Saleschat is an AI workflow platform that helps customer-facing teams automate sales and support processes by combining event-driven AI agents with human oversight.
Overview
Saleschat enables businesses to build intelligent customer workflows that respond to CRM events and customer conversations in real time. Instead of relying on static automation, teams can create AI-powered workflows that qualify leads, collect information, trigger follow-ups, update CRMs, and seamlessly hand conversations over to humans whenever needed.
Key Features:
Event-Driven Customer Workflows
Create automated customer journeys triggered by:
CRM events
Customer chat interactions
Lead status changes
Customer responses
Automatically orchestrate actions across your sales and customer success workflows.
AI Workflow Builder
Design AI-powered workflows that can:
Qualify leads
Ask contextual questions
Collect customer information
Trigger follow-up actions
Update CRM records
Execute multi-step business processes
No complex coding required.
Human-in-the-Loop
Keep humans in control when AI reaches its limits.
Escalate conversations instantly
Transfer complete conversation history
Allow agents to review and intervene
Maintain service quality for high-value customers
Ideal For:
B2C Sales Teams
Customer Success Teams
Support Operations
Financial Services
Insurance
Education
Healthcare
Businesses handling high volumes of customer conversations
Solution Overview: The platform combines AI-driven automation with human handoffs and built-in compliance workflows. Agents operate securely across multiple channels, integrate directly into enterprise CRMs, and deliver measurable outcomes: higher conversion rates, faster response times, and lower sales operating costs.
Key Features:
Intelligent AI agents that qualify, follow-up, convert, and onboard leads
Integration with Salesforce, HubSpot, Zoho, and other CRMs via APIs and webhooks
Human handoff capability with full conversation and document history
Compliance by design: consent tracking, redaction rules, role-based access
Real-time revenue analytics for campaigns, agents, and cohorts
Secure omnichannel communication across WhatsApp Business (WABA), voice, email, and web chat
Automated document collection and verification workflows
Custom AI journey builder for lead-to-onboarding automation
Benefits:
Reduce cost of acquisition (CAC) by up to 40%
Boost lead conversion and reply rates by 50%
Cut turnaround time on document completion and verification by 75%
Achieve faster onboarding and compliance with zero operational disruption
Scale customer engagement instantly without adding human staff
Target Audience & Use Cases:
Ideal for BFSI enterprises, fintechs, telecom, and large B2C organizations managing regulated or high-touch sales processes. Common use cases include loan application journeys, insurance policy onboarding, investment advisory funnels, and e-commerce high-value lead nurturing.
Why Choose Saleschat:
Trusted by enterprises with over 10 million+ customer journeys completed. Saleschat delivers secure, compliant, and scalable AI sales automation tested across BFSI and telecom operations globally. Hosted securely on AWS, the platform supports ISO and DPDP compliance, with guaranteed data residency options. Built for enterprise scalability and compliance-first AI automation.
Call to Action:
Transform your sales efficiency and revenue outcomes. Book a demo at https://saleschat.pro/contact to experience AI-led B2C acquisition automation. Enterprises typically go live within two weeks and see measurable ROI within one quarter.
Highlights
Enterprise-grade AI agents that deliver measurable revenue outcomes
Pre-integrated with Salesforce, HubSpot, Zoho and Custom CRMs/Dialers via API/webhooks.
Event-Driven AI Workflows - Automatically trigger customer workflows from CRM events and live customer conversations.
Human-in-the-Loop Automation - Let AI handle repetitive tasks while seamlessly routing complex cases to human agents.
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing is based on the duration and terms of your contract with the vendor, and additional usage. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. Usage-based pricing is in effect for overages or additional usage not covered in the contract. These charges are applied on top of the contract price. If you choose not to renew or replace your contract before the contract end date, access to your entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Premium Support provides prioritized assistance with rapid response times, including 1-hour response for Priority 1 (P1) incidents and 4-hour response for Priority 2 (P2) and lower. Support is available 8x5 for standard issues and 24x7 for high-impact incidents, with access via phone and email. Premium Support also includes assistance with third-party technology integrations, such as CRM platforms.
$100.00
Customer Success Manager
Customer Success Management (CSM) provides a dedicated strategic partner to help maximize the value of your Saleschat.pro investment. Your Customer Success Manager works closely with your team to align platform capabilities with business objectives, optimize workflows and communication templates, monitor key performance metrics through regular business reviews, manage user access and security best practices, gather actionable customer feedback, and guide the implementation of new business requirements. This proactive engagement ensures continuous optimization, strong platform adoption, and long-term business success.
This contract-based listing bundles a core platform fee with optional add-ons. The Human In The Loop Platform Fee is the Enterprise SKU for BFSI, forming the base subscription. You can add Premium Support for prioritized incident response and integration help. You can add a Customer Success Manager as a dedicated strategic partner for adoption and optimization. The Custom Contract option lets you request a private offer tailored to your needs. Each dimension is priced per unit, so you select the combination that fits your requirements rather than moving through fixed tiers.
Top-of-mind questions for buyers
What does the Human In The Loop Platform Fee cover for BFSI use?
This Enterprise SKU covers the core platform. You get AI agents that qualify leads, follow up, and onboard customers across channels. It supports human handoffs to advisors with full conversation history, compliant document collection, consent and redaction rules, role-based access, audit trails, and revenue analytics for banking, financial services, and insurance workflows.
How do the platform fee and the two add-ons combine on my bill?
The Human In The Loop Platform Fee is your base subscription. Premium Support and Customer Success Manager are separate per-unit charges you add on top. Each add-on bills independently and appears alongside the platform fee. You pay only for the options you select, so your total reflects your chosen combination.
What response times does Premium Support provide, and what does it help with?
Premium Support gives 1-hour response for Priority 1 incidents and 4-hour response for Priority 2 and lower. Standard issues get 8x5 coverage; high-impact incidents get 24x7. You reach support by phone and email. It also includes help with third-party technology integrations, such as CRM platforms.
www.saleschat.pro
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Vendor refund policy
No Refunds.
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