“We have a vendor freeze or are consolidating vendors.”
The proof of value is built to fit inside a freeze: one process, a fixed scope and two gates. You pay nothing if it does not pass, and if it passes, the business case comes from your own data.
Procurement
What procurement teams ask about Callvu in every vertical: the requirements, the concerns, where the cost of inaction shows up, and what the platform does.
Requirements
| Criterion | Weight | Callvu's answer | Last verified |
|---|---|---|---|
| Proven value before a long-term commitment | 5 | Callvu starts with a proof of value on one of your real processes. It has two gates: the process completes at the agreed level, and every completed run carries a clean compliance record. If it passes both gates, it converts to your first-year license and the proof of value is credited in full. If it does not pass, you pay nothing. | 2026-11-02 |
| A pricing model that can be audited | 5 | Pricing is outcome-based, with the Governed Resolution as the unit: a run in which the runtime enforced a control and recorded the outcome. A license, sized by the number of processes, comes with an allowed number of Governed Resolutions. Runs that end before any control is enforced do not count. Callvu does not bill per resolution. Every Governed Resolution has a matching record you can inspect. Pricing is shared after discovery, scoped to your processes. | 2026-11-02 |
| Time to value | 4 | Live in a few weeks, versus a few months for traditional BPM suites. Callvu builds the processes for you, trains your team and stays through launch. In production: Phoenix Insurance had 100+ processes live in under three months, with all core systems integrated in 4 weeks; AT&T Business deployed secure payments to 55,000 agents in 5 weeks. | 2026-11-02 |
| Vendor risk | 4 | Founded in 2012. SOC 2 Type II with an unqualified opinion. Named enterprise customers in production, including AT&T Business, Bank Leumi, Banca Transilvania and Phoenix Insurance. More than 100,000 agents and more than 1,000 processes run on the platform. Callvu raised about $10 million at its start, and has been profitable and growing since. | 2026-11-02 |
| Exit terms and data ownership | 3 | Each customer's data sits in its own database. At contract end it is exported to you or securely deleted. | 2026-11-02 |
| Security review readiness | 4 | Ready on request: SOC 2 Type II report, PCI DSS attestation, HIPAA business associate agreement, annual penetration test results, and the Architecture and Security Document. | 2026-11-02 |
| Fit with existing vendors | 3 | Callvu complements the contact center, CRM, core, GRC and WFM systems you already run. It does not ask you to replace them. | 2026-11-02 |
Concerns
“We already invested heavily in our platform.”
Callvu protects that investment. It runs on top of your existing contact center, CRM and core systems, and makes the work they start finish correctly.
Callvu may not be needed if: Your existing platform already runs every step, outside parties included, with no re-keying or email chasing, and pulls any transaction's complete step-by-step record in minutes without anyone assembling it, a record that has held up in a recent exam.
“This looks expensive next to what we already have.”
Compare against the cost you already carry: re-keying, rework, work waiting in inboxes, and compliance exposure. The Cost of Doing Nothing estimator puts a number on it in your own volumes. The proof of value then measures it on one of your processes before you commit.
“The alternative is cheaper, or its pricing is simpler.”
Load the alternative's full cost: implementation, integration upkeep, and the operating cost of a higher exception rate. Also check how its unit of value is defined and whether you can audit it.
Callvu may not be needed if: The alternative's full cost, counting implementation, integration upkeep, re-keying, rework and staff time assembling evidence, is truly lower for the same outcome: every step enforced, outside parties included, any transaction's record in minutes, and changes shipped in days.
“We can add this to our existing platform contract.”
Ask for a contractual delivery date, performance standards and a production reference for step-level enforcement.
“Finance will not approve without a precise ROI.”
Two steps. The Cost of Doing Nothing estimator gives finance a model in your own numbers. The proof of value then produces a measured completion rate and a compliance record on your own process, so finance approves on evidence instead of projections.
“This does not meet our threshold for unplanned spend.”
The proof of value has a fixed scope and two pass-fail gates, so the commitment is known before it starts. If it does not pass, you pay nothing; if it passes, it is credited in full toward your first-year license.
“We are mid-contract with current vendors.”
Callvu does not displace those contracts. It runs alongside them.
Cost of inaction by vertical
The typical annual estimate is the Cost of Doing Nothing estimator's result for a typical organization in that industry.
| Vertical | Where procurement sees the cost | Typical annual estimate |
|---|---|---|
| Banking | Re-keying and rework in loan processing and servicing, contact center fallback, and examination exposure | $3.2M |
| Home lending | Document chase, disclosure timing errors, delayed closings and CFPB examination exposure | $2.5M |
| Insurance | Claims and policy servicing rework, leakage, and state insurance department audit exposure | $4.47M |
| Healthcare | Denials from incomplete intake and prior authorization, staff rework, and HIPAA exposure | $4.4M |
| Telecom | Contact center volume from failed digital requests, and fraud exposure on account changes | $3.9M |
| Utilities | Back-office rework on start, stop and move service, and utility commission compliance exposure | $1.42M |
| Travel and eCommerce | Refunds and changes outside policy, chargebacks and dispute losses | $2.82M |
Platform capabilities
| Capability | What it does | Claims |
|---|---|---|
| Any door | Server call, webhook, Visual IVR, Callvu AI chat, any outside AI agent over MCP, campaign, public link, inbound email | CAP-01, ENF-04 |
| Prefill | Reads what the systems of record already know; the customer only answers what is missing | HND-03, CAP-06 |
| Classify | Each request becomes a unit of work with type, skill, effort and due date | HND-02 |
| Chase and verify | Documents requested from the right party on a clock, read on arrival and checked against the case; reminders until submitted | HND-04, CAP-11, CAP-13 |
| Decide | Reviewers inside or outside the company decide in the Decision Desk, with only the allowed choices | CAP-07, CAP-08 |
| Write back | The result goes to the system of record by API, with the full record of who did what, when and why | HND-01, INT-01 |
| Runtime enforcement | Six evaluator agents, one deterministic orchestrator, four outcomes; most regulations preloaded as policies; 29 policy presets | ENF-01, ENF-02, ENF-06, CAP-10 |
| Traces | Decision Trace and Audit Trace for every run, pushed in real time to GRC and BI, immutable | ENF-03, ENF-07 |
| Back office report | What came in, what is due, what is stuck, who did it, the skills to staff; feeds the WFM tool | CAP-14 |
| Flow control | Split and Merge with N of M rules, Call Workflow, Go To loops, wait for an emailed reply | CAP-02, CAP-03, CAP-04, CAP-05 |
| Agent assist | Co-browsing across the screens in a run | CAP-09 |
| AI control | AI features can be switched off for a tenant in one setting; PHI masking live | CAP-12, ENF-08 |
Claims behind these capabilities
A process can be started by the customer's server, a webhook from any system, a phone menu that texts the caller a link (Visual IVR), the Callvu AI chat, an outside AI agent over MCP, a campaign spreadsheet, a public link or an inbound email.
Any AI agent, including the customer's own, can start a Callvu process over MCP, and the same evaluation and enforcement apply. Sensitive data never goes into an AI chat; must-not-skip steps stay on a process-controlled screen.
Callvu reads what the CRM, core or EHR already knows and prefills, so the customer only answers what is missing.
Inside a run, Callvu collects data in guided screens prefilled from known values, sends email and SMS with the run link, calls the customer's systems through their APIs, and routes on multi-part conditions.
Callvu classifies each request into a unit of work (work type, skill, effort, due date) the moment it lands.
Callvu requests missing documents from the right party on a clock, reads them on arrival (OCR) and checks each against what the case needs.
Automatic and agent-sent reminders go out until a screen is submitted.
A process can run a timer that tracks a regulatory clock, such as a response or disclosure deadline, and act when it runs out.
When a person must decide, the case goes to the right reviewer in the Decision Desk, with only the allowed choices, and the run waits for the decision.
Reviewers can be inside or outside the company. An outside reviewer needs no account: they open the case from a link sent by email or text and decide in the Decision Desk, never by replying to an email.
Callvu runs a regulated process end to end, from wherever it starts to the system of record, in five moves: prefill, classify, chase and verify, decide, write back.
Callvu connects to existing systems through APIs and webhooks and runs on top of them without replacing them.
Callvu enforces every policy while the work runs, whether a person or an AI started it. A step marked required that fails fails the run.
Six evaluator agents assess every invocation (completion risk, compliance evidence, policy interpretation, data trust, audit readiness, exception patterns), and one deterministic orchestrator decides: execute, execute with safeguards, escalate to a human, or block.
Callvu Studio comes with most regulations already loaded as policies for every vertical served. Company SOPs are added as company-level policies and enforced the same way.
Callvu ships 29 industry policy presets, including PCI DSS, HIPAA, GLBA, NAIC, FCC CPNI, TCPA, NERC CIP, Reg Z and NYDFS 500.
Every run produces a Decision Trace (why each AI action was allowed) and every workflow execution an Audit Trace (the chronological governance record).
The Decision Trace and Audit Trace are pushed in real time to the customer's GRC and BI tools, and audit evidence is immutable.
The back office report shows what came in by work type and channel, what is due and for whom, what is stuck and on whom, who did the work and how long it took, and the skills to staff. Callvu feeds the customer's WFM tool, or builds the report on the Callvu Analytics API.
A process can pause for an emailed reply and resume when it arrives.
A process can run steps in parallel and continue when all branches, the first branch, or at least N of M branches finish, for example two of three approvals.
A process can call another published process as a reusable step, and each called process can carry its own compliance policy.
A process can loop back to an earlier step, for example to ask again until the right document arrives.
Agents can see and join a customer's screen live through co-browsing, across several screens in one run.
One setting turns off every AI feature for a tenant.
PHI masking is tested and live.