AI automation is not a chatbot and not a dashboard. It is the plumbing between systems that lets a lead from a Google ad be called by an AI voice agent within two minutes, qualified, followed up on WhatsApp, written into the CRM with a summary, and reported to the owner at 9 pm, with no person touching it. AICLEX builds that plumbing using our own products, Zonvo for voice and WhatsPilot for WhatsApp, alongside your existing tools.
We are a product studio based in Greater Noida working with SMEs across India, and this page describes the automations we build most, with concrete workflow examples by industry, what integrations are involved, how long they take and what they cost. If a workflow here looks like your business, the discovery call will be short.
Four workflows we build most often
Lead qualification. New leads from Meta ads, Google ads, your website, IndiaMART or property portals land in one queue. Zonvo calls each lead in Hindi or English, asks 3 to 5 qualifying questions, records the answers and scores the lead. Hot leads are transferred to a salesperson live or booked for a callback. Every call is transcribed and summarised into the CRM.
Follow-ups. Leads that did not answer get a WhatsApp message via WhatsPilot, then a second call attempt at a different time, then a scheduled sequence over 7 days. Document processing. Invoices, KYC documents, Aadhaar and PAN images, delivery challans or admission forms are read by an AI model, fields are extracted, validated against rules and pushed into Tally, Zoho, an ERP or a Google Sheet, with exceptions flagged for a human. Reporting. Data from CRM, ads, WhatsApp and calls is compiled into a daily WhatsApp summary and a weekly PDF for the owner.
Industry example: real-estate developer
Portal enquiry arrives at 2:14 pm. Within 90 seconds Zonvo calls: 'Namaste, main Aiclex Heights se bol rahi hoon. Aapne hamare Sector 150 project ke baare mein enquiry ki thi. Kya aap 2 BHK ya 3 BHK dekh rahe hain?' The agent collects configuration, budget band, timeline and whether the buyer wants a site visit. If yes, it offers the next two open slots from the site team's calendar and confirms one.
The call summary, recording link and lead score land in Siteboard CRM. WhatsPilot sends the visit confirmation with a location pin and the brochure. The day before the visit a reminder goes out; if the customer replies 'cancel', the slot reopens and the sales head is alerted. Leads who did not answer get two more call attempts at different hours and a WhatsApp nudge. The sales team spends its time only with people who have said yes to a visit.
- Systems involved: property portal webhook, Zonvo, WhatsPilot, Siteboard, Google Calendar
- Build time: 4 to 6 weeks including call script tuning
- Measured: speed to first contact, visit bookings per 100 leads, sales-team hours saved
Industry example: coaching institute and clinic
Coaching institute. A student fills a demo form. Zonvo calls to confirm the demo slot and asks which subject and class. WhatsPilot sends the Zoom link (we are an official Zoom reseller, so the licence and the automation come from one place). After the demo, students who did not enrol receive a 5-day WhatsApp sequence and one counsellor call handled by AI, with only interested students transferred to a human counsellor. Fee reminders run monthly from the fee sheet.
Clinic. Appointment requests from Google Business Profile and the website go to a booking bot. Zonvo confirms by phone for patients who prefer calls, especially older patients. Reports ready in the lab system trigger a WhatsApp message with a secure link. No-shows get an automated rebooking call the same evening. A weekly report shows slots filled, no-show rate and revenue by doctor.
How we scope and deliver a project
Discovery (1 week): we shadow your team for a few hours, list every repetitive task, count how often it happens and estimate hours spent. We pick the two or three with the best ratio of hours saved to build effort. Design (1 week): workflow diagrams, call scripts, message templates, data fields and exception handling, all signed off by you. Build (2 to 4 weeks): integrations, Zonvo agent training on your scripts and objections, WhatsPilot flows, CRM mapping. Pilot (2 weeks): live on a fraction of leads with daily reviews. Rollout and handover with documentation.
Most projects run 6 to 10 weeks from kickoff. We do not start building until the design is signed off, because rework on integrations is expensive for both sides.
Compliance, consent and things that go wrong
AI calls in India must respect TRAI rules on commercial communication. We call only numbers that have enquired with you or opted in, identify the business at the start of the call, honour do-not-call requests immediately and log consent. WhatsApp follow-ups use approved templates and recorded opt-ins. Document processing that touches Aadhaar or PAN uses masking and access controls, and we advise on retention periods.
Common failures we design against: an AI agent that argues with an angry customer (we set it to apologise and transfer), a workflow that stops silently when an API key expires (we add monitoring and alerts to your WhatsApp), duplicate leads created when the same person enquires from two portals (we dedupe on phone number), and reports nobody reads (we send a 5-line WhatsApp summary, not a 40-page PDF).
Who this is for
- Real-estate developers and channel partners with hundreds of portal leads a month and a small sales team
- Coaching institutes and edtech firms running demo classes, counselling and fee cycles
- Clinics, hospitals and labs handling bookings, reports and reminders manually
- E-commerce and D2C brands processing COD confirmations, returns and supplier invoices
- Manufacturers and distributors buried in invoices, challans and dealer follow-ups
- Any SME owner spending evenings compiling reports from four different tools
Why choose AICLEX™
Voice and WhatsApp are our own products
Zonvo and WhatsPilot are built in-house, so the two most important channels in an Indian automation stack are under our control and priced without middlemen.
Integration-first engineering
We are software developers who also build ERP, CRM and SaaS products. Connecting Tally, Zoho, Shopify, property portals or a legacy system is normal work for us.
Hours saved, not features shipped
Every project starts with counting the hours your team spends on a task, and ends with measuring how many of those hours disappeared.
Local, reachable, accountable
Greater Noida office, Indian working hours, a phone number that is answered, and a GST invoice from Aiclex Solutions Pvt. Ltd.
Pricing
AI automation projects start from Rs 50,000 for a single workflow with two or three integrations and rise with the number of systems, call volume and document types. Zonvo calling and WhatsPilot are billed monthly on top, with Meta conversation charges passed through. Ongoing support retainers are optional. GST invoice issued. Fixed-price proposal after discovery.
Frequently asked questions
What does an AI automation project cost?+
Single-workflow projects such as AI lead calling with WhatsApp follow-up and CRM sync start around Rs 50,000. Multi-workflow projects with document processing and reporting typically fall between Rs 1,00,000 and Rs 3,00,000. Monthly costs cover Zonvo call minutes, WhatsPilot and Meta charges. We give a fixed quote after the discovery week.
Is it legal to have an AI call my leads in India?+
Calling people who have enquired with your business or given consent is permitted, provided you identify yourself, respect do-not-call requests and do not call numbers from purchased lists. Zonvo is configured to log consent, announce the business and stop on request. We review your lead sources during discovery to keep you within TRAI norms.
Can this work with my existing CRM or Tally?+
Usually yes. Zoho, HubSpot, Salesforce, Freshsales, LeadSquared and most modern CRMs have APIs we connect to. Tally Prime integrates through its XML interface or an ODBC bridge. For a custom or older system we can work through exports, database access or a small middleware layer, which we scope at discovery.
How long before I see results?+
The pilot phase, usually 6 to 8 weeks after kickoff, produces the first measurable numbers such as speed to first contact and site visits or demos booked per 100 leads. Full rollout follows once the pilot numbers are stable. Simpler single-workflow projects can show results within a month.
What happens to the data from calls and documents?+
Call recordings, transcripts and extracted document data are stored on India-hosted infrastructure with access limited to your team. Sensitive identifiers such as Aadhaar are masked where the workflow allows. We sign an NDA on request and can set retention and deletion rules to match your policy.
Do I get a GST invoice and can I use my existing WhatsApp number?+
Every payment is invoiced with GST by Aiclex Solutions Pvt. Ltd. For WhatsApp, your existing number can be moved to the Business API but cannot stay on the WhatsApp Business App at the same time, so we usually recommend a dedicated number for automation while your team keeps the old one.