation Intelligence
Catch every instance of sensitive info or risky actions.
Spot deviations from call scripts or approved messaging in time to intervene.
Auto-redact confidential customer data in transcripts and recordings.
Compare customer feedback and agent behavior to settle disputes with evidence.
Detect patterns of information leaks, tampering, or misaligned promises early.

The Convin support loop

How compliance teams use Convin

See the whole risk story — not just the violations

Omnichannel coverage:

Calls, chats, emails, and tickets under one compliance view
Full conversation trail from first contact to closure
Compare adherence across teams, regions, products, and channels

On the go:

Review high-risk conversations and alerts from anywhere
Let leaders and QA see exposure at a glance
Act on issues before they become escalations or complaints

Trusted by B2C Leaders Who Get It.

“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah

Integrate Effortlessly With Your Tech Stack

Integrate Effortlessly With Your Tech Stack
Integation
Integrations

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