Seven workflows, one way of working

The same rules in every workflow

Whatever the workflow, the AI says it is an AI, contacts only with a person's approval and a valid purpose, the case is checked again just before the contact, and only the operations you allow are written back. Read the governance rules

1. Offer callback

A client asks to be called about an offer. The advisor approves. The AI fills in missing details or books a meeting, and the result is attached to the offer.

• Channel: Outbound call, SMS
• For: Brokers and distribution networks
• Writes back: Offer fields, meeting, task for the advisor

2. Next best action

An approved recommendation gets followed up. An advisor approves an opportunity your system suggests. The AI calls or texts, books a meeting or records the refusal and its reason.

• Channel: Outbound call or SMS
• For: Advisor networks with a recommendation engine
• Writes back: Meeting, or refusal with reason and follow-up date

3. Unfinished offer

A saved offer stops halfway. After an eligibility check, a reminder SMS goes out. If the client wants help, the AI calls and brings them back to the right step.

• Channel: SMS, then a call
• For: Insurance and comparison platforms
• Writes back: Reminder sent, call outcome, return to the offer step

4. End of leasing or renewal

Cover tied to a leasing contract is about to end. With a verified service reason, the AI arranges a consultation and a new comparison with a person. It does not sell on its own.

• Channel: Outbound call
• For: Distribution networks and leasing partners
• Writes back: Consultation booked, comparison request for the advisor

5. Maintenance intake

A tenant calls to report a fault. The AI answers, also outside office hours, takes a structured report, passes it to the property manager and confirms the visit by SMS.

• Channel: Inbound call, SMS
• For: Property managers
• Writes back: Fault ticket, urgency, confirmed visit

6. CRM sales task

An approved sales task gets done. A task is approved in the CRM. The AI makes the contact, records the result and creates the next task for the salesperson.

• Channel: Outbound call
• For: Sales teams working in a CRM
• Writes back: Call note, next task, follow-up date

7. Viewing booking

A new-build enquiry turns into a viewing. Someone asks to be contacted about a new flat. The AI qualifies the interest, books a viewing and hands over to the sales agent.

• Channel: Outbound call
• For: Developers and new-build sales teams
• Writes back: Qualified lead, viewing slot, handover to the agent