# Converzo — Enterprise WhatsApp Automation & AI CRM Platform

> Converzo (https://getconverzo.in) is an enterprise-grade WhatsApp Business Automation & AI CRM platform. It enables businesses, e-commerce stores, healthcare providers, and agencies to automate customer acquisition, broadcasts, drip campaigns, support ticketing, and AI-powered conversational sales over WhatsApp.

- Site URL: https://app.getconverzo.in
- Docs & API: https://app.getconverzo.in/llms-full.txt
- Trigger API Base URL: https://app.getconverzo.in/converzo/api

## Platform Capabilities & Key Features

### 1. Smart Router & Trigger API
Hit ONE REST endpoint with a keyword, phone number, and variables to trigger compliant WhatsApp template messages (OTPs, order alerts, appointment reminders). No raw message formatting needed — Converzo handles template matching and policy compliance.

### 2. AI Brain & Autonomous Bot (RAG)
Train custom AI agents on your business knowledge base (FAQs, product catalogs, service menus). The bot automatically answers customer queries on WhatsApp 24/7 with human-like accuracy and hands off complex leads to human agents seamlessly.

### 3. WhatsApp Flows & Interactive Forms
Design rich, multi-step native forms directly inside WhatsApp for lead generation, appointment booking, survey collection, and instant customer onboarding without leaving the chat app.

### 4. Broadcasts & Drip Marketing Campaigns
Send targeted bulk WhatsApp messages to tagged contact segments. Build automated multi-day drip campaigns triggered by customer tags, website actions, or purchase events with real-time analytics (delivered, read, click-through rates).

### 5. Multi-Agent Live Chat Desk & CRM
Unified inbox for sales and support teams. Features team role assignment, private notes, contact labeling, lead scoring, exportable opt-in audit trails, and automated ticket routing.

### 6. E-commerce & Shopify Native Integration
Automatic sync with Shopify and WooCommerce stores to fire abandoned cart recovery alerts, order confirmation notifications, tracking updates, and interactive product catalog showcases via WhatsApp.

### 7. Website Live Chat Widget
Embeddable lightweight webchat widget (`/public/webchat`) that connects website visitors directly to your WhatsApp inbox or AI Brain bot.

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## Ecosystem & Native Integrations

Converzo seamlessly connects with your existing tech stack:

- **E-Commerce Platforms**: Shopify, WooCommerce (Abandoned cart recovery, order updates, catalog sync).
- **Payment Gateways**: Razorpay, Stripe (Instant payment confirmation, utility OTP receipts).
- **CRMs & ERPs**: HubSpot, Zoho CRM, Salesforce (Two-way contact & lead status synchronization).
- **Automation Platforms**: Zapier, Make.com, Pabbly Connect (No-code trigger routing).
- **Spreadsheets**: Google Sheets & CSV Importers (Automated contact list import & opt-in auditing).
- **Webhooks & REST API**: Signed outbound HTTP webhooks (`X-Converzo-Signature`) for custom backend integration.

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## Developer & AI Integration Guide (Trigger API)

API version: v1 · REST · JSON · Auth via `Authorization: Bearer <API_KEY>` header.

### Core Endpoints

- `GET /rules` (full path `GET /converzo/api/rules`): Discover configured keyword rules, required variables, parse modes (`split_comma`, `split_pipe`, `auth_digits`, `full_text`), and approved template mappings for the account.
- `POST /send` (full path `POST /converzo/api/send`): Fire a WhatsApp message by keyword trigger.

### Send Request Example (JSON)

```json
POST /converzo/api/send
Header: Authorization: Bearer cvz_live_xxxx
Header: Content-Type: application/json

{
  "number": "919876543210",
  "message": "order_update, Rahul, ORD-2026-001"
}
```

### Response

```json
{
  "status": "success",
  "queued_for": "919876543210",
  "source": "smart_router",
  "logic": "split_comma"
}
```

---

## Target Use Cases & Industry Solutions

- **E-Commerce & D2C**: Abandoned cart recovery, order dispatch alerts, COD verification, interactive product catalog sharing.
- **Healthcare & Clinics**: Automated appointment booking, lab report delivery, visit reminders, post-care follow-ups.
- **Education & EdTech**: Student lead qualification via WhatsApp Flows, instant brochure delivery, fee payment reminders, class schedules.
- **Real Estate**: Instant lead response, site visit booking, automated brochure delivery, drip property nurturing.
- **Restaurants & Food**: QR-code table opt-ins, promotional broadcast offers, reservation & order status updates.
- **Finance & Insurance**: Payment & EMI due reminders, document collection workflows, utility OTP verification.
- **Travel & Hospitality**: Instant booking confirmations, itinerary distribution, check-in & tour reminders.
- **Salons, Spas & Beauty**: Appointment scheduling, visit reminders, post-service feedback collection.
- **Fitness & Gyms**: Membership renewal reminders, class slot booking, workout plan delivery.
- **Automotive & Dealerships**: Test drive booking, service due reminders, vehicle status updates.
- **Logistics & Delivery**: Real-time package tracking updates, dispatch notifications, delivery slot confirmations.
- **SaaS & B2B Agencies**: Instant lead response, API OTP delivery, multi-agent support desk escalation.
- **ISP & Broadband**: Plan-expiry and due-date reminders with one-tap payment links, area-wide outage notices, complaint/ticket intake, technician-visit scheduling, speed-upgrade upsells. Covers regional broadband and fibre ISPs, local cable operators (LCOs), cable TV and DTH.
- **Subscriptions & Home Utilities**: Service-due, refill and renewal reminders with payment links; delivery slot confirmations. Covers water purifier/RO and AMC services, LPG and gas agencies, dairy, milk and water-can delivery, laundry subscriptions, housing societies and RWAs.
- **Immigration & Study Abroad**: Document checklists, counselling-slot booking, application status updates, intake-deadline broadcasts.
- **Recruitment & Staffing**: Candidate outreach and screening, interview reminders, onboarding document collection, job-opening broadcasts.
- **Agriculture & Agri-Input**: Season-timed offer broadcasts, dealer order and dispatch updates, crop-cycle advisory drips.
- **NGOs, Trusts & Communities**: Donation appeals with payment links and receipts, event and camp notices, volunteer shift reminders.
- **Events, Weddings & Photography**: Enquiry capture bots, quote follow-ups, shoot and delivery milestone updates.
- **Manufacturing, Export & Freight**: Quote and proforma follow-ups, shipment milestone updates, document chase, distributor broadcasts. Covers MSME exporters, freight forwarders and customs brokers.
- **Local Services & Repair**: Job-status and ready-for-pickup alerts, technician scheduling, AMC and contract renewals. Covers repair and authorised service centres, facility management and security, driving schools, taxi fleets and car rental, printing and packaging, IT/MSP.

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## Canonical Links & Documentation

- Full API Reference & Webhooks: https://app.getconverzo.in/llms-full.txt
- Book a Platform Demo: https://app.getconverzo.in/demo
- Growth Consultation: https://app.getconverzo.in/growth-plan
- Partner Program: https://app.getconverzo.in/partnership