Real AI Workflows

Every AI Workflow We Deploy for Enterprise

Eight battle-tested AI workflows — across Salesforce, Slack, WhatsApp, voice, and enterprise systems. Each deployable in weeks with measurable business outcomes.

Standard

AI Document Intelligence for Sales & Service

AI parses documents, extracts structured fields, links them to Salesforce records, and triggers downstream workflows automatically.

Hours of manual work replaced, fewer data entry errors, faster turnaround on document-driven work.

Standard

WhatsApp + Salesforce AI Workflows

An AI agent meets customers on WhatsApp, handles routine service operations, escalates intelligently, and writes back to Salesforce Service Cloud.

24/7 customer service, lower handle time, and a fully audited conversational channel.

Standard

Conversational CRM Operations

A conversational AI surface lets the team query pipeline, customers, and activity in plain language — across Slack, WhatsApp, web, or voice.

Higher CRM adoption, faster answers, and democratized access to operational intelligence.

Strategic

Customer Onboarding Automation

Closed-won deals trigger a coordinated multi-system AI workflow: account setup, provisioning, billing handoff, welcome touchpoints, and customer success introductions.

Time-to-value cut in half, fewer onboarding errors, more consistent customer experience.

Quick Win

AI-Generated Executive Summaries

An AI executive copilot synthesizes weekly pipeline, service, and operational data into a single narrative summary delivered to email, Slack, or WhatsApp.

Faster decisions, clearer visibility, less time consumed by reporting.

Quick Win

Slack Approval Workflows for Salesforce

Approval requests fire into Slack with one-click approve/reject. AI summarizes context, flags risk, and auto-routes to the right approver based on policy.

70%+ faster approval cycles, full audit trail, governed AI execution with human-in-the-loop control.

Standard

AI-Powered Lead Qualification

An AI qualification agent scores, enriches, and routes leads in real time using firmographic data, intent signals, and prior conversion patterns.

2–3x faster lead response, higher MQL-to-SQL conversion, and BDRs focused only on qualified pipeline.

Quick Win

AI Auto-Updates Salesforce From Any Channel

An AI agent listens to your team's calls, emails, and chats — then writes back to Salesforce automatically with structured opportunity, contact, and activity records.

Reps gain 6–9 hours per week. Salesforce data quality jumps. Forecasts become real-time.

Ready to Modernize

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No retainer to startScope agreed up frontSenior architects onlyFixed-fee or retainer