Automated Outreach

Intelligent AI Collection Engine

Stop chasing documents manually. Our AI engine uses a multi-channel approach—WhatsApp, Email, and Voice AI—to proactively collect missing information from your clients.

WhatsApp Reminder
Sent to Client (Encrypted)
Automated Voice Call
In Progress...

Omni-Channel Outreach

We reach your clients where they are, using the most effective communication channels to ensure rapid response rates.

WhatsApp Business

Highest engagement rates with instant document upload capabilities directly through the chat interface.

Smart Email Workflows

Branded, professional emails with secure, one-time-use upload links and intelligent follow-up sequences.

Voice AI Calling

Natural-sounding AI agents that call clients to remind them of pending documents and answer basic FAQs.

Unresponsive Case Detected
Escalating to Compliance Manager
3 Emails Sent
2 WhatsApps Sent
1 AI Call Attempted
Manual Follow-up Required

Smart Escalation Engine

If our AI engine cannot successfully collect the information after a configurable number of attempts, it automatically escalates the case to your compliance team.

  • Configurable outreach frequency and timing.
  • Automatic detection of invalid or expired uploads.
  • Real-time dashboard for compliance officer intervention.
  • Full audit trail of every communication attempt.