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AI AUTOMATION

Auri Agents + Human Superpowers

Deploy autonomous voice & chat agents while boosting human performance with real-time assist, summarization and automation.

Auri Agents & Copilot

The problem

A CRM that only stores data cannot run your customer operation

Traditional CRM was designed as a system of record — a place to file what already happened. The work of noticing, deciding and acting was always left to people.

  • Disconnected systems

    The record of truth lives in five places

    Calls sit in the phone system, conversations in WhatsApp, context in email, and pipeline in the CRM. Nobody sees the whole customer, so every handoff starts from zero.

  • Manual work

    Your best people are doing data entry

    After-call notes, disposition codes, stage updates, follow-up tasks. Hours of skilled selling and support time spent maintaining a database instead of a relationship.

  • Slow response

    Queues form before anyone notices

    Routing rules are static and written once. Volume spikes, intent shifts, and the highest-value conversation waits in the same line as a password reset.

  • Knowledge silos

    The answer exists — somewhere

    Policy documents, past tickets, product notes and pricing rules are scattered across tools. Agents guess, escalate, or reinvent an answer that was already written.

  • Blind reporting

    Dashboards describe the past

    Reports tell you what happened last quarter, in a chart someone configured last year. The questions leaders actually ask do not fit the filters that exist.

  • Poor experience

    Customers repeat themselves

    Every channel switch means re-explaining the problem. The system remembers the transaction but forgets the conversation.

Every one of these is a symptom of the same root cause: the system has no understanding of the conversation happening inside it.

Meet AURI

AURI is an AI teammate that works inside your CRM, not beside it

Definition

AURI is Uniconnect AI’s enterprise AI copilot and autonomous agent layer. It reads every voice, chat, WhatsApp and email conversation as it happens, understands intent in context, updates the CRM on its own, resolves routine requests end to end, and answers business questions in plain language.

AURI intelligence layer: a central model connected to every customer conversation channel
AI AutopilotResolves tier-one requests autonomously.
Instant ROIDrives higher deflection and conversions.
Seamless IntegrationConnects directly into your existing CRM.
24/7 AvailabilityRound-the-clock global customer support.
  • Context aware

    AURI carries the full customer history — every channel, every prior conversation — into the moment it is needed.

  • Natural language

    Ask in the words you already use. No query builder, no report designer, no rule syntax to learn.

  • Enterprise knowledge

    Grounded in your policies, products and past resolutions, so answers reflect how your business actually operates.

  • Real-time intelligence

    Intent, sentiment and next-best-action are computed live during the conversation — not summarised after it ends.

  • Business automation

    Understanding turns into action: records updated, tasks created, tickets routed, follow-ups scheduled.

  • Governed by design

    Every AI and human interaction runs through policy filters and regulatory phrasing guardrails.

The End of the Traditional CRM

Legacy CRMs are just expensive digital filing cabinets. Uniconnect AI replaces disconnected databases with a unified platform where Auri—your AI Copilot—autonomously handles data entry, resolves tier-one queries, and continuously scores leads.

Capabilities

What can an AI copilot actually do inside a CRM?

AURI spans four layers — assisting people, acting autonomously, executing workflows, and explaining what the data means.

  • Copilot

    AI Copilot

    A live assistant beside every rep — surfacing context, drafting replies and recommending the next move mid-conversation.

  • Copilot

    Smart Suggestions

    Next-best-action prompts based on intent, history and outcome patterns across similar conversations.

  • Copilot

    Conversation Summaries

    Every call and chat condensed into an accurate, structured summary the moment it ends.

  • Copilot

    Email Drafting

    Replies and follow-ups drafted in your tone, pre-filled with the specifics of the account.

  • Copilot

    Meeting Summaries

    Decisions, commitments and owners extracted from the discussion and written back as tasks.

  • Copilot

    Knowledge Search

    Ask a question in plain language and get the grounded answer with its source, without leaving the conversation.

  • Agents

    AI Agents

    Autonomous voice and chat agents that handle complete requests independently, across every channel you run.

  • Agents

    Tier-1 Resolution

    Routine, high-volume questions resolved end to end on voice, WhatsApp and web chat.

  • Agents

    Hybrid Handoffs

    When a conversation needs a person, it transfers with full context and a suggested course of action attached.

  • Agents

    Voice Assistance

    Natural, interruptible voice conversations with live transcription and real-time understanding.

  • Agents

    Ticket Assistance

    Cases classified, enriched and routed the moment they arrive, with a proposed resolution already drafted.

  • Agents

    Intent Detection

    What the customer actually wants, identified live — not inferred from a disposition code afterwards.

  • Automation

    CRM Updates

    Records, stages and fields written automatically from what was said. No after-call admin.

  • Automation

    Task Automation

    Follow-ups, reminders and internal handoffs created from conversation outcomes.

  • Automation

    Workflow Execution

    Multi-step business processes triggered and carried out across connected systems.

  • Automation

    Lead Qualification

    Leads scored and prioritised on behaviour and intent signals rather than static form fields.

  • Intelligence

    Customer Insights

    Themes, friction points and emerging demand surfaced from the whole conversation corpus.

  • Intelligence

    Sentiment Analysis

    Frustration detected across channels early enough to escalate before the relationship is at risk.

  • Intelligence

    Report Generation

    Ask for the analysis you need and get it built — chart, table and written interpretation.

  • Intelligence

    Executive Summaries

    A written read on what changed this week and what deserves attention, generated from live data.

Orchestration

One conversation, every system updated

AURI sits at the centre of the stack. A single customer interaction propagates through the CRM, the channels, the task queue and the analytics layer without a person copying anything between them.

Every channel in

  • Voice

    Inbound & outbound calls

  • WhatsApp

    Business messaging

  • Email

    Threads & attachments

  • SMS

    Transactional & campaign

  • Web chat

    Site & in-app

AURI intelligence layer

Every system updated

  • CRM records

    Contacts, deals, stages

  • Tasks

    Follow-ups & reminders

  • Tickets

    Routing & resolution

  • Campaigns

    Segments & triggers

  • Analytics

    Metrics & reporting

  • Approvals

    Policy-gated actions

  1. 01

    Listen

    AURI joins the conversation live across whichever channel the customer chose.

  2. 02

    Understand

    Intent, entities, sentiment and account context are resolved in real time.

  3. 03

    Decide

    Policy and playbook determine the next action — resolve, route, escalate or automate.

  4. 04

    Act

    Records update, tasks appear, tickets move, campaigns adjust. Everywhere at once.

What you get

The platform capabilities behind the copilot

Nine core capabilities that turn a passive system of record into an active operating layer for customer engagement.

  • Zero Data Entry

    Replace manual CRM updates with AI that autonomously transcribes, extracts, and logs intent instantly.

  • Predictive Lead Routing

    Move beyond static rules; Auri analyzes behavior and intent to route high-value leads in real time.

  • Autonomous Tier-1 Support

    Unlike legacy ticketing, AI agents instantly resolve 80% of FAQs via voice, WhatsApp, and chat.

  • Real-Time CRM Workflow

    Intent and outcome signals automatically trigger CRM stage updates and follow-up tasks.

  • Hybrid AI Handoffs

    Smooth transitions from autonomous agents to human reps with complete context and suggested actions.

  • Conversational Business Intelligence

    Ditch rigid dashboards. Ask natural language questions directly over your unified CRM data.

  • Proactive Sentiment Analysis

    Detect frustration instantly across all channels, escalating priority cases before churn occurs.

  • Compliance & Guardrails

    Ensure every AI and human interaction adheres to regulatory phrasing and policy filters natively.

  • Continuous Evolution

    Traditional CRMs degrade; our AI platform learns from every interaction to continuously improve responses.

Across the business

Who should use AURI?

The same intelligence layer, expressed differently for each team that touches the customer.

How does AURI help sales teams sell more?

Reps stop maintaining the pipeline and start working it. AURI logs the call, scores the intent and puts the next action in front of them.

  • Automatic call logging and stage updates
  • Intent-based lead prioritisation
  • Drafted follow-ups within seconds of hanging up
  • Live objection handling during the call

Conversational intelligence

Ask a question. Get an answer and the work done.

AURI does not just retrieve information. It reasons over the account, explains what it found, and carries out the resulting actions in the CRM — visibly, and only within the permissions you grant it.

  • What happened on the Meridian Logistics account this week, and what should I do next?

  • AURI

    thinkingReading 3 calls, 1 WhatsApp thread and 6 emails on the account · resolving intent and sentiment · checking open tasks and pipeline stage

    Three conversations this week. The renewal is progressing, but the tone changed on Wednesday: their operations lead raised a concern about onboarding time for two new depots. Commercial terms were not disputed — the hesitation is about implementation capacity. Sentiment moved from positive to cautious across the WhatsApp thread.

    • Deal stage moved to Negotiation
    • Sentiment flag raised on account: cautious
    • Task created — send depot onboarding timeline (due tomorrow)
  • Draft the follow-up and set a check-in.

  • AURI

    thinkingMatching your writing style from 40 prior emails · pulling depot rollout timeline from the knowledge base

    Drafted a reply addressing the onboarding concern directly, with the two-depot rollout timeline attached and a proposed phased start. It is in your drafts, not sent.

    • Email drafted and saved
    • Check-in scheduled for Tuesday 10:00
    • Contact record updated with concern summary

Illustrative example. Account details shown are fictional.

Business intelligence

Stop configuring dashboards. Start asking questions.

Conversational analytics over unified CRM data — the same layer that powers the copilot answers what leadership actually asks.

Ask in plain language

  • Which segments are churning fastest this quarter?
  • Why did resolution time increase in the Colombo region?
  • Show pipeline movement by source since April.
  • What are customers asking about most this month?

Every answer is generated from the unified CRM dataset, with the underlying records one click away.

Generated visual

Illustrative

Written interpretation

AURI returns the chart alongside what changed, what drove it, and the action it recommends — not just the number.

  • Natural language analytics

    Ask in plain language across the unified dataset. No report builder, no ticket to the data team.

  • Generated visuals

    The right chart for the question, built on the spot, with the underlying rows one click away.

  • Written interpretation

    Not just the number — what changed, what drove it, and what it implies.

  • Recommended actions

    Findings connected to the action that addresses them, ready to execute.

The difference

How is AURI different from a traditional CRM?

A system of record files what happened. An intelligent platform notices, decides and acts while it is still happening.

Traditional CRM compared with Uniconnect AI and the AURI copilot, across eight operational dimensions.
Data entry
Manual, entered by the rep after the fact
Automatic, extracted from the conversation itself
Data quality
Depends on rep discipline; degrades over time
Structured, tagged and logged on every interaction
Routing
Static rules configured once and rarely revisited
Behaviour and intent evaluated in real time
Tier-1 volume
Queued for a human regardless of complexity
Resolved autonomously across voice, WhatsApp and chat
Analytics
Pre-built dashboards; new questions need new builds
Natural language questions over unified data
Scaling
Volume growth requires proportional headcount
Agents absorb spikes without additional hiring
Improvement
Static until the next configuration project
Learns from every interaction continuously
Time to value
Long rollout, slow adoption curve
Automates busywork from the first conversation

Platform benefits

What changes once AURI is running

The operational outcomes enterprise teams are buying when they replace a system of record with an intelligent platform.

  • Kill the Legacy Database

    Transform your passive system of record into an active, intelligent engine of growth.

  • Immediate ROI

    Skip the years of low adoption. AI automates the busywork, delivering value from day one.

  • Unified Customer Experience

    Stop juggling disconnected tools. Combine sales, support, and omnichannel routing in one platform.

  • Perfect Data Hygiene

    Never rely on manual rep inputs again. Auri automatically structures, tags, and logs every interaction.

  • Unmatched Scalability

    Deploy autonomous agents to handle massive volume spikes without hiring additional headcount.

  • Predictive Over Reactive

    Anticipate customer needs and automate next-best-actions before your competitors even log the call.

Enterprise readiness

Built for teams that have to answer for every action

Autonomy is only useful when it is governed. AURI operates inside explicit permissions, leaves a complete trail, and can be constrained at the phrase level.

  • Permissions & scope

    AURI acts only within the roles and record-level access you define. Sensitive actions can require human approval before they execute.

  • Audit trail

    Every AI action is recorded with its trigger, its inputs and its outcome, so any change can be traced back to the conversation that caused it.

  • Guardrails

    Regulatory phrasing rules and policy filters apply natively to both AI and human interactions across every channel.

  • Human handoff

    Escalation paths are explicit. When confidence is low or policy requires it, the conversation moves to a person with full context.

  • Integrations & APIs

    Connect the systems you already run. AURI reads and writes through the same integration layer as the rest of the platform.

  • Scalability

    Designed for sustained enterprise conversation volume across voice and digital channels concurrently.

Deployment model, data residency and contractual security commitments are scoped per engagement. Talk to us about your specific requirements.

Questions

AI copilots and AI agents, answered

The questions enterprise teams ask before they deploy AURI.

What is AURI?

AURI is Uniconnect AI’s enterprise AI copilot and autonomous agent layer. It works inside the CRM to read live voice, chat, WhatsApp and email conversations, understand intent in context, update records automatically, resolve routine requests end to end, and answer business questions in natural language.

How does an AI copilot work inside a CRM?

The copilot listens to the conversation as it happens, resolves the customer’s intent against their full history, and surfaces the relevant knowledge and next-best action to the rep in real time. When the conversation ends it writes the summary, updates the record and creates any follow-up tasks — removing manual CRM data entry.

What is the difference between an AI copilot and an AI agent?

A copilot assists a person during their work — suggesting, drafting and summarising while the human stays in control. An AI agent handles a request autonomously from start to finish, on voice or chat, escalating to a person only when the situation requires it. AURI provides both, and moves between them with full context.

Can AI automate CRM data entry?

Yes. AURI transcribes conversations, extracts the entities and intent, and writes them directly to the CRM as structured fields, stage changes and tasks. Because the data comes from the conversation rather than from rep recall, coverage and consistency do not depend on individual discipline.

What problems does AURI solve?

AURI addresses the core limitations of a traditional CRM: disconnected channels, manual data entry, static routing rules, knowledge scattered across tools, reporting that only describes the past, and customers repeating themselves at every handoff.

Which teams use AURI?

Sales, support, operations, marketing, management and executive teams. Sales use it for automatic logging and intent-based prioritisation, support for autonomous resolution and grounded answers, operations for elastic capacity and process consistency, and leadership for natural language analytics over unified data.

How does AURI improve customer engagement?

It removes the repetition. Because context carries across voice, WhatsApp, email, SMS and chat, the customer never re-explains their problem after a channel switch. Sentiment is detected live so frustrated customers are escalated early, and routine requests are answered immediately rather than queued.

Is AURI safe to give autonomy to?

AURI acts only within the roles and record-level permissions you define, and sensitive actions can be gated behind human approval. Every AI action is logged with its trigger, inputs and outcome, and regulatory phrasing rules and policy filters apply to both AI and human interactions.

Ready to abandon legacy CRM?

Unify automation, augmentation, and analytics in one intelligent platform. Let your team focus on relationships, not data entry.