Four agent patterns. Each shaped around your workflow, systems and customers.
Missed calls. Missed opportunities.
Give incoming enquiries a clear next step, even when your team is busy serving customers.
Urgent or complex calls transfer to your team.
Good leads. Slow follow-up.
Keep follow-up moving with an agent designed around your lead qualification and sales process.
Your team takes over when a conversation needs judgment.
The same questions. All day.
Help customers get answers from the information and systems your business already uses.
I can check the available slots and help with the next step.
Unresolved requests reach a person with the context attached.
Too much admin between systems.
Move information from emails and documents into the next step of your workflow with less manual re-entry.
Approval points keep people in control of important actions.
Example workflows. Capabilities and integrations are defined during assessment and solution design.
Start with assessment. Agree each next stage around the opportunity.
Review the work, establish a baseline and prioritise the use cases with the strongest business rationale.
Specify the agent, workflows, integrations, economics and responsibilities before committing to a build.
Shape implementation with the delivery partner around the agreed specification, testing and acceptance criteria.
Agree the monitoring, support and review arrangements needed to track outcomes and improve the agent over time.
Plan for what happens after launch: who watches performance, who handles exceptions, and how the workflow improves. Ongoing services are scoped with the delivery arrangement.
Discuss your requirementsConversations, uptime and failures.
Prompts and workflows informed by feedback.
Leads, bookings, resolution rates and cost.
Human escalation, permissions and controls.
Integrations and changes as the business evolves.
Bring a missed-call problem, a follow-up backlog or a process that takes too much time. Talk to OrbitValue about the right AI opportunity for your business.
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