Yashvis Request a Demo

Turn conversations into outcomes.

AI agents that handle customer requests and take action in your business systems.

Built for customer experience teams handling high volumes of enquiries and requests.

Email Phone WhatsApp Chat
Capabilities
Conversation · resolved by agent
PN
I'd like to move tomorrow's pickup for load #48213 to 4 pm and get the confirmation resent.
Done — pickup #48213 is moved to 4:00 pm tomorrow. A fresh confirmation is on its way to your email.
AI
✉ ◫ ◔ ⚲ ☷ ⚙ YK
Inbox⌕+
●Your inbox1
@Mentions12
✎Created by you0
☰All2 370
◌Unassigned0
▤Dashboard
Team inboxes⌄
Dispatch Billing operations Customer service
Teammates›
Views›
AI Agent›
◫Your inbox
5 Open ⌄Newest ⌄
PN
Priya N.1m
I'd like to move tomorrow's pickup…
JD
Jim Dietrich4m
Invoice #2291 looks wrong, can you…
KB
Kay Brakus9m
Where is my shipment? Tracking…
SM
Shelley Mraz15m
Need a POD for load #47990
EL
Elizabeth Loren22m
Please update our billing address
MA
Marcus Adeyemi31m
Quote for 3 pallets Rotterdam → Lyon
TH
Tomás Herrera48m
Driver hasn't arrived at dock 4
RK
Rina Kaur1h
Can we add a second stop to #48102?
Priya N.Northwind Freight · WhatsApp
AGENT WORKING ☆⋯✉☏ ✓ Close
PN
I'd like to move tomorrow's pickup for load #48213 to 4 pm and get the confirmation resent.
✆ 1m
1m ◆
Triggered · Pickup-change procedure
1m ✦
Thinking · Priya wants load #48213 moved to 16:00 and the confirmation resent. Need the load record, the change policy, then update TMS and regenerate the PDF.
1m ↗
Lookup · Read load #48213 from TMS Pickup 14:00 · Northwind Freight · carrier window 09:00–18:00
1m ↗
Lookup · Check change policy Within 24h window → auto-approved
1m ⚡
Action · Update pickup to 16:00 in TMS
1m ⚡
Action · Regenerate confirmation PDF & email
AISummary · needs approval
  • Reschedule pickup #48213 from 14:00 → 16:00 in TMS
  • Within 24h change policy · dock B-7 available
  • Regenerate confirmation PDF, email it, log CRM note
Approved · sending reply 1m
Hi Priya — done. Pickup for load #48213 is moved to 4:00 pm tomorrow. A fresh confirmation is on its way to your email.
Agent · 1m
AI
Agent is handling this conversation Take over
✎ Reply ⌄Note
Use ⌘K for shortcuts
⚡☺⌗◫Send ⌄

Your team is doing more than answering messages.

Resolving a customer request often means checking systems, updating records, and coordinating the next step.

Email

Requires someone to check internal systems and take the necessary action.

Phone

Can result in an appointment, order or support request.

WhatsApp

Someone may have to find a document, update a record or coordinate with another team.

Web Chat

May need a visitor qualified, a quote prepared or a lead handed to sales.

Yashvis

Chatbots stop at a reply. Yashvis AI agents understand requests, retrieve information, take approved actions across connected business systems, and keep customers informed.

Channels
Customer on the phone Customer
EmailGmail, Outlook
WhatsAppMessaging
Web chatWebsite & app
PhoneVoice calls
Yashvis
Business systems
Business team member Business
CRMSalesforce, HubSpot
Help desksTicketing, knowledge bases
ERPOrders, shipments
Scheduling & docsCalendars, databases, DMS

From request to resolution, step by step.

How Yashvis agents handle a customer service request, within the permissions you define.

Request arrives

A customer emails, calls, or messages on WhatsApp or web chat.

Incoming · WhatsApp
PN
Can we move tomorrow’s pickup for load #48213 to 4pm?
EmailVoiceWhatsAppWeb chat

Understand intent

The agent works out what is being asked and what it takes to resolve it.

Intent detected
Can we move tomorrow’s pickup for load #48213 to 4pm?
IntentReschedule pickupReferenceLoad #48213New timeTomorrow, 16:00

Retrieve information

Records, policies, and documents are pulled from connected systems.

Lookups
Load record · pickup 14:00TMS
Carrier window 09:00–18:00Carrier
Change policy · within 24hPolicy

Take an approved action

Updates, bookings, and documents are processed within defined permissions.

Action
Update pickup timeTMS
14:0016:00
Auto-approved · within policy

Verify the result

The agent checks the change went through before replying.

Verification
Pickup shows 16:00 in TMS
Carrier notified of new slot
Confirmation PDF regenerated

Respond or escalate

The customer is kept informed, or your team takes over with full context.

Reply sent
Done — pickup for #48213 is now tomorrow at 16:00. Updated confirmation attached.
Outside policy? Handed to your team with full context.

AI agents for email, voice, WhatsApp, and web chat.

Channel-specific agents, connected to the CRM, ERP, help desk, and scheduling tools your team already uses.

Read incoming emails and attachments, understand requests, retrieve business information, take approved actions in connected systems, and prepare or send responses.

High-volume operational inboxes Order processing Customer service Document workflows Shared mailboxes
Email AgentsLogistics · order desk AGENT TYPING
Subject: PO 7731 — please confirm delivery for Thursday and attach the updated invoice.
Confirming PO 7731: 12 pallets, delivery Thu 26 Sep, 08:00–12:00 at Dock 3.
⚡ Fetched order from ERP · regenerated invoice INV-7731-B
Updated invoice attached. Reply here if the slot needs to change.
INV-7731-B.pdf · 84 KB

Human control where it matters. Automation where it makes sense.

Human-in-the-loop AI automation: decide which actions run on their own, which need approval, and when a conversation goes to your team.

Automatic

Routine tasks can run automatically.

Approval

Sensitive or high-impact actions can require approval.

Handoff

Complex conversations can be transferred to your team.

Audit log

Every important action can be logged for review.

Built around real customer needs.

Support customers throughout their journey—from product enquiries and bookings to onboarding, order updates, and issue resolution.

Customer OperationsIntake & QualificationOrder & Request ProcessingDocument WorkflowsScheduling & ReservationsOperational EmailKnowledge RetrievalCustomer OperationsIntake & QualificationOrder & Request ProcessingDocument WorkflowsScheduling & ReservationsOperational EmailKnowledge Retrieval
Approval RoutingCustomer OnboardingShipment TrackingAppointment RemindersStatus NotificationsInvoice & Payment QueriesInternal HelpdeskApproval RoutingCustomer OnboardingShipment TrackingAppointment RemindersStatus NotificationsInvoice & Payment QueriesInternal Helpdesk
Discuss a workflow

Configured for your business. Managed by Yashvis.

How implementation works: five stages from mapping your first workflow to running it in production.

01

Understand the workflow

We map the conversations, systems, rules, exceptions and actions currently handled by your team.

02

Connect the systems

We integrate the channels, APIs, databases, documents and business applications the workflow needs — with security, access control and data boundaries in place.

03

Build the agent

We configure the agent's knowledge, tools, reasoning and workflows — with guardrails, permissions and human approval points built in.

04

Test with real scenarios

Evals run against real conversations, edge cases and adversarial inputs, so accuracy, safety and guardrail behaviour are proven before deployment.

05

Deploy and improve

The agent runs inside the workflow with full observability — every conversation, tool call and escalation is traced, monitored and used to improve it over time.

Not sure where to start?

Start with one channel, one workflow.

Start with one recurring customer request where your team spends the most time, on the channel your customers already use.

We will help you determine what can be automated, what should remain human-controlled and what a production deployment would require.

Yashvis Request a Demo

Turn conversations into outcomes.

AI agents that handle customer requests and take action in your business systems.

Built for customer experience teams handling high volumes of enquiries and requests.

Email Phone WhatsApp Chat
Request a Demo
Capabilities
Conversation · resolved by agent
PN
I'd like to move tomorrow's pickup for load #48213 to 4 pm and get the confirmation resent.
Done — pickup #48213 is moved to 4:00 pm tomorrow. A fresh confirmation is on its way to your email.
AI
✉ ◫ ◔ ⚲ ☷ ⚙ YK
Inbox⌕+
●Your inbox1
@Mentions12
✎Created by you0
☰All2 370
◌Unassigned0
▤Dashboard
Team inboxes⌄
Dispatch Billing operations Customer service
Teammates›
Views›
AI Agent›
◫Your inbox
{{ openCount }} Open ⌄Newest ⌄
{{ m.ini }}
{{ m.name }}{{ m.time }}
{{ m.preview }}
Priya N.Northwind Freight · WhatsApp
{{ statusLabel }} ☆⋯✉☏ ✓ Close
PN
I'd like to move tomorrow's pickup for load #48213 to 4 pm and get the confirmation resent.
✆ 1m
1m {{ t.icon }}
{{ t.kind }} · {{ t.text }} {{ t.sub }}
AISummary · needs approval
  • Reschedule pickup #48213 from 14:00 → 16:00 in TMS
  • Within 24h change policy · dock B-7 available
  • Regenerate confirmation PDF, email it, log CRM note
Approved · sending reply 1m
Hi Priya — done. Pickup for load #48213 is moved to 4:00 pm tomorrow. A fresh confirmation is on its way to your email.
Agent · 1m
AI
Agent is handling this conversation Take over
✎ Reply ⌄Note
Use ⌘K for shortcuts
⚡☺⌗◫Send ⌄
product shot / agent console

Your team is doing more than answering messages.

Resolving a customer request often means checking systems, updating records, and coordinating the next step.

Email

Requires someone to check internal systems and take the necessary action.

Phone

Can result in an appointment, order or support request.

WhatsApp

Someone may have to find a document, update a record or coordinate with another team.

Web Chat

May need a visitor qualified, a quote prepared or a lead handed to sales.

Yashvis

Chatbots stop at a reply. Yashvis AI agents understand requests, retrieve information, take approved actions across connected business systems, and keep customers informed.

Channels
Customer on the phone Customer
EmailGmail, Outlook
WhatsAppMessaging
Web chatWebsite & app
PhoneVoice calls
Yashvis
Business systems
Business team member Business
CRMSalesforce, HubSpot
Help desksTicketing, knowledge bases
ERPOrders, shipments
Scheduling & docsCalendars, databases, DMS

From request to resolution, step by step.

How Yashvis agents handle a customer service request, within the permissions you define.

Request arrives

A customer emails, calls, or messages on WhatsApp or web chat.

Incoming · WhatsApp
PN
Can we move tomorrow’s pickup for load #48213 to 4pm?
EmailVoiceWhatsAppWeb chat

Understand intent

The agent works out what is being asked and what it takes to resolve it.

Intent detected
Can we move tomorrow’s pickup for load #48213 to 4pm?
IntentReschedule pickupReferenceLoad #48213New timeTomorrow, 16:00

Retrieve information

Records, policies, and documents are pulled from connected systems.

Lookups
Load record · pickup 14:00TMS
Carrier window 09:00–18:00Carrier
Change policy · within 24hPolicy

Take an approved action

Updates, bookings, and documents are processed within defined permissions.

Action
Update pickup timeTMS
14:0016:00
Auto-approved · within policy

Verify the result

The agent checks the change went through before replying.

Verification
Pickup shows 16:00 in TMS
Carrier notified of new slot
Confirmation PDF regenerated

Respond or escalate

The customer is kept informed, or your team takes over with full context.

Reply sent
Done — pickup for #48213 is now tomorrow at 16:00. Updated confirmation attached.
Outside policy? Handed to your team with full context.

AI agents for email, voice, WhatsApp, and web chat.

Channel-specific agents, connected to the CRM, ERP, help desk, and scheduling tools your team already uses.

{{ t.lead }}

{{ tag }}
{{ demoIconSvg }} {{ demoTitle }}{{ demoUseCase }} {{ demoBadge }}
🎙
{{ waveBars }}
{{ callLabel }}·{{ callTime }}
{{ d.text }}

Human control where it matters. Automation where it makes sense.

Human-in-the-loop AI automation: decide which actions run on their own, which need approval, and when a conversation goes to your team.

Automatic

Routine tasks can run automatically.

Approval

Sensitive or high-impact actions can require approval.

Handoff

Complex conversations can be transferred to your team.

Audit log

Every important action can be logged for review.

Built around real customer needs.

Support customers throughout their journey—from product enquiries and bookings to onboarding, order updates, and issue resolution.

Customer OperationsIntake & QualificationOrder & Request ProcessingDocument WorkflowsScheduling & ReservationsOperational EmailKnowledge RetrievalCustomer OperationsIntake & QualificationOrder & Request ProcessingDocument WorkflowsScheduling & ReservationsOperational EmailKnowledge Retrieval
Approval RoutingCustomer OnboardingShipment TrackingAppointment RemindersStatus NotificationsInvoice & Payment QueriesInternal HelpdeskApproval RoutingCustomer OnboardingShipment TrackingAppointment RemindersStatus NotificationsInvoice & Payment QueriesInternal Helpdesk
Discuss a workflow

Configured for your business. Managed by Yashvis.

How implementation works: five stages from mapping your first workflow to running it in production.

01

Understand the workflow

We map the conversations, systems, rules, exceptions and actions currently handled by your team.

02

Connect the systems

We integrate the channels, APIs, databases, documents and business applications the workflow needs — with security, access control and data boundaries in place.

03

Build the agent

We configure the agent's knowledge, tools, reasoning and workflows — with guardrails, permissions and human approval points built in.

04

Test with real scenarios

Evals run against real conversations, edge cases and adversarial inputs, so accuracy, safety and guardrail behaviour are proven before deployment.

05

Deploy and improve

The agent runs inside the workflow with full observability — every conversation, tool call and escalation is traced, monitored and used to improve it over time.

Not sure where to start?

Start with one channel, one workflow.

Start with one recurring customer request where your team spends the most time, on the channel your customers already use.

We will help you determine what can be automated, what should remain human-controlled and what a production deployment would require.

Discuss a workflow