ZENDORVAIntelligent systems
Workflow and enquiry automation
We connect the tools you already use so routine work happens without copying data by hand: enquiry forms into a CRM, confirmations and reminders, follow-up messages. Before we build, we agree which actions the automation may take on its own and which need a person to approve them.
PROBLEMS THIS ADDRESSES
- Enquiries arrive out of hours and wait until someone is free
- Information is copied between forms, calendars, inboxes and CRMs
- Follow-up depends on someone remembering
- Confirmations and reminders are sent by hand
- Nobody notices when an automation stops working
WHAT YOU GET
- 01
A map of the current process and enquiry routes
- 02
Workflow design with approval rules
- 03
Connections between forms, inbox, calendar and CRM
- 04
Testing of normal, awkward and failing cases
- 05
Alerts when a step fails
- 06
Documentation and handover
HOW THE WORK RUNS
- 1
Map the enquiries, messages and manual steps
- 2
Agree what the automation may do alone and what needs approval
- 3
Build and connect one representative workflow
- 4
Test normal, awkward and failing cases
- 5
Release in stages and review real use
WHAT THIS IS DESIGNED TO IMPROVE
- Fewer enquiries waiting for a reply
- Less manual data entry between the tools you use
- Failures reported as alerts you can see
WHAT WE NEED FROM YOU
- A clear owner for the process
- Access to the forms, inbox, calendar or CRM involved
- Examples of real enquiries and the answers you approve
- Your rules for escalation and approval
SCOPE, TIMELINE AND PRICING
Sensitive, commercial or unclear actions stay with a person unless a different rule is agreed in writing.
Projects are quoted individually. You’ll receive a fixed quote before work begins.
FREQUENTLY ASKED QUESTIONS
Can it answer phone calls?
Voice is covered under AI assistants and voice systems. It depends on the phone provider and on local recording and consent rules.
Can it book appointments and update our CRM?
Often, provided the calendar and CRM offer suitable integrations.
Can it use WhatsApp, chat and email?
Yes, on supported channels. Which channels are available depends on the provider and your account.
What happens if it fails?
The design includes visible errors, safe fallbacks and a named person who handles recovery.
RELATED SERVICES
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