One workspace for every WhatsApp customer conversation

Shared team inbox

WhatsApp and Messenger conversations in one place, with search, labels, notes, media and template replies.

Template and campaign controls

Build templates for Meta review, send approved ones to a phonebook, and see sent, delivered, read and failed per recipient.

WhatsApp Flows

Forms that open inside the chat for addresses, lead details or feedback, with every submission readable in the workspace.

Catalog and carousel templates

Send approved catalog and carousel templates from a campaign or a workflow step, using the catalog your own Meta account owns.

Connect the number your way

Sign up with Meta inside CloudVisan, bring a number you already set up with Meta, or link a WhatsApp number by scanning a QR code. The WhatsApp Business Account stays yours.

Visual workflow builder

Drag and drop messages, templates, forms, conditions, waits, labels, saved answers, email and Google Sheets steps, plus steps that check your own store or software.

AI replies and handover

Hand a conversation to a model you configure with your own key and prompt, and pass it back to your team when the AI should stop.

Human takeover

Pause the automation for a chat so a person answers from the inbox; the conversation keeps its history and labels.

Start automations from your other software

Your online store, CRM or payment provider can start a workflow for a customer, for example when an order is placed or a payment arrives.

Payment links in the chat

Send a payment link from your payment provider in the chat, and carry on automatically once the customer has paid.

Built from: Check-your-software step + Automation started by your software + Send message step

Order and delivery updates

When an order changes status in your store, the customer gets the matching update on WhatsApp.

Built from: Automation started by your software + Send template step

Scheduled workflow triggers

Start a workflow at set times, such as every morning, rather than when a message or an order comes in.

Voice AI on WhatsApp calls

A call flow answers with a realtime AI model you configure, records the call, and keeps the transcript. Needs WhatsApp calling to be enabled for your number by Meta.

Outbound call campaigns

Voice AI calls every contact on a phonebook, for order confirmations, reminders or lead qualification, with status, recording and transcript per call.

AI-answered incoming calls

Assign a call flow to incoming WhatsApp calls so the AI answers, looks things up through your functions, and hands over when needed.

Instant call per order or lead

Call one customer the moment something happens, such as a new order or a new enquiry, instead of waiting for the next call campaign.

Voice-note assistant

Transcribe incoming WhatsApp voice messages in Tamil or English and answer as text or a generated voice message.

WebRTC and PSTN call connector

Inbound and outbound call automation through an eligible third-party telephony or WebRTC provider.

Call summary and disposition

An AI summary and outcome per call, handed to a follow-up workflow.

Send messages from your own software

Your developers can send a message or an approved template from your own systems with a secure key for your workspace. Every request is logged.

Receive updates from your other software

Each connection gets its own private address with an optional secret, protection against floods, and a log of everything received.

Tell your software what happened

Let your own systems know automatically when a message arrives or a call ends, with signed, retried notifications.

Your data stays in your workspace

Every workspace's chats, contacts, templates and connections are kept separate on our servers, not only hidden on screen.

Plan limits and usage

Contact and number limits from your plan, enforced by the server and shown in the workspace.

Workspace audit log

Who changed what in the workspace, and when.