Most AI stop at the first call. Saleschat runs the 20+ step: KYC, documents, underwriting queries, payments, renewals and service. It's connected to your PAS, LOS and CRM, and your team steps in when it matters.
See where customers drop off between lead and conversion, and what fixing it is worth.
Over 2M+ Customers Onboarded Across Enterprises
How it works
AI warms them up.
Your team closes.
Saleschat runs the journey on WhatsApp until the customer is ready to buy, then hands the lead to your call centre, branch or field team with everything they need to close.
- Needs captured: family of four, age 34
- Quote shared: ₹1,240 a month
- KYC verified
- Asked to speak to an advisor
- Language
- Hindi
- Best time
- After 6 pm
- Open question
- Wants to compare critical-illness riders
The advisor reads the full chat before dialling.
Illustrative example. Names and figures are fictional.
- Hands over at the right moment
Only when the journey is complete and the customer is ready, so your team's time goes to leads that convert.
- No cold calls, no re-asking
Every handover carries the full conversation, the documents collected and the customer's open questions.
- Nothing goes cold
If the lead isn't picked up in time, Saleschat follows up with the customer and keeps the conversation warm.
Results our customers
can measure.
See how leading insurers and lenders use Saleschat to sell, service and stay compliant on WhatsApp.
View all case studies
How Paisabazaar brought 2,500+ agents' WhatsApp conversations inside the enterprise
How one of India's private life insurance companies lifted e-commerce policy issuance by 10%
The right documents,
the first time.
Wrong, incomplete or unclear documents trigger days of back-and-forth, stretch turnaround times and cost you customers. Documenter AI checks every document the moment it arrives in the chat, and asks for the right one before it ever reaches underwriting.
Every document received on Saleschat is pre-checked against what was asked for, before it reaches your underwriting or loan system.
Issues are explained in plain language and the right document is requested in real time, not days later by phone or email.
OCR reads what is on a page. Documenter AI checks it is the right document, complete, in the applicant's name and legible.
FAQ
Questions
answered.
Still curious?
When does a human take over from the AI agent?
Does my customer have to repeat themselves after the handoff?
Can the AI make commitments on our behalf, like waivers, approvals or settlements?
How do we know what the AI said to our customers?
What if the AI doesn’t know the answer?
Trust and reliability
Saleschat is built with enterprise trust, compliance and data security in mind, with configurable data residency and data retention.
Choose where customer data is stored and processed, so it stays within the regions your regulators require.
Set how long conversations, documents and logs are kept, in line with your own retention policies.
Every conversation is logged and reviewable, and your team can step into any chat at any time.