Use cases

How teams use Verbum every day.

Everyday scenarios in service, sales, finance and management: each one shows what happens, who decides and what stays on record.

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Scenarios

Five situations Verbum handles.

Illustrative examples, not customer case studies.

  • A customer writes on WhatsApp, then on Instagram

    Verbum recognizes it is the same person, shows both conversations side by side and prepares the draft reply for the team to approve.

  • A follow-up has to go out on time

    Verbum Assist writes the follow-up with the conversation and funnel context. When the policy requires it, a reviewer approves before it is sent.

  • A proposal is accepted by e-mail

    The contract goes out for signature, the invoice is issued and the installment billing enters finance, all tied to the same record.

  • A sensitive reply needs review

    Higher-risk replies go to a named reviewer, with the configured rules applied and the decision history kept.

  • A manager wants to know what needs attention today

    Ask Verbum gathers what is late, at risk or unanswered into one prioritized list, by text or voice.

Three modes

When to use each one.

Verbum understands first, helps with approval and only automates inside rules.

  • Verbum Sense

    Always on: understands the intent, urgency and risk of the conversation without taking any action.

  • Verbum Assist

    For messages that need judgment, tone or account context. The AI drafts and a person approves.

  • Verbum Automate

    For flows, channels and rules that are already approved. Outside the policy, the message goes back to review.

The record

Every decision leaves a trail.

Draft, reviewer, rule and time stay in the history, for audit and training.

Reply recordRevised quote · Marina Souza
  1. Draft preparedVerbum Assist wrote the reply using the contact's history.
  2. Rule appliedQuotes with new deadlines need human approval.
  3. Approved by Ana CostaReviewed and sent without changes.
  4. Delivered on WhatsAppDelivery confirmed by the provider.

Related workflows

  • Approval Workflows

    See how Verbum Assist review, escalation and routing rules work before messages are sent.

    Review page

  • Audit History

    Review how drafts, approvals, sends, Verbum Automate actions and timestamps become traceable records.

    Review page

  • Channels

    Compare customer, workplace, social and developer channel availability by status.

    Review page

  • Pricing

    Review packaging, capacity and onboarding options for your workflow.

    Review page

Frequently asked questions

Does Verbum recognize the same customer on different channels?

Yes. When a customer writes on WhatsApp and then on Instagram, Verbum recognizes it is the same person, shows both conversations side by side and prepares the draft reply for the team to approve.

What are Sense, Assist and Automate?

Three modes. Verbum Sense is always on and understands the intent, urgency and risk of the conversation without taking any action. Verbum Assist drafts and a person approves. Verbum Automate works in flows, channels and rules that are already approved, and outside the policy the message goes back to review.

Are these customer case studies?

No. They are illustrative examples of everyday scenarios in service, sales, finance and management, not customer case studies.

What stays on record?

Draft, reviewer, rule and time stay in the history of each reply, for audit and training.

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See plans and pricing

Context changes everything.