Business Workflow Automation

From conversation to completed task

Calls and messages become leads, bookings and follow-ups. Standard workflows work today; connections to your own systems are built to order.

WorkflowWhat is available today
  1. Customer calls or messagesVoice or WhatsAppAvailable
  2. Details are capturedLead stored in your dashboardAvailable
  3. Booking or payment linkCalendar booking, Razorpay linkAvailable
  4. Your own systemsCRM, database, webhooksCustom

What it does today

  • Lead capture

    Contact details and enquiries gathered in conversations are stored in your dashboard.

    Available
  • Appointment workflows

    Booking, reminder and cancellation flows.

    Available
  • Payment links

    Razorpay links sent in conversation.

    Needs setup
  • CRM updates

    HubSpot, Zoho and similar are not live integrations yet.

    Custom
  • Webhooks and APIs

    Send events to your systems; scoped per project.

    Custom
  • Internal task routing

    Notify or assign staff from a conversation; designed with you.

    Custom

How a request flows

  1. Conversation

    A call or message arrives.

  2. Capture

    Details are collected.

  3. Route

    Stored, and sent onward where connected.

  4. Follow up

    Your team or the agent follows up.

Where it fits

  • Lead handling for service businesses
  • Repeat enquiries that take staff time
  • Booking-led businesses
  • Teams moving data between tools by hand

Getting started

  1. List the workflows you repeat.
  2. We mark what works today and what is custom.
  3. Build and test with you.
  4. Monitor and adjust.

Custom integrations are scoped and quoted separately; nothing marked Custom is live until built.

Questions

Give Your Business an AI Employee.

See how ClickAI would answer your calls and messages, configured from your own business details.