AI agents that understand, decide and act inside your systems.
They need no code and connect to your CRM, your core and your databases. They run on WhatsApp, calls, SMS, social and email, under the rules you define.
Teams that move millions of conversations.
Six leaks in an operation that depends on people.
And what each one costs.
Collections, orders, customer onboarding, support: the processes that hold the operation together still depend on someone pushing them by hand. And every manual task has a cost no report ever shows.
Early delinquency goes cold
Every day without contact, a current account drifts toward uncollectible. By the time your team calls, it's too late.
Your best people, on repetition
Expensive reps answering the same questions a thousand times, instead of closing the cases that move the needle.
Commitments nobody chases
A payment promise, a quote sent or a pending order are worth the same without follow-up: nothing. No record, no reminder, no close.
Orders stuck between people
Validating documents and building files by hand stalls every application, and the customer leaves with whoever answers first.
Channels that don't talk
WhatsApp, calls and email live in silos. The customer repeats their story; your team loses the thread.
Growth means hiring
Every spike in volume demands more headcount. Your cost rises with each new customer, instead of falling.
You set the rules. The agent works inside what you already use.
The no-code builder, the omnichannel CRM, campaigns and reports live on the same platform. And that agent reads from and writes to your CRM, your core and your databases.
A chatbot replies.
An agent completes the task.
A chatbot follows a script and loses the thread when the channel changes. A Shimli agent runs this whole loop on every customer, on its own and in parallel.
You just saw a real collections case over WhatsApp, end to end. The same loop runs on calls, SMS, email and web.
AI agents for
every critical process.
Collections, credit, support and operations, the processes where our agents deliver measurable results from the very first weeks.
Recover more, sooner and at lower cost.
We put agents to reach out at the optimal moment, negotiate within your policies and log every payment promise, across your whole portfolio, in parallel.
Mariana is 6 days past due on her card. At 10:30, her peak response time, the agent messages her on WhatsApp, reminds her of her $1,250 balance and offers to split it into two payments per your policy. She accepts; the agent logs the promise for Friday and schedules the reminder. Your officer only sees the summary.
- 24/7 reminders and early-delinquency management
- Extension negotiation under authorized rules
- Recording and follow-up of payment promises
- Escalation of critical cases with full context
Assess and validate without manual work.
Our agents gather information, validate documents and prepare the credit analysis, leaving only the final decision to your analysts.
An applicant uploads their ID and proof of income on WhatsApp. The agent checks they're legible and current, extracts the data, spots a mismatch in the address and re-requests it, without waiting on a human. Once everything checks out, it assembles the file and hands it to the analyst ready to decide, in minutes.
- Document and identity validation
- Guided collection of applicant information
- Assisted credit information analysis
- Full process traceability
Resolve the repetitive, free up your team.
We handle queries 24/7 across every channel and escalate to a human only when the case requires it, with full context ready.
It's 2 a.m. and a customer asks about their statement date. The agent answers instantly with the exact figure, walks them through activating their card and clears two more questions. When the customer asks to file a formal claim, it escalates to an advisor with the whole conversation attached, without the customer repeating a thing.
- 24/7 support across every channel
- Automation of 80%+ of frequent queries
- Personalized answers per customer
- Handoff to a human with full context
Automate processes across your teams.
We connect systems, look up information and run repetitive internal processes, generating reports and traceability with no manual work.
Every Monday first thing, the agent pulls the week's activity from your CRM, core banking and the collections sheet, reconciles the numbers, builds the recovery report and sends it to the team over email and Slack, without anyone copy-pasting data between screens.
- Information lookup across multiple systems
- Cross-team process automation
- Report and dashboard generation
- Progressive integration via API
What people ask before getting started.
Straight answers on what Shimli is, what it costs, what it integrates with and who is behind it.
Build your AI agent for collectionscreditcustomer supportbillingback office
We take 30 minutes and define which metric you'll move. Or you create the account and start today.