AI workflow integration

Connect enquiries, AI replies, qualification, CRM, booking requests and team handover into one managed flow.

Taking pilot enquiriesBack to all services

The problem

Enquiries arrive through the website, email and phone, then wait. Details get retyped into the CRM, follow-up depends on who remembers, and good leads go cold.

Example workflow

  1. Website enquiry arrives
  2. Assistant replies from approved answers
  3. Qualifying questions captured
  4. Record created in your CRM
  5. Booking or quote slot requested
  6. Team notified with full context

Illustrative example, not a delivered client project.

What you get

  • Workflow design and acceptance tests
  • Assistant configured with your approved knowledge
  • CRM, email and calendar connections
  • Human handover and escalation rules
  • Monthly monitoring, fixes and a short report

Boundaries

  • Bookings are requested, then confirmed by your team unless agreed otherwise
  • Answers come only from approved knowledge
  • Usage allowances are agreed up front, never unlimited

Where this service stands

Taking pilot enquiries

Book a short discovery conversation about one workflow.

A service moves to active delivery only after it has a tested template, a cost model, a support process and a successful pilot.

Discuss a pilot

Related services

Planned: discuss requirements

AI voice receptionist

Calls answered, approved questions handled, appointment requests taken and callers transferred to a person.