AI assistants and knowledge access
An assistant for agreed enquiries, answering from approved business information, with a clear handoff to your team. It can serve customers on WhatsApp or staff looking for internal answers.
AI & Business Automation
Make everyday work simpler with AI.
Connect your tools and reduce repetitive tasks with scoped AI assistants, workflows and dashboards, built around specific jobs your team does every week.
Example: enquiry to CRM update
Input
WhatsApp enquiry about a 2BHK flat
Action
CRMLead created
OwnerSales A
Result
Follow-up task due in 2 hours
Illustrative example
The work this is for.
We start with a task that repeats, takes time and has a clear owner.
The same questions, every day
Staff answer recurring enquiries by hand.
Re-keying data
Information is copied between sheets, CRM and accounting tools.
Slow document handling
Invoices, forms and orders are read and typed in manually.
No clear view
Weekly reports are put together by hand, often late.
What we build
Practical AI and automation, scoped to your work.
These are project offerings. Each one is scoped, tested and accepted with you before it goes into daily use.
Connected workflows and integrations
Move information between your tools, assign work and trigger the next step. We assess the tools and data needed for your workflow, including CRM, ERP, booking and accounting systems.
Dashboards, summaries and reporting
Bring connected data into one view, with scheduled summaries and alerts when something needs attention, such as overdue follow-ups or a drop in enquiries.
Custom tools and document workflows
Extract and organise information from documents for your team to review, or build a small internal tool for a task that does not fit your current software.
Control
Your team stays in charge.
Automation handles the routine part. People handle judgement, exceptions and anything sensitive.
Human handoff
When the assistant cannot answer, or a customer asks for a person, the conversation passes to your team with full context.
Review points
Extracted data and important actions can wait for approval before they are saved or sent.
Permissions
Access is limited to the systems and data the workflow needs, agreed with you in writing.
Exception handling
Failures and unusual cases are flagged to a named person, not silently skipped.
Start with one monitored pilot.
One workflow, a named owner, an agreed baseline and clear acceptance criteria.
Discovery
Look at the task, the tools involved and recent examples.
Scope
Agree what is in, what is out, data access and success measures.
Build
Configure the assistant or workflow and connect the tools.
Accept
Test against real cases until the agreed criteria are met.
Run and review
Monitor, maintain and review the results with you.
What we measure
- Handling time per task
- Completion rate and corrections needed
- Exceptions and failures
- Whether your staff actually use it
Connected Automation package
- Discovery and a scoped workflow or assistant
- Integration with the agreed tools
- Acceptance testing
- Ongoing maintenance, as agreed
AI model usage and third-party charges are listed separately.
Automation questions
Will an AI assistant say things we have not approved?
The assistant is limited to approved information and agreed topics, and is tested against real questions before launch. Outside those limits, it hands over to your team.
What do you need from us to start?
Recent examples of the task, access to the relevant tools (or a reliable export), a named person who can approve scope, and staff available to test the result.
What if our system has no API?
We look at alternatives such as scheduled exports or a shared sheet. If there is no reliable way to connect, we will tell you during discovery rather than after you have paid for a build.
Is this suitable for medical or legal advice?
No. We start with administrative workflows. Health advice and other high-consequence decisions are outside the starting offer.
Which task would you take off your team's plate first?
Describe it in a few lines. We'll tell you whether it is a good first pilot and what we would need.