What is SHVYA AI?
SHVYA is a multi-organization CRM and AI engagement workspace. The CRM is the system of record for leads, stages, activities and ownership. Messaging channels, AI, Cadence, Workflows and Insights operate on those same records.
- CRM: pipelines, stages, lead details, custom attributes, import/export and reminders.
- Channels: WhatsApp Cloud API, WhatsApp Business App Coexistence, Hosted WhatsApp and Instagram professional messaging.
- AI Brain: company information, approved FAQs, knowledge sources, Playbook, languages and guided file sharing.
- Automation: Cadence sequences and event-driven Workflows with permission and delivery checks.
- Customer operations: SHVYA Sales, SHVYA Calendar, Call Intelligence and Help & Support.
- Connect Hub: inbound lead sources, data synchronization, webhooks, Meta attribution and platform integrations.
How the parts connect
A customer contacts your business or submits an enquiry. The channel or integration identifies the organization, creates or finds the CRM lead, records the source and selects an authorized pipeline. If configured and permitted, the AI responds, asks qualification questions, saves validated evidence and initiates the next action. Your team sees the full journey from the Dashboard.
Where to begin
- Sign in to the Dashboard and check the active organization.
- Open the Quickstart for a first practical walkthrough.
- Configure a pipeline, connect one source and test with your own number before a wider rollout.