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Workflow automation

A chatbot stops when the chat ends. A Quikwit workflow keeps going.

Agents are one step in a bigger process. Each step catches a trigger, runs the right action and hands off to the next step, whether that's a person, another agent or a system.

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1 · Trigger

  • Form submitted
  • Missed call
  • Cart abandoned
  • Appointment tomorrow
  • Payment failed

2 · Agent talks

Chat or voice, in the customer's language. Asks the right questions and captures the answers as structured data.

3 · Decide

Routes on what was said: intent, urgency, value and complexity. Rules you define, in plain language.

4 · Act

  • Route to a person
  • Hand to another agent
  • Send WhatsApp
  • Schedule a follow-up
  • Update CRM

Example

One missed call, five automatic steps.

Describe the process in plain language. Our co-pilot builds the workflow.

  1. 9:40 PMMissed callA prospect rings after hours.
  2. +2 MINVoice agent calls backIn the caller's language.
  3. DECIDEWants a consultation this weekIntent captured as data.
  4. ACTSlot booked + WhatsApp confirmationCRM updated.
  5. DAY BEFOREReminder callThe process runs until the job is done.

Workflow in action

Every insurance lead routed to the right next step.

A prospect enquires on the website, WhatsApp or by phone. An AI qualification agent asks about the cover needed, riders, budget and timing, then routes on intent × ticket size × complexity.

High value or complex

Senior human advisor

Meeting booked, full brief shared in advance.

Standard, ready to buy

Specialist AI agent

Quote, documents and payment link, end to end.

Clear intent, no urgency

Warm funnel

Follow-ups on day 3, 14 and 30 over WhatsApp and calls.

Not a serious enquiry

Out of the funnel

Closed politely and tagged in the CRM, so no one chases it.

Your advisors spend their time only on leads that are worth it, and no lead is ever forgotten.

Commerce and CRM connectors

Agents that sell, take payment and update your CRM.

The agent reads before it speaks: stock, order status and customer history. It writes after it's done: orders, payments and CRM notes are recorded automatically.

ArtiShopArtidev's own e-commerce platform, integrated from catalogue to checkout.
ShopifyLive stock, product details, order creation and tracking.
HitPayPayment links sent in the conversation, confirmed straight back to the agent.
Any CRMConnects to the CRM your team already runs. No migration.
Instagram · AI assistant

Do you have the linen shirt in blue, size M?

Yes, 3 left in blue, M. Shall I reserve one and send a payment link?

Yes please

Linen shirt · Blue · M. Secure checkout via HitPay. Pay now

Payment received, thank you Aroha! Your shirt ships tomorrow. I'll send tracking here.

✓ Payment received · ✓ Order #A1043 created · ✓ CRM updated

Unified memory

One memory of every customer, across every conversation and channel.

  • No "can you repeat that?" Customers never explain themselves twice.
  • Personal at scale. Every message builds on the last one.
  • The whole lifecycle. From first enquiry to repeat purchase.

Aroha W. · one profile · 4 conversations · 4 channels

Language
English
Interests
Linen, blue, size M
Last order
#A1043 · shipped
Stage
Repeat customer
Best time
Evenings
Open issues
None
  1. Mon · InstagramAsked about the linen shirt in blue, size M
  2. Wed · WhatsAppNudged when size M came back · reserved and paid
  3. Fri · PhoneOrder #A1043 shipping update
  4. Next month · WebsiteOffered matching trousers

Tell us the process. We'll build the workflow.

Bring one process that leaks leads or time today. We'll map it and show you the agent and workflow that fixes it.

Book a demo Next: scenario testing →