ConvertAI

Smart Conversations that Drive Action

Transform every customer interaction into an opportunity with ConvertAI, the intelligent automation layer that connects conversations, intent, and results. Whether it’s qualifying leads, booking appointments, answering after-hours calls, or renewing policies, ConvertAI makes engagement simple, compliant, and human-like.

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Unified AI for Every Industry

ConvertAI adapts to your industry needs through specialized AI modules, designed for the full customer lifecycle from first touch to conversion and retention.

LendConvertAI

For mortgage and consumer lending. Automate prequalification with intelligent AI chat flows that capture lead intent, verify details, and route high-quality leads to loan officers instantly, day or night.

Key Use Cases:
  • AI Prequalify & Application Start
  • After-Hours Engagement
  • CRM Sync & Warm Handoff to LO
  • Appointment Scheduling via SMS, Chat and Voice AI

LoanConvertAI

For mortgage and loan processing teams.Guide borrowers seamlessly from application to lock with proactive messaging, Voice AI reminders, and intelligent updates to keep the loan moving forward.

Key Use Cases:
  • Loan Status & Next Steps
  • Document Collection Prompts
  • AI Call Support for Inbound/Outbound
  • Personalized Nurture Sequences

PolicyConvertAI

For insurance agencies and carriers. Simplify quotes, renewals, and retention with AI that engages, educates, and hands off at the right time, helping you stay connected through the policy lifecycle.

Key Use Cases:
  • Renewal Reminders & Retention Outreach
  • Outreach and Quote Follow-ups
  • Warm Handoff to Licensed Agents
  • Embedded Insurance Partner Programs

ShopConvertAI

For automotive and retail services. Drive more sales and service appointments with AI that responds instantly, schedules visits, and follows up automatically to keep your pipeline active.

Key Use Cases:
  • Inventory Inquiries & Vehicle Details
  • Test Drive & Service Appointment Booking
  • After-Hours Responses
  • Voice AI for Calls & Voicemail

Why ConvertAI Works...

ConvertAI blends automation and intelligence to keep every conversation timely, compliant, and effective. It scales effortlessly so your team can focus on meaningful interactions, not repetitive tasks.

Boost Conversions
Qualify and schedule in one flow.
Cut Operational Costs
AI manages repetitive tasks.
Scale Intelligently
Grow without growing your team.
Stay Compliant
Built-in rules keep your outreach safe.
Quicken Contact Rates
Engage leads in seconds, not hours.
Integrate Easily
Connects with Salesforce & more.

How ConvertAI Powers Your Needs

What it Does
How it Helps
AI Chat / Prequalify
Engages visitors through intelligent journeys that identify intent and qualify leads.
Captures key details instantly and routes ready-to-convert prospects to your team.
After-Hours Automation
Keeps messaging active 24/7 through AI responses.
Converts leads even when your team is offline, ensuring no opportunity is missed.
Voice AI
Handles inbound and missed calls with natural, conversational responses.
Delivers consistent customer experiences while freeing up live agents.
Compliance Layer
(TCPA / DNC)
Monitors and enforces compliant communication rules across all channels.
Protects your business from risk while maintaining customer trust.
Warm Handoff
Transfers high-intent or complex conversations from AI to a live agent seamlessly.
Preserves context and keeps the customer journey uninterrupted.
AI Appointments
Automates scheduling and reminders through chat, SMS, or voice.
Reduces back-and-forth and keeps calendars full effortlessly.
Omnichannel Engagement
Unifies SMS, Web Chat, and Voice AI into one connected experience.
Ensures consistent, personalized communication across every channel.
AI Retention
Re-engages past customers with personalized, AI-driven conversations across SMS, chat, and voice.
Encourages renewals, repeat business, and long-term loyalty by staying connected even after the initial sale.
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Frequently Asked Questions

What is ConvertAI?

ConvertAI is Botsplash’s AI-powered conversation engine that engages, qualifies, and routes leads automatically across chat, SMS, and voice. It captures intent, asks the right questions, and moves prospects forward without relying on immediate human availability.

Which industries is ConvertAI built for?

ConvertAI adapts to multiple industries through specialized AI modules, including:
‍
· Mortgage and lending
· Insurance
· Automotive
· Retail and services

Each version is trained to handle industry-specific questions, compliance needs, and customer journeys.

Does ConvertAI replace my sales or service team?

No. ConvertAI works as a digital assistant that supports your team. It handles repetitive conversations, after-hours inquiries, and early-stage qualification so your staff can focus on high-value interactions and closing opportunities.

Can ConvertAI work with our existing systems?

Yes. ConvertAI integrates with CRMs and tools like Salesforce and HubSpot, allowing captured data, conversation context, and lead activity to sync automatically. This keeps your team working from a single source of truth.

How does ConvertAI help increase lead conversion?

ConvertAI responds instantly, even after hours, ensuring no high-intent lead goes unanswered. By qualifying leads in real time and routing them to the right workflow or agent, teams convert more conversations into booked appointments, completed applications, and closed deals.

How is ConvertAI different from basic chatbots?

Unlike scripted chatbots, ConvertAI uses intelligent AI flows to understand intent, guide conversations naturally, and take action. It can qualify leads, schedule appointments, trigger follow-ups, and hand off to humans seamlessly rather than just answering FAQs.

How does ConvertAI stay compliant?

ConvertAI includes built-in compliance controls for messaging and consent, including TCPA and 10DLC considerations. It ensures outreach follows opt-in rules, manages message timing, and maintains audit-friendly conversation records across channels.

What outcomes can teams expect from using ConvertAI?

Teams using ConvertAI typically see:

· Faster response times
· Higher contact and conversion rates
· Lower operational workload
· Better customer experiences across channels

The result is more revenue without adding headcount.