End-to-end automation with customer service integrated into the CRM
Automation that answers customers on three channels at any hour and records each lead's or customer's data in the CRM the company already used.
Customer replies, document checks, data entry and handoffs between stages can happen without manual effort. Inky automates what follows rules and applies AI where interpretation is needed, with your team in control of the decisions.
Tell us which task takes up most of your team's time and how it is done today. That is our first conversation.
Every operation has tasks that always follow the same path and still depend on someone to happen. Automation makes sense when that work occupies the team and delays what comes next.
After hours or at peak demand, the lead goes cold before the first reply. Automated service responds right away, collects what is missing and hands the conversation to the team when the subject needs a person.
Reading a document, extracting the information and entering it into a system is rule-based work. When it leaves the team's hands, there is time left for analysis, negotiation and customer service.
The next stage depends on a message, an updated spreadsheet or a follow-up. With an automated workflow, each stage change triggers the next action and notifies the person responsible.
Not every automation needs artificial intelligence. We separate what is predictable, and calls for rules and integrations, from what varies and benefits from AI.
Instant replies on WhatsApp, the website and email, with the questions needed for the lead to reach sales with context. The handoff to a person carries the conversation history.
Reading, classifying and extracting data from documents, with the information checked and recorded directly in the company's system.
Stages that move forward according to business rules: approvals, notifications, payment reminders and status updates without relying on manual reminders.
Assistants that consult the company's knowledge base and systems to answer internal questions and support decisions, within defined limits.
Automation that answers customers on three channels at any hour and records each lead's or customer's data in the CRM the company already used.
A multi-step form where members identify themselves with their member card, provide contact and health details and submit a complete request.
Automation has a cost to build and to maintain. In the first conversation, we check whether the task has enough volume and rules for the investment to pay off.
We follow how the work is done today: where the information comes from, which decisions happen along the way, how much time it takes and where errors occur.
We define what will be handled by rules and integrations and where AI is needed. The proposal presents the scope of the first automation, its limits, the investment and the evaluation criteria.
We develop the workflow with human review points where the decision requires it, a log of what was done and handoff to a person with the full context. Validation uses real cases from the operation.
After going live, we track the volume completed, the exceptions and the rework. Adjustments and new automations come in stages with their own scope.
Inky brings together the professionals each delivery requires, with leadership in discovering the problem, designing the solution and following the project through.
You know what is being built, which decisions need your team and how each stage will be validated. The proposal and the scope set out these responsibilities from the start.
No. Predictable tasks are usually handled with rules and integrations, which are simpler to maintain and audit. AI comes in when it is necessary to interpret varied requests, texts or documents.
The automation works within limits defined with your company: what it can answer, which data it can consult and when it should hand the conversation to a person. The handoff carries the history, so the customer does not have to repeat what they already said.
We restrict the sources the AI consults, define the topics it does not handle and keep human review at the points with the greatest consequences. Conversations and actions are logged for follow-up and adjustment.
Usually, yes. The automation connects to the CRM, the ERP and the channels the company already uses, as long as these tools offer a way to integrate. This is checked at the start of the project.
The project defines which data enters the workflow, for what purpose and for how long it is kept. Personal data is handled under Brazil's data protection law (LGPD) and the terms set out in the contract with your company.
It depends on the number of stages, the systems involved, the volume and the level of interpretation required. Once we understand the task, we define a first automation with scope, investment and timeline. The usage costs of AI services are estimated in the proposal.
A specialist reads your message and replies to the email you provided. Business hours in Brasília time (UTC−3).
We understand the operation, the systems it already uses and what needs to change.
Within 2 business days of the conversation, you receive the scope, timeline and investment.
Tell us how it is done today, the volume involved and which systems take part. We will understand the workflow and assess a first automation.
Prefer to start on WhatsApp? Talk to Inky.
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