Lead intake and qualification
Collect the right context, apply transparent routing rules, and send a structured summary to the responsible person.
Intelligence · Practical automation
We design focused automations and AI assistants that answer approved questions, qualify opportunities, search business knowledge, and hand the right context to a human.
The automation path
How it worksCapture the request and its context.
Use approved rules and information.
Route the decision to the right person.
Automation handles repetition. People own judgment.
Before the tools
The useful question is: which repeatable delay, information gap, or manual handoff is valuable enough to improve—and safe enough to automate? If a form, rule, or clearer page solves it better, that is the recommendation.
Use cases
Collect the right context, apply transparent routing rules, and send a structured summary to the responsible person.
Answer approved business questions, surface relevant pages on the website, and escalate when confidence or scope is insufficient.
Retrieve from approved documents or data before generating an answer, with source links, access boundaries, evaluation, and a defined “I do not know” behavior.
Move structured information between forms, inboxes, spreadsheets, CRMs, and notification channels when the integration is reliable and authorized.
Gather requirements and provide a clearly labelled estimate range or next step only when pricing rules and exclusions can be expressed responsibly. Never present a model guess as a binding quote.
Responsible build framework
Next step
Automation questions
Retrieval-augmented generation lets an assistant search an approved knowledge source before composing an answer. It can improve relevance and provide traceable sources, but it still requires data preparation, permissions, evaluation, and safe fallback behavior.
It can handle suitable repetitive questions and collect context, but it should not pretend to replace human judgment in sensitive, exceptional, or high-value situations.
Potentially, using approved platform capabilities and a clearly defined workflow. Scope depends on account eligibility, templates, consent, integrations, and the required human handoff.
No. Start with the minimum approved information needed for the use case. Access, retention, and deletion requirements should be defined before implementation.