Solutions · Flagship

Inbound requests, straight into your CRM. No manual busywork.

The AI role receives requests from email or messenger, classifies them, creates a CRM record, and escalates complex cases to a human — not a website chatbot, but an operational role in the process.

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The problem

Common SMB pain points this flagship workflow solves — without outsourcing and without "yet another chatbot".

Overloaded queues

Requests get lost between channels; the team responds late.

Inconsistent classification

Different agents tag tickets differently — SLA suffers.

Manual routing

Time from first contact to assignment is too long.

How the role works

Three steps from intake to human-in-the-loop — the same three-step workflow shown on our homepage.

Flagship workflow

Email / Messenger → AI classification → CRM ticket → escalation to a human

Intake AI CRM Human 24/7 intake · human-in-the-loop · CRM audit trail
  • Intake from email, a form, or messenger
  • Classification by type, priority, and customer segment
  • Creating or updating a CRM / ticketing record
  • Rules-based escalation (SLA, VIP, negative sentiment)
  • An operational summary for the support lead

Expected impact

Typical pilot benchmarks — actual KPIs are agreed with you individually.

−40% time to first response
24/7 intake without headcount growth
100% of requests with a CRM audit trail

Metrics are pilot benchmarks; actual KPIs are agreed during discovery.

In the pilot (2 weeks)

1 intake channel, 1 CRM, KPIs on response time and classification quality.

FAQ

Is this a chatbot? No — it's a role inside your stack with integrations and oversight.

Who makes the decisions? A human — for exceptions and critical cases.

Launch support intake in a pilot

We'll demo it on the call: intake → CRM using your typical scenario.

Book a strategy call
Book a strategy call