Channels & integrations

Reach people anywhere. Update every system.

Six channels and six system types, all available in the same workflow, with retries, fallbacks and a full audit trail.

A central hub wired to channel and system tilesA central hub wired to channel and system tiles
01 Channels

Six ways to reach the people in your workflow

  • Voice

    Inbound and outbound calls with Sumi that confirm, collect and qualify.

    Outbound campaigns · inbound routing · call transcripts

  • WhatsApp

    Templates, buttons, media and payment links in two-way chats.

    Business API · approved templates · interactive lists

  • SMS

    Short transactional nudges with replies that trigger the next step.

    Two-way replies · short links · opt-out handling

  • RCS

    Rich cards, carousels and slot pickers in the native messages app.

    Verified sender · rich cards · suggested replies

  • Email

    Drafted, sent and parsed. Attachments flow straight into the workflow.

    Inbound parsing · attachments · threaded replies

  • IVR

    Keypad and voice menus that resolve the request instead of queuing it.

    DTMF + speech · smart routing · callback scheduling

02 Systems

Six ways to get the work recorded and finished

  • Documents

    Read IDs, invoices and forms. Extract fields and check them.

    OCR · field extraction · validation rules

  • Database

    Look up, match and write back records as part of every run.

    Postgres · MySQL · SQL Server · read/write

  • CRM

    Create leads, update stages and log every touch automatically.

    Salesforce · HubSpot · Zoho · custom objects

  • ERP

    Post payments, raise orders and reconcile without manual entry.

    SAP · Oracle · NetSuite · Tally

  • APIs / Webhooks

    Trigger workflows from any event and call any internal service.

    REST · webhooks · signed payloads · retries

  • Spreadsheets

    Start from a sheet, write results back, keep teams in the loop.

    Google Sheets · Excel · CSV import/export

Paperwork becomes structured dataPaperwork becomes structured data

Documents

Paperwork becomes structured data

IDs, invoices, claim forms and contracts are read, checked against your rules and written straight to your database.

  • Field extraction with confidence scores
  • Mismatches routed to review
  • Originals stored with the run log
Phone menus that finish the jobPhone menus that finish the job

IVR & Voice

Phone menus that finish the job

Callers say or key what they need. Convophi resolves it in the same call instead of adding it to a queue.

  • Speech and keypad input
  • Live lookups during the call
  • Warm transfer with context when needed

Pick one repetitive workflow. We’ll turn it into an outcome.

Most teams go live with their first outcome in days, not months.