All capabilities
Capability 04

Workflow systems where the model does the follow-up.

Operations teams lose revenue in the gaps: the reminder nobody sent, the lead nobody routed, the review nobody asked for. We build the system that closes those gaps automatically — and we have shipped exactly this for an auto shop after other agencies quoted the client six figures.

Scope this with us
What your client asks for

Why is my team spending half their day chasing customers who never replied?

A working automation loop over one channel — SMS or email — fits a 14-day sprint. Multi-channel with a full CRM build is a larger scope we will phase for you.

01 — What you get
01

Automated follow-up that reads context

Messages generated from the actual record — the job, the vehicle, the last visit — instead of a template with a merge field.

02

Routing and triage

Inbound requests classified and sent to the right person or queue without a human reading each one first.

03

SMS and email delivery

Real delivery infrastructure with opt-outs, retries and delivery status, not a script that fires and hopes.

04

Operator-facing controls

A dashboard where the client's team can pause, edit or approve what goes out under their name.

02 — Under the hood

The parts that decide whether it survives contact with users.

  • Event-driven triggers off real system state rather than blind time-based cron jobs
  • Approval queues on outbound customer messages until the client trusts the output
  • Opt-out handling and compliance basics built in from the start, not retrofitted after a complaint
  • Deduplication, so a customer never gets the same reminder three times
  • Per-message audit trail showing what was sent, why, and which record triggered it
  • Escalation to a human when confidence is low or the customer replies with something unexpected
03 — What we won’t do
  • Blast generated messages to a customer list with no approval step
  • Rebuild a whole CRM when the client only needed three workflows automated
  • Ignore delivery failures until the client notices customers were never contacted
  • Automate a broken process instead of fixing the process first
04 — Questions

Before you scope it.

Do you replace their CRM or work with it?

Whichever is cheaper for the outcome. If they have a CRM that works, we automate around it. If the CRM is the problem, we will say so — we have built custom ones where that was the right call.

You mentioned an auto shop build. What was that?

A shop operating system covering check-in through invoice, with LLM-driven service reminders and SMS automation on LangChain. US and Europe agencies had quoted that client $100K to $200K for the same scope.

How do we stop the AI saying something wrong to a customer?

Approval queues during rollout, constrained generation grounded in the actual record, and escalation rules for anything ambiguous. The client decides when to loosen the gates.

Want to stop turning down AI projects?

Bring the scope you’re unsure about — an RFP, a client request, a half-quoted project. We’ll tell you what’s buildable, what it takes, and whether it fits in one sprint. No charge for the call.

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