AI Solutions for Business, Insurance and Billing

Restaurants and hospitality

Reservations, confirmations and deposits without missed calls.

While staff serve guests, the agent answers and continues the process until the reservation is confirmed.

Collects date, time, party size and preferences.
Checks availability and the restaurant rules.
Sends confirmation, location, menu or a deposit link.
Reconfirms, changes or cancels the booking.

Operational flow

Process simulationReady to start

Status-

The call is answered

The agent handles the call even during the busiest service hours.

Details are collected

It confirms date, time, party size and any special requirements.

Availability is checked

It looks up the calendar or reservation system before confirming.

The booking is completed

It saves the reservation and sends confirmation or a deposit link.

Reconfirmation is automated

It sends a message before the visit and manages changes.

Deposit or guaranteed bookingThe payment link is generated through the connected payment processor.Connected processor

✓SMS ✓Email ✓WhatsApp

Integrations

PhoneCalendarSMSEmailWhatsAppOnline payment

Outcome

Fewer missed calls and fewer unconfirmed reservations.

Clinics and hospitals

Appointments and confirmations without overloading reception.

The agent identifies the medical service, checks available slots and books within the clinic rules.

Books, reschedules or cancels appointments.
Sends confirmations, reminders and instructions.
Collects the required administrative information.
Routes urgent or sensitive cases to staff.
Generates payment links through the connected payment processor and sends them by SMS, email or WhatsApp to collect payment for the service.

Operational flow

Process simulationReady to start

Status-

The patient calls

The agent handles the request and identifies the administrative reason for the call.

The service is identified

It clarifies specialty, doctor, location and patient preferences.

Slots are checked

It consults the calendar and offers only available options.

The appointment and payment are confirmed

It saves the appointment and, when payment is required, generates the link through the connected payment processor and sends it by SMS, email or WhatsApp.

Instructions are delivered

It sends the reminder and the information required before the visit.

Service paymentThe payment link is generated after the appointment is confirmed.Connected processor

✓SMS ✓Email ✓WhatsApp

Integrations

PhoneCalendarSMSEmailCRMCallbackWhatsAppPayment processor

Outcome

Appointments, payments and reminders are handled automatically while reception focuses on cases that require human attention.

Real estate

The lead is contacted, qualified and booked quickly.

The agent can call immediately after a form submission and continue the conversation through to a viewing.

Collects budget, area, property type and timeline.
Checks consultant or property availability.
Sends listings, location and viewing confirmation.
Stores the summary and next step in CRM.

Operational flow

Process simulationReady to start

Status-

The lead enters the system

It comes from the website, Google Ads, Meta Ads or a portal and is stored in CRM.

Contact starts quickly

The agent calls and confirms the property or type of interest.

The lead is qualified

It asks about budget, area, rooms, financing and decision timeline.

The viewing is scheduled

It checks the consultant calendar and confirms date and time.

The consultant receives context

CRM receives the summary, criteria, interest level and scheduled viewing.

Integrations

PhoneCRMCalendarEmailWhatsAppProperty database

Outcome

A qualified lead and scheduled viewing without repetitive first calls for the consultant.

Automotive service and dealerships

Bookings, status updates and automated re-engagement.

Customers can book a visit, approve work and receive updates without repetitive calls to reception.

Books service, inspection, maintenance or test drives.
Sends confirmations and reminders.
Communicates status and required approvals.
Runs maintenance and customer reactivation campaigns.

Operational flow

Process simulationReady to start

Status-

The request is captured

The agent identifies the vehicle, required service and urgency.

Time slots are proposed

It checks workshop or sales consultant availability.

The booking is saved

It confirms date, location and required documents.

Status is communicated

It can report in progress, ready or awaiting approval.

Re-engagement is scheduled

It sends reminders for maintenance, inspection or a relevant offer.

Integrations

PhoneCalendarCRMSMSCustomer recordTeam transfer

Outcome

Fewer administrative calls and a more consistent customer experience.

Hotels and accommodation

Booking requests and information in multiple languages.

The agent answers questions about availability, facilities and check-in, then completes or routes the request.

Checks availability and booking rules.
Answers questions about rooms, facilities, access and schedules.
Sends confirmations, links and check-in instructions.
Routes special requests to reception.
Generates payment links through the connected payment processor and sends them by SMS, email or WhatsApp to collect payment for the booking.

Operational flow

Process simulationReady to start

Status-

The guest asks

They call about availability, booking, changes or information.

Details are clarified

The agent asks for dates, guest count, room and preferences.

Availability is checked

It consults the hotel system or calendar and presents options.

The booking and payment are confirmed

It sends the booking conditions and, when required, generates a payment link through the connected processor and sends it by SMS, email or WhatsApp.

Check-in is prepared

It sends access, time and location, and routes special requests.

Deposit or booking paymentThe payment link is generated after the room or service is selected.Connected processor

✓SMS ✓Email ✓WhatsApp

Integrations

PhoneEmailWhatsAppSMSCalendarPayment processor

Outcome

Booking, payment and check-in information reach the guest quickly, including outside normal reception hours.

Service businesses

The request reaches the right person and process.

Designed for consulting, legal, accounting, construction, maintenance, cleaning and home services.

Identifies service, location and urgency.
Collects the information required for a quote.
Books a call or site visit.
Routes the request to the appropriate department.
Generates payment links through the connected payment processor and sends them by SMS, email or WhatsApp to collect payment for the service.

Operational flow

Process simulationReady to start

Status-

The request is captured

The customer calls or requests contact through a form or message.

The request is qualified

The agent clarifies service, location, timeline and urgency.

Rules are checked

It confirms coverage, availability and mandatory details.

The booking, quote or payment is initiated

It books the call or visit, sends the quote and, when required, generates a payment link through the connected processor and sends it by SMS, email or WhatsApp.

The team receives context

CRM receives the summary and creates the appropriate task automatically.

Service paymentThe payment link is generated after the quote or appointment is confirmed.Connected processor

✓SMS ✓Email ✓WhatsApp

Integrations

PhoneCRMEmailCalendarFormAutomated tasksSMSWhatsAppPayment processor

Outcome

The request, payment and context reach the correct process with less administrative work for the team.

Insurance

Quotes, renewals and documents for third-party motor, comprehensive motor and home insurance.

The agent can handle the enquiry, collect the required information and continue the process until the customer receives a quote or is routed to the team.

Requests for third-party motor, comprehensive motor and home insurance.
Collection of customer, vehicle or property details.
Notifications and follow-up before policy expiry.
Sending quotes, documents and next-step instructions.
After the quote is accepted, generates a payment link through the connected payment processor and sends it by SMS, email or WhatsApp.

Operational flow

Process simulationReady to start

Status-

The enquiry is received

The customer calls or submits a form for third-party motor, comprehensive motor or home insurance.

Details are collected

The agent asks for the required customer, vehicle or property information.

The request is recorded

The information is checked and saved in the CRM or the team's system.

The quote and payment are delivered

The customer receives the quote and documents; after acceptance, the system generates a payment link through the connected processor and sends it by SMS, email or WhatsApp.

Renewal is followed up

The system alerts the customer before expiry and schedules the follow-up.

Policy paymentThe payment link is generated after the selected quote is confirmed.Connected processor

✓SMS ✓Email ✓WhatsApp

Integrations

PhoneCRMEmailSMSWhatsAppDocumentsPayment processor

Outcome

The customer quickly receives the quote, documents and payment link, while the team receives complete data for policy issuance and renewal.

Billing and collections

Invoices are generated, delivered and tracked without manual steps.

After an order, subscription or completed milestone, automation uses the approved data and continues the process through invoice delivery and payment-status updates.

Generates invoices from data already stored in CRM, ERP, ecommerce or forms.
Sends the invoice by email and attaches it to the customer record.
Handles recurring billing and due-date notifications.
Updates payment status and alerts the team when intervention is required.

Operational flow

Process simulationReady to start

Status-

The transaction is approved

An order, subscription or project milestone reaches the approved billing stage.

Billing data is checked

The system retrieves the customer, items, approved amounts and required invoice details.

The invoice is generated

The document is created in the connected billing or financial system.

The invoice is delivered

The customer receives it by email or portal, and it is saved to the customer record.

Due date and payment are tracked

Status is updated, reminders are sent and the team is alerted when an exception appears.

Integrations

CRMERPBilling softwareEmailOnline paymentsReporting

Outcome

Less manual work, invoices delivered on time and a clear view of issued documents and collections.

See what AI can do in your day-to-day operations.

Reservations, confirmations and deposits without missed calls.

Appointments and confirmations without overloading reception.

The lead is contacted, qualified and booked quickly.

Bookings, status updates and automated re-engagement.

Booking requests and information in multiple languages.

The request reaches the right person and process.

Quotes, renewals and documents for third-party motor, comprehensive motor and home insurance.

Invoices are generated, delivered and tracked without manual steps.

Describe the process, not the technology.