Agentic Workflows

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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

Start your project with Optimo’s experts.

Contact us
+971 58 198 6048
+1 (330) 403-1811

Kick-Off Your AI Journey