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03 / Process automation

Automating data and inquiry handling

Cost: from $600

We help you find information in documents faster, sort inquiries and prepare responses. We test AI against your use cases while leaving important decisions for staff approval.

Let's start with one recurring task. We will agree in advance what is considered a good result, and we will test it on a prototype before full implementation.

How we can help

Search the knowledge base

Answers to questions on internal documents with links to sources. The system flags cases when there is not enough information to answer.

Document processing

Extracting details, checking required fields and transferring data to a spreadsheet or CRM.

Handling inquiries

Identifying the topic, priority and person responsible for an incoming message. Preparing a draft response for staff review and submission.

Built-in AI assistant

Searching data, completing fields and providing suggestions in a CRM, client portal or Telegram. Actions are limited by each employee’s permissions.

What we will prepare for you

  • Limits of automation and rules of manual control
  • A set of examples for quality control
  • Working prototype based on copies of real data
  • Interface for reviewing and correcting results
  • Connecting to your CRM, client portal or document database
  • Access rights, activity history and error handling
  • Quality metrics and the option to perform the operation manually

From first discussion to launch

  1. Defining the task

    We choose a process to automate: sorting inquiries, processing documents or search. We define the input data and expected result.

  2. Setting quality criteria

    We prepare standard and complex examples with reference answers. We identify cases that require mandatory staff review.

  3. Testing the prototype

    We evaluate results against the prepared examples. Once quality is confirmed, we approve full implementation.

  4. We implement it in the production system

    We configure access rights, action log and manual verification. After launch, we analyze the errors and clarify the rules.

Before starting the project

How is the quality of responses controlled?

AI can make mistakes. We limit the scope of its answers, show sources and route uncertain cases to staff. Important actions require manual approval.

Do we need to train a custom model?

Usually ready-made models are sufficient. We will test them on the company's tasks and consider separate training if the results do not meet the agreed criteria.

Can we work with confidential documents?

Yes. Before development, we agree on data storage, access permissions and whether data may be shared with external services. These requirements determine the technical solution.

Let’s discuss your project.

Tell us what you want to build and how your business works. We will propose a solution, explain the scope and quote the price and timeline.

Discuss the project Fill out a detailed brief+7 953 070-77-31