Conversational AI Agents
Voice, WhatsApp, web chat, and social DMs — lead response, booking, and support triage in seconds, not hours.
- Lead Response Engine
- No-Show Reduction Flow
- Omnichannel Support Triage
Services
AI & Automation
Lead follow-up, no-show chasing, invoice entry, payment chasing — the work that already has fixed rules and is still being executed by hand. This is where every RBiX engagement starts.
The Problem
The work is already defined. It’s just being done by hand.
Almost every business has a set of tasks nobody decided to keep manual — they simply never got automated. A lead form emails an inbox somebody checks twice a day. An invoice arrives as a PDF and gets re-typed into the accounting system. A booking is confirmed by one person messaging another. None of it is complicated. All of it has a fixed set of rules that a person applies over and over.
The cost never shows up as a line item. It shows up as the lead that went cold over a weekend, the receivable nobody chased for six weeks, the appointment slot that stayed empty because no reminder went out. Automation is worth doing where the rules already exist and only the execution is missing.
Five capabilities.
One layer.
Revenue & Pipeline Automation
Lead capture through follow-up, on autopilot — routing, enrichment, cart recovery, and quote sequences.
- Lead routing & enrichment pipeline
- E-commerce Recovery Suite
- Quote Follow-Up Sequence
Document & Data Intelligence
Invoices, receipts, and contracts read and filed automatically, with compliance deadlines tracked before they're missed.
- Invoice & Receipt OCR
- Document Expiry & Compliance Tracker
- Contract data extraction
Business Process Automation
The catch-all for rule-based internal workflow — approvals, onboarding, and system-to-system sync.
- Payment Chaser
- ERP / POS / CRM sync
- HR onboarding workflows
Embedded & Custom AI
AI built into your own product — copilots, RAG over internal docs, forecasting, and anomaly detection.
- Copilots inside your ERP or core system
- RAG over internal documentation
- Forecasting & anomaly detection
Proof, not promises.
Lead Routing & CRM Automation
An automated pipeline that routes, enriches, and assigns inbound leads instantly — cutting response time from 4 hours to 2 minutes.
Lead response time dropped from 4 hours to 2 minutes. Conversion rates rose 30% in the first month as reps started reaching leads while they were still actively comparing options.
How we approach it
One workflow first, and it has to pay for itself.
Automation programmes stall when they start with a platform decision instead of a problem. We start at the other end.
- Find the workflow that leaks the mostUsually lead response, no-shows, receivables, or re-keying documents — whichever has the clearest cost attached to it today.
- Build it against real records, not a sandboxThe first version runs on your actual leads, bookings and invoices, so the edge cases surface in week one rather than after launch.
- Measure it, then extendOnce one workflow is demonstrably working, the same event data and integrations make the next one cheaper to add.
- Keep a human in the loop where judgement mattersRoutine paths run automatically; anything ambiguous is escalated with full context attached rather than silently guessed at.
What we can connect to
Your stack is probably in scope.
- ERP and accounting systems — Oracle, SQL Server platforms, Xero, QuickBooks
- CRMs and lead-desk systems for capture, routing and follow-up
- WhatsApp Business, voice, web chat, and Instagram/Facebook DMs
- E-commerce platforms — Salla, Zid, Shopify, WooCommerce
- POS, booking and scheduling platforms
- Any REST API your existing systems already expose
FAQ
Common questions about AI automation.
Do we need to replace our existing systems first?
No. Most of this work connects the systems you already run rather than replacing them. The automation layer sits alongside your CRM, ERP or POS and reads and writes to them through their APIs — replacement only comes up when a system genuinely cannot expose its data.
How long before the first automation is live?
A single well-scoped workflow — lead response, no-show reminders, invoice capture — is typically running against real data within the first few weeks. Deeper work like AI embedded inside an ERP is scoped separately because it depends on the host system.
Is this just chatbots?
Conversational agents are one of five capabilities. The others cover pipeline automation, document and data intelligence, rule-based process automation, and AI embedded into your own product. Plenty of engagements involve no chatbot at all.
What happens when the automation gets something wrong?
Routine paths run unattended; anything outside them is escalated to a person with the full conversation or document context attached. The aim is to remove the repetitive volume, not to remove human judgement from the cases that need it.
Which industries do you build this for?
Most repeat work is in clinics, real estate, e-commerce, field services, professional services, construction, retail and compliance-driven SMEs — see the industry pages for the version of this stack each sector usually needs.
Who we build this for.
Clinics & Aesthetics
Dental, cosmetic, aesthetic & veterinary practices
Real Estate
Brokerages and property / facility management firms
E-commerce
Direct-to-consumer and retail brands selling online
Home & Field Services
Contractors, inspection and maintenance businesses
Professional Services
Accounting, bookkeeping and legal practices
Construction
Firms managing tenders, site work and certifications
Retail & Hospitality
Multi-branch retail, salons, appointment-based venues
Compliance-driven SMEs
Invoicing, tax and regulatory deadline management
Which workflow is costing you the most?
One conversation is enough to find out — and to scope the first automation.