CallVU

Mobile-first micro-apps guide customers and agents through each required step of a process. They handle validations, disclosures, identity verification, and electronic signatures while keeping the steps in the required order.

For workflows that do not need a customer-facing interface, transactions can be executed programmatically with defined validation and sequencing. AI and other systems can initiate these transactions while established workflow rules control how they are completed.

Multi-step processes are managed through required actions, business rules, and risk-based stop conditions. Workflow state is maintained throughout the interaction, with timestamped audit records capturing activity as customers move between channels.

Through Model Context Protocol (MCP), workflow status and constraints can be made available to AI systems. Agents can assist with or initiate transactions, while the underlying execution sequence remains controlled by the defined workflow.

Identity checks, KYC/AML requirements, consent, disclosures, and digital signatures can all be built into the customer journey. This keeps these requirements within the same process instead of sending customers through separate steps.

After a workflow is completed, validated information can be sent back to CRM, billing, claims, and policy systems. The completed interaction can therefore become part of the organization’s existing records.

Each completed workflow can produce a record containing timestamps, transcripts, signatures, artifacts, and other transaction details. This audit package is also available through the API when needed.

A workflow can continue across voice, chat, IVR, portals, and human-agent handoffs while retaining its current state. Customers can switch channels without having to start the underlying process again.