AI engine
built to scale your
business
faster than you ever thought possible
Our agentic workflows combine intelligence and precision – enabling AI agents to think, act, and adapt just like your best team members. From automating client interactions to optimizing internal operations, every process is designed to move faster, smarter, and with measurable impact.

Lead intake and Qualification
AI captures lead info, asks qualifying questions,
enriches with CRM data, and routes only
high-value leads to sales reps.


Compliance check
AI verifies documents and workflows against
industry standards, with a focus on Fintech
and Financial Services.


Financial Services and Banking
Automatically generate detailed financial
reports by unifying data from all your key
sources


Financial Reporting
Automatically generate detailed financial
reports by unifying data from all your
key sources


24/7 Conversational AI
Around-the-clock AI interaction for
customer support and lead engagement.


Appointment scheduling
AI handles booking and confirmations,
avoiding conflicts with real-time
calendar sync.


Order status updates
Automate order tracking and notifications
with AI, so customers never miss a beat


Product Info Management
Automated entry and updates of product data
including descriptions, pricing, and inventory.


AI Chatbots by Optimo
Deploy intelligent chatbots to handle
inquiries and engage users instantly.


Payment Reminders
Send automated, personalized alerts for
due or overdue payments to boost
collection rates.


Automated Billing Support
AI resolves billing issues by validating data
and generating accurate responses.


E-Com Automation
Enhance your store with AI-powered
solutions for product management, order
updates, and customer service.


Cold Lead Triage Optimo
AI engages, qualifies, and routes promising
cold leads to reps, eliminating dead ends.


Autonomous Meeting Booking
AI qualifies prospects, finds open slots, and
books meetings without manual effort.


Social Media Sales Integration
Integrate WhatsApp, Instagram, and TikTok
into your sales funnel for seamless lead
capture and engagement.


Custom CRM Development
Build and deploy tailored CRM systems to
fit your unique business workflows.


AI Agents
built to streamline your ops
Our AI-powered agents are designed to handle every task from
start to finish, automating, optimizing, and executing