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Automation
and artificial
intelligence.

An enquiry arrives. The information is organised. The right person receives the next step. We connect the tools you use to keep work moving.

Simplify a process

How automation works

A way to track your business enquiries, from first contact to response.

  1. Incoming enquiry

    The customer gets in touch.

    A form, email or another channel agreed with you.

    Contact details + required information
  2. Automation

    The data finds its place.

    Validate fields, record the enquiry and send it to the team.

    Tools connected by clear rules
  3. Human approval

    Your team decides.

    When a response needs context, a person reviews and approves it.

    You stay in control
  4. Follow-up

    The next step becomes clear.

    A notification, task or reply, with a record of what happened.

    Follow up without losing track

Use cases

We can develop these solutions around your business. Each workflow is adapted to the tools, access and APIs available. We assess feasibility and any third-party service costs with you.

AI phone calls

An assistant can answer or make calls, understand the reason for the enquiry and help book a service. The conversation follows the information and rules defined for your business.

  1. Call

    Collect the person's name, contact details and what they need.

  2. Record

    Save the details and a summary of the enquiry in the connected tool.

  3. Calendar

    Check availability, suggest a time and save the booking with confirmation.

If information is missing or a decision is needed, the enquiry can be handed over to the team or held for review.

Restaurant reservations

Collect the date, time, party size and contact details. Check availability in the booking system, record the request and send confirmation through the agreed channel.

Groups, special requests and situations outside the rules can be passed to a person.

Appointments and reminders

Connect the calendar of a workshop, salon or another service business to confirmations and reminders. Organise change requests and keep the team informed about each appointment.

Opening hours, service durations and responsibilities are defined with you.

Quote requests

Bring together enquiries from forms or email, identify the service required and organise the details and attachments. Prepare the information for the person who will assess and respond.

The team confirms the scope, price and proposal before it is sent.

Contact follow-up

Record each contact's status, create follow-up tasks and prepare replies or reminders according to the agreed workflow. Keep track of who is handling each opportunity.

Contact timing and approvals are defined in the workflow.

Documents and internal information

Summarise documents, extract enquiry fields and organise information in the team's tools. An assistant can also help find answers in the business's approved content.

Sources and human review points are part of the solution.

Human oversight and review.

Not every task should run on its own. We agree with you where automation can act and where a person needs to confirm.

A hand approving a step in an automated process on a control panel.
  • Set the rules before automating

    We agree which tasks can run on their own, which data they use and when confirmation is required.

  • Approval at the right moments

    Messages, bookings or sensitive changes can wait for someone on your team to approve them.

  • A way forward when something fails

    If information is missing or a tool does not respond, the request can be put on hold and your team notified. Logs help explain what happened.

Before implementation, we review access, data, tools and external costs. We test the normal workflow as well as cases where information is missing or an error occurs.

Frequently asked questions

Can you work with the tools I already use?

We first review the available APIs, plans and permissions. The integration and any third-party costs are agreed before implementation.

Do we need to use artificial intelligence?

No. Rules and integrations are enough for many tasks. We use AI when it serves a useful purpose, has suitable information and offers a way to validate the result.

How do I know what the automation has done?

We define the logs, notifications and review points the process needs. Your team should be able to understand each enquiry's status and step in when needed.