Solutions — AI & Automation

Put AI to work on real customer workflows

Not a chatbot bolted onto your website. AI agents, agent assist, and workflow automation engineered into the workflows your customers actually run — authenticated against your CRM, integrated to your payment systems, and measured against your KPIs.

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01 — Business Problems Solved

The four problems every contact center knows by name

AI earns its keep when it removes work that never needed a human. These are the problems we automate first.

Manual tasks

Agents re-key the same data into three systems while the caller waits on hold. Automation moves it in milliseconds, correctly, every time.

Slow response times

90% of customers rate an immediate response as important (HubSpot Research). Hold queues and voicemail tell them the opposite.

Agent burnout

Repetitive, robotic contacts drive 38% average annual agent turnover. Hand that work to automation and keep the people you trained.

Inconsistent service

Answers change from agent to agent, shift to shift. AI delivers the same correct answer at 2 pm and 2 am, on every channel.

02 — Capabilities

Five capabilities. One connected automation practice.

Built on Webex AI and Webex Connect, integrated to the systems you already run — Salesforce, MS Dynamics, ServiceNow, Epic, and your payment platforms.

/ 01

AI agents

Conversational voice and chat bots that authenticate callers, answer questions, and complete transactions — connected to your CRM and payment systems, not guessing from a script.

Outcome: routine contacts resolved with zero queue time
/ 02

Agent assist

CRM screen pop, interaction history, and suggested next steps land on the agent’s desktop before they say hello — no more “can I get your account number again?”

Outcome: minutes cut from handle time on every contact
/ 03

Knowledge management

One governed knowledge base feeds bots and agents the same answer — versioned, reviewed, and retired when stale, so automation never confidently repeats last year’s policy.

Outcome: one source of truth for AI and humans alike
/ 04

Workflow automation

Trigger-to-outcome automation drawn from our 17-blueprint workflow library — callbacks, SMS follow-ups, surveys, agentless routing, and automated wrap-up data.

Outcome: manual steps engineered out of the interaction
/ 05

Quality management

Workforce optimization and quality management that scores interactions, surfaces coaching moments, and pairs with supervisor whisper coaching in live calls.

Outcome: every interaction measured — and coached
/ +

17 proven workflow blueprints

Every capability above ships as a documented, field-tested workflow — from AI IVR and Agent Bot SMS to Look-Ahead Routing. Browse the library and pick your first three.

Browse the AI Workflow Library
03 — Crawl · Walk · Run

Start small. Prove it. Then scale it.

Our methodology sequences AI adoption so every phase pays for the next — no big-bang launches, no science projects that never ship.

Crawl

Prove it in weeks

Start where value is obvious and risk is low — deflection moves before a single back-end integration is built.

  • FAQ voice bot for your top call drivers
  • After-hours deflection instead of voicemail
  • Callback and virtual hold offers in queue
  • Baseline KPIs so every gain is measurable
Walk

Connect your systems

The AI authenticates callers and starts reading and writing your systems of record — real self-service opens up.

  • Authenticated self-service: balance inquiries and bill pay
  • Agent assist with CRM screen pop at the desktop
  • Automated SMS follow-ups after every interaction
Run

Automate end to end

The conversational IVR completes whole transactions, and the program improves itself month over month.

  • End-to-end transactions completed in conversational IVR
  • Proactive outbound outreach and notifications
  • Continuous tuning against live KPI data
04 — Workflow Examples

Trigger. Action. Outcome.

Every automation we ship is documented as a trigger-to-outcome workflow before a line of it is built. Three we deploy most often:

Bill payment with zero agent time

TRIGGER Caller wants to pay a bill Any hour, any queue depth
ACTION AI authenticates & takes payment Live CRM + payment integration
OUTCOME Transaction completes Zero agent time — the PTD pattern

After hours, still answered

TRIGGER Call arrives after hours Staff are off the clock
ACTION AI IVR resolves or books a callback Answer now, or schedule for morning
OUTCOME No voicemail black hole Every contact captured & resolved

Queue spike absorbed

TRIGGER Queue spikes past threshold Outage, season, or campaign day
ACTION Callback / virtual hold offered Caller keeps their place, hangs up
OUTCOME Abandonment drops Service level holds through the spike
05 — Expected ROI

What moves, and by how much

Some gains we can quote from live deployments. Others depend on your volumes — so we baseline them in discovery and measure them after go-live. Honest numbers only.

0%

call deflection by automating repeat callers requesting basic information

KAYAK deployment
0

self-service coverage — the AI IVR answers when your team is off the clock

After-hours automation
Minutes

cut from average handle time with CRM screen pop and automated wrap-up

Qualitative — varies by volume
Lower

agent attrition as repetitive, robotic work moves off your team’s plate

Qualitative — measured post go-live
06 — Case Study

Full transactions in the IVR. Production, not a demo.

Zero

agent time on completed IVR payment transactions

PTD

We built PTD a virtual agent integrated directly to their CRM and payment systems. The conversational IVR authenticates the caller, retrieves the account, takes the payment, and confirms it — the entire transaction completes without an agent ever joining the call. Agents now spend their time on the conversations that actually need judgment.

Conversational IVRCRM + PaymentsVirtual Agent
0%

call deflection with automation

KAYAK

KAYAK’s queues were dominated by repeat callers requesting basic travel information. We automated those contacts with cloud-based self-service integration — deflecting 60% of calls and freeing agents for the interactions that need a human.

TravelAI Self-Service
Ready when you are

Find your first three automations

Start with a no-obligation assessment. We’ll map your workflows, baseline your KPIs, and show you the crawl-walk-run path from quick wins to end-to-end automation.