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VVANGUARDWEB SOLUTIONS

Concept Project · AI Automation

AI Workflow Automation Hub

Quote intake, classification and follow-up automation with failure alerts.

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This is a Concept Project created to demonstrate our approach. It is not completed client work, and no client results are claimed.

Desktop & mobile previews

Illustrative interface previews. No live demo is published for this concept yet.

Objective

Turn incoming requests into structured records and timely follow-ups without manual copying.

The challenge

Requests arrive by email, form and phone and are re-typed into multiple systems.

Key features

  • Multi-channel intake
  • AI classification with review queue
  • CRM record creation
  • Follow-up sequences
  • Failure & retry alerts

Demonstrated solutions

Human-in-the-loop

Low-confidence classifications go to a review queue instead of being processed automatically.

Observable workflows

Every run is logged, and failures alert a named owner.

Technical documentation

Capabilities demonstrated in this project

AI Receptionist & Automation

Calls and chats answered, qualified and routed — with clear rules for human handoff.

  • Conversation flows designed per enquiry type
  • Urgency rules that escalate to a person
  • Enquiries logged to CRM or email
  • Transparent disclosure that callers speak to AI
Routing rule exampleyaml
intent: emergency_leak
triggers: ["water everywhere", "burst pipe"]
action: transfer_to_on_call
fallback: take_message_and_sms
intent: quote_request
action: collect_details -> crm.create_lead

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