Automation for how your business actually runs

10 use cases

• E-commerce and D2C

  Build with steps

  Order status on WhatsApp

  Customers ask where their order is and get the live status and tracking link without waiting for an agent.

  Channels

  WhatsApp

  1. Customer message
  2. 1AI recognises an order-status questionBuild with steps
  3. 2CloudVisan checks the order in your store
  4. 3Approved template sends status and tracking link
  5. 4Hand to your team for anything unusual

• E-commerce and D2C

  Available

  Cash-on-delivery confirmation calls

  Confirm COD orders by voice before dispatch to cut fake orders and return-to-origin costs.

  Channels

  Your store or app

  Voice AI call

  WhatsApp

  1. A new cash-on-delivery order in your store
  2. 1Your store adds the order to a confirmation call list
  3. 2Voice AI call campaign rings the list
  4. 3AI reads the order back and confirms or cancels
  5. 4Recording and transcript saved; team follows up on changes

  Calls run as campaigns on the list. Calling each order the moment it is placed is on the roadmap.

• E-commerce and D2C

  Build with steps

  Abandoned cart recovery

  Remind shoppers about an unpaid cart with a payment link, and stop as soon as they pay.

  Channels

  Your store or app

  WhatsApp

  1. A shopper leaves items in the cart
  2. 1Wait, then check the cart is still open
  3. 2Your payment provider creates a payment linkBuild with steps
  4. 3Template sends the reminder with the link
  5. 4Once paid, the customer gets a thank-youBuild with steps

• E-commerce and D2C

  Available

  Returns and exchanges

  Collect the order, reason and photos in a WhatsApp Flow and pass a complete request to your team.

  Channels

  WhatsApp

  1. Customer message
  2. 1WhatsApp Flow collects order, reason and preferred resolution
  3. 2The return is saved in your system
  4. 3Template confirms the pickup window

• Services and appointments

  Build with steps

  Booking with reminders

  Customers pick a slot inside WhatsApp, get a confirmation, and hear a reminder call the day before.

  Channels

  WhatsApp

  Voice AI call

  1. Customer message
  2. 1WhatsApp Flow picks the service and slot
  3. 2The booking is saved to your calendar
  4. 3Confirmation now, reminder template on the day
  5. 4Reminder call campaign the evening beforeBuild with steps

• Services and appointments

  Available

  Missed-appointment follow-up

  When your system marks a no-show, the customer gets a rebooking message with the next free slots.

  Channels

  Your store or app

  WhatsApp

  1. Your booking system marks a no-show
  2. 1Your booking system tells CloudVisan
  3. 2Template offers to rebook
  4. 3WhatsApp Flow picks a new slot

• Education and real estate

  Available

  Lead qualification calls

  Every enquiry gets an instant WhatsApp welcome and a Voice AI call that asks the qualifying questions.

  Channels

  Your store or app

  WhatsApp

  Voice AI call

  1. A new enquiry from your website or ads
  2. 1The enquiry arrives and a brochure goes out on WhatsApp
  3. 2Lead joins the qualification call list
  4. 3Voice AI asks budget, timeline and preference
  5. 4Transcript in the call log; team books the visit or counselling

  Calls run as campaigns on the list; an instant call per lead is on the roadmap.

• Education and real estate

  Available

  Admission and site-visit updates

  Send approved templates for deadlines, documents and visit confirmations to a phonebook, with delivery tracked per person.

  Channels

  WhatsApp

  1. Campaign
  2. 1Import applicants or leads into a phonebook
  3. 2Template campaign with per-recipient status
  4. 3Replies land in the shared inbox

• Support and collections

  Available

  AI support desk on chat and calls

  An AI answers routine questions on WhatsApp chats and calls, and hands anything sensitive to your team.

  Channels

  WhatsApp

  Voice AI call

  1. Customer message or incoming call
  2. 1AI reply step on chats, AI call flow on incoming calls
  3. 2Answers from your FAQs and instructions
  4. 3Hand-over pauses automation; the chat waits in the inbox

• Support and collections

  Build with steps

  Renewal and payment reminders

  Remind customers before a renewal or due date by template and, for those who do not respond, by a reminder call.

  Channels

  WhatsApp

  Voice AI call

  Your store or app

  1. A due date comes up
  2. 1Reminder template with a payment linkBuild with steps
  3. 2Non-responders added to a call list
  4. 3Voice AI reminder call campaign
  5. 4Reminders stop as soon as the customer paysBuild with steps

  Reminders follow the consent and calling-hours rules that apply to your business; CloudVisan does not provide lending or collection services.