Solutions
Start from the problem, not the technology.
Find the operational problem that looks like yours. Each one is a workflow we can map, build and measure.
Lead Operations
Enquiries arrive from several channels, and nobody is sure which ones got a reply.
The workflow
- Capture
- Qualify
- Route
- CRM
- Follow-up
- Analytics
Does this sound familiar?
- Leads sit in an inbox or DM thread for days.
- Qualification depends on who happens to pick it up.
- The CRM is updated late, or not at all.
Typically connects to
- Website forms
- CRM
Customer Support
The same questions arrive every day and the answers already exist somewhere.
The workflow
- Understand
- Retrieve knowledge
- Resolve
- Escalate
- Analyse
Does this sound familiar?
- Agents answer repeat questions by hand.
- Documentation is hard to search.
- Escalations lack the context of the earlier conversation.
Typically connects to
- Helpdesk
- Knowledge base
- Order or account systems
Appointment Operations
Booking takes several messages, and no-shows and double bookings are routine.
The workflow
- Request
- Availability
- Booking
- Confirmation
- Reminders
Does this sound familiar?
- Staff go back and forth to agree on a time.
- The calendar and the customer record disagree.
- Reminders are sent manually, or not sent.
Typically connects to
- Calendar
- Booking database
- SMS
Internal Knowledge
New and existing staff ask colleagues for information that is written down somewhere.
The workflow
- Employee question
- Retrieve business knowledge
- Answer
- Action
Does this sound familiar?
- Answers live in documents, chats and people’s heads.
- The same question interrupts the same experts.
- Policies change and old versions keep circulating.
Typically connects to
- Document stores
- Wikis
- Shared drives
- Internal tools
Voice Operations
Phone calls are the main channel, and calls are missed when the team is busy.
The workflow
- Call
- Speech recognition
- AI reasoning
- Business action
- Response
Does this sound familiar?
- Calls go to voicemail out of hours.
- Callers repeat details already held in your systems.
- Call outcomes are never recorded in the CRM.
Typically connects to
- Telephony
- Calendar
- CRM
- Database
Workflow Automation
A process depends on one person remembering to move information from A to B.
The workflow
- Trigger
- Decision
- System integration
- Action
- Monitoring
Does this sound familiar?
- Spreadsheets are copied into other tools.
- Approvals happen over chat and are hard to trace.
- When it breaks, nobody knows until a customer complains.
Typically connects to
- ERP
- Accounting
- Spreadsheets
- Webhooks
- Internal APIs
Recognise your problem here?
Tell us how it works today. We’ll map it and show where a system fits.