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AI Assistants & Integrations

We deploy intelligent virtual agents that automate tasks and integrate them with your CRM and communication tools.

  • Task-automating virtual assistants, not just chatbots
  • Direct CRM integration
  • Connected to your existing communication tools
  • Configured around your real workflows
Smartphone displaying an AI chat assistant interface
Photo by Matheus Bertelli on Pexels

We deploy virtual assistants that handle real tasks — qualifying leads, answering routine questions, triaging requests — instead of sitting in a chat window unconnected to the rest of your stack.

Every assistant is integrated directly into your CRM and communication tools, so the work it does shows up where your team already looks.

PROCESS

How an assistant goes live

30 MINUTES

Scenario Call

We agree which tasks the assistant takes on, which channel it works in, and where it must hand over to a person.

  • Task and channel list
  • Handover boundaries defined

1 WEEK

Knowledge and Access Setup

We gather the sources the assistant is allowed to know and define its access permissions across your CRM and communication tools.

  • Company knowledge base assembled
  • Permission and access boundaries

2–5 WEEKS

Build and Testing

We build the assistant against real tasks, test it on known questions, and tune the rules for handing over to a person.

  • Accuracy tested on real scenarios
  • Escalation and handover rules

MONTHLY

Monitoring and Learning

We review conversation logs, feed unanswered questions back into the knowledge base, and report the resolution rate.

  • Resolution and handover report
  • Continuously updated knowledge base

FAQ

What clients ask about assistants

A bot answers; an assistant does the work. Ours open CRM records, prioritise requests and book appointments — and the work shows up on the screen your team already watches.

Your CRM, email, WhatsApp, your website and internal chat tools are the typical ones. It connects to almost any system with an API; where there isn't one, we build the layer in between.

The assistant answers only from the defined company knowledge base and hands over to a person when it isn't confident. That confidence threshold is a setting you control.

Yes, and we recommend keeping that transparent. What ruins the experience isn't a bot — it's a bot that can't get you to a resolution, which is why handover rules are set from day one.

A single-channel, narrow-scope assistant typically goes live in 2–3 weeks. CRM integration and multi-channel setups can extend that to around five.

Ready to talk about your process?

Book a Call