AI agents for the work customer-facing teams do every day.

1. Operations

   Keep customer-driven workflows moving across conversations, systems and teams.

   The problem. Work stalls between the conversation and the system. A customer sends a document or confirms a slot, and someone still has to check it, re-key it and pass the case on.

   With Anantix. Agents collect, check and update as part of the conversation, then start the next step. Your team works the exceptions instead of the follow-through.

   Example workflows

   • AppointmentsSlots booked, confirmed and moved against the live calendar.
   • Document collectionMissing documents requested, checked and attached to the right case.
   • Service changesPermitted changes made in your systems, with a task for the team that acts next.

   Explore Operations

   Warranty claim WC-3310

   One case, from message to review

   1. Customer · WhatsApp · 10:12

      Invoice ki photo bhej di hai. Claim ab aage badhega?

   2. Agent · Checks the document

      • Invoice is readable
      • Order ORD-88120 matches the claim
      • Purchase date is within warranty

   3. Claims system · Updates the case

      Waiting for documentsReady for reviewInvoice attached

   4. Claims team · Reviews

      Picks up the claim from the review queue with the document already checked.

2. Customer Support

   Answer questions, take action and escalate complex requests with the full context attached.

   The problem. Routine questions and requests wait in the same queue as the hard cases. When a case is escalated, the customer has to explain it all over again.

   With Anantix. Agents answer from your knowledge and act in your systems on the channel the customer chose. Complex requests reach a person with the conversation, a summary and the actions already taken.

   Example workflows

   • Order and refund statusLooked up in your systems and answered with the actual status.
   • Booking changesMoved or cancelled in the conversation, within your rules.
   • EscalationHanded to the right person with the conversation, a summary and the actions taken.

   Explore Customer Support

   Handed to the refunds team

   Email · Anjali Rao · Order 48213

   Customer asked

   “My refund for the cancelled order still hasn’t reached my account.”

   Summary

   A refund of ₹1,850 was issued on 21 Sep but hasn’t reached the customer’s bank. They need a bank reference number, which only the refunds team can request.

   Already done

   • Order and refund found in the order system
   • Ticket REF-5520 raised with priority set to high
   • Customer told the refunds team will reply today

   Meera S. picked this up

   Full conversation attached

3. Customer Success

   Run proactive onboarding, follow-ups, feedback and retention workflows without relying on manual outreach.

   The problem. Proactive outreach is the first thing to slip when the team is busy. The loudest accounts get the check-ins, and quiet customers leave without anyone asking why.

   With Anantix. Agents reach every account at the moments you define, by call or email, and bring back structured answers. Accounts that need attention go to their owner with the conversation attached.

   Example workflows

   • Onboarding completionStalled accounts contacted, the blocker found and the setup step finished.
   • Proactive check-insEvery account in a segment called, with issues passed to the account owner.
   • Retention signalsRepeated complaints and unresolved topics flagged before renewal.

   Explore Customer Success

   Mehta Traders · account plan

   Touchpoints your team defines, run by the agent

   1. Day 3

      Call · Setup check-in

      Stuck importing the staff list. Walked through it on the call.

   2. Day 14

      Email · Usage follow-up

      Replied that the team now uses it daily for bookings.

   3. Day 45

      Call · Feedback

      Asked for reports by branch. Logged as a product request.

   4. Day 80

      Call · Renewal check-in

      Unsure about renewing. Flagged to the account owner with the call summary.

      With account owner

4. Sales

   Respond to enquiries immediately, qualify buyers, schedule the next step and give sales the full conversation.

   The problem. Enquiries arrive after hours, at weekends and in bursts after a campaign. The ones waiting for a callback go cold, while reps spend their day qualifying buyers who aren’t ready.

   With Anantix. Agents reply on the channel the enquiry came in on, ask your qualifying questions and book time with the right rep. Sales sees the buyer’s answers and the whole conversation before the call.

   Example workflows

   • Immediate responseEvery enquiry answered, including the ones that arrive after hours.
   • QualificationNeed, budget and timing captured and written to your CRM.
   • Next-step bookingA demo, call or visit booked on the rep’s calendar while interest is high.

   Explore Sales

   New enquiry on WhatsApp

   Tuesday, 11:04 pm · outside sales hours

   Karan Malhotra · 11:04 pm

   Hi, 3 outlets ke liye billing software chahiye. Demo mil sakta hai?

   Sales agent · 11:04 pm

   Sure. How many billing counters do you have across the outlets, and when are you planning to switch?

   Karan Malhotra · 11:06 pm

   Total 8 counters. Next month tak switch karna hai.

   Sales agent · 11:06 pm

   Thanks, Karan. I’ve booked a demo with Rahul from our sales team for tomorrow at 10:30 am. The invite is on its way.

   Sent to sales

   Need

   Billing software for 3 outlets, 8 counters

   Timing

   Switching next month

   Next step

   Demo with Rahul K., Wed 10:30 am

   CRM

   Lead created with the conversation attached

5. Collections

   Run consistent payment follow-ups while keeping disputes and sensitive cases with your team.

   The problem. Reminder calls are repetitive, so they happen unevenly: some customers are chased too often, others not at all. The difficult conversations need a person, not a script.

   With Anantix. Agents send reminders on schedule, explain the amount due, share a payment link and record promises to pay. Disputes and hardship cases go to your team with the history attached.

   Example workflows

   • Pre-due and overdue remindersBefore and after the due date, in the customer’s language.
   • Promise-to-payRecorded with a date, and followed up only if the payment doesn’t arrive.
   • Dispute routingDisputed amounts and hardship cases handed to your team with the full history.

   Explore Collections

   The agent handles

   • Reminders before and after the due date
   • The amount due and charges, from your records
   • A payment link inside the conversation
   • Promises to pay, and a follow-up if payment doesn’t arrive

   Your team handles

   • Disputed amounts
   • Hardship and payment-plan requests
   • Customers who are upset or ask for a person
   • Anything outside the rules you set

   Reminder call · customer replies

   Ye amount galat hai, maine pichhle mahine hi pay kar diya tha.

   Marked as a dispute and handed to your collections team with the call summary and payment history.

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