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Describe how you work. Review the system it builds.

Write the process in plain language. The AI Automation Builder drafts the pipeline, workflow, WhatsApp templates, forms and CRM mapping. You check every step, run a test lead through it, then approve.

Book a live demo
Nothing goes live until you approve.

Automation Builder / Portal lead to site visit
Demo dataDraft · not live
New automation

Describe the process the way you would explain it to a new hire.

Try an example
Your description219/219

When a lead comes in from a property portal, qualify budget, BHK and locality on WhatsApp. If it fits our inventory, send the brochure, book a site visit and assign it to whoever is online. Otherwise tag it for nurture.

Plain language. No flowchart needed.
Highvance AI
Draft ready. Nothing is live yet.
  • Pipeline6 stagesdone
  • Workflow10 stepsdone
  • WhatsApp templates2 templatesdone
  • Form6 fields · 1 conditionaldone
  • CRM mapping6 fieldsdone
Versions and audit log
  1. 10:41Draft 1 created from the description
  2. 10:42Simulated with test lead Rohan K.
Change it the same way

Describe the edit, for example “Also email the brochure to leads above ₹1 Cr.” The builder updates the draft and keeps every earlier version.

Pipeline· Portal leads6 stages
  1. New
  2. Qualified
  3. Visit bookedRohan K.test
  4. Negotiation
  5. WonLost
Workflow· Portal lead to site visit10 steps · 1 condition
Yes
No
  1. TriggerTrigger: New portal leadProperty portalPassed in simulation
  2. AI actionAI action: Qualify on WhatsAppBudget, BHK, localityPassed in simulation
  3. ConditionCondition: Fits inventory?Passed in simulation
  4. WhatsAppWhatsApp: Send brochureTemplatePassed in simulation
  5. AppointmentAppointment: Book site visitSite calendarPassed in simulation
  6. AssignmentAssignment: Whoever is onlineRound robinPassed in simulation
  7. TaskTask, suggested by the builder: Confirm visit a day beforePassed in simulation
  8. TagTag: Tag: nurture
  9. DelayDelay, suggested by the builder: Wait 7 days
  10. WhatsAppWhatsApp, suggested by the builder: New launch updateTemplate

Dashed steps were suggested by the builder. Review or remove them.

WhatsApp templatesMarketing · Hinglish
site_visit_brochurenew_launch_update
Brochure.pdf

नमस्ते {{name}} जी, {{project}} का brochure भेज दिया है। {{config}} homes {{locality}} में available हैं। Site visit के लिए slot चुनें?

Variables fill from the customer record
Book site visitNot now
Sent by stepSend brochure
Form · Site visit request6 fields · 1 conditional
Linked from the brochure message Maps to CRM
  • Full nameTextmaps to Name
  • ConfigurationDropdownmaps to Configuration
  • BudgetDropdownmaps to Budget
  • Home loan needed?Yes / Nomaps to Loan interest
  • Monthly incomeShown if Home loan = Yesmaps to Income
  • Preferred visit dayDatemaps to Visit date
ReviewEdit any step, template or field
SimulatePassed with a test lead
Nothing goes live until you approve.

Five steps from a sentence to a live system

The builder drafts. People decide. Each step leaves a record, so you always know who changed what and when.

  1. New automationDraft

    When a lead comes in from a property portal, qualify budget, BHK and locality on WhatsApp. If it fits our inventory, send the brochure, book a site visit and assign it to whoever is online.

    Real estateEdit existing
    Draft the system
  2. Portal lead to site visit · review2 to check
    • New portal leadTrigger
    • Qualify on WhatsAppAI action
    • Fits inventory?Condition
    • Book site visitAppointment
    • Whoever is onlineAssignment
    • Confirm visit a day beforeSuggested by the builder. Keep or remove?
  3. Simulation · test lead Rohan K.Simulated, not sent
    1. New portal leadSource: property portal
    2. Qualify on WhatsAppBudget ₹1.2 Cr · 3 BHK · Sector 65
    3. Fits inventory?Yes branch taken
    4. Send brochureTemplate filled with test values
    5. Book site visitSlot held on the site calendar
    नमस्ते Rohan जी, Sector 65 का brochure भेज दिया है।
  4. Approval request · version 1Waiting

    [Sales head] asked to approve

    Only roles with the approve permission can sign off

    • Every step reviewed
    • Simulation passed with a test lead
    • Consent and DND rules applied
    • Messages inside working hours
    ApproveSend back with a note
  5. Portal lead to site visit Live
    Active versionv1

    Audit log

    • Activated[Sales head]
    • Approved v1[Sales head]
    • Simulation run[Ops manager]
    • Draft created from a prompt[Ops manager]
New automationDraft

When a lead comes in from a property portal, qualify budget, BHK and locality on WhatsApp. If it fits our inventory, send the brochure, book a site visit and assign it to whoever is online.

Real estateEdit existing
Draft the system

Demo data. Screens are simplified.

What it can create

Everything a working process needs, drafted together so the pieces already fit: the stage a lead lands in, the message that moves it, the form that fills the record.

  • Pipelines

    • Pipelines
    • Stages
    • Substages
    • Won and lost outcomes

    You write “move qualified leads to Visit booked”

    It draftsStage: Visit booked

  • Workflows

    • Triggers
    • Conditions
    • Actions
    • Delays and branches

    You write “if there's no reply in 4 hours”

    It draftsDelay, then condition

  • Routing and follow-up

    • Routing
    • Tasks
    • Follow-ups
    • Tags

    You write “assign it to whoever is online”

    It draftsRound robin, online only

  • Appointments

    • Appointments
    • Reminders
    • Status changes that start workflows

    You write “book a site visit”

    It draftsAppointment on the site calendar

  • Message templates

    • WhatsApp templates
    • Email templates
    • SMS templates
    • {{variables}}

    You write “Hindi में brochure भेजो”

    It draftsWhatsApp template, Hinglish

  • Forms

    • Forms
    • Conditional logic
    • Field mapping to the CRM

    You write “ask income only if they need a loan”

    It draftsConditional field → Income

Change it by describing the change

No hunting through menus. Say what should be different. The builder shows exactly what it would add, change or remove, and the edit waits for approval as a new version.

Before · Portal lead to site visitv3 · live
  1. New portal leadTrigger
  2. Qualify on WhatsAppAI action
  3. Fits inventory?Condition
  4. Send brochureWhatsApp
  5. Book site visitAppointment
  6. Whoever is onlineAssignment

You describe the change

“Also email the brochure to leads above ₹1 Cr.”

2 steps added. Nothing removed. Saved as v4, waiting for approval.

After · Portal lead to site visitv4 · draft
  1. New portal leadTrigger
  2. Qualify on WhatsAppAI action
  3. Fits inventory?Condition
  4. Send brochureWhatsApp
  5. Budget above ₹1 Cr?Condition Added
  6. Email the brochureEmail template Added
  7. Book site visitAppointment
  8. Whoever is onlineAssignment

Demo data. v3 stays live until v4 is approved.

Nothing goes live until you approve

The builder is fast at drafting. The controls around it are there so speed never skips a person's judgement.

  1. Drafted
  2. Simulated
  3. Approved
  4. Live

  • Approval before activation

    A draft cannot go live on its own. Someone with permission signs it off.

  • Simulation

    Run test leads through every branch first. Messages are filled in and shown, never sent.

  • Version history

    Each edit is a new version. See what changed, and go back to an earlier one.

  • Audit log

    Who drafted, edited, approved and activated, and when. Kept with the automation.

  • Permissions

    Roles decide who can draft, who can approve and who can switch things on.

  • Compliance rules applied

    Consent, DND and working hours apply to what the builder creates, like any workflow.

One paragraph, a whole system

Three processes described in plain words, and everything the builder drafted from each. Pick an industry.

What they wrote

When a lead comes in from a property portal, qualify budget, BHK and locality on WhatsApp. If it fits our inventory, send the brochure, book a site visit and assign it to whoever is online. Otherwise tag it for nurture.

A later change, described the same way

“Also email the brochure to leads above ₹1 Cr.”

Highvance for real estate
WorkflowPortal lead to site visit
  1. New portal leadTrigger
  2. Qualify on WhatsAppAI action
  3. Fits inventory?Condition
  4. Send brochureWhatsApp
  5. Book site visitAppointment
  6. Whoever is onlineAssignment
  7. Confirm visit a day beforeSuggested
  8. Tag: nurtureTag
  9. Wait 7 daysSuggested
  10. New launch updateSuggested
PipelinePortal leads
  1. New
  2. Qualified
  3. Visit booked
  4. Negotiation
  5. Won
  6. Lost
Template and formHinglish

नमस्ते {{name}} जी, {{project}} का brochure भेज दिया है। {{config}} homes {{locality}} में available हैं। Site visit के लिए slot चुनें?

Site visit request

6 fields mapped to the CRM, with conditional logic

Demo data. Dashed steps were suggested by the builder for the reviewer to check.

Automation Builder questions

Ask the agent instead
It answers in Hindi, Hinglish or English, and it is an AI.
Book a live demo

No. The builder drafts. Nothing is activated until someone with permission reviews it, simulates it and approves it.

Yes. Describe the change in plain language. The builder shows exactly what it would add, change or remove, and the edit becomes a new version you approve.

Pipelines with stages and substages, workflows with triggers, conditions and actions, routing, tasks, follow-ups, tags, appointments, WhatsApp, email and SMS templates, and forms with conditional logic and field mapping.

Yes. Every step it drafts opens in the workflow builder, where you can change it before you approve.

Yes. Consent, DND, working hours and permissions apply to anything the builder creates, the same as to workflows you build yourself.

Bring one process. Watch it get built.

Tell us how your team handles a lead today. In the demo we describe it to the builder, review what it drafts and simulate it with a test lead.

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What happens after you book

  1. A call to hear your case

    We call you to understand your leads, your call volumes and what you want the agent to handle.

  2. A live agent on your scenario

    You hear an agent handle your kind of call. All Indian regional & global languages are supported.

  3. A tour of the platform

    See calls, WhatsApp follow-ups and the customer record work together in the Highvance Brain.

  4. Next steps

    If it fits, Highvance sets up your access. There is no sign-up and no free trial.

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