Example use cases
Three designed workflows show how an agent, your team and your systems work together—from the first message to the completed next step, with people in control throughout.
Example implementation. This describes a designed workflow, not a client result. Genuine case studies with permission will replace these.
3 of 3 example implementations
A mid-sized agency receives most enquiries through Instagram and WhatsApp in the evening. The agent qualifies each buyer, matches listings, books a viewing call and enters everything into the CRM before an advisor picks up the phone.
Workflow
01Enquiry arrives
02Qualification questions
03Listing match
04Lead scoring
05Viewing call booked
+3 more steps
A two-location clinic answers treatment questions from approved content at any hour, books consultations into the right practitioner’s diary, schedules reminders and hands the conversation to the receptionist in the morning.
Workflow
01Question arrives
02Approved answer
03Minimal intake
04Availability check
05Booking confirmed
+3 more steps
A consultancy receives website form submissions of very mixed quality. The agent researches each company, scores fit against client-defined criteria, sends a personalised reply and routes the promising leads to the right salesperson with a briefing.
Workflow
01Form submitted
02Company research
03Fit score
04Personalised response
05CRM record
+3 more steps
Real results, when they exist
Bring one repetitive process to a 30-minute call. We’ll sketch the workflow, the handoff points and the metrics with you.
Free 30-minute automation assessment.
