Agentic AI · built, deployed & run for you

Every lead qualified in under 2 minutes. Inside the CRM you already use.

AI agents that work inside your existing CRM and CDP — not another platform. We build them, deploy them in your cloud or ours (hosted in India), and run them for you on a monthly retainer.

Book a 20-min demo See the agents
  • India data residency
  • DPDP consent built in
  • Human handoff on every agent
NBFCsStock brokersFintechsHealthcareTravel
<2minFrom form fill to a qualified, scored lead
24/7Nights, Sundays and festival weekends covered
6agentsReady to deploy on your CRM and CDP
4weeksFrom discovery to live, via shadow mode

The problem

Your funnel leaks between the form and the first conversation.

The ads work. The leads arrive. Then they wait — for a call-back, for a KYC nudge, for someone to check the message is allowed to go out. Every hour of waiting hands the customer to a faster competitor.

Slow lead response

Leads sit in a sheet or shared inbox for hours. By the time a telecaller calls, the customer has applied, booked or bought elsewhere.

Lost to whoever replies first

KYC & onboarding drop-offs

Users stall at PAN, Aadhaar, video KYC — or a booking or appointment form — and get a generic push notification days later.

Paid installs that never activate

RMs chasing junk leads

Relationship managers dial every lead in order, with no eligibility or intent signal, and burn the day on people who were never going to convert.

Your most expensive time, wasted

Compliance risk in marketing

Claims, rate mentions and follow-ups go out without a consistent check against SEBI, RBI, IRDAI and DPDP rules — until a regulator or a complaint finds them.

One message away from a notice

Agents we deploy

Six agents. One job each. All inside your stack.

Each agent reads from and writes to the CRM and CDP you already run. Your team keeps working in the tools they know — the agents just make sure nothing waits.

Most deployed

Lead Qualification Agent

Replies to every new lead on WhatsApp within seconds, asks your eligibility questions and books the RM.

  • Hindi, English and Hinglish conversations
  • Eligibility + intent score on your own rules
  • Meeting booked in the RM’s calendar
New lead→Score→RM meeting
Ready

Account Opening Recovery

Spots KYC and onboarding drop-offs from your CDP events and helps the customer finish the exact step they stopped on.

  • Triggered within minutes, not days
  • Step-specific help: PAN, Aadhaar, bank, video KYC
  • Offers an assisted call when they’re stuck
Drop-off→Nudge→Resumed
Ready

Customer Support Agent

Answers account, status and product questions 24/7 from your approved knowledge base, and hands off with full context.

  • Only answers from content you approve
  • Creates and updates tickets in your CRM
  • Complaints go straight to a human
Question→Answer→Ticket
Ready

RM Copilot

Briefs relationship managers before every call and does the paperwork after it, so they spend the day selling.

  • One-screen brief: profile, history, intent
  • Call notes and next steps logged to CRM
  • Compliant follow-up drafts, ready to send
Brief→Call→Logged
Ready

Marketing Compliance Checker

Reviews ads, WhatsApp templates, emails and landing pages against your rulebook before anything goes live.

  • Flags guaranteed-return and unqualified rate claims
  • Checks disclaimers, consent and opt-out text
  • Explains each flag and suggests a safe rewrite
Draft→Review→Cleared
Ready

Collections Agent

Polite, rule-aware payment reminders with a payment link, promise-to-pay capture and early escalation.

  • Respects permitted contact hours and frequency
  • UPI and payment links inside the chat
  • Hardship and disputes routed to your team
Due date→Reminder→Paid / PTP

Not in financial services? The same agents qualify patient enquiries and book consultations for hospitals and clinics, recover abandoned bookings and answer traveller questions for travel companies, and route enquiries for any team that sells through a CRM.

How it works

From new lead to booked meeting — without anyone waiting.

Guardrails run before the first message is sent, every decision is written back to your CRM, and a person can step in at any point.

  1. Step 1

    Lead arrives

    From Meta, Google, your website, app, aggregators or partners — in seconds.

  2. Step 2

    Guardrails

    Checked before anything is sent.

    ConsentDedupePII masking
  3. Step 3

    WhatsApp conversation

    Natural, approved-template conversation in the customer’s language.

  4. Step 4

    Scoring

    Eligibility and intent scored on your rules, with the reasons shown.

  5. Step 5

    CRM updated + RM booked

    Stage, score, notes and transcript saved; the meeting lands in the RM’s calendar.

Every step logged and auditable Human takeover at any step Outcomes flow back to improve targeting

Works with your stack

Not another platform. A layer inside the ones you own.

No migration, no new dashboard for your team to learn. Agents connect through official APIs and write everything back where your people already work.

Opsiko agent layerRuns between your channels and your systems — reads context, acts, writes back.
LeadSquaredCRM

Reads new leads; writes stage, score, notes, tasks and meetings.

SalesforceCRM

Leads, opportunities and activities, with Financial Services Cloud objects.

CleverTapCDP · engagement

Drop-off events trigger agents; outcomes return as user properties.

MoEngageCDP · engagement

Journey events in, agent results out to segments and campaigns.

WebEngageCDP · engagement

Event triggers and attributes kept in sync both ways.

WhatsApp Business APIChannel

Official API with approved templates, via your BSP or ours.

Also: LOS / LMS, trading back-ends, HIS / EMR and booking engines via secure APIs and webhooks, plus Google Calendar and Microsoft 365 for meetings.

Compliance built in

Designed for regulated teams, reviewed by yours.

Your compliance head signs off the rules once. The agents follow them on every conversation — and keep the evidence.

Shadow mode first: your team approves agent messages before anything goes live.

We are not a law firm and do not give legal opinions. We build to your policies and work alongside your compliance team and counsel.

DPDP consent

Consent checked before the first message and stored with purpose and timestamp. Opt-outs honoured instantly.

Audit logs

Every message, decision, data lookup and handoff logged — exportable for audits and complaint reviews.

No investment advice

Agents never recommend products, predict returns or give medical advice. Those questions go to a qualified person.

Human handoff

On request, on low confidence, on complaints or sensitive topics — with the full conversation attached.

India data residency

Hosted in India — in your own cloud account or ours. PII is masked before it reaches any AI model.

Least-privilege access

Agents get only the CRM and CDP permissions their job needs. You can pause any agent instantly.

Engagement model

Live in 4 weeks. Run by us after that.

A fixed path from discovery to production, with a shadow-mode week so your team sees exactly how the agent behaves before customers do.

Week 101

Discovery

We map the journey, your eligibility and compliance rules, the systems to connect and what success means.

You getAgent spec, rulebook and success metrics
Week 202

Build

Agent, guardrails, WhatsApp templates and CRM / CDP integrations built and tested on your data.

You getA working agent in a test environment
Week 303

Shadow mode

The agent runs alongside your team on real leads. People approve its messages; we tune what they correct.

You getSide-by-side results and a go-live sign-off
Week 404

Go live

Gradual rollout by source or region, daily monitoring, then hand-over to the monthly run.

You getLive agent, dashboard in your CRM, named owner
One-time

Setup fee

  • Discovery, agent design and rulebook
  • CRM, CDP and WhatsApp integrations
  • Shadow mode and go-live
Monthly retainer

Run fee

  • India hosting, monitoring and model costs
  • Ongoing tuning, rule updates and support
  • Monthly performance and compliance review

Priced per agent and conversation volume. You get a fixed quote after the demo — no platform licence on top.

Questions

What growth, CX and compliance heads ask us

Anything else? Ask us on the demo — we’ll show the answer live.

Do we have to replace our CRM or CDP?

No. The agents work inside LeadSquared, Salesforce, CleverTap, MoEngage, WebEngage and similar tools through their official APIs. Your team keeps working where it does today — scores, notes, transcripts and meetings simply appear on the record.

Where is our data stored, and does it train AI models?

In India — in your own cloud account or ours. Personal data is masked before it reaches any model, we use model providers under no-training terms, and every access is logged. Retention follows your policy.

Will an agent ever give investment or medical advice?

No. Agents are restricted from recommending products, predicting returns or giving clinical advice. They collect information, answer from approved content and hand those questions to a qualified person on your team.

What happens when the agent isn’t sure?

It hands off. Low confidence, complaints, sensitive topics or a simple “talk to a person” route the conversation to your team with the full transcript and context — no customer has to repeat themselves.

How is pricing structured?

A one-time setup fee covers discovery, build, integrations and shadow mode. A monthly run fee covers hosting, model costs, monitoring, tuning and support. Both depend on the agents and conversation volume, and you get a fixed quote after the demo.

Book a 20-min demo

Watch an agent qualify a lead in real time.

Twenty minutes, on a journey from your industry. No slides-only pitch.

  • A live agent run on WhatsApp, written back to a CRM
  • A fit check against your CRM, CDP and compliance rules
  • Which agent to start with, and a 4-week plan to go live
20 minutes · no obligationBook your demo

Book your demo

45 minutes · no fee · you keep the map