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CloudVisan — WhatsApp, Voice AI and workflow automation for modern businesses

CloudVisanCloudVisan

Solutions · Workflow automation

Build the journey once. Let it run every time.

Connect triggers, messages, conditions, AI and your own systems on one canvas. Payment links, order updates and call lists are built from steps that talk to your store and your contact lists, and your team can step in whenever a conversation needs a person.
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Workflow builder

Start from a template

Switch between an e-commerce order assistant, abandoned cart recovery, and appointment booking with a reminder call. Select steps in the palette to see where they are used; select a step on the canvas to see what it runs as.

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Capabilities

What the builder can do

Available in the product todayBuild with steps assembled from existing stepsOn the roadmap not in the product yet

  • Available

    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.

  • Available

    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.

  • Available

    Human takeover

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

  • Available

    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.

  • Build with steps

    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

  • Build with steps

    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

  • On the roadmap

    Scheduled workflow triggers

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

Automate your first WhatsApp journey

Access is by invitation while we onboard businesses one at a time. Tell us about yours and we will set up a workspace.

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