Business automation use cases, from lead routing to AI agents

Lead routing automation

No more leads dying in an inbox.

Every enquiry from your website form, inbox or live chat is checked, scored and sent to the right sales rep in your CRM within seconds. With automated lead routing, no warm lead waits for someone to check the inbox.

• Routed on territory, product or deal size, your rules
• Logged in the CRM with the source already attached

Before: Checked by hand, a few times a day. Then New enquiry, then Checked, then Assigned. After: Every lead answered while it is still warm.

Invoice processing automation

The invoice pile, read for you.

Each invoice PDF is read automatically, matched line by line to its purchase order and posted to your accounting system. Only the invoices that disagree reach a person, with the difference already highlighted.

• Line items matched to the purchase order automatically
• Anything that does not match is sent for approval, never posted silently

Before: Re-typed into the finance system. Then Invoice.pdf, then Checked, then Approved. After: Finance reviews the exceptions, not the pile.

AI customer support automation

First replies that don’t wait for Monday.

AI reads, sorts and prioritises every support ticket the moment it arrives. Common questions get an instant reply drawn from your own help centre; the rest reach the right agent already tagged.

• Urgent tickets and at-risk customers moved to the front
• Answers drawn from your own help centre

Before: Sorted by whoever opened the queue first. Then New ticket, then Sorted, then Resolved. After: Customers hear back in minutes, not on Monday.

AI knowledge base agent

An assistant that has read your documents.

A private AI assistant that answers from your own contracts, policies and product documents. It answers with the source document attached, then drafts, files or sends the next step instead of stopping at the answer.

• Answers cite the document they came from
• Runs on an AI model you choose, with an account you control

Before: Three people asked the same question. Then Your knowledge, then Sourced answer, then Action. After: One answer, with its source attached.

CRM and billing data sync

Two systems, one version of the customer.

Two-way CRM and billing integration keeps tools like HubSpot, Stripe and your operations sheet in step. A change in one system reaches the others within seconds, and real conflicts are flagged for a person rather than silently overwritten.

• You approve how the data is matched before it goes live
• Conflicts flagged for a person, never silently overwritten

Before: Matched up by exporting to a spreadsheet. Then CRM, then Matched, then Billing. After: One version of every customer, everywhere.