How to read these examples
Each case includes objective, flow, typical integrations and KPIs. They are not promises: templates to discuss feasibility in your context and define a measurable MVP.
- Define the “before and after” of the process
- Decide what is automated vs. escalated to a human
- Measure impact: time, cost, conversion and quality
Support chatbot that reduces tickets
A well-designed chatbot does not “talk for talking”: it resolves the repetitive, captures context, and escalates to a human when needed.
Flow
- Knowledge base (RAG) + FAQs
- Ticket creation with context and evidence
- Handoff to agent with summary
What to measure
- % resolution without an agent
- Time to resolution
- CSAT and re-contact
Sales assistant to qualify leads
An assistant that asks the right questions, routes to the right team, and logs the lead in your CRM reduces friction and speeds first response.
Flow
- Qualification questions and scoring
- CRM logging + assignment
- Scheduling or handoff with summary
What to measure
- % qualified leads
- Conversion to meeting
- Response time
Voice agent to confirm appointments
Outbound calls to confirm, reschedule or cancel appointments with calendar/system updates and customer notification.
Flow
- Outbound call + verification
- Updates calendar/CRM
- Summary and logs for audit
What to measure
- Confirmation rate
- No-shows
- Cost per confirmation
Automation for onboarding, incidents and reporting
Workflows to move information between tools, validate data, request approvals, and keep an audit trail.
Flow
- Input: form/email/API
- Validations + approvals
- System logging + notifications
What to measure
- Cycle time
- Errors/rework
- Operational backlog
Follow-up and opportunity reactivation
Automate follow-ups when an opportunity goes cold: reminders, personalized messages and CRM status updates so you do not lose deals to slow response or bad timing.
Flow
- Detect inactivity by stage/time
- Multichannel send (email/WhatsApp) with context
- Update CRM + create task on reply
What to measure
- Response rate
- % reactivated opportunities
- Conversion and time to close
Data sync between CRM/ERP and channels
When data does not match, operations break. Well-built integrations reduce duplicates, improve traceability, and avoid manual work.
Flow
- Webhooks/APIs + reconciliation
- Deduplication and rules
- Alerts and audit
What to measure
- % sync errors
- Duplicates
- Latency
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