Live on every channel
Transform Every Customer Conversation with Enterprise AI Agents
Deploy Voice, Video, Chat, and Automation agents that qualify leads, book appointments, and sync every outcome to your CRM — at enterprise scale.
- 01Voice
- 02Video
- 03Chat
- 04Automation
- 05Analytics
- Enterprises
- Satisfaction
- Conversations
- Integrations
Trusted by leading enterprises
- RE/MAX
- ICICI Bank
- HDFC
- Apollo
- BYJU'S
- PolicyBazaar
CH 01Products
AI agents for every channel
Choose Voice, Video, Chat, Automation, and Analytics — or run them together as one platform.
01 · Voice
AI Voice Agent
AI Voice Agent That Sounds Human, Works 24/7
Handle inbound & outbound calls, qualify leads, book appointments and close more deals.
- Natural Conversations
- Multi-language Support
- Smart Call Routing
- CRM & Calendar Integration
02 · Video
AI Video Agent
Face-to-face engagement with AI avatars
Create memorable video experiences with realistic AI avatars that present products, answer questions, and book appointments.
- Realistic AI Avatar
- Appointment Booking
- Product Walkthroughs
- Multi-language Avatars
- Switch Avatar Personas
- Embedded Website Widget
03 · Chat
AI Chatbot
Omnichannel chat that feels personal
Engage customers on WhatsApp, Instagram, web, and Slack with one intelligent chatbot trained on your business knowledge.
- Lead Generation
- CRM Integration
- Knowledge Base Answers
- Human Handoff
- Campaign Broadcasts
- Rich Media Replies
04 · Automation
AI Automation
Workflows that run themselves
Connect triggers, AI decisions, and business systems to automate follow-ups, nurturing, and back-office tasks.
- No-code Workflow Builder
- Event Triggers
- AI Decision Nodes
- Multi-system Sync
- SLA Escalations
- Audit Trails
05 · Analytics
Analytics
Conversation intelligence in real time
Monitor KPIs, conversation quality, lead sources, and agent performance from a unified enterprise dashboard.
- Live KPI Cards
- Conversation Trends
- Lead Source Breakdown
- Agent Scorecards
- Exportable Reports
- Custom Dashboards
CH 02Why NaviCS AI
A SaaS platform, and the team to run it
Most vendors sell software or services. NaviCS AI delivers both under one roof, so the people who build your agents are the same people accountable for the outcome.
SaaS strength
The AI agent platform
Software you can deploy across every customer channel.
One accountable team
Outsourcing strength
Managed delivery practices
Specialists who design, run and improve the work for you.
- 5
- AI products
- 11
- Managed services
- 6
- Centers of Excellence
- 9
- Industry playbooks
CH 03The NaviCS difference
Six agents. One platform.
- Voice AgentAnswers and places calls, qualifies callers, books appointments and logs the outcome in your CRM.See the service
- Sales AgentResponds to new leads, asks qualification questions and hands sales-ready opportunities to your team.See the service
- Customer Service AgentResolves routine requests from your knowledge base and escalates complex cases with full context.See the service
- Analytics AgentAnswers business questions in plain language using governed data and explains how it got the answer.See the service
- Knowledge AgentFinds answers across policies, documents and manuals so employees stop searching and start acting.See the service
- Automation AgentRuns multi-step back-office tasks across systems, with human approval where your process requires it.See the service
CH 04Integrations
Powerful Integrations
Connect NavicsAI to the CRMs, calendars, and messaging channels your teams already use.
CH 05Workflow
How NavicsAI Works
From first conversation to closed outcome — fully orchestrated.
Connect channels
Link phone, WhatsApp, web chat, and video in minutes.
Train your agents
Upload knowledge, scripts, and qualification rules.
Automate outcomes
Book meetings, update CRM, and trigger follow-ups.
Measure & optimize
Use live analytics to improve conversion every week.
CH 06Industries
Built for high-intent verticals
Playbooks for real estate, NBFC, healthcare, insurance and education — and for professional firms: CPA, legal, and lease and coworking operators.
AI for Real Estate Sales & Customer Engagement
From lead qualification to site visits and follow-ups, AI handles it all for you.
What the agents handle
- Lead Qualification
- Property Recommendations
- Site Visit Booking
- Follow-up Automation
- WhatsApp & Voice Support
Where it runs
- Inbound WhatsApp inquiries
- Project launch campaigns
- NRI buyer engagement
- 2X
- More Qualified Leads
- 45%
- More Site Visits
- 35%
- Higher Conversions
- 24/7
- AI Availability
Compliant lending conversations at scale
Automate lead nurture, KYC reminders, and collections outreach with audit-ready AI workflows.
What the agents handle
- Loan Lead Qualification
- Collections Outreach
- KYC Reminders
- Policy-aware Scripts
Where it runs
- Personal loan inquiries
- EMI reminder calls
- Document collection
Fill chairs with AI appointment booking
Answer patient questions, book appointments, and reduce no-shows with friendly AI voice and chat agents.
What the agents handle
- Appointment Booking
- Treatment FAQs
- Reminder Calls
- Review Collection
Where it runs
- New patient intake
- Hygiene recall
- Emergency triage
Patient engagement that scales safely
Support clinics and hospitals with AI agents for scheduling, triage routing, and follow-up care reminders.
What the agents handle
- OPD Scheduling
- Symptom Triage Routing
- Lab Report Follow-ups
- Multi-location Routing
Where it runs
- Hospital helplines
- Specialty clinic booking
- Post-discharge care
Policy sales and claims support, automated
Guide prospects through quotes, renewals, and claims status with AI agents trained on your products.
What the agents handle
- Quote Assistance
- Renewal Reminders
- Claims Status Updates
- Cross-sell Campaigns
Where it runs
- Motor insurance renewals
- Health policy inquiries
- Claims first notice
Admit more students with AI counselors
Engage applicants, answer program FAQs, and book counseling sessions across voice, chat, and video.
What the agents handle
- Admission Counseling
- Course Recommendations
- Fee Reminder Flows
- Parent Communication
Where it runs
- Admission campaigns
- Demo class booking
- Alumni engagement
AI and finance operations support for CPA and accounting firms
Keep client communication moving through busy season, collect documents without chasing, and extend your team with bookkeeping and close support.
What the agents handle
- Client Intake & Engagement Scheduling
- Document Request & Reminder Flows
- Deadline and Filing Reminders
- Bookkeeping & Reconciliation Support
- Month-End Close Assistance
- Practice-Management & CRM Sync
Where it runs
- Busy-season call and email overflow
- Missing-document follow-up before deadlines
- New client onboarding and engagement letters
- Outsourced bookkeeping for client books
Never miss a prospective client call or intake detail
Capture every inquiry, run structured intake, and book consultations — with attorney hand-off rules and a full record of each conversation.
What the agents handle
- 24/7 Inquiry Answering
- Structured Client Intake
- Consultation Booking
- Conflict-Check Data Capture
- Appointment & Hearing Reminders
- Practice-Management & CRM Sync
Where it runs
- After-hours and overflow intake calls
- Web chat inquiries from practice-area pages
- Consultation scheduling and rescheduling
- Client reminders for documents and appointments
Fill desks and floors with always-on leasing conversations
Respond to every space inquiry in seconds, book tours, follow up until a decision, and keep members supported after move-in.
What the agents handle
- Inquiry Response & Qualification
- Tour Booking and Reminders
- Availability & Plan FAQs
- Lease Renewal Outreach
- Member Support Desk
- Meeting-Room & Visitor Requests
Where it runs
- Listing-portal and website leads
- Tour no-show reduction
- Renewal and expansion conversations
- Member helpdesk across locations
CH 07Platform
One dashboard for every conversation
Track conversations, qualified leads, bookings, and source mix in real time.
Overview
Real-time conversation intelligence
- Total Conversations
- 12,480+12.4%
- Qualified Leads
- 3,214+8.1%
- Appointments
- 986+18.2%
- Conversion Rate
- 24.8%+3.1%
| Day | Conversations |
|---|---|
| Mon | 1,420 |
| Tue | 1,610 |
| Wed | 1,560 |
| Thu | 1,890 |
| Fri | 1,820 |
| Sat | 2,040 |
| Sun | 2,140 |
- WhatsApp48%
- Voice28%
- Web16%
- Video8%
| Contact | Channel | Intent | Status |
|---|---|---|---|
| Aisha Khan | Property inquiry | Qualified | |
| Rohan Gupta | Voice | Loan eligibility | In progress |
| Meera Iyer | Video | Appointment | Booked |
| Vikram Shah | Web | Product question | Handed off |
CH 08Trust Center
Built to pass your security review
How NaviCS AI is governed, secured and operated — organised the way procurement and risk teams ask about it.
Assurance you can verify
- Cer-01
Verified certifications only
A certification appears here only once it is independently verified and current.
- Cer-02
Security review support
Responses to your vendor-risk questionnaire, prepared by the team that runs the platform.
- Cer-03
Control summary
A written description of the technical and organizational measures behind the service.
- Cer-04
Contract pack
Data Processing Agreement and policy set supplied with your agreement.
AI that stays accountable
- Gov-01
Human oversight
Review and escalation paths are designed into every AI-powered workflow.
- Gov-02
Configured, not improvised
Agents operate within the instructions, tools, knowledge and permissions you set.
- Gov-03
High-impact decision safeguards
Automated output is never the sole basis for decisions that require human judgment.
- Gov-04
Transparency to individuals
People are told when they are interacting with an AI-powered system.
- Gov-05
Accuracy and verification
AI output can be wrong; material information is verified before it is relied on.
Clear roles, documented obligations
- Com-01
Controller and processor roles
Customers control their data; NaviCS AI processes it on documented instructions.
- Com-02
Data subject requests
Assistance with access, correction, deletion and other individual rights requests.
- Com-03
Calling and messaging rules
Consent, opt-out, calling-hours and caller-identification requirements are built into campaign setup.
- Com-04
Subprocessors
Infrastructure, telephony and AI providers are engaged under contractual terms.
- Com-05
International transfers
Where data moves across borders, the transfer mechanism is agreed in the contract.
- Com-06
Retention and deletion
Data is kept only as long as the service, the contract and the law require.
Controls around every conversation
- Sec-01
Authentication and access control
Access to the platform and to customer data is authenticated and role-based.
- Sec-02
Tenant isolation
Each customer's data, agents and credentials are separated from every other customer's.
- Sec-03
Credential protection
Sensitive credentials are encrypted at rest and kept out of prompts and content fields.
- Sec-04
Audit logging
Authentication events, API activity and agent actions are recorded.
- Sec-05
Monitoring and abuse prevention
Technical and operational controls detect misuse and protect platform availability.
- Sec-06
Incident response
Defined processes for identifying, containing and communicating security incidents.
How agents behave on a live call
- Pro-01
Recording consent
Recording follows a defined consent state and does not start where it is not permitted.
- Pro-02
Opt-out and do-not-contact
Requests to stop communications are honored and carried into future campaigns.
- Pro-03
Caller identification
Calls present accurate caller identity; origin is never misrepresented.
- Pro-04
Human hand-off
A caller who needs a person reaches one, with the conversation summary attached.
- Pro-05
AI disclosure
Agents identify themselves as automated where disclosure is required.
- Pro-06
Emergency calling limits
AI voice services are not a substitute for traditional emergency calling.
The documents behind the service
- Pol-01
Privacy Policy
What information is processed, why, who it is shared with and the rights individuals have.
- Pol-02
Terms of Service
The agreement governing access to and use of the NaviCS AI platform and services.
- Pol-03
Acceptable Use Policy
Prohibited and restricted uses of the services, including automated communications.
- Pol-04
AI Usage & Responsible AI Policy
The limits of AI output and the responsibilities that come with using it.
- Pol-05
Telephony & Voice Calling Policy
Rules for voice calling, recording, transcription and automated voice agents.
- Pol-06
Data Processing Agreement
Contract terms for personal data NaviCS AI processes on a customer's behalf.
CH 09Customers
Teams that trust NavicsAI
Operators across real estate, finance, and healthcare scale conversations without scaling headcount linearly.
NavicsAI cut our lead response time from hours to seconds. Site visit bookings jumped 42% in the first quarter.
The voice agent handles first-level collections with full compliance logging. Our agents now focus on high-value accounts.
Patients love booking over WhatsApp. No-shows dropped and our front desk finally has breathing room.
Ready to transform every conversation?
Book a demo and see how NavicsAI Voice, Video, and Chat agents plug into your existing CRM stack.