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Converiqo AI is a product of Mobiloitte AI IT Solutions

Why Converiqo AI feature illustration

Orchestrate AI Agents and Business Workflows Across Your Enterprise

Converiqo connects conversations, enterprise data, teams and business systems through one governed workflow layer. Deploy AI agents for sales, customer support, employee services and operations without replacing your existing CRM, ERP, HRMS or helpdesk.

  • Build AI-powered workflows across customer and employee operations
  • Connect web, WhatsApp, voice, email and enterprise applications
  • Apply permissions, approvals, audit logs and human escalation
  • Start with one workflow and expand across departments
Book a Platform DemoExplore Converiqo Workflows

What Is Converiqo?

Converiqo is an enterprise AI workflow orchestration platform that connects conversational AI agents, business rules, approved knowledge sources and enterprise systems. It helps organizations automate customer-facing and employee-facing workflows across sales, support, HR, procurement and operations while maintaining permissions, auditability and human oversight.

Connect

Integrates channels, data and enterprise applications securely.

Understand

Interprets natural language queries, documents, intent and context.

Decide

Applies business rules, permission limits, and custom routing logic.

Act

Updates database records, assigns support tickets, and triggers alerts.

Govern

Tracks automated actions in logs, monitors performance, and handles human escalation.

Replace Fragmented AI Tools With One Governed Workflow Layer

Fragmented AI assistants lead to data silos and broken processes. Here is how Converiqo unifies operations:

Disconnected customer channels

Enquiries arrive through web, WhatsApp, email, voice and social channels, but teams lack a unified history and routing process.

Traditional: Siloed messages lost in inbox backlogs
With Converiqo: Unified multi-channel thread with auto-routing

Repetitive manual handoffs

Employees copy information between forms, spreadsheets, CRMs, ticketing systems and internal teams.

Traditional: Manual copy-paste between spreadsheets & CRMs
With Converiqo: Instant background sync via secure event triggers

AI tools that only answer questions

Basic assistants generate responses but cannot reliably update systems, execute approvals or complete operational tasks.

Traditional: Siloed chat helpers built only for queries
With Converiqo: Unified orchestrator layer connects legacy endpoints in days

1. Platform Architecture

Conversational AI layer

Manages multi-channel text and voice interactions consistently through a conversational AI layer.

AI agent orchestration

Routes queries and distributes tasks across specialized AI agents.

Workflow engine

Enforces corporate rules, limits, and operational logic.

Integration layer

API connectors linking core systems and messaging interfaces.

Knowledge and retrieval

Retrieves approved data from internal repositories to prevent hallucinations.

Governance and monitoring

Centralized panel tracking usage limits, error rates, and security parameters.

2. Automation Across Business Teams

Sales and lead management

Instant lead scoring, booking confirmation, and CRM updates.

Customer support

Resolves routine queries instantly and routes tickets based on priority.

Employee services

Automated HR operations, leave booking, and IT desk help.

Procurement and vendors

Vendor verification, purchase requisitions, and price matrix comparisons.

Field operations

Mobile-first inspection sheets and field operations status collection.

Marketing and engagement

Triggered updates, survey delivery, and feedback gathering.

3. Enterprise Integrations

CRM
SalesforceHubSpotZoho CRM
ERP
SAPOracleMicrosoft Dynamics
HRMS
WorkdayBambooHRDarwinbox
Helpdesk
ZendeskFreshdeskJira
Knowledge Systems
SharePointConfluenceGoogle Workspace
Channels
WhatsApp BusinessWeb WidgetsSMSVoice APIs
Explore Integration Capabilities

4. Security and Governance

Role-based access

Controls user permissions and isolates data views based on job function.

Human approvals

Requires explicit human sign-off for financial transactions or contract executions.

Action logs & Audit trails

Logs every automated decision, system sync, and human override.

Deployment choices

Available in isolated multi-region cloud configurations or secure on-premises servers.

How Converiqo Executes an Enterprise Workflow

Every automated trigger, query, or document runs through controlled operations to ensure accurate execution:

Step 01

Receive

A customer or employee sends a request through web, WhatsApp, voice, or email.

Step 02

Understand

The AI agent identifies intent, extracts details, and retrieves approved knowledge.

Step 03

Apply Rules

Converiqo evaluates role, priority, location, and configured workflow parameters.

Step 04

Execute

The platform answers, updates CRM records, or triggers backend database workflows.

Step 05

Human Gate

Exception cases or high-value decisions are transferred to an authorized manager.

Concrete Workflow Examples

Example 1: Lead Qualification

Trigger

A lead arrives from a website, advertisement, WhatsApp or phone call.

1

Captures contact information automatically

2

Asks qualification questions based on product interest

3

Scores intent and budget suitability

4

Routes lead to designated representative & updates CRM records

Example 2: Customer Support

Trigger

A customer asks for help through chat, email or voice.

1

Identifies customer and retrieves account history

2

Searches approved product policies and FAQs

3

Resolves routine enquiries or updates status

4

Escalates unresolved issues to active support queue with logs

Example 3: Employee Requests

Trigger

An employee requests leave, documentation, access or administrative support.

1

Verifies employee credentials and retrieves policy rules

2

Processes request details against available policy rules

3

Routes approval alert to supervisor's messaging platform

4

Updates core HRMS record automatically upon approval

Build Your Custom Workflow

Platform Comparison Matrix

CapabilityBasic ChatbotTraditional AutomationConveriqo Platform
Natural Language UnderstandingYesNoYes (Multi-Agent)
Data Grounding (RAG)LimitedN/AConfigurable Security Grounding
Multi-system write actionsRarelyYesYes (Validated write back)
Human approval workflowsNoRule-dependentHuman-in-the-Loop integrated
Data-residency complianceLimitedDepends on hostingMulti-region / On-premise configurations

Frequently Asked Questions

Everything you need to know about implementing Converiqo's AI automation layer.

What is Converiqo?

Converiqo is an AI-powered workflow automation platform that helps organizations unify common business workflows-such as lead handling, customer support processes, and employee request workflows-into a single system. Instead of running separate tools for every function, Converiqo enables teams to design workflows, connect business systems, and deploy automation consistently across teams and channels. Its platform approach enables organizations to start with one workflow, measure outcomes, and then expand safely to additional modules as needs grow.

Is Converiqo a chatbot?

Converiqo is not just a chatbot. A basic chatbot focuses on messaging responses, while Converiqo supports end-to-end workflows-capturing inputs, applying routing and business rules, triggering actions in connected tools, and handing off to teams when needed. The goal is to automate structured processes such as lead qualification, service routing, scheduling, internal requests, and operational tasks, while keeping workflows manageable and scalable as usage expands across departments.

What can we automate first?

Most teams start with one high-impact workflow where results are easy to measure. Common starting points include lead capture and qualification, customer support routing, appointment scheduling, or an internal employee request workflow (HR/IT/admin). Starting with a single module helps validate fit, confirm integration needs, and establish a baseline for performance before expanding to additional workflows. After the first workflow proves value, teams extend automation to adjacent processes that share data sources and routing logic.

What integrations are supported?

Converiqo connects directly with enterprise integrations so workflows connect to existing systems and reduce manual updates. Supported integrations include CRM tools, helpdesk/ticketing tools, HR systems, and operational databases. Integrations allow workflows to read context, trigger actions, and update systems consistently. If a required tool is not available out of the box, teams can discuss custom integration options based on the target system and authentication approach.

How do we choose the right automation module?

Start by defining the outcome you want (e.g., faster lead response, fewer support backlogs, reduced internal request time). Then map which systems supply inputs (CRM, helpdesk, forms) and which teams need routing rules (sales, support, HR). A practical approach is to pilot one module for a short period, measure impact, and then expand to adjacent modules once the workflow design and integration model are validated. This keeps rollout controlled and reduces operational disruption.

How long does it take to go live?

Timelines depend on workflow complexity and integration scope. A lightweight pilot can be set up quickly when the workflow is well-defined and integrations are straightforward. More advanced rollouts-multiple departments, multiple tools, multi-step routing-take longer because they require field mapping, permissions, testing, and change management. A common best practice is to go live in phases: pilot one workflow, stabilize, then expand module-by-module and team-by-team to reduce risk and maintain quality.

Can non-technical teams use it?

Converiqo is a no-code workflow automation platform, enabling business teams to configure workflows without deep engineering involvement for many standard use cases. For complex workflows or custom integrations, technical support may be needed for setup, authentication, or system mapping. A good operating model is to let business users own workflow logic and outcomes, while technical owners validate integrations, data handling, and governance so scaling remains stable.

How does Converiqo support governance and scaling?

Scaling automation requires structure: defined workflows, controlled routing logic, and consistent integration handling. Governance includes clear ownership of each workflow, controlled changes, monitoring of performance, and phased rollout to new teams or locations. The platform approach helps because you don't rebuild everything for each department-modules and workflows can be extended and standardized. This reduces fragmentation and makes outcomes easier to measure over time as automation expands across the organization.

Can we start with a demo or trial?

Yes-Converiqo promotes demo and trial entry points so teams can evaluate fit before committing. A good evaluation method is to test one workflow scenario, validate data capture and routing, confirm integrations, and review whether the outcome metrics match expectations. After an initial test, teams can decide whether to expand to more modules or move toward a structured rollout plan.

How is Converiqo priced?

Pricing is structured in a plan/module format so organizations can start small and scale by adding modules or capabilities. The clean way to explain pricing on-page is: choose a base plan, add the modules you need, and upgrade as usage grows. If a company has enterprise requirements (custom integrations, rollout support, multi-team usage), then custom pricing or packaging can be discussed based on scope.

Which industries can use Converiqo?

Converiqo is industry-flexible, with specialized templates showcasing automation workflows across domains such as manufacturing, healthcare, logistics, and retail. Teams start with pre-built industry templates and tailor workflows to their specific data sources, routing rules, and operational requirements.

What's the best way to roll out across departments?

Roll out in phases. Start with one workflow and one team, stabilize it, then expand to the next closest workflow (sharing similar data and routing rules). This approach reduces change risk, keeps training manageable, and helps leadership see measurable outcomes. When multiple departments are involved, define workflow owners, clarify the system-of-record, and maintain a consistent "how it works" approach so automation doesn't become fragmented across teams and tools.

Book a Converiqo Platform Demo

See how we connect AI agents, orchestrate approvals, and sync operations across your existing tools securely.

Book Platform DemoExplore Workflows

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