Demonstrations
Step-by-step walkthroughs that show how a workflow actually unfolds.
Note
These demonstrations are built for illustration only. They use no client data and do not represent a delivered project.
Inbound enquiry handled end to end
- 1
Inbound lead
Website form: company, need described in one sentence, work email.
- 2
Qualification
Industry identified, size estimated, need classified, priority scored against your rules.
- 3
Reply sent
Personalised message restating the stated need with two possible time slots.
- 4
CRM updated
Record created or enriched, source stored, follow-up task assigned to the right rep.
- 5
Meeting offered
Confirmation sent as soon as a slot is picked, reminder scheduled.
Supplier invoice checked then approved
- 1
Invoice received
Attachment detected in the dedicated inbox, supplier recognised.
- 2
Extraction
Amount, VAT, date, number and purchase-order reference extracted from the document.
- 3
Checks
Duplicate check, amount compared to the order, discrepancy flagged when found.
- 4
Approval
Owner notified based on the threshold. Nothing is submitted without their approval.
Human approval
- 5
Accounting
Entry submitted to the accounting tool, document filed, log updated.
Customer question answered from your documents
- 1
Customer question
Request received by email or chat, language detected.
- 2
Document search
Search across your procedures, documentation and approved answers.
- 3
Answer
Answer drafted with the references used, in the customer's language.
- 4
Human escalation
If no reliable source covers it, the request goes to your team with the context.
Human approval
- 5
Ticket documented
Thread logged, topic classified to enrich the knowledge base.