AI AUTOMATION

AI Customer Assistant

Answer routine customer questions from approved information, collect the details needed to help and pass unclear or sensitive requests to a person.

On this page
TRIGGERAsk a question
PROCESS3 connected steps
RESULTSave the context
STARTING AT
$600Timing agreed after review
OVERVIEW

The process, without the repetitive work.

Customers can get answers to routine questions without waiting for someone to search the same information each time. The assistant uses approved material, asks for missing details and hands unclear or sensitive requests to a person. Actions in other systems need separate permission and setup.

ILLUSTRATIVE EXAMPLE
TRIGGERCustomer asks a routine question
DECISIONUse approved knowledge and business rules
RESULTAnswer or hand off with context
WHAT WE NEED TO AGREE

We need to agree the information the assistant can use, the topics it may answer and when a person must take over.

IF SOMETHING IS UNCLEAR

Unclear answers, sensitive requests and actions outside the approved scope are passed to a person.

CAPABILITIES

What this automation can handle.

These are possible additions to an agreed workflow. The starting price covers the focused example described below, not every option in this list.

  • ↗Answer common questions.
  • ↗Collect customer information.
  • ↗Collect the details needed to understand a request.
  • ↗Use a knowledge base.
  • ↗Look up approved information in connected tools.
  • ↗Create requests or records.
  • ↗Book appointments if calendar actions are included.
  • ↗Detect human-handoff situations.
  • ↗Save the agreed conversation context.
HOW IT WORKS

A clear flow from trigger to result.

01CUSTOMER
Ask a question

In a connected conversation channel

02AI
Find approved information

Use the agreed knowledge source

ANSWER READYContinue to checks
DETAILS MISSINGAI asks, then rechecks
03SYSTEM
Check boundaries

Allowed topic and escalation rules

04SYSTEM
Route the response

Only approved routine requests are answered

IN SCOPEAI answers the customer
UNCLEARPerson takes over
05SYSTEM
Save the context

Conversation log; CRM if connected

Routine questions can be answered from approved information. The customer is handed to a person when the answer or requested action falls outside the agreed scope.

WHAT’S INCLUDED

An agreed workflow, tested and handed over.

The items below apply to the scope agreed before development begins. Other capabilities on this page are options, not part of every starting project.

01Process and scope map
02Configured workflow
03Agreed integrations
04Agreed error handling
05Tests of agreed cases
06Deployment and handover notes
PRICING & TIMING

From $600

PROJECT TIMELINEConfirmed before development
EXAMPLE STARTING SCOPE

One supported conversation channel, approved answers for a limited set of topics and a clear human handoff.

WHAT SHAPES THE ESTIMATE

The estimate depends on approved answers and human handoff rules.

The starting price covers the limited example above, not every capability on this page. More integrations, AI features or connected workflows are quoted individually. I confirm the final USD price and project-specific timeline after reviewing your tools, access and testing needs, before development begins. Third-party subscriptions, hosting, API usage and optional ongoing support are separate unless agreed.

Get an estimate ↗
FAQ

Common questions.

Does the assistant have to answer everything?+

No. It can be restricted to defined topics and hand off unclear or sensitive situations.

Can it use my company data?+

Yes, if the approved source can be connected securely and its information is suitable for the questions in scope.

Can it perform actions, not just chat?+

Possible actions, such as creating a record or checking availability, are agreed separately and limited by permissions and human handoff rules.

CONTACT

Have a similar process?

Tell me what starts the task, which tools you use and what you would like to happen. You do not need a technical plan to begin.

Discuss an AI assistant ↗