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CloudVisan — WhatsApp, Voice AI and workflow automation for modern businesses

CloudVisanCloudVisan

WhatsApp · Voice AI · Workflow automation

Turn every WhatsApp conversation into a completed workflow.

Connect your business WhatsApp account, automate customer journeys, add Voice AI, and keep your team in control.

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Your WhatsApp Business Account and Meta billing stay in your name. Access is by invitation.

  • WhatsApp inbox
  • Voice AI
  • Workflow automation
  • Integrations
  • Analytics

How it works

From a message or a call to a finished job

Every journey follows the same four steps. Below, pick one (e-commerce orders, call automation, appointments or lead follow-up) and walk through it. Each step shows whether it runs today or is built from existing steps.

  1. Step 1

    Something happens

    • A customer messages you
    • Something happens in your store, like a new order
    • You start a campaign

  2. Step 2

    CloudVisan decides

    • Your rules: if this, then that
    • AI replies from your FAQs
    • Checks your store for details

  3. Step 3

    It reaches the customer

    • WhatsApp reply or approved template
    • WhatsApp Flow form
    • Voice AI call campaign

  4. Step 4

    Your team takes over

    • Shared inbox with the full chat
    • Call recording and transcript
    • Your store is kept up to date

E-commerce orders · step 1 of 5

Incoming WhatsApp message

A customer writes to your number. The workflow starts on a keyword or on any message.

Demo Store

“Where is my order ORD-1042?”

Open these workflows in the builder

On your customer's phone

What your customers see on WhatsApp

Scroll to follow one order, from checkout to a five-star rating, inside the chat your customers already use.
9:41

Demo Store

Business account

  1. Order update

    Thanks for your order, Asha! 🛍️ Order ORD-1042 · ₹1,249 Payment: cash on delivery

    10:02

1. The order arrives

A customer orders from your online store. CloudVisan sends the confirmation on WhatsApp straight away, so nobody on your team has to.

Use cases

Built for how your business runs

E-commerce and D2C, Services and appointments, Education and real estate, Support and collections: ready-made journeys for WhatsApp, Voice AI calls and your own systems.

  • E-commerce and D2C

    Available

    Cash-on-delivery confirmation calls

    Confirm COD orders by voice before dispatch to cut fake orders and return-to-origin costs.

    Channels
    Your store or app
    Voice AI call
    WhatsApp
    1. A new cash-on-delivery order in your store
    2. Your store adds the order to a confirmation call list
    3. Voice AI call campaign rings the list
    4. AI reads the order back and confirms or cancels
    5. Recording and transcript saved; team follows up on changes

    Calls run as campaigns on the list. Calling each order the moment it is placed is on the roadmap.

  • Services and appointments

    Build with steps

    Booking with reminders

    Customers pick a slot inside WhatsApp, get a confirmation, and hear a reminder call the day before.

    Channels
    WhatsApp
    Voice AI call
    1. Customer message
    2. WhatsApp Flow picks the service and slot
    3. The booking is saved to your calendar
    4. Confirmation now, reminder template on the day
    5. Reminder call campaign the evening beforeBuild with steps

  • Education and real estate

    Available

    Lead qualification calls

    Every enquiry gets an instant WhatsApp welcome and a Voice AI call that asks the qualifying questions.

    Channels
    Your store or app
    WhatsApp
    Voice AI call
    1. A new enquiry from your website or ads
    2. The enquiry arrives and a brochure goes out on WhatsApp
    3. Lead joins the qualification call list
    4. Voice AI asks budget, timeline and preference
    5. Transcript in the call log; team books the visit or counselling

    Calls run as campaigns on the list; an instant call per lead is on the roadmap.

Browse all 10 use cases

Platform

Everything a WhatsApp-first business runs on

Each capability is marked with where it stands today, so what you read is what you get.

Available in the product todayBuild with steps assembled from existing stepsOn the roadmap not in the product yet

  • Available

    Shared team inbox

    WhatsApp and Messenger conversations in one place, with search, labels, notes, media and template replies.

  • Available

    Template and campaign controls

    Build templates for Meta review, send approved ones to a phonebook, and see sent, delivered, read and failed per recipient.

  • Available

    WhatsApp Flows

    Forms that open inside the chat for addresses, lead details or feedback, with every submission readable in the workspace.

  • On the roadmap

    Voice-note assistant

    Transcribe incoming WhatsApp voice messages in Tamil or English and answer as text or a generated voice message.

  • On the roadmap

    WebRTC and PSTN call connector

    Inbound and outbound call automation through an eligible third-party telephony or WebRTC provider.

  • Available

    Visual workflow builder

    Drag and drop messages, templates, forms, conditions, waits, labels, saved answers, email and Google Sheets steps, plus steps that check your own store or software.

  • Available

    Receive updates from your other software

    Each connection gets its own private address with an optional secret, protection against floods, and a log of everything received.

  • Available

    Plan limits and usage

    Contact and number limits from your plan, enforced by the server and shown in the workspace.

Voice AI and call automation

Confirm orders, send reminders and answer calls, in Tamil and English

Run outbound call campaigns for cash-on-delivery confirmation, appointment reminders and lead qualification, and let an AI answer incoming calls from your FAQs and systems. Every call keeps its recording and transcript, and your team can take over at any point.

  • Outbound call campaigns to a contact listAvailable
  • AI-answered incoming calls with transcriptsAvailable
  • Tamil, English or both, as your model supportsAvailable
  • Transfer to a person from the conversationAvailable
  • Instant call the moment an order arrivesOn the roadmap
  • Voice-note transcription and spoken repliesOn the roadmap

WhatsApp calling must be enabled for your number by Meta, and is not available everywhere.

Explore call automation
Demo Store · order confirmation call
Voice AI answering

  1. வணக்கம், Demo Store-லிருந்து பேசுகிறேன். உங்க ஆர்டர் ORD-1042, ₹1,249, cash on delivery-ஆ confirm பண்ணலாமா?

    Hello, I'm calling from Demo Store. Shall we confirm your order ORD-1042, ₹1,249, as cash on delivery?

    Voice AI · Tamil + English · 6s spoken

  2. ஆமா, confirm பண்ணுங்க. எப்போ deliver ஆகும்?

    Yes, please confirm. When will it be delivered?

    Customer · Tamil + English · 3s spoken

  3. It's confirmed. Delivery is expected on Friday between 10 am and 6 pm. I'll send the tracking link on WhatsApp.

    Voice AI · English · 6s spoken

  4. சரி. ஆனா address மாத்தணும், யாராவது கிட்ட பேசணும்.

    Okay. But I need to change the address; I'd like to talk to someone.

    Customer · Tamil + English · 4s spoken

Transcript kept with the call log. Recording 0:19.

Works with your tools

Your other software can start the conversation

When something happens in your online store, CRM or payment provider, CloudVisan can message the customer straight away. Your developer connects it once; after that it runs by itself.

  • When

    A new order is placed

    CloudVisan

    sends the order confirmation on WhatsApp

  • When

    A shopper leaves the cart

    CloudVisan

    sends a reminder with a payment link

  • When

    A payment comes in

    CloudVisan

    thanks the customer and updates the order

  • When

    A new enquiry arrives

    CloudVisan

    welcomes the lead and adds them to a call list

Technical guide for your developer

Pricing

Plans for one workspace

Prices in INR, as published in the CloudVisan plan catalogue.

Paid plans are billed monthly.

  • Trial

    Free trial

    This is a trial plan with all the featrues

    Freefor 10 days

    • 100 contacts
    • 10 WhatsApp numbers
    • Chatbots and flow builder
    • Connect your own software
    • Chat labels and notes
    • Number warm-up
    Request a trial

  • Premium

    This ia one-year plan best for small agencies

    ₹1,499per month

    • 100 contacts
    • 10 WhatsApp numbers
    • Chatbots and flow builder
    • Connect your own software
    • Chat labels and notes
    • Number warm-up
    Request access

  • Platinum

    This plan comes with the one-year validity and cover everything

    ₹2,499per month

    • 10,000 contacts
    • 24 WhatsApp numbers
    • Chatbots and flow builder
    • Connect your own software
    • WhatsApp forms
    • Chat labels and notes
    • Number warm-up
    Request access

CloudVisan subscription charges are separate from Meta WhatsApp messaging charges and any external voice or payment-provider fees.

Compare plans in detail

Security and ownership

Your WhatsApp account, your data, your bill

CloudVisan is software you run your own WhatsApp Business Account with. It does not resell numbers or messaging.

  • Your Meta assets stay yours

    You connect your own Meta Business Portfolio, WhatsApp Business Account, phone number and catalog. CloudVisan is software you use with them, not a reseller of them.

  • Two separate bills

    Meta bills WhatsApp messaging to your Meta account. Your CloudVisan subscription is billed separately, and so is any voice-AI or payment provider you connect.

  • Workspaces are isolated

    Chats, contacts, templates, connections and recordings are kept separate for your workspace on our servers, not only hidden on screen.

  • Secrets are not shown back

    Keys and passwords you give CloudVisan can be replaced but never read back on screen, and connection secrets are stored scrambled.

  • Sessions in secure cookies

    Sign-in sessions live in an http-only cookie, and changing the password ends every existing session.

  • No approval claims

    CloudVisan does not claim Meta partner status or approval it has not been granted, and features that need Meta to enable them for your number say so.

How CloudVisan protects your workspace

See CloudVisan on your own WhatsApp number

Access is by invitation while we onboard businesses one at a time. Tell us about yours and we will set up a workspace.

Request accessExplore the platform