AI automation that takes repetitive work off your team.
Copying enquiry details, chasing the next step and moving information between systems all take time. AI automation can handle routine steps so work moves forward with less manual handling. We scope the enquiry capture, approved follow-ups, bookings, reminders, CRM updates and support handover around how your business works.
We confirm scope and price in a written quote before any work begins.
What it does
One connected workflow
Enquiries, follow-ups, bookings and pipeline stages in one place—so your data and automations finally talk to each other.
Enquiry capture
An enquiry from your website, form or call is captured into one record with a clear next step assigned. AI interprets open-ended wording; the record is stored in your CRM.
Approved follow-ups
Rules-based, approved sequences send acknowledgements, status updates and nudges automatically. Message content, channels and timing are confirmed in your scope and tested before launch.
Bookings and reminders
A booking request is checked against availability and confirmed where your calendar or booking system supports the connection. Reminders can be scheduled ahead of appointments.
CRM updates
Records update as each step completes, so your pipeline and history stay current. Each connection depends on the available interfaces, permissions and limits we assess before quoting.
Two kinds of automation
AI interpretation and rule-based actions
Not every step should be the same kind of automation. We separate AI interpretation from rules-based actions so each step is the right fit, and you can see what is AI-assisted versus rules-based.
AI interpretation
Handles open-ended questions and varied wording, like a caller describing a problem in their own words or a customer asking something outside a script. It captures intent and details a rule could not predict.
Rule-based actions
Handle predictable steps—adding a record, sending an approved reminder, updating a status, checking availability—where the trigger and result are clear. Reliable, repeatable and easy to test.
We assess your current tools’ APIs, permissions and limits before confirming any connection. Integration feasibility, message permissions and any usage costs are confirmed in writing before quoting. You receive a written scope covering supported connections, responsibilities and costs before work begins.
Interactive illustrative demo
From an enquiry to a booking, step by step.
Walk through how an enquiry can move through AI interpretation and rules-based actions. Use the controls to step forward or reset.
Illustrative demo — no messages sent or booking created. Sample data only; nothing is submitted, tracked or stored.
A visitor asks about a roof repair through your website. The AI interprets the open-ended message and captures the details into a record.
Showing step 1: Enquire.
For a real build, agree which steps are AI-assisted versus rules-based, who can approve changes and what happens on a failure or exception. Integrations, permissions and message sending are specified and tested separately.
Related guide
Website enquiry follow-up workflow
Plan what happens after a website enquiry: acknowledgement, CRM capture, assignment, follow-up, booking and exception handling.
Read the guideLet's map your workflow
Tell us how your business works. We'll confirm scope and price in a written quote before any work begins.
Discuss your workflowCapture enquiries and approved follow-ups
An enquiry from your website, form or call can be captured into one record with a clear next step assigned. Approved, rules-based follow-ups—acknowledgements, reminders and status updates—can run automatically. Message content, channels and timing are confirmed in your scope and tested before launch.
Bookings, reminders and CRM updates
A booking request can be checked against availability and confirmed where your calendar or booking system supports the connection. Reminders can be scheduled ahead of appointments. CRM records can be updated as each step completes. Each connection depends on the available interfaces, permissions and limits we assess before quoting.
Customer support handover
When a caller or contact needs a person, the workflow can route the record to your team with the context attached. We agree the handover rules and fallback steps in the call flow and test them before launch. Complex or sensitive cases stay with your team.
Integrations and scope first
We assess your current tools’ APIs, permissions and limits before confirming any connection. Integration feasibility, message permissions and any usage costs are confirmed in writing before quoting. You receive a written scope covering supported connections, responsibilities and costs before work begins.
Questions before you start
What can AI automation do for my business?
It can capture enquiries, run approved follow-ups, check and confirm bookings, schedule reminders, update CRM records and hand over to your team. The exact steps depend on what we scope and test for you.
What should I automate first?
Start with a frequent, rules-based task where the inputs and desired result are clear, like enquiry capture or reminders. We check whether your existing software already supports it before building anything.
Can you connect the tools we already use?
We assess their APIs, permissions and limits before confirming the connection. We don’t claim every tool connects automatically.
Will every step run without a person?
No. Some decisions and exceptions should stay with your team. We define those handovers and fallback steps in the workflow and test them before launch.