Solutions
What agents and automation can take off your plate
Common patterns we build, grouped by team. They are starting points: every system is shaped around your own tools, rules and approval steps.
Customer support
Resolve routine requests and prepare the rest
An agent reads each request, checks the customer's history and your policies, then either resolves it or hands a drafted reply to your team.
- 1
Ticket arrivesEmail, chat or helpdesk
- 2
Agent gathers contextAccount, orders, past conversations
- 3
Searches knowledgePolicies and help articles
- 4
Drafts or resolvesWithin the limits you set
- 5
Escalates when unsureWith a summary for the human
Ticket triage and routing
Classify, prioritise and assign incoming requests so nothing waits in a general queue.
Drafted replies
Give agents a ready response grounded in your policies, to approve or edit.
Self-service assistant
Answer common questions on your site or app, and hand over cleanly to a person.
Conversation summaries
Summarise long threads and calls so the next person has the full picture.
Sales
Qualify and follow up without the admin
New leads are researched, scored against your criteria and logged in the CRM, with a suggested first message waiting for the owner.
- 1
Lead comes inForm, email or ad
- 2
Agent researchesCompany, role, fit
- 3
Scores and routesBy your qualification rules
- 4
Drafts outreachPersonalised first message
- 5
Updates the CRMNotes, stage and next step
Lead research and scoring
Enrich each lead and score it against the profile of customers you actually close.
CRM hygiene
Keep records, notes and stages up to date after every call and email.
Proposal drafting
Assemble a first draft of proposals and quotes from your templates and the deal context.
Follow-up reminders
Spot deals going quiet and prepare the next message for the owner.
Operations
Keep work moving between systems
Documents are read, data is entered once and each step triggers the next. People see only the exceptions that need a decision.
- 1
Document receivedPDF, email or upload
- 2
Data extractedFields validated against rules
- 3
Systems updatedERP, sheets, databases
- 4
Exceptions flaggedRouted to the right person
- 5
Status reportedDaily summary to the team
Document processing
Extract and validate data from orders, forms and contracts without manual entry.
Onboarding workflows
Trigger every account, access and welcome step when a customer or employee joins.
Internal knowledge assistant
Let staff ask questions and get answers from your procedures and documentation.
Scheduled reporting
Assemble recurring reports from several sources and send them on time.
Finance
Process the paperwork, review the exceptions
Invoices and receipts are read, matched against records and prepared for approval, with every step logged for audit.
- 1
Invoice arrivesEmail or upload
- 2
Fields extractedVendor, amounts, line items
- 3
Matched to recordsPurchase orders and contracts
- 4
Sent for approvalMismatches highlighted
- 5
Posted and loggedFull audit trail
Invoice processing
Read, match and prepare invoices for approval, flagging anything that does not add up.
Expense review
Check submitted expenses against policy and route the questionable ones.
Reconciliation support
Match transactions across systems and list the items that need attention.
Finance Q&A
Let the team query figures in plain language instead of building another report.
Your process is not on this list?
Most are not. Tell us how the work runs today and we will show you which parts an agent or automation can handle.