Platform features

Nothing falls through. Ever.

Every call answered. Every message handled. Every client feels like the only one. Here is how Simplexi makes that happen.

15 features3 sectionsVoice · WhatsApp · SMS
01
What your clients experience
AI Agent01

Every question answered. Any hour. Zero waiting.

Your clients do not know when your office opens or closes. The Simplexi AI Agent answers from your own Knowledge Base — any hour, any channel. It escalates to a human only when the situation genuinely needs one.

WhatsApp · Adaeze Okafor · 11:47 PM
AO
Hi, I need to check my loan balance. Is anyone there?
11:46 PM
AI
Hi Adaeze, your current loan balance is ₦382,500. Your next repayment of ₦45,000 is due on 15 Jan. Would you like to pay now or speak with an agent?
11:47 PM · Delivered
Response time< 2 seconds
SourceYour Knowledge Base
Escalated to humanNo
Scheduled Conversations02

The right message. The right moment. Automatically.

Repayment reminders. Restock alerts. Appointment confirmations. Portfolio updates. Every message scheduled once and sent automatically — triggered by time, event, or client behaviour. Your team never has to remember to follow up.

Scheduled · sends today 9:00 AM
Hi Kemi, your repayment of ₦45,000 is due on 15 Jan. Tap to pay now → simplexi.io/pay
Recipients1,247
ScheduledJan 12 · 9:00 AM
Trigger3 days before due date
StatusConfirmed
Cross-Channel History03

They never repeat themselves. Ever.

Whether a client called last Tuesday, WhatsApped on Friday, or sends an SMS today — every interaction lives in one thread. The agent picks up already knowing the full story. The client never starts from scratch.

Emeka Nwosu · Unified contact timeline
📞 Voice call · 8 minTue 9:14 AM
💬 WhatsApp · 3 messagesFri 2:30 PM
✉ SMS · follow-up sentToday 11:02 AM
Agent sees full context before connecting — no re-explaining needed
24/7 Availability04

Your business never closes.

After-hours calls are answered. Late-night messages are acknowledged. Morning callbacks are structured and waiting for your team. Clients who reach out at 9pm feel heard — not ignored until the next working day.

Inbound call · 8:47 PM · After hours
"Thank you for calling. Our team is unavailable right now. Press 1 to leave a voicemail, or press 2 to book a callback for tomorrow morning."
Tomorrow's callback list — 9:00 AM
Chidi Obi · loan application9:00 AM
Fatima Bello · account query9:30 AM
Missed calls captured100%
02
What your team gets
CRM-Based Routing05

Every client reaches their person. Not a queue.

The moment a call connects, Simplexi matches the number to the CRM and routes directly to the client's assigned agent or RM. VIP clients skip the queue entirely. Enterprise clients never touch a general line. The right person picks up — every time.

Incoming call — matched & routed
TL
Taiwo Lawal
+234 801 234 5678
VIP · Priority
Routed toAmara Osei (RM)
Queue skippedYes — VIP routing
Context loadedBefore agent picks up
Assisted Transfer06

The next agent already knows.

Before transferring a call, the agent briefs the receiving colleague with a note — the client's name, the issue, the context. The specialist picks up already knowing. The client never repeats themselves. The handoff is invisible.

Transfer note — receiving agent only
Client: Ngozi Eze  ·  Issue: Unauthorised transaction ₦120k
Status: Identity verified · Card not yet blocked
Next: Escalate to fraud specialist immediately
Receiving agentChukwuemeka (Fraud)
Client re-explainedNothing
Connecting in3 seconds
Live Dashboards07

See everything before it becomes a problem.

11 real-time dashboards covering every channel — agents, queues, voice, WhatsApp, AI performance, and SLAs. Supervisors see surges before they become breaches. Managers see patterns before they become complaints.

12
Agents online
4
In queue
98%
SLA met
Voice queue avg wait2m 14s
WhatsApp avg wait43s
AI resolution rate78%
Dashboards available11 channels
SLA Alerts08

Warned before the breach. Not after.

Custom alerts fire before the SLA threshold is hit — giving supervisors time to reassign agents, clear a queue, or prevent a breach entirely. You find out with time to act — not with a report showing what already went wrong.

SLA Warning
Voice queue approaching threshold. Current: 4m 12s · Threshold: 5m 00s · 48 seconds remaining.
Recommended actionReassign 2 agents from WhatsApp
Alert firedBefore any call abandoned
Whisper Mode09

Coach live. Without the client knowing.

Supervisors can join a live call silently, listen in, and speak directly to the agent — without the client hearing a word. New agents get real-time guidance. Difficult calls get expert support. Training happens in the moment, not after the fact.

Live call · 3m 42s · Whisper active
Supervisor note — agent only
Do not confirm the fee waiver yet — check account tier first. Transfer to billing if she is VIP.
Client hears thisNothing
Agent hearsReal-time coaching
Knowledge Base10

Your AI speaks your language. Not a generic script.

Load your own products, policies, processes, and FAQs into the Simplexi Knowledge Base. The AI Agent answers every query using your exact language and your exact rules. No off-brand responses. Just your business, available 24/7.

Knowledge Base editor · Loan Products
CategoryLoan Products
ArticlePersonal Loan — Eligibility & Rates
StatusLive — used by AI Agent
Last updatedToday, 10:24 AM
AI responses using it342 this month
03
What your leadership sees
Post-Conversation Insights11

Every conversation scored, summarised, and tracked.

After every call or message, Simplexi generates an AI summary, a sentiment score, and a resolution status. At-risk clients surface before they churn. Broken processes are identified before they become complaints. Every interaction leaves a record that makes the next one better.

Completed call · Bisi Adeyemi · Flagged
AI Summary: Customer called about an unexpected charge of ₦12,000. Agent was unable to locate the transaction and promised a callback within 24hrs. No follow-up was set. Call ended unresolved.
SentimentFrustrated
ResolutionUnresolved
Follow-up setNone
Call Recording & Search12

Find any moment. In seconds.

Every interaction recorded, indexed, and searchable. Filter by agent, client, date, tag, or outcome. Find the exact 30 seconds that matter in a disputed promise. Pull every complaint from the last 90 days. The answer is always there.

Search · tag: Dispute · last 90 days
📞 Amara Nwosu · Agent: KolaUnresolved
💬 Tunde Bello · Agent: SolaResolved
✉ Ifeoma Eze · Agent: DamiEscalated
47 conversations matched · one-click export to CSV
Compliance Export13

Audit-ready in hours. Not a week.

Filter, summarise, and export your full conversation history in one click. Regulatory requests that used to take days of manual pulling are now a structured search and a CSV. Compliance is an operation — not a fire drill.

Compliance export — filtered
Filter appliedTag = Complaint · Last 90 days
Conversations returned183
ChannelsVoice · WhatsApp · SMS
Time to compileUnder 4 hours
Manual pulling requiredZero
Multi-Brand Management14

Every brand separate. One team. One platform.

Each subsidiary, brand, or business unit gets its own number, WhatsApp profile, IVR greeting, and communication style. Clients experience a completely separate brand. Your team manages everything from one screen. No new hires. No new systems.

Brand A
NovaTrust Finance
+234 700 000 001
3 online
Brand B
Apex Microfinance
+234 700 000 002
2 online
Custom Attributes15

Your rules in the system. Not in someone's memory.

Add custom fields to any contact — Account Risk Level, Legal Hold, Do Not Contact flags, VIP tier, or anything your operation needs. Rules fire automatically. Legal hold accounts trigger full-screen alerts. Restricted contacts are removed from every broadcast list without anyone having to remember.

Legal Hold
Do not discuss account details. Transfer to compliance immediately.
ContactOlumide Fashola
Account Risk LevelLegal Hold
Broadcast listsRemoved automatically
Agent alertFull-screen on record open

See it working for your business

30 minutes. We will show you exactly what your clients, your team, and your leadership would experience.

Book a demo and we will walk through every feature live — using your real workflows and your own use cases.