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Better customer experiences.Across every channel.

AI agents that answer questions, resolve customer requests, and take approved actions in your systems—across email, phone, WhatsApp, and web chat.

Configured for your business. Managed by Yashvis.

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EmailPhoneWhatsAppWeb Chat
Email Agents

Turn customer emails into resolved requests.

Help customers get answers and complete requests without lengthy email exchanges. Your agent understands the thread, reads attachments, retrieves relevant information, and carries out the next steps within your rules.

What your agent can do
  • Answer enquiries using your approved business knowledge and customer records.
  • Read email threads and attachments to understand the request.
  • Retrieve order details, invoices, booking information, and service updates.
  • Ask for missing information and take permitted actions in connected systems.
  • Prepare replies for review or send them automatically within defined permissions.
  • Route complex or sensitive requests to your team with the relevant context.
Useful for
Customer enquiriesOrder and delivery supportBilling questionsOnboarding documents
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Example workflow
Maya Chen · Northwind Retail9:42
Proof of delivery — order #20417Hi, could you send the proof of delivery for this order? We need it for our records.
1Identifies the customer and orderCRM / Order system
2Retrieves the proof of deliveryDocument system
3Sends the document to the customerEmail
4Records the interactionCRM
Document sent · request resolved
Example workflowLive call
Inbound call · +44 20 7946 032100:41
Live transcript
Caller
Hi, I need to move my appointment on Thursday to next week.
Agent
Of course. Let me check what’s available next week.
Checked available slotsCalendar
Agent
I have Tuesday at 10:30 or Wednesday at 3:00. Which works better?
Caller
Tuesday at 10:30, please.
Booking updated · Tue, 10:30Booking system
Updated confirmation sentEmail
Agent
You’re all set for Tuesday at 10:30. I’ve emailed you an updated confirmation.
Phone Agents

Help callers get answers and take the next step.

Give customers a conversational way to ask questions, manage bookings, and resolve service requests. Your agent retrieves relevant information during the call and brings in your team when human attention is needed.

What your agent can do
  • Answer inbound calls using your approved business information.
  • Understand the caller’s request and collect the necessary details.
  • Retrieve customer, booking, order, or account information after required verification.
  • Book, reschedule, or cancel appointments within your policies.
  • Make configured outbound service calls for reminders, updates, or follow-up.
  • Transfer calls to your team with a summary of the request and actions taken.
Useful for
Customer supportAppointments and reservationsService enquiriesCustomer follow-up
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WhatsApp Agents

Make customer support as simple as sending a message.

Help customers ask questions, share documents, manage requests, and receive updates through WhatsApp. Your agent keeps the conversation moving and connects each request to the information and actions needed to resolve it.

What your agent can do
  • Answer customer questions using approved knowledge and relevant records.
  • Maintain context throughout the conversation.
  • Retrieve order, booking, account, and service information.
  • Collect documents and follow up on missing details.
  • Submit permitted booking, order change, return, or exchange requests.
  • Send configured service updates and hand conversations to your team when needed.
Useful for
Order and delivery supportReturns and exchangesCustomer onboardingBooking assistance
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Example workflow
RK
Hi, the jacket I ordered is too small. Can I exchange it for a size L?
1Retrieves the customer’s orderOrder system
2Checks eligibility and replacement availabilityPolicy / Inventory
3Confirms the customer’s choiceWhatsApp
4Submits the exchange request and shares next stepsOrder system
Exchange requested · customer informed
Example workflow
V
Would your service work for a business like ours? And can we speak with someone this week?
1Answers product and service questionsKnowledge base
2Collects the visitor’s requirementsWeb chat
3Books a suitable consultationCalendar
4Creates the enquiry and shares contextCRM
Consultation booked · requirements shared
Web Chat Agents

Give website visitors help when they need it.

Help visitors understand your offering, find answers, and complete requests directly on your website. Your agent can guide a product enquiry, arrange a consultation, or help an existing customer reach a resolution.

What your agent can do
  • Answer questions using your approved product, service, and support information.
  • Help visitors compare options based on their stated needs.
  • Collect enquiry details and ask relevant qualification questions.
  • Book consultations and create or update CRM records.
  • Help authenticated customers retrieve information and submit service requests.
  • Hand complex conversations to the appropriate team with the information already collected.
Useful for
Product enquiriesSales assistanceConsultation bookingsCustomer support
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Connected to your business

The information to answer. The ability to act.

Each agent is configured with the knowledge, integrations, and permissions needed to handle your customer requests.

Business knowledge

Ground answers in your approved documents, product information, service guidance, and policies.

Connected actions

Retrieve relevant records and complete permitted tasks in your CRM, help desk, order system, billing tools, or calendars.

Verification and approvals

Define when customers must be verified, which actions can run automatically, and which decisions require approval.

Human handoff

Bring your team into the conversation with the customer’s request, relevant information, and work already completed.

Activity visibility

Review conversations and recorded actions, follow escalations, and identify where the customer experience needs improvement.

Setup and ongoing management

Configured for your business. Managed by Yashvis.

We work with your team to define what your agents should handle, connect the systems they need, and keep the agreed customer journeys working after launch.

Before launch

We configure and test

We map customer requests, connect the required channels and systems, configure business knowledge and permissions, and test routine scenarios, exceptions, and handoffs.

After launch

We monitor and maintain

We review performance, maintain integrations, update agreed workflows, and refine how agents handle customer requests.

Throughout

Your team sets the rules

You define policies, approve sensitive actions, and handle the conversations and decisions that need human judgment.

Use cases

Choose the customer requests you want to improve.

Start with a recurring need and the channel your customers use most.

Explore Use Cases
Customer Support & Issue ResolutionProduct Enquiries & Sales AssistanceAppointments & ReservationsOrder, Delivery & Returns SupportCustomer OnboardingBilling & Account Support

Start with one channel. Make one customer journey better.

Bring us a recurring customer request. We’ll show you how an agent could handle it, which systems it needs, and where your team stays involved.

Request a DemoConfigured around your customers, your systems, and your rules.