Automation
How to identify a business workflow worth automating
A simple scoring method for choosing which processes to automate first, where AI helps, where rules are enough, and when to leave work manual.
· 10 min read
AI automation
A good AI chatbot answers common questions any time of day, using your own content, and knows when to pass the chat to a person. We build chatbots that are accurate, on-brand and connected to your tools.
You may need this if
What's included
Which questions the bot should answer, and which it should hand to people.
The bot connected to your pages, help docs and product data, so answers come from your content.
Tone, greetings, fallbacks and clear limits on what the bot will say.
Lead capture into your CRM, bookings, order lookups or help desk hand-off.
Tests against tricky questions, with guardrails to reduce wrong answers.
Regular review of chats to improve answers over time.
How it works
The exact scope and timeline are agreed in writing before any work starts.
We study your top questions and goals.
We set up the bot with your content and tools.
You and your team try to break it before launch.
We go live and improve it from real chats.
Any AI model can make mistakes. We limit the bot to your own content, test it carefully, and set it to hand off when it is unsure.
On your website, and often on WhatsApp, Messenger or inside your help desk, depending on your needs.
Yes. It can collect details and send them to your CRM, or connect to a booking tool.
We choose providers with clear data policies, avoid sending data that isn't needed, and follow your privacy requirements.
AI automation
Automation
A simple scoring method for choosing which processes to automate first, where AI helps, where rules are enough, and when to leave work manual.
· 10 min read
Start a project
Describe the task, how often it happens, and which tools are involved.