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⚡ Workflow Library

Six Workflows.
Every revenue moment covered.

Pre-built, battle-tested workflows that connect to your stack and go live in under 7 days. Each one engineered for a specific revenue signal - from new lead to failed payment to silent churn. No engineering sprint. No custom builds.

🎯 Lead Qualification 📉 Churn Prevention 💳 Payment Recovery 🔄 Win-Back 📈 Upsell & Upgrade ⚡ Collections
🎯

Lead Qualification & Acquisition

Your sales team should close, not qualify. Every lead called within 2 seconds of entry - qualification, objection handling, plan pitch, and WhatsApp follow-up fully autonomous. SDRs only see leads that are ready to buy.

qualified lead rate
<2s
lead-to-call
50%+
lower cost per qualified lead
Lead Qualification - Autonomous Flow Live workflow
Trigger
Signal
📥
Lead Captured
CRM entry, form fill, or inbound inquiry received. Lead score calculated. Signal fires in <1s.
CRM / Webhook
Enrichment
🔍
Signal Enriched
Budget, role, pincode, previous interactions pulled from CRM context. Priority tier assigned.
CRM Context
Intervention
🎙
Voice AI Dials
Personalised call placed within 2 seconds. Tone and script adapted to lead profile and vertical.
Voice AI · <2s
Branch on call outcome
Path A - Connected
Qualification Conversation
Budget, timeline, authority confirmed. Objections handled. Plan / offer presented. WhatsApp detail sheet sent mid-call.
Voice AI WhatsApp
Path B - No Answer
📵
Retry + WhatsApp Fallback
Up to 3 retry attempts across optimal calling windows. WhatsApp intro message sent in parallel.
SMS WhatsApp
Path C - Callback Request
🕐
Scheduled Follow-Up
Preferred time captured. Reminder sent to lead. Revnyx dials again exactly at the requested slot.
Voice AI Email
Outcome
Qualified
🏆
Hot Lead Routed to Sales
Full conversation transcript, intent score, and qualification data pushed to CRM. Sales rep notified with context. No cold handoff.
CRM Write-back Revenue Captured
Nurture
🌱
Nurture Sequence Triggered
Low-intent or unresponsive leads entered into a 7-day multi-touch sequence (email + WhatsApp). Re-qualifies automatically on re-engagement.
Email WhatsApp
📥
Trigger
Lead captured
CRM entry fires signal in <1s. Score, budget, and pincode enriched automatically.
🎙
Intervention
Voice AI dials in <2 seconds
Personalised call - pitch, qualification, objection handling. WhatsApp detail sheet sent mid-call.
Voice AIWhatsApp
📵
If no answer
Retry + SMS/WhatsApp fallback
Up to 3 retries at optimal windows. WhatsApp + SMS outreach in parallel.
🏆
Outcome
Hot lead routed to sales - with full context
Transcript, intent score, and qualification data pushed to CRM. Sales rep closes, not qualifies.
Channels Used
🎙
Voice AIPrimary
💬
WhatsApp
📱
SMS (fallback)
✉️
Email (nurture)
📋
CRM write-back
Live Metrics
uplift in qualified lead rate
18%lead-to-registration rate (broadband)
50%+reduction in cost per qualified lead
<2slead-to-call response time
Live Deployment
Corporate L&D · India & US
Enterprise EdTech Platform
898 CXO leads in India, 476 in the US - 597 warm leads identified and routed to sales. 66% qualification rate. Zero SDR hours spent on qualification calls.
"Our team only speaks to leads genuinely ready to explore. The 3× uplift in qualified leads speaks for itself."
- CEO, Corporate L&D Platform
Connects with
📋 Salesforce 🟠 HubSpot 📡 Custom CRM (webhook) 💬 WhatsApp Business API 📱 SMS Gateway ✉️ Email (SMTP / SendGrid)

Deploy this workflow in 7 days.

We handle integration, workflow configuration, and go-live - no engineering sprint needed.

📉

Churn Prevention

Revnyx detects churn risk in your BSS before it registers on any dashboard. A personalised retention call fires within seconds - offer calibrated to tenure, ARPU, and complaint history. Renewal confirmed autonomously. OSS and CRM updated in real time.

<72s
signal to retention confirmed
87%
of at-risk accounts retained
Churn Prevention - Autonomous Flow Live workflow
Signal Detection
Trigger
📡
BSS / OSS Flag Raised
Subscriber inactive 14–21 days, contract <7 days from expiry, or churn score exceeds threshold in BSS.
BSS / OSS
Context
🔍
Subscriber Profile Built
Tenure, ARPU, usage history, previous complaint flags, and plan type loaded. Offer and tone calibrated.
CRM + BSS
Intervention
🎙
Personalised Retention Call
Voice AI places call. Retention offer within policy. Handles objections - service quality, pricing, competitor mention - in natural conversation.
Voice AI
Branch on response
Accepts Offer
Renewal Confirmed
Subscriber confirms renewal. OSS provisioning triggered. Confirmation SMS + receipt sent. CRM updated instantly.
OSS UpdatedWhatsApp receipt
Wants to Think
🕐
Follow-Up Sequence
24-hour + 48-hour follow-up via WhatsApp and email. Offer expiry created to drive urgency. Second call if no response.
WhatsAppEmail
High Value Churn Risk
🚨
Human Escalation
ARPU > threshold or high-tenure subscriber flags for human retention specialist. Full context handed off - no cold transfer.
Escalate to Human
Outcome
Retained
🏆
Subscriber Retained - OSS & CRM Synced
Renewal logged. Provisioning updated. CRM outcome label written. Data flywheel learns which offer and tone worked for this profile.
Revenue ProtectedCRM Write-back
📡
Signal
BSS / OSS churn flag raised
Subscriber inactive 14–21 days, contract <7 days to expiry, or churn score exceeds threshold.
🎙
Intervention
Personalised retention call placed
Offer calibrated to subscriber's tenure, ARPU, and usage profile. Objections handled naturally.
Voice AI
🕐
If undecided
WhatsApp + Email follow-up (24h / 48h)
Offer expiry created for urgency. Second call if still no response.
Outcome
Renewal confirmed - OSS & CRM updated
Provisioning triggered, receipt sent, data flywheel logs which offer worked for this profile.
Channels Used
🎙
Voice AIPrimary
💬
WhatsApp (follow-up)
✉️
Email (follow-up)
📡
BSS/OSS write-back
📋
CRM write-back
Live Metrics
<72ssignal to renewal confirmed
87%of triggered at-risk accounts retained
0agents involved in autonomous path
Live Deployment
Broadband · South India
Broadband Operator
Subscriber lifecycle intervention running live. Churn-risk flags from BSS trigger retention calls with plan-specific offers. OSS updated on confirmed renewal.
"Revnyx detects the risk before we even see it in our dashboards."
- Head of CVM, Broadband Operator
Connects with
📡 BSS / OSS (native)📋 CRM💬 WhatsApp Business API✉️ Email🛡️ TRAI Compliant

Stop churn before it registers on your dashboard.

Live in under 7 days with your BSS/OSS and CRM.

💳

Payment Recovery

Payment failure triggers a multi-channel dunning sequence in under 2 seconds. Voice call with live payment link, WhatsApp follow-up, partial payment option - full recovery before the churn window opens. Zero agents.

60–80%
recovery rate
<2s
payment fail to intervention
Payment Recovery - Multi-Channel Flow Live workflow
Trigger
Signal
Payment Failure Detected
Billing system fires webhook on failed charge. Card decline, insufficient funds, or expired card. 2nd attempt also tracked.
Billing Webhook
Context
👤
Customer Profile Loaded
Outstanding amount, payment history, LTV, and preferred channel pulled. Offer eligibility checked (partial payment, grace period).
CRM + Billing
Intervention
🎙
Voice AI Calls - Payment Link Shared
Call placed instantly. Secure payment link sent via WhatsApp mid-call. Customer can pay while on the call.
Voice AIPayment Link
Branch on call outcome
Pays on Call
Full Payment Confirmed
Payment link clicked and completed. Billing system updated in real time. Receipt sent via WhatsApp. Service restored.
Revenue Recovered
No Answer / Deferred
💬
WhatsApp + SMS Dunning
3-message WhatsApp sequence over 24–72 hours. Increasing urgency. Alternative: partial payment option offered on Day 2.
WhatsAppSMS
Partial Payment
💰
Instalment Plan Offered
Policy-governed instalment option presented. Customer accepts partial recovery. Follow-up scheduled for remainder automatically.
Voice AIEmail
Outcome
Recovered
💵
Billing Updated - Service Continues
Full or partial payment logged. Billing system, CRM, and OSS all synced. Customer status normalised. Zero agent involvement in autonomous path.
Revenue SecuredAll Systems Synced
Signal
Payment failure detected
Billing webhook fires on card decline or insufficient funds. Customer LTV and outstanding amount loaded.
🎙
Intervention
Voice AI calls - payment link sent mid-call
Secure payment link shared on WhatsApp while the call is active. Customer can pay in real time.
Voice AIWhatsApp
💬
If no payment
3-message WhatsApp + SMS dunning (24–72h)
Partial payment option offered on Day 2. Instalment plan presented if needed.
💵
Outcome
Payment confirmed - billing & CRM updated
Receipt sent. Service restored. All systems synced. Zero agents in the autonomous path.
Channels Used
🎙
Voice AIPrimary
💬
WhatsApp + payment link
📱
SMS (fallback)
✉️
Email (instalment plan)
Live Metrics
60–80%payment recovery rate
<2sfail-to-intervention time
0agents needed on autonomous path
Live Deployment
Fintech · India
Tax Filing & Fintech Platform
Failed subscription payments recovered in real time. Revnyx calls within seconds of billing failure, resolves or routes with full CRM context - 60–80% recovery rate on autonomous path.
"The payment failure problem was costing us significant revenue every month. Revnyx recovers the majority of it without a single agent."
- Growth Lead, Tax Filing SaaS
Connects with
💳 Stripe / Razorpay / Cashfree📋 CRM📡 Billing system (webhook)💬 WhatsApp Business API🛡️ PCI-DSS Compliant

Recover revenue that's already slipping away.

Connect your billing system and deploy in under 7 days.

🔄

Win-Back Campaigns

Lapsed subscribers and dormant accounts re-engaged with personalised win-back offers - and reactivated at a higher ARPU than their original plan in many cases. Offer ladder built to subscriber LTV and time-since-churn. Multi-channel, fully autonomous.

25%
reactivation rate
+12%
ARPU vs original plan
Win-Back - Offer Ladder Flow Live workflow
Eligibility + Segmentation
Signal
📅
Lapse Window Hit
Subscriber churned 30 / 60 / 90 days ago. Win-back eligibility rule fires. LTV segment assigned.
CRM / BSS
Segmentation
🏷️
Offer Tier Assigned
Tier 1 (high LTV): aggressive offer + personal call. Tier 2: mid offer + WhatsApp. Tier 3: email re-engagement only.
LTV-Based Logic
Intervention
🎙
Personalised Reactivation Call
"We've missed you" framing. Usage-based offer. Promo code delivered mid-call via WhatsApp. No generic IVR - real conversation.
Voice AIPromo Code
Offer Ladder (3 steps)
Step 1 - Accepts
Best Offer Accepted
Subscriber reactivates on first offer. Better plan than original in many cases. Billing restarted. CRM updated. Receipt sent.
Reactivated
Step 2 - Hesitant
💬
Enhanced Offer via WhatsApp
48-hour follow-up with improved offer (extra discount / free period). WhatsApp message with one-tap accept button.
WhatsAppEmail
Step 3 - Final Nudge
Last-Chance Offer + Expiry
Best available offer with 72-hour expiry. If no response - lead marked dormant, removed from campaign, re-evaluated in 90 days.
SMSEmail
Outcome
Reactivated
🔋
Account Reactivated - Revenue Restored
Billing restarted. CRM status updated. Data flywheel learns which offer and timing converted this LTV segment. No agent involved.
Revenue RestoredCRM Write-back
📅
Signal
Lapse window triggered (30 / 60 / 90 days)
LTV segment assigned. Offer tier determined automatically based on subscriber value.
🎙
Step 1
Personalised reactivation call
Usage-based offer. Promo code delivered mid-call via WhatsApp. Real conversation, not IVR.
Voice AIWhatsApp
💬
Step 2 (if hesitant)
Enhanced offer via WhatsApp / Email (48h)
Improved offer with one-tap accept. Last-chance message with 72-hour expiry on Step 3.
🔋
Outcome
Account reactivated - revenue restored
Billing restarted, CRM updated, flywheel learns which offer worked for this LTV segment.
Channels Used
🎙
Voice AI (Tier 1)Primary
💬
WhatsApp (all tiers)
✉️
Email (Tier 2–3)
📱
SMS (final nudge)
Live Metrics
25%average reactivation rate
3offer steps in autonomous ladder
+12%ARPU vs original plan on reactivation
Live Deployment
Consumer Tech · India
User Content Platform
Dormant user reactivation running at scale. Offer ladder tuned to user engagement history and platform LTV. Zero manual outreach required.
"Win-back campaigns that used to take a team two weeks now run autonomously - and our reactivation rate is up 25%."
- Growth, Consumer Platform
Connects with
📋 CRM / CDP📡 BSS / OSS💬 WhatsApp Business API✉️ Email (SMTP / SendGrid)💳 Billing system

Turn churned accounts into recovered revenue.

LTV-segmented, autonomous, and live in under 7 days.

📈

Upsell & Plan Upgrade

Usage threshold crossed, contract renewal approaching, or upgrade eligibility triggered. Revnyx launches a contextual upsell conversation - "You've used 82% of your data this month, I can upgrade you now." Right timing, right plan, right incentive. 18% ARPU uplift without a single outbound headcount.

18%
ARPU uplift
0
outbound agents
Upsell & Plan Upgrade - Contextual Flow Live workflow
Trigger Events (any of these fires the workflow)
Usage Signal
📊
Data / Usage Cap Approaching
Subscriber hits 80% of data plan or speed-throttle threshold. Upgrade window opens.
BSS Usage Event
Contract Signal
📅
Renewal Window Open
Contract within 30 days of expiry. Upgrade offer bundled with renewal - higher close rate than standalone upsell.
BSS Contract Event
Eligibility Signal
Upgrade Eligibility Met
Tenure, payment history, and loyalty score qualify subscriber for premium tier or add-on. Pre-approved offer generated.
CRM / BSS Logic
Intervention
Call
🎙
Contextual Upsell Conversation
Voice AI opens with the specific usage or eligibility context - not a generic sales call. "You've used 82% of your data this month - I can upgrade you now..."
Voice AI
Compare
📋
Plan Comparison Sent
Current vs. upgrade plan comparison delivered on WhatsApp mid-call. Price delta, benefits, and loyalty discount shown.
WhatsApp
Confirm
Upgrade Confirmed - Provisioned
Subscriber confirms. BSS provisioning triggered instantly. New plan active within minutes. CRM ARPU updated.
ARPU UpliftBSS + CRM Updated
📊
Signal
Usage cap / contract expiry / eligibility triggered
BSS usage event, contract renewal window, or pre-approved upgrade eligibility fires the workflow.
🎙
Intervention
Contextual upsell call
"You've used 82% of your data this month - I can upgrade you now." Plan comparison sent on WhatsApp mid-call.
Voice AIWhatsApp
Outcome
Upgrade confirmed - BSS provisioned instantly
New plan active in minutes. CRM ARPU updated. 18% average ARPU uplift on upgraded accounts.
Channels Used
🎙
Voice AIPrimary
💬
WhatsApp (plan compare)
📡
BSS provisioning
📋
CRM ARPU update
Live Metrics
18%average ARPU uplift on upgraded accounts
0outbound agents needed
3trigger types supported (usage / contract / eligibility)
Live Deployment
Broadband · South India
Regional Broadband Operator
Usage threshold triggers deployed across subscriber base. Plan comparison delivered on WhatsApp mid-call. BSS provisioning triggered automatically on confirmation. 18% average ARPU uplift on converted accounts.
"ARPU growth that used to require a dedicated telesales team is now fully automated - and the conversion rate is higher."
- VP Revenue, Broadband Operator
Connects with
📡 BSS / OSS (usage + provisioning)📋 CRM💬 WhatsApp Business API🛡️ TRAI Compliant

Grow ARPU without growing headcount.

Usage events from your BSS are already there. Revnyx closes the loop.

Collections & EMI Recovery

DPD-0 to DPD-30 collections automated with compliant voice and WhatsApp workflows. EMI reminders sent before the due date - most borrowers pay here at zero collection cost. For defaults: Voice AI calls on DPD-1, promise-to-pay tracked, and human specialists only engaged at DPD-7+.

50%+
reduction in collection cost
DPD-0
earliest intervention
Collections & EMI - DPD Escalation Flow Live workflow
DPD-0: Pre-due Reminder
D-3 Reminder
🔔
EMI Due Reminder
3 days before due date: friendly WhatsApp reminder with amount, due date, and payment link. No call at this stage.
WhatsApp
D-1 Reminder
📱
Day-Before Nudge
SMS + WhatsApp 24 hours before due date. Payment link refreshed. UPI / card / netbanking options highlighted.
SMSWhatsApp
Paid Pre-Due
EMI Cleared - Zero Collections Cost
Payment confirmed. Loan management system updated. No voice call needed. Lowest cost-to-collect path.
DPD-0 Closed
DPD-1 to DPD-7: Active Collections
DPD-1
🎙
Voice AI Collection Call
Compliant collection call on Day 1 of default. Promise-to-pay captured. Payment link sent on call. Tone firm but respectful.
Voice AIPayment Link
DPD-3 / 5
🔁
Retry Cadence
Day 3 and Day 5 follow-up calls + WhatsApp. Promise-to-pay tracked - if promise broken, escalation triggered.
Voice AIWhatsApp
DPD-7+
🚨
Human Collections Escalation
High-value NPA risk or repeated broken promises trigger human collections specialist handoff with full conversation history and DPD log.
Human Escalation
Outcome
Collected
💵
EMI Collected - Loan System Updated
Payment received and logged. LMS, CRM, and collections dashboard all synced. Automated receipt. Promise-to-pay record archived for audit trail.
DPD ClearedLMS + CRM Updated
🔔
DPD-0 (D-3 / D-1)
Pre-due WhatsApp + SMS reminder
Payment link sent 3 days and 1 day before due date. Many borrowers pay here - zero collection cost.
🎙
DPD-1
Compliant voice AI collection call
Promise-to-pay captured. Payment link sent on call. TRAI/RBI compliant. No agent required.
Voice AIWhatsApp
🔁
DPD-3 / DPD-5
Retry cadence - promise-to-pay tracked
If promise broken, escalation logic fires automatically. DPD-7+ routes to human specialist with full history.
💵
Outcome
EMI collected - LMS & CRM updated
DPD cleared. Audit trail logged. All systems synced. 50%+ reduction in cost-to-collect vs agent model.
Channels Used
💬
WhatsApp (D-3, D-1)First touch
📱
SMS (D-1)
🎙
Voice AI (DPD-1+)
🚨
Human (DPD-7+ escalation)
Live Metrics
50%+reduction in cost-to-collect
DPD-0earliest autonomous intervention point
100%promise-to-pay tracking and audit trail
Live Deployment
NBFC · India
Consumer Lending Platform
EMI collection running across tens of thousands of active loans. DPD-0 reminders preventing defaults before they occur. Voice AI handling DPD-1 to DPD-5 without agent involvement. 50%+ reduction in cost-to-collect verified.
"The cost reduction is real - but the improvement in early recovery is what moved our overall collection rate."
- Collections Head, Consumer Lending Platform
Connects with
🏦 LMS (Loan Management System)📋 CRM💬 WhatsApp Business API💳 Payment gateway🛡️ RBI / TRAI Compliant📑 Audit trail

Cut collection costs. Protect your NPA curve.

DPD-0 to DPD-30 autonomous - human specialists only where it matters.

Get Started

Your revenue data is already telling you what to do.
Let Revnyx act on it.

Start free with 200 minutes - enough to run a real pilot and see outcomes. Enterprise up and running in 7 days.

No credit card · No setup fees · TRAI · SOC 2 · HIPAA · India DPDP compliant