Case Study: Haptik achieves focus, alignment, and measurable outcomes with WorkBoard

Haptik - Customer Case Study

Haptik, founded by CEO Aakrit Vaish, is a pioneer in conversational AI that has processed billions of voice and chat interactions and attracted a majority investment from Reliance Jio. Despite product traction and scale, the company faced a common startup challenge: delivering consistently excellent customer experiences while lacking focus, measurable internal metrics and transparent tracking—relying on spreadsheets made OKR management slow, error-prone and hard to scale.

Haptik adopted the OKR framework and implemented WorkBoard to replace manual spreadsheets with an integrated, automated dashboard tied to Jira, HubSpot, Slack and Teams. Daily Digests, weekly business reviews and real-time integrations created clarity, alignment and faster decision-making across the company, improving operational visibility, accelerating outcomes (including large initiatives like a COVID helpline) and making OKRs the single source of truth for leadership, teams and investors.

Haptik

Aakrit Vaish

CEO and co-founder