TwilioPayment reminder calls
RazorpayPayment status checked
SalesforceRenewal state updated
WhatsAppRenewal steps shared
ShopifyProduct and stock answered
ZendeskHand-offs with context
Find 
your starting point.One workflow first.Then the next one.
Start with a recurring job that has a clear finish line, usable data and an accountable owner. Hire the employee that fits it, prove it in a pilot, then scale.
Trusted by teams at
From one workflow
to a working team.
Every rollout follows the same path. Pick the job, connect what it touches, set who decides what, prove it, then widen the scope.
Workflow shortlist- Workflow
- Payment reminders
- Recurs
- Every day
- Done means
- Payment reconciled
- Source data
- Usable
Systems & permissions- Telephony
- Calls approved lists
- Payments
- Read only
- CRM
- Outcome fields only
- Other systems
- Not connected
Role brief- Business owner
- Collections lead
- Reminders
- Employee acts
- Settlements
- Your team decides
- Disputes
- Routed with context
Pilot review- Scope
- One portfolio
- Difficult cases
- Tested
- Baseline
- Agreed before start
- Open issues
- Documented
Rollout plan- Payment reminders
- Live
- Wider portfolio
- Scheduled
- Next employee
- Being scoped
- Recovery plan
- In place
Pick one workflow
Choose a recurring job with a measurable completion state, like a payment reminder, a renewal or a product question. Not the hardest one. The clearest one.
Start small. Keep control. The first workflow sets the pattern: your systems, your limits, your owner. Every employee after it follows the same rules.
Explore the platformTypical first workflows
Where teams usually start.
One employee, one job.
- Twilio & Razorpay
- Identity check
- Passed
- Promise to pay
- Recorded
- Repayment link
- Shared
- Payment
- Not yet reconciled
Banking: payment reminders
A promise is not a payment.
What the agent doesRohit calls within your contact rules, shares only approved account details after identity checks, and records a promise to pay or a dispute.
What you can checkEach call attempt, the customer’s response and the payment status in your ledger.
- Salesforce & WhatsApp
- Expiry
- Within 30 days
- Renewal steps
- Shared
- Coverage change
- Routed to adviser
- Policy state
- Refreshed
Insurance: policy renewals
No reminder after the policy is renewed.
What the agent doesPriya checks expiry and renewal state, shares the approved terms and steps, and routes coverage questions to an authorised adviser.
What you can checkThe renewal state in your CRM and every reminder sent.
- Shopify & Zendesk
- Product question
- Answered
- Stock
- Checked live
- Custom discount
- Routed to manager
- Hand-off
- Context attached
E-commerce: shopping questions
Answers from your catalogue, not guesses.
What the agent doesSarah answers product and stock questions from approved product data. Discount requests above your cap and placed-order issues go to the right owner.
What you can checkThe chat record and any hand-off ticket in your helpdesk.
What makes a good first workflow
Check three things
before you pick.
- Completion state
- Done is defined
- Yes
- Checked in a system
- Yes
- Baseline today
- Agree before pilot
A clear finish line
You can tell from a record whether the work is done: a payment reconciled, a policy renewed, a ticket resolved.
Systems map- Records exist
- Confirmed
- Access scope
- Reviewed
- Write-back fields
- Named
Usable source data
The records the work depends on exist, are current and can be connected with least-privilege access.
- Role brief
- Business owner
- Named
- Limits
- Written down
- Exception queue
- Assigned
An accountable owner
One person owns the outcome and the exceptions, and has said which decisions stay with the team.
If a workflow is missing one of these, fix that first or pick a different workflow. It will be the template for every one after it.
Buyer guidance
Choose where to start.
- Start with a pre-built employee when…
The job is recurring and already matches a role: collections, renewals, lead qualification, support or claims intake.
- Start with one channel when…
Your customers mostly reach you one way. Prove it on voice, chat or WhatsApp before adding the others.
- Start with a custom workforce when…
No single role covers the outcome, several teams own different stages, or the work depends on bespoke systems.
- Wait and fix the basics when…
Nobody owns the outcome, the data is not usable yet, or there is no way to tell when the work is done.
Buyer questions
What to know before
you pick your first workflow.
Start with a recurring job that has a measurable completion state, usable source data and an accountable business owner. Then compare that role’s handoff boundary against your current process.
Usually not. Pick the clearest one: frequent, well defined and easy to measure. It sets the pattern for permissions, ownership and evaluation that every later workflow reuses.
No. Connect only the systems the first workflow reads and writes, with least-privilege access. Add more as you add workflows.
Build a custom workforce. Define your own triggers, systems and completion evidence, or combine pre-built roles with custom ones.
It depends on the workflow and the systems involved. Scope it with our team, agree the baseline and the release criteria, then run it on a limited list or one queue.
Widen the scope of the first workflow once it runs cleanly, then add the next employee for the next job. The same governance and evaluation apply to every one.
Customer reviews
From conversations to completed work.
Voice AI for client work
“Using UnleashX gave our team the power to build voice AI agents that deliver real results for our clients. Every use case became faster to deploy and easier to scale.”
Bring one workflow.We will help you start.
Tell us the job, the systems it touches and what counts as done. We will match the employee and scope the pilot with you.