Fewer manual handoffs
Let information move between your tools without your team entering the same details again.
All services
02 / Automation
Make everyday processes work better.
Automate repeated tasks, approvals, reporting and customer replies around your business rules, using suitable existing tools or a tailored system.
Customer conversationsConcept
YOUR WORKSPACE
Conversations
VM
Everything in one place.
Lina HaddadWhatsApp · Business inbox
Your team can take over, anytime.
Consultation requestExample: create a record and assign your team
Sample flowWHY IT MATTERS
Find the friction. Connect the work.
We look at the steps your team repeats every day: copying information, answering the same questions, chasing updates and moving work between tools. Then we build a workflow that handles those steps around your business rules.
A useful next step
Turn an inquiry, order or update into the task, notification or follow-up that comes next.
Your team in control
Include review, escalation and a clear record of activity in the places your process needs them.
FROM REPETITION TO A WORKFLOW
The right next step, handled.
An order, request or update can trigger the next task, document, approval or notification. We map the complete process, automate the useful steps and leave a clear path for your team to handle exceptions.
- Reduce repeated data entry and manual handoffs
- Keep information moving between suitable tools
- Make follow-ups, approvals and reporting more consistent
Connected workflowsConcept
WORKFLOW BUILDER
Example flowFrom conversation to action
TriggerNew inquiry
Customer sends a message
ActionCreate record
Keep the details together
DecisionCheck & route
Follow your business rules
ActionReply & follow up
Move the next step forward
Clear rulesHuman handoffActivity history
WHAT WE CAN BUILD
Shaped around what you need.
A useful starting point, tailored to your team, tools and priorities.
Messaging & customer replies
Connect WhatsApp Business, Instagram, Facebook Messenger and eligible TikTok business accounts to tailored replies, lead capture and team handoffs.
Lead handling & follow-ups
Capture customer details, organise inquiries, assign a team member and prompt the next step at the right point in your process.
Everyday business processes
Connect bookings, orders, documents and approvals. Build the rules around how your team actually works.
Connected data & reporting
Keep suitable systems in sync, prepare recurring reports and surface exceptions that need your team’s attention.
A PROJECT CAN INCLUDE
- Workflow discovery & mapping
- System & messaging integrations
- Custom automation development
- Documentation & support planning
A CLEAR, PRACTICAL PROCESS
Start with the right problem.
Understand the work. Design the solution. Build, test and improve it together.
01
Discover
We learn your goals, your customers and the way your business works.
02
Design
We turn your priorities into clear journeys, purposeful design and a practical plan.
03
Build & connect
We develop, connect and test your solution with real scenarios.
04
Refine
We support launch and handover, then plan improvements around how your solution is used.
COMMON QUESTIONS
A little more clarity.
Every project begins with a conversation about your business.
What kinds of work can you automate?
Typical starting points include inquiry handling, repeated messages, copying data between systems, assigning tasks, document preparation, reminders and recurring reports. We assess your process and tools to work out what is useful and feasible.
Which messaging platforms can you connect?
WhatsApp Business, Instagram, Facebook Messenger and eligible TikTok business accounts can be considered. Available channels and features depend on your accounts, region and each platform’s approved access. We confirm the right setup during discovery.
Will every customer reply be automated?
Only the parts you choose. We agree on the information an automated reply can use, when a person should review it and when a conversation should go straight to your team. Sensitive or unusual requests can be escalated.
Do we need to replace our existing software?
Often we can connect what you already use. If the tools cannot support the workflow, we can recommend a focused custom workspace or platform alongside them.
What happens when a workflow needs attention?
We design for the exceptions as well as the routine path. Depending on the project, this can include activity history, error notifications, retry handling and a queue for a person to review.
Let’s build something useful
Let’s talk about it What does your team keep doing by hand?
Tell us where the work gets complicated. We’ll help you find a useful way forward.