We build and connect AI tools that qualify sales enquiries, answer customer questions, and process documents. We handle the setup and integration with your CRM and existing tools, so your team spends less time on manual work.
Examples of workflows we can build. Your pilot would use your own process, tools, and success criteria.
Capture contact details and the customer’s request, create a CRM record, and notify the right person. Your team picks up the conversation with the context already in place.
Contact details, context, and next steps. All in one place.
An AI assistant answers from your knowledge base and brings in a person when it needs more information.
Consistent answers across your channelsAn invoice in your inbox becomes a spreadsheet entry. Anything that doesn’t add up goes to the right person.
Less manual data entryChoose the part of your workflow that needs attention. We’ll explore what can be automated and where a person should stay involved.
Answer routine questions from your knowledge base and send more complex requests to a person.
Capture enquiries, organise lead information, and keep your CRM and follow-up tasks up to date.
Extract details from invoices and emails, check the data, and prepare reports for your team to review.
Connect your inbox, messaging apps, CRM, and internal tools so information moves without the copy and paste.
We check the integration options for your current setup before recommending a solution.
Each stage has a clear output. Agree the scope first, test the workflow, then decide what is ready to launch.
Map one workflow, identify the repetitive steps, and agree on what a useful improvement would look like.
Set the scope, required access, review points, and measures of success before building.
Test representative scenarios, including exceptions and actions that need a person’s approval.
Document the workflow, show your team how to use it, and agree on support responsibilities.
We review what you’ve shared and contact you to discuss your process, tools, and priorities. The first conversation helps us understand whether there is a useful starting point for automation and what we would need to explore next.
We start with the tools you already use. Where APIs or integrations are available, we connect them. We’ll discuss any limitations or necessary changes before the project starts.
Important actions can require a person’s approval. We add checks, activity logs, and a handoff for complex situations. We agree on how failures should be handled during the pilot.
Timing depends on the process, your data, and the integrations involved. After discovery, we propose a plan with clear milestones. A small pilot lets us validate the approach before scaling up.
A person who understands the process, a few representative examples, and agreed access to the relevant tools. We define the required inputs and review points before starting the pilot.
We document the workflow and show your team how to use it. We agree on account access, handover, ongoing support, and future improvements before launch.
Tell us which task keeps coming back and what tools your team uses. We’ll review your enquiry and contact you to explore a useful starting point.
A few details are enough to start. No technical brief needed.
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