AI

AI That Helps Your Team Sell, Support, And Scale.

AiEngage CRM brings AI directly into your sales, support, and customer engagement workflow. Help customers get answers faster, qualify leads before your team steps in, reduce repetitive work, and give your team clearer insights from every conversation.

AI Workspace
Live
SUMMARIES
248
QUALIFIED
76
DRAFTS
134
CALLS
52
CAPABILITIES
Smart Summaries
Lead Qualification
Email Assistant
Transcription
Insights
AI ActivityToday
Summary generated · Rohan Sharma
Deal #4821 · 2m ago
Lead qualified · Priya Nair
Score 82 · 11m ago
Draft written · Emily Carter
Proposal · 24m ago
Call transcribed · Arjun Mehta
8m 14s · 41m ago
AM
Arjun Mehta
+91 98204 55127 · WhatsApp
Hi, is the 3BHK in Whitefield still available?
10:02
Yes it is. Budget range you're looking at?
10:04
Around ₹1.2Cr, ready to move in 2 months.
10:05
Perfect. Can we schedule a site visit Sat?
10:07
Saturday 11am works. Please share location.
10:08
Also, is bank loan assistance available?
10:09
AI Summary
WHAT HAPPENED
Enquiry on 3BHK Whitefield, confirmed available.
CUSTOMER NEEDS
Budget ₹1.2Cr · move-in 2 months · loan help.
NEXT STEP
Site visit Sat 11am · send location + loan desk.
PENDING ACTIONS
Share site location
Confirm Sat 11am visit
Connect loan desk
01 · SMART SUMMARIES

Understand Every Customer Conversation In Seconds

Long WhatsApp chats, emails, call notes, and customer interactions can take time to review. Smart Summaries give your team a quick view of what happened, what the customer needs, and what should happen next.

Sales and support teams can continue conversations confidently, even when another team member handled the previous communication.

Get Quick Summaries Of
WhatsApp conversationsCustomer emailsCall discussionsLead and deal activityCustomer requirementsQuestions and concernsFollow-up historyPending actionsRecommended next steps
Knowledge Sources4 synced
Website pages
32 pages · synced 2h ago
Active
FAQ document
48 Q&A · synced 1d ago
Active
Price list.pdf
syncing · 3m ago
Syncing
Policy document
12 pages · synced 4d ago
Active
AiEngage Assistant
Typically replies instantly
Hi! What are your business hours?
We're open Mon–Sat, 9am to 7pm IST.
Do you offer EMI on packages?
Yes — 3, 6 and 9-month EMI via Razorpay.
Type a message…
02 · AI CHATBOT

Give Customers Instant Answers Through Natural Conversations

Set up an AI chatbot that understands your business and helps customers find answers without waiting for your team.

Train it using your website content, FAQs, service details, product information, documents, policies, and knowledge base.

The AI Chatbot Can Answer Questions About
Products and servicesPricing and packagesBusiness hoursLocations and branchesAppointment availabilityService processesPaymentsDelivery and booking detailsPolicies and FAQsSupport-related queries
Qualification Chat
Which service are you interested in?
Home loan for a ₹85L property.
Do you have a pre-approved offer?
No, first-time buyer.
Great. What's your expected timeline?
Within 30 days. Located in Pune.
SD
Sneha Deshmukh
+91 90114 27883
BUDGET
₹85,00,000
LOCATION
Pune
TIMELINE
30 days
INTENT
High
82
QUALIFICATION SCORE
Sales-ready
Routed to Meera Kapoor · Home Loans
03 · AI LEAD QUALIFICATION

Qualify Prospects Before They Reach Your Sales Team

AI Lead Qualification asks relevant questions, understands customer requirements, and collects the information your team needs to prioritize stronger opportunities.

Qualify Leads Based On
Product or service interestBudget rangeLocationRequirement typePreferred timelineCompany or team sizeAppointment preferenceBuying intentExisting provider or solutionCustom qualification questions
AI Insights
This week ▾
NEED FOLLOW-UP
18
HIGH INTENT
24
AT RISK
7
FOLLOW-UP
6 high-intent leads had no reply in 48h
Affects 6 leads · ₹52L pipeline
Review
ENGAGEMENT
Whitefield project drives most enquiries
Affects 31 conversations this week
Review
OBJECTION
"Price too high" raised in 9 chats
Common objection · suggest EMI offer
Review
Customer Sentiment412 conversations
Positive 62%Neutral 26%Negative 12%
04 · AI INSIGHTS

Turn Customer Data And Conversations Into Clear Actions

AiEngage analyzes activity across leads, customer conversations, campaigns, deals, and support interactions. It highlights patterns, missed opportunities, customer intent, and areas that need attention.

Your team gets clearer direction without spending hours reviewing reports and conversation histories.

Use AI Insights to Understand
Leads requiring immediate follow-upHigh-intent customer conversationsCustomers showing strong engagementCommon questions and objectionsFrequently discussed products or servicesConversations requiring attentionMissed or delayed follow-upsDeals moving slowlyCampaign response patternsCustomer sentimentRecurring support issuesSales conversation trends
9:41
AI Summary
RS
Rohan Sharma
Lead · Real Estate
Toured 2 sites, prefers Whitefield 3BHK. Budget ₹1.2Cr. Asked for loan help & parking.
RECENT ACTIVITY
WhatsApp reply · 2h ago
Site visit booked · 1d ago
SUGGESTED REPLY
"Hi Rohan, sharing the Whitefield floor plan & loan options for Sat's visit."
SendEdit
9:41
Before Site Visit
MEETING
Sneha Deshmukh · 11:00 AM
Whitefield · 3BHK tour
NEXT-STEP GUIDANCE
Carry floor plan & price sheet
Confirm ₹1.2Cr budget on-site
Discuss loan desk timeline
Note parking preference
Offer Sat 11am slot lock-in
12 min drive · leave by 10:35
05 · MOBILE AI

Get AI Support Wherever Your Team Works

Your team does not always work from a desk. Mobile AI helps them understand customer context, review lead details, prepare replies, and get next-step guidance during calls, meetings, site visits, or travel.

Use Mobile AI To
Summarize customer conversationsReview lead and deal detailsCheck recent activityPrepare follow-up messagesGet next-step suggestionsReview pending tasksHandle urgent customer repliesPrepare for meetings and callsStay updated on assigned leads
PROMPT
Write a follow-up after the Whitefield site visit and include EMI options.
CUSTOMER CONTEXT
Rohan SharmaDeal #4821₹1.2CrSite visited
TONE
WarmFormalBrief
LENGTH
ShortMedium
Regenerate
SUBJECT
Your Whitefield 3BHK visit — floor plan & EMI options
Hi Rohan,

Thank you for visiting our Whitefield project on Saturday. As discussed, I've attached the 3BHK floor plan and pricing for the ₹1.2Cr configuration you liked.

We also offer flexible EMI plans via Razorpay (3, 6 and 9 months) and can connect you with our loan desk this week.

Would Thursday 4pm work for a quick call?

Warm regards,
Meera Kapoor · AiEngage Realty
+91 98860 20114
VARIANTSABCScheduleSend
06 · AI EMAIL ASSISTANT

Write Better Emails Without Starting From A Blank Screen

AI Email Assistant helps your team create faster, clearer, and more relevant emails for sales, follow-ups, proposals, customer updates, reminders, and support.

Give AI a simple prompt or select the customer context to generate a ready draft your team can review, edit, and send.

Create Emails For
First lead responsesSales outreachFollow-up messagesProposals and quotationsAppointment remindersPayment remindersCustomer onboardingProduct and service updatesRe-engagement campaignsSupport repliesPersonalized customer communication
AM
Arjun Mehta
+91 98204 55127 · 8m 14s · 21 Jul, 10:12
Transcribed
3:24 / 8:14
Rep00:12
Thanks for your time. What's the main requirement you're evaluating?
Arjun00:28
We need a 3BHK under ₹1.2Cr, possession within 2 months.
Rep00:51
We have two ready options in Whitefield. Any location constraint?
Arjun01:10
Close to the tech park is preferred. Worried the price may be high.
Rep01:34
Understood — we offer EMI and loan assistance to ease that.
Arjun01:58
Good. Can we do a site visit this Saturday?
Extracted Details
REQUIREMENT
3BHK, Whitefield
BUDGET
Under ₹1.2Cr
TIMELINE
2 months
OBJECTION
Price concern
NEXT STEP
Site visit — Sat
07 · AI CALL TRANSCRIPTION

Turn Every Sales Call Into Searchable Customer Context

AiEngage converts call discussions into written transcripts, helping your team review what was discussed without relying on memory or manual notes.

Every transcript stays connected to the relevant lead or deal, making follow-ups, handovers, and manager reviews easier.

Capture More From Every Call
Convert calls into written transcriptsReview customer discussionsTrack requirementsIdentify questions and objectionsSave important details in the CRMReduce manual note-takingShare call context with team membersImprove lead and deal handoversHelp managers review conversations
Deals Needing Attention
All owners ▾Filter
DEALOWNERVALUEINACTIVEENGAGERISK
Whitefield 3BHKMeera K.₹1.2Cr2dLow
ERP MigrationRahul V.₹42L11dHigh
Clinic CRMPriya N.₹18L5dMed
US EnterpriseJames C.$96K3dLow
Campus LMSMeera K.₹28L14dHigh
Travel PortalRahul V.₹9.5L6dMed
Fintech RolloutJames C.$54K4dLow
8 deals4 owners₹2.4Cravg 7d3 hi
Recommended:Re-engage ERP Migration & Campus LMS today — inactive 11+ days.
08 · AI SALES INSIGHTS

See What Is Moving Deals Forward

AI Sales Insights helps sales teams and managers understand deal activity, customer engagement, follow-up gaps, and pipeline movement.

Your team can quickly identify which opportunities need action and where deals may be getting stuck.

Get Better Visibility Into
High-value deals needing attentionDeals likely to close soonInactive opportunitiesOverdue follow-upsSales stages where deals get stuckTeam activity and deal movementOpportunities with strong buying intentPipeline conversion gapsRevenue opportunities at riskRecommended next actions
Sales Forecast · July FY26
9 days left
Target vs Projected₹1.02Cr / ₹1.2Cr
Projected ₹1.02Cr · 85%Target ₹1.2Cr
Revenue by Stage
Committed
₹52L
Best case
₹34L
Pipeline
₹24L
Closed
₹18L
REPCOMMITTEDBEST CASECLOSED
Meera Kapoor₹22L₹31L₹8L
Rahul Verma₹15L₹24L₹5L
James Carter$18K$29K$6K
3 deals at risk of going cold — ₹79L inactive 10+ days. Prioritize this week.
09 · AI FORECASTING

Plan Sales Targets With A Clearer View Of What Is Coming

AiEngage uses deal values, pipeline activity, sales stages, and team progress to estimate expected revenue and upcoming opportunities.

Managers get a clearer view of whether targets are on track and where the team should focus before the month ends.

Forecast With More Confidence
Expected revenue from open dealsDeals likely to close this monthHigh-value pipeline opportunitiesRevenue by sales stageTeam-wise sales forecastsPipeline health and movementDeals at risk of going coldSales trends over timeTarget gaps requiring attention

Make Every Customer Interaction Smarter With AI

24/7 customer responsesAI-powered customer supportAutomated lead qualificationFaster inquiry handlingSmart conversation routingReduced repetitive workClearer customer contextSeamless human handoverConversation summariesIntent and objection insightsSmarter sales follow-upsBetter customer experiences

AI That Automates, Assists, And Accelerates Growth

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