Appointment follow-up assistant
Prepare thoughtful follow-up when an appointment needs a new plan.
Explore the concept← AI agents & workflowsGive every enquiry
Enquiry & qualification assistant
Give every enquiry
a considered next step.
An assistant that organises incoming enquiries, checks agreed qualification criteria and prepares a response for your team to review.
One job. A useful response.
Fictional business · Illustrative previewA fictional new enquiry
ML“Could we bring our
project updates together?”
We share status updates by email, but our customers keep asking what happens next. Could you help us make the process clearer?
Morgan Lee · Alder & CoRequest connected to
Customer workspace
Customer workspace
A prepared first response
Draft for review · Nothing sentA useful answer.
A better starting point.
Hi Morgan,
Bringing project status, documents and next steps into one customer workspace sounds like a useful place to start.
Which project tool do you use today, and who prepares the updates? That will help us understand what should connect.
Original enquiryCustomer context
The work behind the task.
An enquiry arrives. The context lives in another tool. The right person is busy. A useful first response becomes a small research project.
One possible workflow
From the brief
to a useful next step.
A new enquiry
A fictional customer asks about a project. The original message and available record give the assistant its starting point.
A prepared response
The enquiry assistant summarises the request, identifies missing details and drafts a relevant first reply.
Your review
Your team checks the source and wording, then decides whether to send, amend or take another next step.
A scoped concept, not a live run. Sources, permissions and review rules are agreed before implementation.
Built around your work
Useful at
every step.
Read agreed enquiry sources and relevant customer records, with missing information made visible.
Check the information against your qualification criteria and prepare a tailored first-response draft.
Show the supporting context and proposed next step for a person to review before a customer-facing action.
Connect an approved handoff to the right owner and CRM record within the agreed workflow.
A good fit when
There’s a repeatable job worth improving.
- Enquiries arrive across more than one channel.
- Your team repeats the same research and qualification steps.
- A clear handoff matters as much as the first reply.
Connected where it helps
The tools
you work in.
- Twenty
- Your existing CRM
- Gmail or Outlook
- Web forms
- Team messaging
Illustrative connections. We confirm available APIs, licences, access and ongoing costs for your setup.
A few useful answers
Before we begin.
Does it send replies automatically?
We start by defining the review and approval rules for your workflow. The concept shown here prepares a response for a person to review. Any later sending capability needs its own agreed permissions and checks.
Can it use our existing CRM?
We check the available API, records, access and integration requirements during discovery. Twenty is one option; the right connection depends on your setup.
How is it priced and supported?
Implementation, running costs and ongoing care are scoped for your workflow.
Start with a conversation
Build around the work you do.
Tell us what your team is trying to do, what gets in the way and the tools you already use. We’ll help define a sensible first step.
Book a free consultationA free 30-minute conversation.
A defined first step
£150Blueprint& Prototype
A paid blueprint for one agreed priority.
Explore the BlueprintImplementation and ongoing costs are scoped separately.
