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AI Sales Agent → Engagement

Turn online and offline marketing channels into tracked conversations.

360° campaign coverage0 channels left out
Where you share it
WhatsApp campaigns Email outreach Social ads Facebook Instagram
Where they find you
QR codes Smart links Flyers & print Website chat

Print the QR on flyers and counters, share chat links in WhatsApp campaigns, Instagram bio, stories and ads, or embed the widget on your website — all feeding one pipeline. Your team places the link; the agent answers whoever starts a conversation. It does not message people first.

Every conversation has an outcome. The AI is designed to answer from your approved business content and collect enquiry details for your team. When information is missing, it can ask for clarification or offer a callback request. AI can make mistakes: test the answers and keep your content current.

Try our AI Agent Create Free AI Agent
app.serviti.ai Chat & lead capture
S Serviti AI AgentCustomer enquiries
Hi! I can help with details, availability, visits and callbacks.
I'd like to visit this weekend.
Great — what's the best number to reach you on?
98765 43210
Lead captured
WhatsApp alertSent to your team instantly
New lead captured

Customer asked for details and requested a callback.

Need
Sales callback
Phone
98765 43210
Status
New lead
Just now
How AI Sales Agent Works

AI Sales Agent capabilities

A quick view of the core capabilities; pricing shows exact plan availability, limits and add-ons.

Engage

Website, QR, WhatsApp link or social ad

Start the conversation wherever the customer already is — online or offline.

Answer

Trained on your website and documents

Answer common questions from approved business content without making visitors wait for your team.

Qualify

Intent, urgency and contact detection

Detect callback, visit, appointment and pricing intent, then collect name, phone and need naturally when interest is high.

Capture

Automatic lead capture

Every qualified enquiry becomes a structured lead record on its own — name, contact, intent and chat summary flow straight into your Lead CRM, no form to fill.

Continue

Conversation stays with the visitor

The chat picks up where it left off across page navigation and reloads, so a returning visitor never loses their thread or repeats themselves.

Handoff

Human WhatsApp handoff with context

Move from AI to your team with recent chat context and full lead detail — ready for action.

See the AI chatbot for websites See plan availability and limits
Available now · Growth & Scale add-ons

Your AI agent. In the apps your customers already use.

From a WhatsApp enquiry to an Instagram DM, answer with your business content without sending customers to another chat window.

Instagram

Instagram DM AI Agent

₹999/month or ₹9,590/year · US$9/month or US$86/year

Turn incoming DMs into useful conversations. Your AI agent answers inside Instagram, using the business content you have approved.

  • Native replies in your connected Instagram account
  • No link-in-bio detour to a website chat
  • Help customers understand the next step

Separate paid add-on · Growth or Scale required

Explore Instagram DM AI Agent

Choose either channel or both. Each is sold separately, not included in a base plan or the Growth trial. Not available on Starter. Account connection and messaging requirements apply.

These agents reply to customers. WhatsApp lead alerts notify your team; they are a different feature.

Prices above are per channel, in addition to your Growth or Scale plan. Annual add-ons are paid upfront for 12 months. Replies share your plan's monthly AI answer allowance; buying a channel does not add more answers. Any applicable taxes appear at checkout. Meta or your WhatsApp provider may charge separately for messaging or provider services; those charges are not included.

Have Serviti set it up for freeSetup help is free. Plans and channel add-ons are paid. Compare plan and channel costs.
app.serviti.ai/leads Lead dashboard
142
Leads this week
38
Hot & urgent
24
Qualified
11
Converted
LeadIntentPriority
Arjun Singh
Site visit · callback requested
Real estateHot
Meera Kapoor
Admission enquiry · follow-up
SchoolQualified
Sanjay Patel
Appointment request · new
ClinicNew

AI Lead CRM

→ Operations

AI lead management for every enquiry — captured, scored and assigned so follow-up never slips.

0% leads missedevery enquiry tracked
  • AI intent scoring & hot-lead flags
  • Owner assignment & status tracking
  • Auto follow-up reminders
  • WhatsApp & email team alerts
How leads flow

Lead CRM capabilities

Everything your team needs to see, assign, import, export and follow up on every lead.

Workspace

AI-qualified, manual and imported leads

Keep website, QR, campaign and manually added leads in one practical dashboard.

Follow-up

Owners, status and reminders

Assign responsibility, track status, and use reminders so hot leads do not quietly go cold.

Quality

Hot, Warm and Cold scoring

Use AI scoring and intent tags to prioritize the leads most likely to need immediate action.

Movement

CSV import/export and CRM push

Bring historical leads in, export lists out, or push qualified leads into your existing CRM flow.

See plan availability and limits

AI Lead Intelligence

→ Insights

See which Instagram, Facebook, WhatsApp, QR and website campaigns create real leads, not just clicks, and what prospects keep asking.

100% attributionsource & campaign on every lead
  • Source & campaign attribution
  • Conversion & funnel analytics
  • Cross-channel insights — inbound & outbound
  • Intent themes & recurring objections
  • Post-sale support signals from open tickets
  • AI campaign briefs — what to do next
  • Serviti AI Impact Dashboard on Scale
AI campaign brief

AI Campaign Brief — Instagram campaign

Last 90 days
Total leads52
Converted0 (0%)
Hot leads8
Avg score61.6

Summary

52 leads in 90 days, 8 hot, average score 61.6. 0% contacted, 0% converted.

What worked

Volume and quality both landed — 8 hot leads (16%) is a strong pipeline.

What didn’t

Follow-up. Every hot lead is sitting untouched; 0 conversions.

Next actions

  1. Call the 8 hot leads within 48 hours.
  2. Assign owners by score before end of week.
  3. Add follow-up SLAs at the next team review.
See plan availability and limits

AI Help Desk Agent

→ Support

Existing customers raise issues through a simple support flow. Your team gets an instant alert with full context, and tracks ownership and status to closure.

up to 90% AI deflectionresolved before your team
  • Simple support ticket capture
  • Team assignment & status flow
  • Customer context in one place
  • Real-time priority alerts
Email summaryContext for your team
New Serviti item: follow-up needed
PriorityHigh
RequestCallback & next steps
SourceWebsite chat
ContextAvailable in dashboard
How support runs

AI Help Desk Agent capabilities

A full post-sale support desk — ownership, priority, SLAs and CSAT — kept separate from your lead pipeline so support issues never mix with new enquiries.

Tickets

Support ticket intake

Let customers raise concerns from the widget or WhatsApp flow with clear context for your team.

Deflect

AI answers common issues

Resolve simple questions automatically and route unresolved requests as support tickets.

Manage

Ownership, priority and lifecycle

Assign tickets to owners, set priority, and drive them through in‑progress to resolved — with reopen and escalate, notes on an activity timeline, and bulk actions. Your team is alerted by email and WhatsApp when a ticket needs attention.

Improve

SLA, CSAT and support insights

Per‑ticket SLA targets with breach flags, reminder discipline and a CSAT rating on resolution — rolled up in Serviti AI Support Insights (Scale) as SLA breach trends, satisfaction and recurring‑theme sentiment.

See plan availability and limits
Optional free setup help

From your material to live enquiries.

Prefer to do it yourself? Describe your business, verify your email, then test and publish. Or request free setup help and we will work through the steps below with you. Plans and add-ons are paid separately.

1

Discovery

We learn your use case, audience, content and the customer journey you want.

2

Configuration

We configure the AI agent around your approved business information.

3

Review

Your team reviews the demo flow before it goes live to customers.

4

Launch

We support launch, feedback and improvements as your usage grows.

Start here

Start with a focused AI agent demo.

We configure a demo around your public material, enquiry flow and follow-up process. Upgrade when your team needs higher volume, more users and automation.

Create Free AI Agent
When your agent goes live

What your team gets

  • An AI agent QR code for brochures, flyers, counters and promotions
  • A website chat agent configured for your business content
  • Team notification setup based on your follow-up process
  • Lead qualification, callback requests and dashboard access
  • A simple upgrade path as users, alerts and volume grow
Built for production, not demos

The engineering choices you can audit.

The engineering choices you can verify before signing — the ones that decide whether an AI agent holds up when it’s the front door to your business.

Multi-tenant, done right
Your team, your brand. Really.
One platform, many businesses — every tenant is an isolated scope with row-level enforcement at the database layer. Data, dashboards, brand voice, notification routing all live per tenant. Not one shared bot with a coat of paint.
Retrieval built for accuracy
Knowledge that actually understands structure.
Header-aware markdown chunking, foundation collections that separate shared knowledge from tenant-specific content, and 12+ input formats including PDF, DOCX, HTML, CSV, markdown and images with vision-based extraction. Not a flat URL list dumped into a vector store.
Tier enforcement that works
You get exactly what you pay for.
Every feature you’re paying for turns on. Cleanly turns off if you downgrade. Tier limits are checked in-line on every request — not a trial countdown banner you can ignore. Fair to you, fair to us.
A widget that fits your site
Not a bolted-on chat bubble.
Brand voice, colors, greeting message, custom prompt pills, auto-maximize on desktop, restore-on-close behavior — all configurable per tenant. Looks like it came from you, because your customers should feel that way too.
Pre-sales and post-sales, one place
The whole customer journey, one platform.
Lead qualification for pre-sales. Support ticket deflection, resolution tracking and escalation routing for post-sales. Same platform, same team, same dashboard — no separate helpdesk stack to buy, integrate and keep in sync.
Latency that keeps visitors
Streams the answer. Doesn’t stall.
Answers stream as they are generated. Response time depends on the question, available knowledge and network conditions; test the experience with your own content.
RAG optimised for precision
The right paragraph, not the closest one.
Header-aware chunking keeps sections intact — fee tables stay with their headings, FAQs with their categories. Why it matters: sloppy retrieval gives “looks helpful, isn’t” answers — and loses leads.
Custom widget branding Scale
Your brand on the widget, not Serviti’s.
Configure brand name, greeting logo, header logo and primary color from Agent Management. Applies everywhere the widget shows — your site, WhatsApp campaign landings, QR codes, direct chat links — without re-embedding code on customer sites. Reset to Serviti defaults anytime; superadmin can prepare values during onboarding.
Plan & Usage in plain sight
No surprise invoices, ever.
Your tenant admin sees a live self-serve panel — conversations this month vs plan, documents, storage, team members, agents — each with a color-graded bar and clear upgrade CTA when a limit is close. No ticket to sales, no waiting for an answer to “how much am I using?”. Trial days remaining are surfaced automatically.
Built for the channels customers already use

See how Serviti AI fits your enquiry flow.

Start with the use case closest to your business, then bring every channel into one follow-up workflow.

Real estate Project enquiries to site visits Answer pricing, location and availability questions, then alert your sales team with buyer context. Schools Parent questions to admissions follow-up Handle fees, curriculum, transport and visit intent before the admissions team calls back. Clinics Appointment intent to front-desk action Capture service, timing, location and appointment questions without making patients wait. D2C & online retail Product questions to confident choices Guide shoppers across approved product content, compare relevant details and capture unmet demand instead of losing the visit. WhatsApp Your AI agent, inside WhatsApp Answer customers on your connected business number. A separate paid add-on for Growth and Scale. Instagram Answer enquiries in Instagram DMs Keep the conversation inside Instagram with your AI agent. A separate paid add-on for Growth and Scale. Facebook Page, post and ad clicks to follow-up Turn Facebook campaign traffic into tracked conversations and lead records your team can act on. QR codes Offline scans to tracked leads Use QR codes on brochures, counters, site boards and flyers to start guided AI conversations. Website enquiries Visitors to qualified callbacks Answer product, service, pricing and availability questions, then capture phone numbers when intent is clear. Ad campaigns Campaign clicks to customer questions See what prospects ask after clicking an ad, which objections repeat, and which campaigns create real follow-up. Callback requests Interested prospects to team follow-up Collect name, phone, need and urgency, then route the lead to your team with context instead of a bare number. Support requests Existing customers to tracked tickets Capture post-sale issues, service concerns and callback requests, then track ownership and status to closure. Follow-up operations Missed conversations to assigned work Keep leads, conversations, reminders and owner status in one place so follow-up does not disappear in inboxes. Multi-location teams Local enquiries to the right branch Use one AI agent flow for branches, centres, outlets or locations while keeping lead context clear for the team.

See it configured for your business.

Add your website or documents, create a focused AI agent and start testing it immediately.

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