DM-LEAD-001StandardSales & Leads
AI Lead Capture & Qualification
Capture new enquiries, prepare a timely response and route the next step to the right person.
- Problem
- Enquiries arrive across forms, inboxes and messaging channels, making consistent follow-up harder.
- Example
- A new website enquiry is added to a CRM, assigned by simple rules and queued for staff review.
- Human involvement
- Staff review the response before it is sent.
WA-03StandardWhatsApp
Appointment request intake
Collect preferred appointment details and route the request for confirmation.
- Problem
- Staff re-enter appointment requests received in chat into a calendar or booking tool.
- Example
- A person shares preferred times; the request is added to a review queue before the booking is confirmed.
- Human involvement
- Staff confirm availability and sensitive requests.
EM-01StandardEmail
Shared inbox classification
Label incoming email by request type and route it to the appropriate team queue.
- Problem
- Shared inboxes are difficult to triage consistently during busy periods.
- Example
- An email about an existing order receives an order label and a task for the assigned team.
- Human involvement
- Staff review uncertain classifications.
DM-DOC-001AI workflowDocuments
AI Document Processing
Sort routine business documents, collect key fields and send them to an assigned reviewer.
- Problem
- Documents arrive in shared inboxes and their next owner is not always clear.
- Example
- An invoice is identified, logged for review and routed to the approver before any action is taken.
- Human involvement
- The assigned reviewer validates extracted details.