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WorkConcept Demonstration

AI-assisted enquiry and task support

An assistant for a professional services team that triages enquiries, keeps the CRM current and prepares routine tasks for review.

This is a concept demonstration: an illustration of how Riftmade would approach this kind of challenge. It does not describe work delivered for a named client.

THE CHALLENGE

Skilled staff spend hours each week reading enquiries, copying details into the CRM, creating follow-up tasks and compiling updates. Responses are slow at busy times and records fall out of date.

THE PROPOSED APPROACH

Incoming enquiries are summarised and categorised, client records are updated automatically, and follow-up tasks are drafted for a person to approve. Staff stay in control of every decision while the routine preparation is done for them.

How the workflow connects

  1. STEP 01Enquiry triage
  2. STEP 02CRM updates
  3. STEP 03Task workflows
  4. STEP 04Reporting

WHAT THIS WOULD INCLUDE

  • Review of enquiry types and handling rules
  • Triage and summarisation workflow with human approval
  • CRM integration for automatic record updates
  • Task templates for recurring work
  • Weekly reporting on volumes and response times

SOLUTION AREAS INVOLVED

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