6 Industry Playbooks

Industry AI โ€” vertical playbooks on one Revenue OS

WhatsApp-first AI templates for banking, healthcare, retail, and more โ€” tenant-isolated, cloud-operated, CRM-native. Each playbook is pre-configured for your vertical's most common use cases.

Rated 4.5+ by 100,000+ companies in 179 countries

G2
4.5/5
Capterra
4.2/5
Software Advice
4.3/5
SourceForge
4.5/5
Trustpilot
4.5/5
GetApp
4.7/5

Why OptiKratos AI for your industry

CRM write-back

Every patient appointment, loan inquiry, or cart abandonment is logged to your CRM automatically โ€” no manual data entry.

WhatsApp-native

Reach customers where they are. WhatsApp Business has 3ร— higher open rates than email for appointment reminders, order updates, and advisories.

Tenant-isolated

Healthcare, banking, and financial data is kept in a dedicated tenant environment. Your data never crosses organisational boundaries.

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 โ€” fail-closed by default when permissions are absent.

Cloud SaaS ยท Operated by Synoviq

Fully managed cloud infrastructure. No GPU hardware to provision, no model updates to manage.

AI packaging โ€” included in your plan

Every tier is operated by Synoviq on a multi-tenant cloud โ€” no GPU infra to manage. See full pricing โ†’

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
View pricing
Most popular

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
View pricing

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
View pricing

Industry AI โ€” FAQ

OptiKratos Industry AI provides pre-configured AI agent templates, WhatsApp flows, and CRM automation workflows tailored to the specific pain points of six verticals: banking, financial services, healthcare, retail, e-commerce, and transportation.
OptiKratos operates RBAC controls, tenant-isolated data storage, and full audit logging โ€” designed for regulated environments. We do not currently hold HIPAA certification or PCI certification. For specific compliance requirements, contact the enterprise team.
Industry templates are available across tiers depending on the capabilities they use. Templates using only chatbots and automation are available from AI Starter. Voice agent and intelligence templates require AI Pro or Enterprise.
Yes. All industry templates run on the OptiKratos platform. WhatsApp Business, CRM records, and AI agents are unified so every customer interaction is tracked, attributed, and written back to the contact record automatically.
Yes. Industry templates are starting points. All agent scripts, conversation flows, CRM field mappings, and automation logic can be customised to match your specific products, workflows, and compliance requirements.

AI built for your industry โ€” on one platform

Full platform access from day one. No credit card required.

Cloud SaaS ยท Operated by Synoviq ยท Tenant-isolated ยท No self-host required

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