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Practical AI for business

Give your business AI that understands the context.

Filari connects AI with your approved business information, customer conversations and workflows — so your team can understand leads faster, find information, create useful content and make routine work easier.

Start with one AI tool. Connect CRM, WhatsApp, documents and business systems when the use case makes sense.

Insights Summaries Content Knowledge AI agents Automation
See AI In Action

AI business command centre

[01 AI BUSINESS COMMAND CENTER] · concept UI, sample data
What needs my attention today? Ask
CRM WhatsApp Website Documents Analytics Orders LMS Bookings

Only the sources this user is permitted to see.

Today's priorities

12overdue follow-ups
4high-value leads without a next action
3proposals viewed today
6customer conversations need a human response
View leads Create follow-ups Open conversations View source records

From business data to useful action.

Give your team AI with context — not another empty prompt box.

What can AI help with?

Practical AI around the work your team already does.

Ask → understand → create → act. Eight jobs, each grounded in approved business data.

Ask your business data

Stop hunting through reports.
Ask a business question.

Three real questions

"Which services generated the most qualified leads this month?"

→ Table + chart + a one-line explanation

"Which ₹5 lakh+ opportunities have overdue follow-ups?"

→ Lead cards, each linking to the record

"Why are we losing mobile-app opportunities?"

→ Analysis of the recorded lost reasons

How many leads came from Google?Biggest stage drop-off?Most admissions by campaign?Highest course completion?Customers with payments pending?

[07 AI BUSINESS REPORT] · concept UI, sample data

What the answer contains

Healthcare leads

126

Qualified

44

Meetings

19

Won

7

NumberChartTableSummaryExplanationSource

View underlying records →

Non-negotiable

AI should help explain the data —
not hide where the answer came from.

Every answer respects the user's role, permissions and data access. A salesperson who cannot open finance records cannot ask AI to summarise them either.

Executive daily brief

Start the day with what needs attention.

Good morning

[08 EXECUTIVE BRIEF] · sample data

Today
Overdue follow-ups8
Proposals awaiting3
New healthcare leads5
Payments pending2
Tickets escalated4
Sagar6 follow-ups
Sales team12 open opportunities

AI note

"Most high-value open opportunities are currently in the Proposal stage."

Delivered where you already look

DashboardEmailWhatsAppMobile app

One short brief, once a day — not a notification every time a field changes.

Suggested, not mandatory

Follow up tomorrowsuggested
Schedule technical discoverysuggested
Send missing document requestsuggested
Proposal waiting 5 daysflagged
Escalate support issueflagged
AcceptChangeIgnore

[19 NEXT ACTION] · the person decides

Content with business context

Start with what you already know. Turn it into useful content faster.

One source

LMS case studyapproved
Service pageapproved
Product PDFapproved

Many drafts

EmailWhatsAppLinkedInSocial postBlog outlineFAQLanding-page copyNewsletterCampaign variationMeta descriptionSales follow-up

[09 CONTENT REMIX] · every draft is editable

Brand & claim control

ToneProfessional
AudienceUniversity decision maker
ChannelLinkedIn
SourceLMS case study
Prohibited claimsblocked
Length & languageset per draft
EditRegenerateShortenExpandChange toneApprove

[10 BRAND CONTROLS]

The rule

AI drafts. Your team edits, approves and owns what is published.

Important public content is never auto-published. AI works only from approved service information, so a draft cannot invent a capability, a price or a claim your business cannot support.

Knowledge & documents

Answer from approved knowledge. Show where the answer came from.

Knowledge assistant

"What is our refund process?"

Answerfrom the refund policy
SourceRefund Policy · last updated 12 Aug
Open sourceone click
Not covered?AI says so — it does not invent policy
PoliciesFAQsSOPsProduct manualsService documentsTraining materialInternal guidesWebsiteHelp centre

[11 KNOWLEDGE ASSISTANT] · [12 KNOWLEDGE SOURCE CITATION]

Document intelligence

INVOICE.PDFreceived
VendorABC Ltd
InvoiceINV-1288
Amount₹82,500
Due12 Sep
Reviewhuman check
Add to workflowafter approval
PDFQuotationInvoiceApplicationResumeContractReportForm

[13 DOCUMENT EXTRACTION] · financial and legal actions are never auto-approved from extraction alone

Multi-document research

20 documentsindexed
"What changed between our old and current pricing policy?"asked
Relevant passagesidentified and cited
High-impact decisionhuman verification required

[14 MULTI-DOCUMENT SEARCH]

Customer agent & sales assistant

Handle the routine. Prepare the human for the rest.

AI customer agent

"Do you build Flutter apps?"answered from approved info
"Can you integrate SAP?"general capability explained
"Quote for 4 countries, 3 systems."complex requirement
Human handoffwith full context
Website chatWhatsAppMobile appSupport inbox

[15 AI CUSTOMER AGENT] · [16 HUMAN HANDOFF]

Meeting in 15 minutes

Brief
CompanyABC University
RequirementLMS modernisation
ChallengeLegacy platform performance
Last discussionExamination integration

Open questions

Concurrent usersMigration scopeExam concurrency

Walk into the conversation with the context already prepared. [17 SALES MEETING BRIEF]

Response assistant

"Please revise pricing for only iOS."

Draft preparedusing the real quotation
Use draftone click
Editbefore sending
Regeneratedifferent tone

Inside the CRM, with the customer context attached. Nothing sends without business-approved rules. [18 RESPONSE ASSISTANT]

AI + workflow

Use rules for predictable work. Use AI where interpretation is needed.

Classification and summarisation are judgement calls. Routing, tasks and notifications are rules. Mixing them up is how automation becomes unpredictable.

AI reasoning + predictable automation

[22 AI WORKFLOW] · concept flow
01New leadevent fires
02AI classifieshealthcare
03Rule routeshealthcare team
04AI summariseslead brief
05Rule createsfollow-up task
06Humancontacts the customer
07CRM updatedafter approval

AI interprets

Rules execute

Human decides

Each doing what it is actually good at

AI + CRM

Summarisethe customer history
Qualifywith a rationale
Find insightacross records
Draftthe reply
Suggestthe next action
Human approvesthen CRM updates

AI lives inside the customer context — not in a separate tab with no history. [20 AI CRM]

AI + WhatsApp

"Monday call कर लेना."message received
AI extractsfollow-up intent
CRM contextloaded
Suggestedcreate task · Monday
Auto-create or approveyour choice

[21 AI WHATSAPP]

Agentic automation — advanced

Monitordefined events
Collectinformation
Prepareoutput
Useapproved tools only
Performbounded tasks
Escalateexceptions

Bounded agents under defined instructions and guardrails. Uncontrolled autonomy is not the goal.

Guardrails, permissions & audit

Useful AI needs boundaries.

Four questions decided before anything ships: what AI can access, what it can do, what needs approval, and what must always go to a person.

Read CRMYes
Create a summaryYes
Draft an emailYes
Send that emailConfigurable
Update a CRM fieldConfigurable
Change a priceNo
Approve a refundNo · human
Delete a customerNo
Medical decisionNo
Legal decisionNo
Confirm a paymentSystem data only
Confirm stockSystem data only

[24 GUARDRAIL MATRIX] · configured per business, per role

Capability without control is not a business system.

Permission-aware by design

Usersigns in
Roledetermines access
Permitted datathe only scope
AIsees exactly that much

If a salesperson cannot open finance data, AI will not answer a finance question for them. If a counsellor can only see assigned students, AI uses only those records. Application permissions are never bypassed through the AI layer.

[25 PERMISSION-AWARE AI]

AI activity & audit

Who asked?recorded
What data was used?recorded
What was suggested?recorded
Was it approved?recorded
Was it changed?recorded
Was it executed?recorded

Particularly important for enterprise, education, healthcare and financial workflows. [26 AI AUDIT LOG]

Where system data winsPrices, stock, payments, order status, appointments, customer history, exam results and financial approvals come from the system that owns them. Where reliable system data exists, system data is the source of truth. Where AI is uncertain, it says so, asks for clarification, or escalates to a person.

Business-specific AI

The same AI works differently in different businesses.

Because the useful task changes — and so does what AI must never be allowed to do.

Support E-commerce

Product recommendation · conversation summary · review summary · support

Industry page
Routing Healthcare

Administrative FAQ · appointment assistance · routing · never diagnosis

Industry page
Content Education

Course FAQ · lead summary · learning assistant · content

Industry page
Summary Travel

Package discovery · itinerary assistance · enquiry summary

Industry page
Site visit Real estate

Property matching · lead summary · site-visit assistance

Industry page
Research Professional services

Consultation intake · document summary · research support

Industry page
RFQ Manufacturing

Product knowledge · RFQ summary · technical document search

Industry page
Insight CRM / sales

Lead summary · next action · pipeline insight

Industry page

Healthcare AI answers administrative questions and never diagnoses. Every industry gets its own boundary list, not a generic one.

The AI dashboard

See what AI actually did today.

Today

[33 AI BUSINESS DASHBOARD] · sample data

Live
AI tasks today142
Lead summaries38
Knowledge queries61
Content drafts19
Human escalations7

AI insights

12 overdue leadsflagged
Support requestsup 18%
Most requested serviceMobile apps

Recent AI activity

Lead summaryABC Healthcare
Knowledge answerrefund policy
Content draftLinkedIn post
Workflow suggestioncreate follow-up

Mobile AI assistant

"Show my overdue leads." → results. "Draft follow-up for the first three." → three drafts, waiting for review.

Daily brief

Lead summary

Ask business

Content draft

Model flexibility

Filari AI layersits above the models
Use casedecides the model
Cost, privacy, latencyall factor in
Language & accuracyper requirement
Deploymentwhere the data must live

The business workflow should outlive the AI model.

We do not hard-code the product to one vendor. [37 MODEL ROUTER]

Cost control & quality

Simple tasksmaller model
Complex tasklarger model, only when needed
Approved answerscached
Contextlimited to what is relevant
Usagequotas per team
AccuracyGroundingRelevanceHuman correction rateEscalation rateLatencyCostTask completion

AI quality should be measured — not assumed. [38 AI COST DASHBOARD] · [39 AI QUALITY DASHBOARD]

Human in the loop

Three levels of autonomy — and a reason for each.

Level 1 AI suggests

AI produces a summary, a draft or a recommendation. A person reviews and approves before anything happens.

Human approves
Level 2 AI acts within rules

Defined, low-risk actions execute automatically. Anything outside the rules becomes an exception for a person.

Exceptions to human
Level 3 Bounded agent

An agent works within strict tools, defined instructions and a full audit trail. Used only where the business risk supports it.

Strict tools + audit

[40 HUMAN-IN-THE-LOOP] · autonomy is a business risk decision, not a technical badge

You may not need another AI platform

Use an existing AI toolwhen it already solves the task
Connectwhen business data needs to reach it
Build a Filari toolwhen the workflow is specific
Custom AI agentwhen several systems and actions are involved

Build only the AI layer the business actually needs.

Integrations

Filari CRMExisting CRMWhatsAppWebsiteEmailCalendarDocumentsLMSERPE-commerceBooking systemsHelpdeskDatabasesAPIs

No integration is promised until API access and feasibility are verified.

Security & privacy

Data minimisationAccess controlEncryptionPrompt & data logging policyProvider configurationRetentionSensitive-data handlingAuditConsent where appropriate

What we will not claim"Your data can never leave your server" — unless the selected deployment genuinely guarantees it. Sensitive business data is not sent to AI services without an approved architecture.

Start small

Start with one useful AI job.

Prove the value. Then expand the intelligence.

Step 1Conversation summary
Step 2Lead brief
Step 3Content assistant
Step 4Business insights
Step 5Knowledge assistant
Step 6AI agent
Step 7AI + workflow automation

AI Essentials

Custom / usage based

Lead summariesContent helpKnowledge search

AI for Sales

Custom / usage based

Lead intelligenceMeeting briefsNext actionsCRM insights

AI for Customer Experience

Custom / usage based

AI agentFAQRoutingHuman handoff

AI for Operations

Custom / usage based

DocumentsWorkflowsInternal knowledgeTask assistance

Custom AI Platform

Custom / usage based

Custom agentsComplex integrationsBusiness-specific AI

Commercial clarity

AI Business Tools are an optional paid layer — not automatically included with a website, CRM or WhatsApp automation.

Platform / implementation

Per the agreed scope.

AI model / API usage

Billed on usage.

Data, storage & infrastructure

Vector storage and compute where required.

Custom integrations

Scoped and quoted separately.

Support

Per the agreed plan.

Pricing depends on

Users, AI requests, documents, conversation volume, data sources, models, automation, integrations and security requirements.

No "unlimited AI"No "free AI forever"No "unlimited tokens"

We scope the use case first, then price it — because AI cost follows usage.

Why Filari

We don't add AI because it is trending. We add it where it removes real work.

Business context first

Understand the actual task before choosing the tool.

Approved data

Ground AI in real, permitted information.

Human control

Important decisions stay visible and reversible.

Connect existing systems

Avoid creating another isolated AI tool.

Measure quality

Track accuracy, corrections and usefulness.

Model flexibility

Choose the technology for the use case, not the headline.

Questions

What businesses ask about AI.

Twenty-two answers on capability, limits, permissions, data protection, integrations and pricing.

01What are AI Business Tools?

AI applied to specific business tasks — conversation summaries, lead analysis, content drafting, knowledge search, document processing and workflow support — grounded in your approved business data.

02How can AI help sales teams?

By condensing long threads into a lead brief, preparing meeting context, suggesting the next action, drafting follow-ups and answering pipeline questions in natural language.

03Can AI summarise a lead?

Yes. AI can combine authorised CRM and conversation information into a concise brief, with the source activity one click away.

04Can AI summarise WhatsApp conversations?

Yes, when WhatsApp conversation data is available through the configured business integration and the user is permitted to see it.

05Can AI analyse our CRM?

Yes. Permission-aware AI can analyse authorised CRM information and let users ask business questions in plain language.

06Can I ask AI questions about my business data?

Yes — that is the point of the insights layer. The answer arrives with a number, a chart or a table, an explanation and a link to the underlying records.

07Can AI create reports?

AI-assisted reporting converts a natural-language question into a summary, table or chart using authorised underlying data. It never fabricates figures.

08Can AI write follow-up emails?

Yes, using the real customer context. Drafts are editable, and nothing sends without business-approved rules.

09Can AI help create marketing content?

Yes. AI can draft and repurpose content from approved company information, with brand tone, audience, channel and prohibited claims all configured.

10Can AI search company documents?

Yes. A knowledge assistant can be built around approved documents, policies, FAQs and internal guides — and every answer cites its source.

11Can AI extract information from PDFs?

Yes. Fields can be extracted and structured, subject to document quality and a human review step before anything commits.

12Can AI qualify enquiries?

AI can assist with qualification summaries, missing-information identification and prioritisation — with the reasoning shown, not an opaque score.

13Can AI suggest the next sales action?

Yes, labelled as a suggestion. The salesperson accepts, changes or ignores it.

14Can AI automatically update CRM?

Certain actions can be configured, but important changes use validation, permissions and human approval according to risk. Records are never changed silently.

15Can AI trigger workflows?

Yes. AI can classify and summarise while rules handle routing, task creation and notification — each doing what it is good at.

16Can AI connect with WhatsApp?

Yes, as part of an appropriately configured WhatsApp Business integration.

17Can AI work with an existing CRM?

Potentially. It depends on that platform’s APIs and permissions, which we verify before promising anything.

18Can AI replace employees?

The objective is to reduce repetitive work and improve access to information. Complex judgement, relationships and high-impact decisions stay with qualified people.

19How is business data protected when using AI?

Through data minimisation, access control, encryption, retention rules, logging policy, provider configuration and audit — designed per deployment, never claimed as a blanket guarantee.

20Can Filari build custom AI agents?

Yes, where the use case justifies it and the required systems expose the necessary data and actions — as bounded agents with guardrails and an audit trail.

21Are AI tools included with CRM?

Not automatically. AI Business Tools are separately scoped unless explicitly included in a commercial plan.

22How is AI priced?

On implementation plus model and API usage, users, document and conversation volume, storage, integrations and support requirements. There is no unlimited-AI plan.

Turn business information into useful action

Give AI a real business job — not just another chat window.

Start with lead summaries, content support, business insights or one knowledge assistant. We identify where AI can realistically save time or improve visibility, then connect it with the systems that already run your business.

Understand faster. Create smarter.
Keep people in control.

Approved sources in, useful work out

CRM
WhatsApp
Documents
Analytics
Summary
Insight
Draft
Action

Above the final decision

A person approves

[41 FINAL CONNECTED AI SYSTEM]