Documentation Checklist Agent AI Agent
Automate documentation checklist tracking across WhatsApp, Email while improving documentation TAT and reducing follow-ups.
Example: Documentation Checklist Agent that tracks pending docs and sends reminders to close files faster.
Sales Ops, Site Visit Ops, CRM Ops, CX
Website widget · Inbound number · WhatsApp deep link · Email · Walk-in lead form
Secure actions, supervised handoff, and full audit trails.
Built for teams that need speed and control
Outcomes-first jobs your buyers care about
Track checklist
How: Shows pending documents by buyer.
Outcome: Faster closure
Request uploads
How: Sends secure upload links.
Outcome: Reduced delays
Validate documents
How: Checks completeness and expiry.
Outcome: Fewer rework cycles
Escalate missing docs
How: Routes to sales for intervention.
Outcome: Higher completion
Step-by-step flow buyers expect to see
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1
Trigger: doc pending
Checklist shows missing items.
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2
Notify
Send reminders.
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3
Upload
Secure link for docs.
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4
Validate
Check quality and expiry.
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5
Exceptions
Invalid docs escalated.
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6
Wrap-up
Update CRM.
Real scenarios with clear resolution paths
Agent: We still need PAN and address proof.
Customer: Uploaded both.
Agent: Your address proof is expired. Please upload a recent bill.
Agent: I will ask your sales rep to assist with documents.
Systems connected with secure actions
Systems of record
CRM, Inventory, Lead routing
Service stack
Ticketing, Knowledge base
Comms
Voice, WhatsApp, Email, Web chat
Action tools
Site visit scheduling, Document upload, Payment links, Document management, CRM, Secure upload
Enterprise readiness built in
What you will improve
Lead qualification
Leads meeting budget and intent criteria.
Site visit show rate
Scheduled visits attended.
Time-to-first-response
Speed of first response.
Booking conversion
Qualified leads to bookings.
Documentation TAT
Time to complete paperwork.
Loan approval TAT
Time to loan approval for buyers.
CSAT/NPS
Customer satisfaction with sales and support.
Drop-off rate
Leads lost at each funnel stage.
Flexible to your policies, tone, and tools
A phased rollout with clear deliverables
Discovery + call listening
- Workflow map and intent list
- SOP alignment and compliance notes
- Success metrics and QA plan
Pilot on 1 channel + 1 workflow
- Agent prompts and guardrails
- Test cases and failover scripts
- Live dashboard with baseline KPIs
Expand intents + integrate systems
- System actions and data sync
- Multi-channel coverage
- Supervisor playbooks
Optimize + scale
- Continuous QA coaching
- A/B tested prompts and flows
- Governance and reporting
Buyer objections, answered
How do you handle exceptions?
The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.
What happens when the agent is unsure?
It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.
Can we restrict what it can say or do?
Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.
How are transcripts stored?
Transcripts and action logs are stored with retention controls and audit access.
How does handoff work with our CRM or ticketing?
The agent writes structured notes, tags, and next steps directly into your system of record.
What languages and accents are supported for voice?
Major Indian and global languages with configurable voice and accent options.
See this agent live on your workflow
See the agent live with your data, policies, and channels.
Deploy an AI-supervised agent for your highest-volume workflow.
We consult, design, build, and manage the agent end-to-end.