Industries
Pick your industry. See the whole journey.
Four focus verticals — banking & lending, insurance, healthcare, and automotive — each mapped stage by stage across the customer journey. Every workflow example names the trigger, the bounded action, the person who owns the handoff, and where automating is the wrong call. Each one is an example configuration, not a client result.
How an Orkivanta agent works
A bounded workflow loop, not a chatbot.
Every configuration below runs the same shape of work. It starts from a real event in a system you already use, takes a small set of actions you approved in advance, records the decision it made, and hands off to a named person the moment it reaches the edge of its authority. It is not a general assistant you chat with, and it is not left to improvise on your customers.
A real trigger
The loop starts from something your systems already record — a new lead, an overdue invoice, an inbound message, a missed appointment — not from someone opening a chat window.
Approved systems only
It acts through the tools you connected and nothing else: your CRM, your calendar, your order system. It cannot reach for data or send a message outside that boundary.
Visible decisions
Every action is logged with the reason behind it, so a supervisor can read back what happened and why. There is no black box to take on faith.
Human escalation
When a case is ambiguous, sensitive, or outside its rules, it stops and routes the full context to the named owner. Escalation is the design, not a failure.
Choose a focus vertical
Each panel maps the lifecycle, names a few bounded workflows, and marks the decision that stays a person's. Open one for the full journey playbook.
Banking, NBFC & lending
Banking, NBFC & Lending
Move every application forward — enquiry to repayment — with a person on every credit and hardship call.
Lifecycle: Acquire (Qualify the enquiry), Onboard (Chase KYC & documents), Serve (Answer servicing questions), Collect (Remind, early-stage), Retain (Follow up & feedback).
- Lead qualification
- KYC & document chase
- Servicing questions
Insurance
Insurance
Engage every quote, keep policies moving, and support the claim — with underwriting, claims, and settlements kept human.
Lifecycle: Quote (Follow up & qualify), Onboard (Chase proposal docs), Serve (Answer policy questions), Claim support (Register & status), Renew (Remind & re-engage).
- Quote follow-up
- Proposal & document chase
- Policy servicing
Healthcare & clinics
Healthcare & Clinics
Fill the calendar and close the loop after a visit — without touching clinical judgement.
Lifecycle: Enquiry (Book the appointment), Appointment (Confirm & fill slots), Pre-visit (Send prep instructions), Follow-up (Close the loop after care).
- Appointment recovery
- Confirmation & slot backfill
- Pre-visit instructions
Automotive & mobility
Automotive & Mobility
Answer every enquiry, book the test drive, and turn a service reminder into a booking — with price, warranty, and safety kept human.
Lifecycle: Enquire (Respond instantly), Qualify (Capture budget & intent), Test drive (Book & remind), Service (Reminder to booking), Retain (Feedback & recovery).
- Instant lead response
- Lead qualification
- Test-drive scheduling
More industries we work in
Beyond the four focus verticals.
The same bounded-loop approach maps onto other high-volume workflows too. These pages carry the earlier use-case flow — every card still names its trigger, action, owner, and limit.
Not sure it fits your workflow?
Score your workflow first. Six questions against what actually stops automation reaching production — measurable outcome, data that exists, a named owner, an exception path, bounded cost, an off-switch. The result is immediate, and it will sometimes tell you not to hire us.