Standing byLive workflow
One request, start to finish.
Ava is an AI employee at Northwind Clinic. What follows is a single customer conversation, and everything it sets in motion.
Step 1 of 7Customer message
Sarah asks for an appointment.
The conversation arrives on WhatsApp, like any other customer message. Ava answers with real availability.
Step 2 of 7Understanding
Ava reads what is actually being asked.
Intent, date and preferred time are pulled from the message itself — no form, no menu, no keywords to match.
Step 3 of 7Qualification
Ava works out who this is.
Lead qualification runs against the conversation history and the answers already given.
Step 4 of 7Decision
Ava chooses the next action.
Business rules and live availability settle what should happen, before anything is written anywhere.
Step 5 of 7CRM
The record writes itself.
CRM automation captures the detail while the conversation is still open, so nothing is retyped later.
Step 6 of 7Calendar
The slot is taken.
Appointment booking against real availability, with the confirmation sent in the same step.
Step 7 of 7Follow-up
The next touchpoint is already set.
Workflow automation queues the reminder before anyone on the team has to think about it.
Step 7 of 7Work completed
The whole request, handled.
Five pieces of work finished from one message, recorded as they happened.
Step 7 of 7Human escalation
Not every conversation should be automated.
When a request needs judgment rather than process, the AI employee stops and brings in a person.