Follow-ups
Calls, texts, and email carry the conversation forward.
AvailableProduct / Workflow
Keep the customer work moving.
Follow-up, service, and admin belong in a workflow your team can follow.
Find the work you can automateWORKFLOW / TASKS MOVE FORWARD
TO DOAIVI AT WORKREADY
Notes↗︎
Follow-up○
CRM update○
The next tasks are identified
The next tasks are identified
ILLUSTRATIONCapabilities
Routine work
Agents handle notes, follow-ups, scheduling, documents, and CRM updates.
AvailableYour CRM
AIVI runs the engagement and writes everything back.
AvailableWorkflow design
Agree the actions, permissions, and handoff points.
Confirm in reviewKeep routine work moving.
Connect follow-ups, scheduling, document requests and CRM updates to the conversation.
Decide when the work needs a person.
Approve the actions, permissions and handoff points before the workflow reaches customers.
Write the outcome back to your CRM.
Your team can review the conversation and the work completed around it.
IGNITE / WORK ENGINEExample
≈4hours
returned per person per day.
Approved version checked on every run.
Your next step
Get your AI readiness review.
Start with the follow-up, service or admin taking time from your team. We’ll identify the work to review and how it fits your current systems.