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

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Use cases

Automation for how your business actually runs

WhatsApp conversations, Voice AI calls and your own systems, combined into journeys for e-commerce, services, education, real estate and support. Every step shows whether it runs today, is built from existing steps, or is on the roadmap.

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

5 use cases

  • 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. Your store adds the order to a confirmation call list
    3. Voice AI call campaign rings the list
    4. AI reads the order back and confirms or cancels
    5. Recording 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.

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

  • 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. The enquiry arrives and a brochure goes out on WhatsApp
    3. Lead joins the qualification call list
    4. Voice AI asks budget, timeline and preference
    5. Transcript 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.

  • 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. AI reply step on chats, AI call flow on incoming calls
    3. Answers from your FAQs and instructions
    4. Hand-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. Reminder template with a payment linkBuild with steps
    3. Non-responders added to a call list
    4. Voice AI reminder call campaign
    5. Reminders 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.

Tell us which journey you want to automate first

We will set up a workspace on your own WhatsApp number and help you build the first workflow.

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