AI Automation Services · Mumbai
From GPT-powered customer agents to invoice/KYC intelligence, RAG chatbots, voice & WhatsApp automation, and multi-agent workflows — production systems with CRM/ERP integrations and measurable ROI.
Also available
AI-SOC, vulnerability management, phishing response, identity, and cloud/endpoint automation demos.
Engagement
Clear delivery — from discovery workshop to production handoff — so you know exactly what you get.
Productized packages
Like Scandum, Dreamwell, and Troika—we sell clear business packages, not vague “AI consulting.” Each suite maps to concrete services you can open below.
Most requestedVoice + Chat + WhatsApp that never sleep
A unified communication stack that answers calls, chats on web/WhatsApp, qualifies leads, books appointments, and escalates to humans with full context—like Troika-style always-on agents built for Indian businesses.
Includes
Integrations
Most requestedFrom PDF chaos to structured finance data
OCR + AI extraction for invoices, KYC, contracts, and forms—then chat with your data. Built like JIN / Dreamwell document automation: extract, validate, sync to ERP, and answer spend questions in plain English.
Includes
Integrations
Qualify, nurture, and close on autopilot
AI that engages inbound leads, scores fit, follows up, updates CRM, and keeps pipeline clean—combining lead qualification, sales agents, and CRM copilots into one revenue system.
Includes
Integrations
Screen, interview, and support employees faster
Bulk resume intelligence, JD matching, AI first-round interviews, and an employee HR chatbot for leaves and policies—so recruiters and HR focus on people, not paperwork.
Includes
Integrations
Private RAG + dashboards that explain “why”
Internal knowledge chatbots grounded in company docs, plus business dashboards, Power BI, automated reports, and an analytics assistant that answers questions in English.
Includes
Integrations
Most requestedAgents that run real workflows end-to-end
Business process automation and custom multi-agent systems where sales, document, finance, and reporting agents collaborate—Axentia/ADM-style production agents with tools, guardrails, and human checkpoints.
Includes
Integrations
Find, buy, track, and support—inside chat
Storefront assistants for discovery and recommendations, order tracking, feedback analysis, and post-purchase support across web and WhatsApp.
Includes
Integrations
Expenses, invoices, inventory, and finance Q&A
Connect AP, expenses, inventory signals, and financial Q&A into one intelligent finance layer for SMEs and growing enterprises.
Includes
Integrations
Full catalog
Deep-dive any capability—calling agents, document AI, RAG, sales/HR automation, Power BI, and custom agents.
Showing 34 services
24×7 inbound & outbound voice coverage
Missed calls and slow follow-ups lose revenue every day.
An AI voice agent that makes and receives calls, answers questions, qualifies leads, books appointments, and transfers to humans when needed.
Deflect 40–70% of routine tickets
Support teams drown in repetitive FAQs while customers wait.
A website or WhatsApp chatbot that answers customer questions 24/7 using FAQs, policies, and product documentation.
Invoice → ERP in seconds, not hours
AP teams waste hours typing invoices into accounting systems.
Automatically reads invoices with OCR/AI, extracts vendor, GST, amounts, and dates, then posts them into your database or accounting system.
Ask invoice data in plain English
Finance answers require waiting on analysts and spreadsheets.
Conversational AI for questions like “Show unpaid invoices” or “How much did we spend with ABC company?” using live invoice data.
Classify & extract any business document
Contracts, forms, and KYC packs sit unstructured and slow onboarding.
Extracts and understands information from PDFs, contracts, forms, applications, bills, certificates, and other business documents.
Cited answers from private company knowledge
Employees can’t find answers buried in wikis and SOPs.
A private company chatbot that searches internal documents and answers from company knowledge—not generic internet content.
AI-ready sites that convert visitors
Static websites capture leads poorly and feel outdated.
Build modern business websites with AI search, chatbots, lead capture, personalization, and automated customer interaction.
Turn browsers into booked meetings
Website visitors leave without booking a demo or asking questions.
An intelligent website assistant that understands questions, recommends services, captures leads, and schedules meetings.
Orders, FAQs & bookings on WhatsApp
Customers expect instant replies where they already chat—WhatsApp.
AI automation on WhatsApp for support, order tracking, booking, lead qualification, notifications, and FAQs.
Auto-triage, draft, route & ticket
Shared inboxes become black holes for sales and support mail.
Automatically reads emails, categorizes them, summarizes, drafts replies, routes to the right team, and creates tickets.
Only hot, scored leads reach sales
SDRs waste time on unqualified inbound noise.
AI talks to prospects, asks qualifying questions, scores leads, and sends high-quality opportunities to sales.
Persistent nurture that protects pipeline
Follow-ups slip and deals go cold after demos.
An AI assistant that follows up with prospects, explains products, handles objections, shares info, and helps close deals.
Self-serve scheduling without double-booking
Front desks burn time on book / cancel / reschedule calls.
Customers talk to an AI agent via voice or chat to book, cancel, or reschedule appointments without staff intervention.
Ranked shortlists matched to every JD
Recruiters can’t manually screen hundreds of applications.
Automatically screens resumes, matches candidates to job descriptions, ranks applicants, and helps HR shortlist.
Parse hundreds of CVs into searchable talent data
Resume piles stay unstructured and impossible to search.
Upload hundreds of resumes and use AI to extract skills, experience, education, location, salary expectations, and match scores.
Consistent scored interviews at any volume
First-round interviews don’t scale and vary by interviewer.
An AI interviewer conducts preliminary interviews, asks role-specific questions, evaluates answers, and generates reports.
Instant employee self-service for HR queries
HR repeats the same leave and policy answers all day.
Employees ask questions like “How many leaves do I have?” or “What is the WFH policy?” and get answers from HR systems and documents.
Transcripts, summaries & assignable actions
Decisions and action items vanish after meetings.
Records/transcribes meetings, identifies key points, generates summaries, extracts decisions, and creates action items.
Single pane of glass for business KPIs
Leaders lack one trusted view of sales, ops, and people data.
A dashboard that connects business data and surfaces sales, revenue, customer, employee, inventory, and operational analytics.
Plain-English answers grounded in your data
“Why did sales drop?” still needs a data analyst every time.
Ask questions in plain English like “Why did sales decrease this month?” and AI analyzes business data to explain results.
Board-ready Power BI with RLS & refresh
Spreadsheets masquerade as management reporting.
Build professional Power BI reports for sales, finance, HR, inventory, operations, marketing, and management.
Scheduled reports delivered before the meeting
Managers chase weekly packs that arrive late or incomplete.
Automatically collects data from multiple sources, generates reports, and emails them to managers on a set schedule.
Finance co-pilot for variance & spend questions
CFOs dig through exports instead of asking the numbers.
Analyzes transactions, expenses, invoices, revenue, budgets, and reports—then answers finance questions conversationally.
Receipt → policy-checked approval flow
Expense claims are slow, error-prone, and policy-blind.
Employees upload receipts; AI extracts details, categorizes expenses, checks policies, and sends them for approval.
Risk, obligations & renewal dates surfaced fast
Legal and commercial reviews miss clauses and renewals.
Upload a contract and AI identifies clauses, payment terms, renewal dates, risks, obligations, penalties, and missing information.
Secure legal RAG with citations & audit trails
Legal corpora are too large to search manually under deadline.
A secure document assistant that helps users search and understand large collections of legal documents and policies.
Low-stock alerts + replenishment guidance
Stockouts and excess inventory destroy margins.
Tracks inventory, flags low stock, analyzes sales patterns, and recommends replenishment actions.
Sentiment, themes & spike alerts for CX
Reviews and surveys pile up without actionable themes.
Collects reviews, surveys, emails, and feedback; AI identifies sentiment, complaints, themes, and expectations.
Auto-create, categorize, assign & track
Tickets arrive chaotic—wrong queue, wrong priority, slow SLA.
Creates support tickets from emails/chats, categorizes issues, assigns teams, prioritizes work, and tracks resolution.
End-to-end workflow automation with audits
Approvals and handoffs live in email chains and Excel.
Automates repetitive workflows such as approvals, data entry, notifications, document movement, onboarding, and employee processes.
Summaries, follow-ups & prioritized opportunities
CRM data is stale and reps lack prep time.
Connects to CRM systems to summarize customers, update records, identify follow-ups, and prioritize opportunities.
Discover → recommend → track → support in chat
Shoppers struggle to find products and track orders.
Helps customers find and compare products, answer questions, recommend items, track orders, and handle post-purchase support.
Approved-source briefs & structured reports
Research is slow, inconsistent, and hard to cite.
A company-specific AI system that searches approved sources, summarizes research, compares information, and generates structured reports.
Specialized agents that collaborate end-to-end
One chatbot can’t run complex multi-step company workflows.
Custom AI agents for company-specific workflows where multiple agents collaborate—e.g. sales → document → finance → reporting.
Tell us your bottleneck—missed calls, invoice backlog, hiring volume, or messy CRM—and we’ll recommend the right agents and integrations for Gyanbridge Technology delivery.