AI & Business Support

Automate the routine work between enquiry and reply

We connect your forms, inbox, CRM and calendar so enquiries are routed, followed up and recorded automatically, and add AI chatbots that answer common questions and hand over to your team.

  • 5 deliverables
  • 5-step process
  • Free first consultation
Illustration of an automation workflow connecting a web form, CRM, email and calendar

What is AI Automation & Chatbots?

AI automation for small businesses means connecting the tools a business already uses, such as website forms, email, CRM, spreadsheets and calendars, so routine tasks like lead routing, follow-ups and FAQ answers happen automatically, with people stepping in where judgement is needed.

Automation should remove repetitive work, not judgement. We automate the predictable steps and keep people in charge of the conversations that matter.

Who it is for

Built for

  • Teams copying enquiries between forms, inboxes and spreadsheets by hand
  • Businesses that receive the same customer questions every day
  • Service companies where slow follow-up loses leads

Problems it solves

What we fix

01

Slow first response

Enquiries that wait hours for a reply often go elsewhere. Automation can send an immediate, helpful acknowledgement.

02

Manual data entry

Copying details between tools wastes time and causes errors. We connect the tools directly.

03

Repeated questions

A chatbot trained on your approved information can answer common questions and pass complex ones to a person.

Deliverables

What you receive

  1. Workflow audit

    A map of how enquiries and tasks move through your business today, and where automation helps.

  2. Lead routing and follow-ups

    Forms connected to your CRM or sheet, assigned to the right person, with automated acknowledgement and reminders.

  3. AI chatbot

    A website or messaging chatbot answering FAQs from your approved content, with clear hand-off to your team.

  4. Scheduling automation

    Booking links, confirmations and reminders connected to your calendar.

  5. Documentation and training

    How each automation works, who owns it and how to change it.

Also within this service

Related offerings

AI Chatbots

Chatbots for your website or messaging channels that answer common questions using information you approve, collect enquiry details and hand conversations to your team when needed. They are clearly identified as automated assistants.

  • Trained on approved FAQs, policies and service information
  • Lead capture and hand-off to a person
  • Conversation review to improve answers over time
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Workflow Integration

Connections between the tools you already use, such as forms, CRM, email, spreadsheets, WhatsApp Business and calendars, so information moves without copying and pasting.

  • CRM and spreadsheet sync
  • Notifications to email, Slack or WhatsApp Business
  • Error alerts and simple logs
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Process

How the work runs

Every engagement starts with a free consultation and a written scope.

Step 1 of 5

Map

We document the current process and agree what to automate.

  1. Map: We document the current process and agree what to automate.
  2. Design: We design the workflow, data fields and hand-off points.
  3. Build: We build with tools such as n8n, Make or Zapier and your existing platforms.
  4. Test: We test with real scenarios, including errors and edge cases.
  5. Launch and monitor: We launch, monitor and refine during the first weeks.

FAQs

Common questions about ai automation

Will a chatbot replace my customer support team?

No. A good chatbot handles repetitive questions and collects details, then hands complex or sensitive conversations to a person. It works best alongside your team.

Which tools do you use for automation?

We commonly use n8n, Make, Zapier and the built-in automation of your CRM or email platform. We choose based on your tools, budget and data requirements.

What about customer data and privacy?

We design automations to collect only the data needed, use tools with appropriate security, and document where data goes. You remain responsible for your privacy policy, and we help you keep it accurate.

Can the chatbot give wrong answers?

Any AI system can make mistakes, which is why we limit it to approved information, test it thoroughly and route uncertain questions to a person.

Related services

Customer Support Management

Replies to chats, emails and social DMs, ticket handling and FAQ management within agreed hours and guidelines, with chatbot support where it helps.

Email Marketing & Automation

List management, email templates, campaign writing and automated sequences such as welcome, follow-up and abandoned cart emails.

Website Design & Development

Responsive, fast business websites designed around one job: helping visitors understand what you offer and get in touch. Includes landing pages and lead-generation funnels for campaigns.

Talk to us about ai automation

Book a free consultation. We will ask about your goals, review what you have and suggest a practical next step.

Or email info@evorixsolutions.com · call +92 311 5658596