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Services / 02 AI, Zoho & automation

Automate.

Let AI and automation do the repetitive work.

We find the manual work slowing your team down and automate it - with AI agents, Zoho, WhatsApp and connected systems.

Talk to us about AutomateSee services

What it aims for

What Automate aims for

  1. I

    Faster responses to customers, around the clock

  2. II

    Fewer manual hand-offs and data-entry errors

  3. III

    Teams focused on work that needs judgement

8 services

Inside Automate.

Scope and packages are confirmed with you during consultation.

02.01

AI agents

AI assistants that answer, qualify and book.

AI agents trained on your content that reply instantly, qualify leads and hand over to your team when needed.

AI agents in detail

Use cases

  • Website and support assistants trained on your content
  • Lead qualification and appointment booking
  • Internal knowledge assistants for teams

Typical deliverables

  • Use-case definition and guardrail design
  • Knowledge base preparation and grounding
  • Agent build with system integrations
  • Monitoring, evaluation and improvement loop
02.02

Voice agents

AI that answers your calls, 24/7.

Voice agents that handle routine calls, book appointments and pass complex calls to your team.

Voice agents in detail

Use cases

  • After-hours call answering
  • Appointment confirmations and reminders
  • Initial enquiry screening

Typical deliverables

  • Call flow and script design
  • Voice agent configuration and telephony setup
  • CRM logging of calls and outcomes
  • Escalation rules to human staff
02.03

Zoho implementation & development

Zoho, set up and built around you.

We implement, customise and develop on Zoho - CRM, Creator, Books, Inventory, People and Zoho One.

Zoho implementation & development in detail

Use cases

  • Moving from spreadsheets or disconnected tools to Zoho
  • Building custom business apps on Zoho Creator
  • Rescuing or extending an existing Zoho setup

Typical deliverables

  • Requirements and solution design
  • App configuration, custom modules and layouts
  • Custom development with Deluge, Creator and APIs
  • Data migration, training and go-live support
02.04

CRM

A CRM your team will actually use.

Leads, deals, quotes and follow-ups in one place - on Zoho CRM or another platform.

CRM in detail

Use cases

  • Setting up a first proper CRM
  • Restructuring pipelines and stages
  • Adding quoting and sales reporting

Typical deliverables

  • Sales process mapping
  • Modules, fields, layouts and permissions
  • Pipeline and forecast reporting
  • Adoption training
02.05

CRM & Zoho automation

Let your CRM drive the process.

Auto-assign leads, schedule follow-ups and enforce steps with workflows, blueprints and custom functions.

CRM & Zoho automation in detail

Use cases

  • Automatic lead assignment and follow-ups
  • Deal-stage blueprints with mandatory steps
  • Custom functions for calculations and syncs

Typical deliverables

  • Automation audit of the current setup
  • Workflow rules, blueprints and custom functions
  • Email and task sequences
  • Testing and documentation
02.06

Workflow automation

Processes that run themselves.

Approvals, onboarding, orders and reports automated end to end - no chasing.

Workflow automation in detail

Use cases

  • Order-to-invoice and quote-to-cash flows
  • Employee or customer onboarding
  • Scheduled reports and alerts

Typical deliverables

  • Process mapping and automation opportunities
  • Workflow build with notifications and approvals
  • Error handling and audit trail
  • Runbook for the team
02.07

WhatsApp automation

Sell and support on WhatsApp.

Automated enquiries, order updates, reminders and catalogues on WhatsApp - logged in your CRM.

WhatsApp automation in detail

Use cases

  • Automated enquiry capture and lead routing
  • Order, delivery and payment notifications
  • Catalogue browsing and quick re-orders

Typical deliverables

  • WhatsApp Business API onboarding support
  • Conversation flow and template design
  • Chatbot or agent build
  • CRM integration and conversation logging
02.08

Custom integrations

Your systems, talking to each other.

Connect CRM, ERP, e-commerce, accounting and telephony so data is entered once.

Custom integrations in detail

Use cases

  • Syncing e-commerce orders into ERP
  • Connecting accounting with CRM
  • Linking legacy systems to modern tools

Typical deliverables

  • Integration architecture and data mapping
  • API connectors and middleware
  • Logging, retries and failure alerts
  • Integration documentation

Connected pillars

How Automate works with the rest.

Relevant industries

Included in packages

Ready to talk about automate?

Share what you have today and where you want to get to. We’ll reply with an honest view of scope.

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