Enquiry Operations Assistant
An assistant that turns a raw inbound enquiry into a structured summary, a category, a priority and a suggested next action.
- Workflow design
- AI integration
- Internal tools
Service · Integrations/ 03
Re-typing the same information into three systems is where errors, delays and frustration come from. We connect what you already use, with the automation sitting quietly in between.
What you get
A map of the systems you use, the data that moves between them, and where the manual steps and failure points are today.
Forms, bookings and enquiries delivered straight into your pipeline, with validation, de-duplication and a record of what arrived when.
Direct, documented connections between systems where a dependable integration matters more than a quick patch.
Where a no-code tool is the right answer we set it up properly: named, documented, monitored and easy for you to change.
Small, focused screens for the people who run the business: a queue, an approval step, a status view that pulls from the real data.
Alerts when something stops flowing, documentation of every connection, and a hand-over so you own it.
How it runs
List the systems, the data and the people involved. Find the single worst manual step.
Decide the source of truth for each piece of data and the direction it flows. Keep it as simple as it can be.
Connect, validate, log. Test with real records and the awkward cases, not just the happy path.
Watch it run, fix what surprises us, then take on the next step in the chain.
Questions
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