+91-40-4033-4444 hello@office24by7.com Hyderabad, Telangana, India
Use cases

See Office24by7 at work in your world

Concrete, end-to-end workflows — the trigger, the steps our platform runs, and the outcome — across 12 industries. Filter to yours.

In practice

Real workflows across every industry

36 ready-to-run scenarios. Each shows the trigger, the automated steps, and the result — tap a tag to see the product behind it.

HealthcareCommunication

No-show recovery

A patient misses a scheduled consultation.

  1. Reminders over SMS + WhatsApp fire 48h, 24h and 2h before the visit.
  2. On a missed slot, the patient gets a one-tap rebooking link.
  3. The freed slot is auto-offered to the waitlist so it does not go empty.
−32% no-shows and fuller daily schedules.
HealthcareCRM + IVR

Front-desk deflection

Reception is buried in repeat calls about timings and reports.

  1. A smart IVR identifies the caller and routes by intent.
  2. Routine queries — hours, prep, report status — self-serve over WhatsApp.
  3. Only clinical calls reach staff, with the patient record already on screen.
−45% call volume at the front desk.
HealthcareData & Security

One patient record

History is scattered across calls, chats and forms.

  1. Every interaction writes back to a single patient timeline.
  2. Field-level access keeps clinical data on a need-to-know basis.
  3. Consent and India data-residency are logged for DPDP.
100% auditable patient history.
EducationCRM

Admissions funnel

Enquiries pour in from ads, education fairs and the website.

  1. Every enquiry is captured and scored by course interest and intent.
  2. Counsellors get an auto-prioritised call list each morning.
  3. Drip nurture over email + WhatsApp keeps applicants warm to enrolment.
+28% enrolment from the same enquiry volume.
EducationCommunication

Fee & attendance alerts

Parents miss fee dates and attendance updates.

  1. Scheduled reminders go out over SMS/WhatsApp before due dates.
  2. Payment links are attached and receipts auto-send on payment.
  3. Low attendance triggers a parent notification and a counsellor task.
−40% overdue fees and fewer disputes.
EducationAI + Support

24×7 query desk

Students ask the same questions at all hours.

  1. An AI assistant answers course, fee and schedule queries instantly.
  2. Anything complex opens a ticket routed to the right department.
  3. Every thread is logged on the student record.
80% of queries resolved without staff.
NonprofitsCRM

Donor journeys

Donors give once and are never re-engaged.

  1. Donations are captured with source and campaign attribution.
  2. Thank-you and impact updates auto-send over email/WhatsApp.
  3. Lapsed donors enter a win-back journey before year-end.
+35% repeat giving from existing donors.
NonprofitsCommunication

Volunteer mobilisation

Coordinating volunteers for a drive is manual chaos.

  1. A call-out broadcasts over SMS/WhatsApp to the right segments.
  2. One-tap sign-up captures availability and skills.
  3. Reminders and rosters go out automatically before the event.
3× faster volunteer turnout.
NonprofitsData

Transparent reporting

Grant reports take weeks to assemble.

  1. Programme activity and outcomes are tracked on shared records.
  2. Dashboards roll up beneficiaries reached and funds used.
  3. Reports export in a click — India-resident and fully logged.
Reports in hours not weeks.
Finance / BFSICRM + AI

Loan lead-to-disbursal

Applications stall between enquiry and sanction.

  1. Leads are scored on eligibility and routed to the right officer.
  2. Document collection is chased over WhatsApp with secure upload.
  3. Status nudges keep the applicant moving toward disbursal.
−30% turnaround on approvals.
Finance / BFSICommunication

Collections that comply

EMI reminders are ad-hoc and compliance-risky.

  1. Tiered reminders (pre-due, due, overdue) run on SMS/IVR/WhatsApp.
  2. Payment links and promise-to-pay are captured on the record.
  3. Only genuinely delinquent accounts escalate to agents.
+22% on-time EMIs with a clean trail.
Finance / BFSISecurity

KYC & audit trail

Compliance needs every interaction on record.

  1. Calls and messages log against the customer with consent.
  2. Role-based access limits who sees sensitive data.
  3. DPDP-ready residency and a full audit trail come by default.
Audit-ready by design.
InsuranceCRM

Renewal retention

Policies lapse because renewals slip through.

  1. Renewals are forecast and reminders fire 30/15/7 days out.
  2. One-tap renewal and payment links go over WhatsApp/SMS.
  3. Non-responders route to an agent with the policy on screen.
+18% renewals retained.
InsuranceBPA

Claims intake

First notice of loss is slow and manual.

  1. The claim form posts straight into a tracked workflow.
  2. Documents are collected and validated automatically.
  3. SLA timers and status updates keep the claimant informed.
−40% claim cycle time.
InsuranceCommunication

Agent enablement

Field agents lack context on the move.

  1. Mobile CRM shows policy, history and the next best action.
  2. Click-to-call and WhatsApp templates keep touchpoints logged.
  3. Geo check-in confirms field visits.
More policies per agent.
Retail / D2CMarketing

Abandoned-cart recovery

Shoppers leave without completing checkout.

  1. Cart events trigger a WhatsApp + email nudge with the exact item.
  2. A time-boxed offer goes to fence-sitters.
  3. Recovered orders write back to the customer profile.
+15% recovered revenue.
Retail / D2CCommunication

Order & delivery updates

'Where is my order' calls flood support.

  1. Order, dispatch and delivery updates auto-send over WhatsApp/SMS.
  2. Self-serve tracking deflects status calls.
  3. Delivery issues open a ticket with full context.
−50% WISMO calls.
Retail / D2CCRM + Loyalty

Repeat-purchase journeys

One-time buyers do not come back.

  1. Post-purchase journeys recommend and reward the next buy.
  2. Win-back offers target lapsed customers automatically.
  3. RFM segments drive targeted campaigns.
+25% repeat purchase rate.
Real EstateCRM

Portal-lead speed-to-lead

Portal leads go cold before anyone calls.

  1. Leads from 99acres, Housing and the website land and score instantly.
  2. The right sales rep is auto-assigned and pinged in seconds.
  3. Un-actioned leads escalate so none slip.
Respond in <5 min not hours.
Real EstateCommunication

Site-visit engine

Booking and confirming site visits is manual.

  1. Booking links schedule visits with calendar sync.
  2. Reminders and directions go over WhatsApp to cut no-shows.
  3. Geo check-in confirms the visit and feedback is captured.
−30% site-visit no-shows.
Real EstateBPA

Booking-to-registration

Post-booking paperwork drags on.

  1. Milestones — token, agreement, registration — run as a workflow.
  2. Document and payment reminders chase automatically.
  3. Every step is logged for the audit trail.
Faster closures end to end.
TravelCommunication

Itinerary on WhatsApp

Travellers chase details across channels.

  1. Booking confirmations and itineraries deliver on WhatsApp.
  2. Pre-trip reminders and documents auto-send.
  3. Any change pushes instantly to the traveller.
Fewer support pings per trip.
TravelCRM

Enquiry-to-booking

Package enquiries go unconverted.

  1. Enquiries are captured and scored by destination and budget.
  2. Agents get a prioritised follow-up list.
  3. Nurture keeps travellers warm to booking.
+20% conversion on enquiries.
TravelAI + Support

24×7 trip desk

Travellers need help at odd hours.

  1. An AI assistant handles common trip questions any time.
  2. Urgent issues open a ticket routed to on-call staff.
  3. Everything logs to the traveller record.
Round-the-clock support.
ManufacturingCRM

Dealer & distributor management

Dealer enquiries and orders live in spreadsheets.

  1. Dealer enquiries and orders are captured on one system.
  2. Approvals and pricing run as workflows.
  3. Follow-ups and targets track per dealer.
Tighter dealer operations.
ManufacturingBPA + Support

After-sales service

Service requests slip through the cracks.

  1. Service tickets are raised via WhatsApp/portal and SLA-tracked.
  2. Field engineers get mobile jobs with geo check-in.
  3. Warranty and AMC renewals auto-remind.
Faster fixes more AMC renewals.
ManufacturingCommunication

Order & dispatch updates

Customers keep calling for order status.

  1. Order, production and dispatch updates auto-send.
  2. Self-serve status deflects calls.
  3. Exceptions escalate with full context.
−35% status calls.
LogisticsCommunication

Shipment tracking

Customers flood support for shipment status.

  1. Pickup, transit and delivery updates auto-send over SMS/WhatsApp.
  2. Self-serve tracking links deflect calls.
  3. Delays and failed deliveries open a prioritised ticket.
−50% status calls.
LogisticsBPA

POD & exception handling

Proof-of-delivery and exceptions are manual.

  1. Drivers capture POD on mobile with a geo-tag.
  2. Failed deliveries trigger reattempt workflows.
  3. Every exception is logged and SLA-tracked.
Cleaner exception handling.
LogisticsCRM

B2B account growth

Key accounts lack proactive management.

  1. Accounts and shipments live on one record.
  2. Review tasks and renewal reminders auto-schedule.
  3. Upsell signals surface for the sales team.
More revenue per account.
IT ServicesCRM

Inbound-to-SQL

Demo and RFP requests are not followed up fast.

  1. Website and campaign leads are captured and scored.
  2. Auto-assignment routes to the right pod instantly.
  3. Nurture keeps prospects warm through long cycles.
Faster qualified pipeline.
IT ServicesBPA

Project delivery & SLAs

Delivery status and SLAs are hard to track.

  1. Projects and tasks run on shared boards with SLAs.
  2. Client updates and approvals route automatically.
  3. Timers flag at-risk milestones early.
On-time delivery.
IT ServicesSupport + AI

Helpdesk deflection

L1 support handles repetitive tickets.

  1. An AI assistant resolves common issues instantly.
  2. Complex tickets route by skill with full context.
  3. CSAT and SLA are tracked on every ticket.
Lower L1 load.
BPOCommunication

Blended campaigns

Outbound campaigns run on disconnected tools.

  1. Voice, SMS, WhatsApp and email run from one platform.
  2. Dialer and IVR route contacts to available agents.
  3. Every touch logs to the customer record.
Higher connect rates.
BPOAI

Agent assist & QA

Quality and coaching are sampled, not scaled.

  1. AI transcribes and scores interactions automatically.
  2. Next-best-action prompts guide agents live.
  3. Sentiment and QA dashboards flag coaching needs.
100% QA coverage.
BPOData & Security

Client-ready governance

Clients demand data control and audit.

  1. Role-based access segregates each client's data.
  2. Consent, residency and full audit trails by default.
  3. Seatless scaling adds agents without hardware.
Audit-ready delivery.
By team

Explore use cases by team

Every team works from the same shared customer record — tuned to how sales, support, operations and finance actually run. Pick yours to see it in detail.

Want this mapped to your process?

We’ll show these workflows running on your own data.