Industry Playbooks

One voice platform. Every industry.

Build specialized voice agents for the workflows your enterprise runs every day.

High-Intent Property Qualification HD 24kHz Audio

Turn property enquiries into verified site visits in seconds.

Shris AI calls inbound property leads within 15 seconds, qualifies budget, configuration, and purchase timeline, and books site visits directly onto your sales team’s calendars.

Operational Challenge:

80% of portal property leads go cold within 30 minutes. Sales teams waste 6+ hours daily calling unqualified numbers.

Automated Execution Flow:

Portal lead webhook triggers Shris AI call in <15s
AI conducts natural 2-way conversation in preferred language
Extracts budget, configuration (2/3/4 BHK), location preference & loan readiness
Live calendar check & instant site-visit slot confirmation
Syncs structured lead data to Salesforce / LeadSquared & triggers WhatsApp brochure

< 15s Speed to first outbound call

3.4x Increase in verified site visits

72% Reduction in cost per qualified lead

Aarav (Real Estate AI) (Senior Property Qualification Specialist)

Verified Turn Flow

Aarav (Real Estate AI) 00:04 Initial Engagement

Hello Mr. Sharma! This is Aarav from Prestige Group. I noticed you checked our 3 BHK apartments at Falcon City. Are you exploring for self-use or investment?

Customer 00:11

Hi Aarav, looking for self-use. What is the possession date and current starting price for the 3 BHK corner units?

Aarav (Real Estate AI) 00:18 Value Proposition & Slot Pitch

The premium corner units start at ₹1.45 Cr with possession scheduled for March 2026. Would you like to tour our experience centre this Saturday at 11:30 AM or 3:00 PM?

Customer 00:24

Saturday 11:30 AM works well. Please send the location and floor plan on my WhatsApp.

Aarav (Real Estate AI) 00:30 Booking Confirmation & Workflow Trigger

Slot locked for Saturday 11:30 AM with our Senior Relationship Manager, Rohit. I have also dispatched the floor plan and directions to your WhatsApp right now.

Extracted Entities & Actions

Requirement: 3 BHK Corner Unit

Budget Range: ₹1.40 Cr – ₹1.60 Cr

Purpose: End User (Self-Use)

Site Visit Slot: Saturday, 11:30 AM IST

Lead Score: 94/100 (Hot Prospect)

✓ Salesforce CRM: Lead status updated to "Qualified - Site Visit"

✓ Google Calendar: Event scheduled with RM Rohit & Lead

✓ WhatsApp Business API: Brochure PDF & Google Maps pin sent

Clinical Coordination & Reminders HD 24kHz Audio

Automate high-volume appointment desks and patient reminders.

Ensure zero missed appointments with proactive voice confirmations, diagnostic coordination, and post-discharge check-ins while strictly maintaining patient privacy.

Operational Challenge:

Hospital call centres face 40% unanswered patient queries and 28% OPD no-show rates, directly affecting clinical utilization.

Automated Execution Flow:

EHR scheduled event triggers 24-hour reminder call
AI verifies patient identity and explains pre-consultation fasting guidelines
Patient can reschedule or confirm instantly via voice
Real-time doctor schedule lock in Hospital Management System (HMS)
Automated SMS & WhatsApp summary with clinic room & token number

84% Reduction in OPD no-show rate

0s Patient queue hold time

100% HIPAA & Data Privacy compliant

Dr. Priya (Care Desk AI) (Patient Care Coordination Specialist)

Verified Turn Flow

Dr. Priya (Care Desk AI) 00:03 Identity & Appointment Context

Namaste Mrs. Verma. This is Priya calling from Apollo Specialty Hospitals regarding your cardiology follow-up with Dr. Sen tomorrow at 10:00 AM.

Customer 00:09

Yes Priya. Is it possible to move it to 2:30 PM? I have a meeting in the morning.

Dr. Priya (Care Desk AI) 00:15 Slot Availability & Negotiation

Dr. Sen has an available OPD slot tomorrow at 2:45 PM. Shall I confirm that for you?

Customer 00:20

Yes, 2:45 PM is perfect. Do I need any new blood tests before coming?

Dr. Priya (Care Desk AI) 00:27 Instruction & Confirmation

Your previous lipid panel is already on file. Please bring your current medication list. Your token for 2:45 PM is confirmed and sent to your phone.

Extracted Entities & Actions

Patient Name: Mrs. Sunita Verma

Physician: Dr. R. K. Sen (Cardiology)

Original Slot: Tomorrow 10:00 AM

Rescheduled Slot: Tomorrow 02:45 PM

Action Required: Bring Medication List

✓ Hospital HMS / EHR: Slot updated to 2:45 PM, Token #18 generated

✓ Doctor OPD Portal: Calendar updated in real-time

✓ SMS Gateway: Appointment slip & Token SMS delivered

Banking & Lending Operations HD 24kHz Audio

Automate loan enquiries, onboarding verification, and renewal alerts.

Scale banking interactions with high-accuracy intent detection for loan qualification, KYC verification checkpoints, EMI payment reminders, and policy renewal conversations.

Operational Challenge:

Manual calling for loan documentation and payment reminders costs financial institutions millions with poor agent efficiency.

Automated Execution Flow:

Customer applies on digital lending app or web portal
Shris AI initiates verification call to validate eligibility & income band
Explains interest rate tiers and required KYC documents
Collects consent for credit assessment and sends upload link
Updates Core Banking / Loan Origination System (LOS)

5.2x Loan application completion rate

68% Lower customer acquisition cost

100% Strict audit trail logging

Vikram (BFSI AI) (Lending & Verification Specialist)

Verified Turn Flow

Vikram (BFSI AI) 00:04 Application Check

Good afternoon Mr. Reddy. This is Vikram from Axis Capital. I am following up on your pre-approved business loan application of ₹25 Lakhs.

Customer 00:10

Hi Vikram. What is the tenure and interest rate being offered for this amount?

Vikram (BFSI AI) 00:17 Rate Quotation & Eligibility

We offer flexible tenures from 24 to 60 months with reducing rates starting at 11.25% p.a. Your pre-approval requires only 6 months GST returns for instant sanction.

Customer 00:23

That sounds competitive. Send me the secure document upload link.

Vikram (BFSI AI) 00:29 Disbursement Pipeline Handoff

I have dispatched your encrypted document portal link via SMS. Once uploaded, your dedicated relationship manager Anil will finalize the disbursement.

Extracted Entities & Actions

Applicant: K. S. Reddy

Loan Amount: ₹25,00,000 (Pre-Approved)

Offered Rate: 11.25% p.a. (Reducing)

Doc Required: 6 Months GST Returns

Intent Grade: Tier 1 (High Likelihood)

✓ Core Loan Origination System: Stage advanced to "Docs Pending Upload"

✓ Secure SMS Gateway: Tokenized 1-time upload link sent

✓ Internal RM Slack: Lead summary pushed to Commercial Lending Desk

Admissions & Academic Counselling HD 24kHz Audio

Engage every student and parent enquiry with personalized voice guidance.

Transform admission funnels by immediately answering course queries, eligibility criteria, campus tour schedules, and fee payment deadlines.

Operational Challenge:

Institutes lose 65% of potential students during peak admissions due to delayed response times and overwhelmed counselling desks.

Automated Execution Flow:

Inquiry received from university website or admission portal
AI calls student, clarifies academic background and desired specialization
Explains eligibility, scholarships, and entrance test dates
Schedules 1-on-1 Dean counselling or campus visit
Updates CRM with student profile & dispatches syllabus booklet

91% Enquiry to conversation connection

4.1x Higher campus open house attendance

24/7 Instant response during peak season

Ananya (Admissions AI) (Academic Counselling Advisor)

Verified Turn Flow

Ananya (Admissions AI) 00:04 Academic Profile Verification

Hi Rhea! This is Ananya from Plaksha University admissions. You recently enquired about our B.Tech in AI & Data Science. Have you appeared for JEE or SAT?

Customer 00:11

Hi Ananya, I took JEE Mains and scored 94 percentile. Are there merit scholarships available?

Ananya (Admissions AI) 00:19 Scholarship Match & Campus Invitation

Congratulations on 94 percentile! That qualifies you for our 35% Academic Excellence Scholarship. Our next interactive campus open house is this Sunday. Would you like an invite for you and your parents?

Customer 00:23

Yes please! We would love to attend.

Ananya (Admissions AI) 00:29 Event Registration & Deliverables

Awesome! Your family pass for Sunday at 10:00 AM has been emailed, and I have attached the scholarship brochure on your WhatsApp.

Extracted Entities & Actions

Student: Rhea Nambiar

Program: B.Tech AI & Data Science

Test Score: JEE Mains 94th Percentile

Scholarship: 35% Academic Excellence Eligible

Open House Pass: Confirmed (Sunday 10 AM)

✓ HubSpot Admissions CRM: Lead tagged "High Merit - Open House Confirmed"

✓ Eventbrite / Calendar: Family Open House pass generated

✓ WhatsApp API: Curriculum & Scholarship breakdown delivered

Voice-First Customer Support & Retention HD 24kHz Audio

Deliver zero-wait order resolution, returns, and abandoned cart follow-ups.

Empower retail brands with proactive order tracking, COD order confirmation, address verification, and automated returns coordination over human-like voice calls.

Operational Challenge:

High RTO (Return to Origin) on COD orders and cart drop-offs cost D2C brands up to 35% in wasted logistics and lost margin.

Automated Execution Flow:

COD order placed or high-value cart abandoned
AI calls within 60 seconds to confirm delivery address & availability
Handles payment method switch (COD to Prepaid) with instant discount link
Updates Shopify / Magento / WMS in real-time
Sends instant tracking WhatsApp update

58% Reduction in COD Return-to-Origin

31% COD to Prepaid conversion rate

4.8/5 Customer CSAT score

Kavya (Retail AI) (E-Commerce Experience Assistant)

Verified Turn Flow

Kavya (Retail AI) 00:03 COD Verification

Hello Tanmay! This is Kavya from Urban Nomad. I am calling to confirm your Cash-on-Delivery order for the Horizon Leather Backpack for delivery in Mumbai.

Customer 00:08

Hi Kavya. Can I pay online right now if there is an extra discount?

Kavya (Retail AI) 00:16 Payment Conversion Incentive

Absolutely! If you convert to UPI payment right now, you receive an instant 10% cashback of ₹450. Shall I send the one-click payment link to your WhatsApp?

Customer 00:19

Yes, send it over.

Kavya (Retail AI) 00:25 Conversion & Logistics Trigger

Payment link sent! Once completed, your order will be prioritized for express dispatch by tomorrow morning.

Extracted Entities & Actions

Customer: Tanmay Mehta

Order Item: Horizon Leather Backpack

Payment Mode: COD → Prepaid UPI (Converted)

Cashback Applied: ₹450 (10% Instant)

Dispatch Tier: Express Priority

✓ Shopify Storefront: Order payment status transitioned to "Prepaid Pending"

✓ Razorpay Payment Gateway: Tokenized 10% discounted payment link sent

✓ Shiprocket Logistics: Fulfillment tag set to "Priority Express Air"

Concierge, Bookings & Guest Reminders HD 24kHz Audio

From reservation confirmation to VIP concierge, automate guest journeys.

Deliver 5-star voice experiences for airlines, luxury resorts, and tour operators with instant booking confirmations, dietary preferences, and cancellation handling.

Operational Challenge:

Hospitality front desks are overloaded during check-in surges, leading to missed airport transfer requests and poor guest reviews.

Automated Execution Flow:

Reservation confirmed in Opera PMS / Sabre
AI calls guest 48 hours prior to arrival to confirm itinerary
Captures flight arrival time, airport pickup requirements & dietary preferences
Coordinates with concierge and kitchen teams
Dispatches digital key & check-in QR code

98% Special request fulfillment accuracy

42% Increase in ancillary transport & dining revenue

< 30s Digital check-in duration

Kabir (Hospitality AI) (Guest Relations & Concierge Specialist)

Verified Turn Flow

Kabir (Hospitality AI) 00:04 Concierge Outreach

Good evening Mr. Alvares! Kabir calling from The Oberoi Grand. We are excited to welcome you this Friday. Would you like us to arrange airport luxury pickup from Terminal 2?

Customer 00:12

Hello Kabir. Yes please, my flight lands at 4:15 PM on Friday. Also, we will need a baby crib in the suite.

Kabir (Hospitality AI) 00:21 Custom Requirement Confirmation

Noted! A Mercedes E-Class chauffeur will meet you at Terminal 2 Arrival Gate 4 with your name placard. A sanitized wooden crib is also assigned to your Luxury Suite.

Customer 00:24

Wonderful, thank you so much.

Kabir (Hospitality AI) 00:30 Workflow Fulfillment

It is our absolute pleasure. Chauffeur details and fast-track digital check-in have been dispatched to your email and WhatsApp.

Extracted Entities & Actions

Guest: Marcus Alvares

Arrival Time: Friday, 04:15 PM (T2 Gate 4)

Transport: Chauffeur Luxury Pickup (E-Class)

Room Amenity: Sanitized Baby Crib Assigned

VIP Status: Platinum Guest (Fast-Track)

✓ Opera PMS: Special requests tagged: "Airport Transfer + Baby Crib"

✓ Concierge Dispatch Desk: Driver assigned for 04:00 PM T2 pickup

✓ WhatsApp Concierge: Digital key pass & chauffeur contact delivered

Enterprise Workforce

Built for any business with high-volume communication workflows

Logistics & Supply Chain

Driver dispatch coordination, delivery status updates, address validation, and demurrage alerts.

Automotive & Dealerships

Test drive scheduling, service maintenance reminders, warranty renewal, and trade-in valuations.

Recruitment & Staffing

First-round candidate screening, skill pre-qualification, salary expectation alignment, and interview scheduling.

Debt Collections & Recovery

Empathetic EMI reminder calls, restructured payment negotiation, payment link dispatch, and compliance logging.

Telecom & Utilities

Outage notifications, plan upgrade recommendations, broadband technician dispatch, and bill dispute handling.

Field Services & Home Repair

Technician slot booking, quote confirmation, parts arrival notification, and post-service quality check calls.

SaaS & B2B Sales

Demo request qualification, inbound enrichment, trial expiration reminders, and executive outreach.

Healthcare Diagnostics

Home blood sample collection coordination, report readiness notification, and fasting requirement checks.

Voice Agent Studio

Configure specialized voice workers in minutes.

Define role objectives, knowledge bases, speaking personas, and downstream business actions through an intuitive console.

Shris Agent Studio v2.4

Agent Configurator

Agent Role & Objective

Vocal Persona & Tone

PRIMARY LANGUAGE

SPEECH PACING & CADENCE 1.0x

HUMAN HANDOFF CONFIDENCE THRESHOLD 85%

CONNECTED SYSTEM TOOLS

Salesforce CRM Sync Google Calendar Booking WhatsApp Cloud API Webhook Streaming

DEPLOYED AGENT PREVIEW Ready for Staging

Custom SALES Agent

Senior Inbound Sales & Lead Qualification Agent

Tone: Professional Pacing: 1.0x Handoff: < 85%

INGESTED KNOWLEDGE BASE:

Product_Catalog_2026.pdf Indexed

Sales_Playbook_v3.docx Indexed

SPECIALIZED ROLES

Configurable voice workers for every team.

Deploy purpose-trained voice personas for sales, support, operations, scheduling, and billing desks.

Revenue Pipeline Acceleration

AI Sales & Outbound Agent

Qualifies inbound demand & conducts outbound pipeline generation

Engages inbound leads within 15 seconds, discovers purchasing criteria, navigates budget constraints, overcomes objections, and directly books qualified sales calls or site visits.

KEY CAPABILITIES:

• Sub-300ms speech response with conversational turn-taking
• Dynamic budget, timeline, and decision-maker qualification
• Live calendar booking and CRM contact enrichment

Zero-Wait Resolution Desk

AI Customer Support Agent

Resolves complex tier-1 & tier-2 voice support calls autonomously

Handles high-volume customer inquiries, order status checks, account updates, refund requests, and troubleshooting workflows with real-time enterprise system lookups.

KEY CAPABILITIES:

• Direct API integration with ERP, Shopify, Zendesk & Freshdesk
• Secure caller verification via OTP & account telemetry
• Transactional execution: refunds, address updates, ticket logs

Calendar & Capacity Optimization

AI Appointment & Scheduling Agent

Books, confirms, reschedules, and manages calendar logistics

Proactively calls patients, clients, or prospects to confirm attendance, handle rescheduling, provide preparation instructions, and backfill cancelled slots.

KEY CAPABILITIES:

• Two-way sync with Google Calendar, Outlook, and specialized EHRs
• Multi-slot negotiation and timezone calculation
• Automated reminder cadences (24h / 2h prior to booking)

Empathetic Financial Recovery

AI Collections & Payment Agent

Conducts polite, compliant payment reminder and recovery calls

Reaches out to customers regarding due dates, overdue invoices, and subscription lapses. Negotiates payment schedules and dispatches instant payment links.

KEY CAPABILITIES:

• Strict regulatory adherence & calling-hour window management
• Empathetic conversational tone with dynamic dispute handling
• Instant payment link generation (UPI / Card / NetBanking)

High-Volume Candidate Screening

AI Recruitment & Talent Agent

Screens candidate credentials, verifies experience & schedules interviews

Conducts initial voice screening interviews for high-volume hiring, validates skill sets, notice periods, and salary expectations, and schedules interviews with hiring managers.

KEY CAPABILITIES:

• Structured technical and behavioral question scoring
• Verification of notice period, location preference, and compensation
• ATS integration with Greenhouse, Lever, Workday, and BambooHR

Voice-First Customer Intelligence

AI Survey & Feedback Agent

Captures authentic, open-ended feedback and NPS insights at scale

Calls customers post-purchase, post-service, or post-stay to capture nuanced verbal feedback, quantifying sentiment and flagging churn risks in real-time.

KEY CAPABILITIES:

• Adaptive questioning based on previous customer answers
• Detailed entity extraction for specific product/staff mentions
• Real-time sentiment scoring and churn escalation flags

Intelligent Enterprise Front Desk

AI Receptionist & Smart IVR

Answers all inbound calls, routes queries & takes detailed messages

Replaces rigid phone trees with an intelligent conversational front desk that understands caller intent instantly and transfers calls with complete briefing context.

KEY CAPABILITIES:

• Natural intent classification without "Press 1 for Sales" menus
• Direct department and executive call routing with warm transfer
• Captures rich caller messages with urgency scoring

Dormant Account Re-engagement

AI Lifecycle & Reactivation Agent

Re-engages dormant leads, churned users & overdue renewal contracts

Monitors customer lifecycle triggers, executing friendly, value-driven voice outreach to re-engage cold prospects, announce new capabilities, and recover churned accounts.

KEY CAPABILITIES:

• Context-aware references to past purchase or conversation history
• Dynamic incentive and offer delivery based on churn risk score
• Real-time win-back analytics and objection categorization

ENTERPRISE INTEGRATIONS

Your systems of record remain the source of truth.

Shris AI connects directly to your existing CRM, ERP, calendar, and messaging infrastructure.

CRM & Lead Management

Sync leads, contacts, call notes, recordings, and deal stages automatically.

Native

Salesforce

Real-time bidirectional lead, contact & task sync with custom field mapping

Native

HubSpot

Deals pipeline update, lifecycle stage transitions & engagement timeline logging

Native

LeadSquared

Instant lead distribution, activity logs & telephony webhook triggers

Native

Zoho CRM

Module updates, blueprint execution & instant lead enrichment

Verified

Freshsales

Freddy AI sync, deal tracking & contact lifecycle management

Verified

Pipedrive

Deal stages progression, activity creation & call recording attachment

ERP & Core Systems

Connect directly to enterprise source of truth systems for billing, inventory, and records.

SAP

Verified

SAP S/4HANA

BAPI/OData connectors for orders, invoice lookups & payment status validation

MSD

Verified

Microsoft Dynamics 365

Common Data Service entities update & enterprise workflow execution

Verified

Oracle NetSuite

SuiteTalk REST web services for customer records & inventory checking

API

Native

Custom REST / GraphQL

Secure OpenAPI 3.0 schema import for internal enterprise microservices

Calendars & Scheduling

Check real-time practitioner and sales representative availability with zero double-booking.

Native

Google Calendar & Workspace

Multi-calendar slot lookups, automated invite dispatch & meeting room bookings

O365

Native

Microsoft Outlook & 365

Graph API event sync, Teams meeting link generation & timezone conversion

CAL

Verified

Cal.com / Calendly

Round-robin assignment, routing forms & buffer time preservation

Messaging & Omnichannel

Trigger immediate multi-touch follow-ups across WhatsApp, SMS, and email.

Native

WhatsApp Business Cloud API

Send approved templates, dynamic PDF brochures, maps pins & interactive buttons

SMS

Native

Twilio / Sinch SMS

Global high-deliverability SMS with tokenized 1-click action links

Native

Sendgrid / AWS SES

Rich HTML consultation summaries, calendar .ics attachments & transcripts

Native

Slack & MS Teams

Instant sales escalation channel alerts with audio snippet & lead score

Automation & Telephony

Integrate with your existing PBX, SIP trunks, and low-code workflow engines.

SIP

Native

Custom SIP Trunking

Bring your own carrier (Airtel, Tata, Jio, Twilio, Plivo, Vonage)

Native

Webhook Streaming

Sub-second event dispatch on call start, intent match, transcript line & completion

Verified

Zapier & Make.com

5,000+ app connectivity for custom downstream automations

Verified

Snowflake / BigQuery

Raw conversation telemetry & entity streaming for data warehouse BI

OMNICHANNEL EXECUTION

Voice starts the conversation. Your systems finish the workflow.

Seamlessly transition from a phone conversation into verified messaging, document delivery, and CRM updates.

01 Voice Core

Voice Call

Primary Touchpoint (Sub-300ms)

Shris AI initiates or receives the phone call, explores intent, handles questions, and captures structured data.

02 Real-Time

WhatsApp Follow-Up

Instant Media Delivery

Seconds after the call concludes, Shris AI dispatches verified floor plans, clinic directions, or booking tokens.

03 Secure

Transactional SMS

Encrypted 1-Click Action

Sends tokenized payment links, KYC upload portals, or appointment verification codes directly to the customer.

04 Automated

CRM & Calendar Sync

Source of Truth

Updates Salesforce, books calendar slots, and notifies account executives via Slack with full transcripts.