AI-Powered Workflow Automation
OptiKratos AI Automation connects your CRM, WhatsApp, email, and voice channels in intelligent multi-step workflows — triggered by AI signals like sentiment drops, lead score changes, and deal stage updates — on one platform.
- Automate repetitive outreach without losing personalisation
- Trigger the right action at the right moment using AI signals
- Reduce manual pipeline maintenance for reps
- Run complex multi-step sequences across every channel
- Track which automations actually drive revenue
Independent ratings on G2, Capterra, and more
What AI Automation does
AI-triggered workflows
Workflows that fire on AI events — score change, sentiment drop, entity extracted.
Multi-channel sequences
Combine WhatsApp, email, and call tasks in a single automation flow.
No-code workflow builder
Visual drag-and-drop builder with 100+ action types.
Conditional branching
Different paths based on contact attributes, engagement, or AI-scored outcomes.
CRM write-back
Automatically update fields, move deals, and log activities on workflow execution.
Performance analytics
Conversion rate, reply rate, and revenue attributed to each workflow.
Why teams use AI Automation
- Automate repetitive outreach without losing personalisation
- Trigger the right action at the right moment using AI signals
- Reduce manual pipeline maintenance for reps
- Run complex multi-step sequences across every channel
- Track which automations actually drive revenue
Built for regulated environments
Tenant-isolated RAG
Your training data never crosses tenant boundaries. Each organisation has a dedicated vector store.
RBAC on AI APIs
Role-based access controls on every AI endpoint — fail-closed by default when permissions are absent.
Cloud SaaS · Operated by Synoviq
Fully managed cloud infrastructure. No GPU hardware to provision, no model updates to manage.
AI packaging — included in your plan
Every tier is operated by Synoviq on a multi-tenant cloud — no GPU infra to manage. See full pricing →
AI Starter
Included in Growth plan+
- AI Chatbots (WhatsApp & web)
- Auto-reply with intent detection
- Basic workflow automation
- NLP intent classification
- Up to 5,000 conversations/month
AI Pro
Included in Scale plan+
- Everything in AI Starter
- Voice AI Agents (Pilot)
- Conversation Intelligence
- Lead Scoring & Deal Probability
- Sentiment Analysis & NER
- Next Best Action
- AI Analytics & forecasting
- Unlimited conversations
AI Enterprise
Included in Enterprise
- Everything in AI Pro
- Voice clone & 2h+ calls
- Custom RAG with tenant isolation
- Churn Prediction & CLV Modeling
- Business Process Automation (BPA)
- Data residency options
- SLA + dedicated support
AI Automation — FAQ
Common questions about how OptiKratos handles this capability.
Related AI capabilities
Business Process Automation (BPA)
OptiKratos Business Process Automation orchestrates complex multi-step, multi-team processes
AI Chatbots
OptiKratos AI Chatbots provide sub-second responses across WhatsApp, web chat, and email
Next Best Action
OptiKratos Next Best Action surfaces the highest-impact step for every deal and contact
Natural Language Processing
OptiKratos NLP processes every inbound message
Start using AI Automation today
Full platform access from day one. No credit card required.
Cloud SaaS · Operated by Synoviq · Tenant-isolated · No self-host required