Enquiries & follow-ups
Capture an enquiry, organise the details and create the next task. Keep human approval where a message or decision needs your judgement.
If you keep copying the same information, preparing the same documents or checking whether a task was done, there may be a simpler way. We help South African small businesses map those steps and build practical workflow automations.
Capture an enquiry, organise the details and create the next task. Keep human approval where a message or decision needs your judgement.
Use structured information to prepare repeatable documents or summaries. Reduce repeated entry while keeping a clear review step.
Move information between supported tools so your team does not have to re-enter it. Integration availability and ongoing platform costs are checked first.
Choose a task you repeat regularly. We look at the trigger, the information it needs, the steps it follows and the exceptions. A good starting workflow has a clear owner and a measurable outcome, such as fewer manual steps or quicker handovers.
We agree on what runs automatically, what needs approval and what should happen when information is missing. Testing includes ordinary inputs and likely exceptions. You receive a handover explaining how to use and maintain the workflow.
No. A rule-based workflow is often enough for structured, predictable tasks. AI is considered where it adds value, such as helping interpret unstructured information, with review appropriate to the task.
We can discuss the workflow and check the available official integration options. A website WhatsApp link is different from an automated messaging system; provider requirements and charges must be scoped.
Estimate the time spent on a repeated task, how often it happens and the time likely to remain for review. Our planning tool helps you explore that estimate before a requirements discussion.
Tell us what you do today and what you would like to make easier.
One offer. Three ready-to-share formats.
View project & demo →Start with routine questions, enquiry capture or information that needs organising, then decide where automation is useful and where staff should take over.
Our AI/WhatsApp employee concepts are development work. A custom assistant begins with a scoped pilot, approved business information and an agreed handover to a person.
Explore AI & WhatsApp workflows → · Explore integrations & payments →