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Keep work moving without chasing it.

Customer requests often create work across multiple systems and teams. Anantix connects the conversation to the workflow so information gets collected, systems get updated and the next action keeps moving.

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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.

Customer conversations shouldn’t create manual back-office work.

A request might begin with a call or message, but completing it often means checking another system, collecting information, updating a record, creating a task and following up later.

When those steps depend on people manually moving information between systems, work stalls and customers wait.

One request today: move a service visit and update the site address

6 manual steps · 4 systems · 2 handovers

  1. 1Take the call and note the requestPhoneFront desk
  2. 2Check open slots in the scheduling systemSchedulingFront desk
  3. 3Collect the new site addressPhoneFront desk

    Waits for someone to pick it up

  4. 4Re-key the address into the customer recordCRMBack office
  5. 5Create a task for the field teamTask trackerBack office

    Waits for someone to pick it up

  6. 6Call the customer back to confirmPhoneFront desk

Anantix takes the repeatable steps. Your team keeps the decisions.

The same request with Anantix on the call. Nothing waits between steps: the customer has their confirmation before they hang up, and the field team receives a task that’s already complete.

Still with your team

Approvals
Changes that need sign-off wait for the person who owns them.
Exceptions
Requests that don’t fit the workflow reach the right team with the context attached.
Judgement
Complaints, sensitive cases and unclear requests go to a person.

The same request with Anantix

One conversation · 5 systems updated · 0 handovers waiting

  1. 1Understands the request on the callVoiceAnantix
  2. 2Reads open slots while the customer is on the lineSchedulingAnantix
  3. 3Collects the new site address in the same callVoiceAnantix
  4. 4Writes the address to the customer record onceCRMAnantix
  5. 5Creates the field-team task with the new slot and addressTask trackerAnantix
  6. 6Sends the confirmation on WhatsAppWhatsAppAnantix
  7. 7Picks up a complete taskTask trackerField team

Three workflows operations teams hand over.

Each runs inside your systems and stops at the point where you decide a person should take over.

  1. Appointment operations

    Bookings, reschedules and cancellations for visits, consultations and service slots.

    1. 1Check availabilityReads open slots for the service, location and staff requested.
    2. 2Book or rescheduleBooks the slot the customer picks through your scheduling system.
    3. 3Update the systemWrites the change to the booking and the customer record.
    4. 4Confirm with the customerSends the time, place and what to bring on the channel they prefer.
    5. 5Escalate exceptionsHands over anything the booking rules don’t cover.

    Your team takes over when

    • No slot works for the customer
    • The customer asks for an exception to your booking rules

    Service visit · reschedule

    Voice call · Tue, 16:20

    Arjun Nair · 16:20

    Thursday wali servicing Saturday morning kar sakte ho?

    • scheduling.find_slotsSat 09:00 and 11:30 open
    • scheduling.rescheduleMoved to Sat 3 Oct, 09:00
    • crm.update_recordChange logged on the customer record
    • whatsapp.sendConfirmation sent with time and address

    Operations agent · 16:21

    Ho gaya. Your service visit is now Saturday, 3 Oct at 9 am. Confirmation WhatsApp pe bhej diya hai.

  2. Document-driven workflows

    Applications, claims, onboarding and connections that wait on something from the customer.

    1. 1Identify the customer and caseMatches the customer to the open case by phone number, case ID or details.
    2. 2Request the missing documentSays exactly what is outstanding and how to send it.
    3. 3Receive the documentAccepts it on WhatsApp, email or web, wherever the customer is.
    4. 4Attach it to the right workflowFiles it against the case, not in a shared inbox.
    5. 5Verify completenessChecks the file is readable and the checklist is complete, against your rules.
    6. 6Move the case forwardUpdates the status so the next team can pick it up.

    Your team takes over when

    • The document is unclear or doesn’t match the case
    • The customer disputes what is being asked for

    New connection NC-7714

    Broadband · document checklist

    Operations agent · 29 Sep, 11:05

    Hi Neha, your connection needs one more document: an address proof, such as an electricity bill. You can send a photo here.

    Neha Kulkarni · 30 Sep, 10:42

    electricity-bill.jpg

    • Application formWeb form · 28 Sep
    • ID proofEmail · 28 Sep
    • Address proofWhatsApp · 30 Sep · readable, name matches

    Documents pendingReady for installationInstallation team notified

  3. Service operations

    Changes and requests on an existing account, order or booking.

    1. 1Understand the requestWorks out what the customer wants changed.
    2. 2Retrieve the customer recordPulls the account, order or booking from your systems.
    3. 3Perform a permitted actionOnly the actions you allow, like an address change before dispatch.
    4. 4Update the internal systemRecords what changed, when and why.
    5. 5Create the next task if neededOpens a task for the team that has to act next.

    Your team takes over when

    • The request is outside what the agent is permitted to do
    • The customer is unhappy or asks for a person

    Delivery address change

    Email · order 55120

    Ritu Sharma · 09:12

    Please deliver order 55120 to my office instead: 4th floor, Prestige Tower, MG Road.

    orders.get_order
    input
    order: "55120"
    result
    Packed · not yet dispatched
    orders.update_address
    input
    order: "55120"address: "4th floor, Prestige Tower, MG Road"
    result
    Delivery address updated and logged on the customer record
    tasks.create
    input
    team: "Warehouse"
    result
    Reprint the label for 55120 before dispatch

    Permission set by your team: address changes are allowed until an order is dispatched.

Demo data shown.

What changes for your operation.

  • Less manual coordination between teams

    Requests reach the next team complete, without someone passing them along.

  • Fewer repeated customer follow-ups

    Customers are told when the work is done, so they don’t call back to ask.

  • Less re-keying between systems

    What the customer says is written to your systems once, during the conversation.

  • Clear ownership when an exception needs a person

    Exceptions land with a named team, with the conversation and the actions taken so far.

The parts of Anantix this runs on.

  • AI Agents

    Handle the request on Voice, WhatsApp, Email and Web, and hand exceptions over with a summary.

  • Actions & Workflows

    Look up, book, update and create tasks in your systems mid-conversation, within the permissions you set.

  • Customer Timeline

    Every call, message and action on one record, so whoever picks up next sees what happened.

  • Integrations

    Connect the scheduling, CRM, helpdesk and task systems you already run.

  • Campaigns

    Send appointment reminders and document chasers to a list of customers on Voice and Email.

Bring us the request that takes the most handovers.

See how Anantix can connect your conversations, agents, teams and business systems into one customer operation.

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What the demo covers

  • Your workflow, mapped

    The channels it runs on, the systems it touches and where your team steps in.

  • An agent working through it

    Handling the conversation in the languages your customers use, and taking the actions it needs.

  • What it takes to run

    Integrations, deployment and the controls your IT and security teams will ask about.