Enquiry first response
Website forms, calls and emails are classified, checked for missing details and turned into a reply draft.
The AI Operator
AI Ops Audit for SMEs
A fixed-scope review of your admin, inbox, CRM, booking, ecommerce and reporting workflows so you know where AI is worth installing first.
What this page answers
The buyer questions before the call.
- Which workflows waste the most time?
- Where can AI safely draft, classify, summarise or route work?
- Which steps need human approval?
- What should not be automated?
- What is the first useful workflow to build?
Audit output
Current workflowOpportunity listRisk rulesFirst build plan
A practical workflow decision, not a generic AI roadmap.
High-value workflows
Start where the drag is visible.
The audit looks for repeated work with clear inputs, repeated judgement and a visible next action.
Quote, booking or order follow-up
Quotes, appointments and order questions get the next action prepared before they go cold.
Shared inbox triage
Messages are grouped by type, urgency and owner so the team can act instead of scan.
Handover briefs
Call notes, job notes and long threads become short next-step briefs.
Sensitive enquiry triage
Patient, client, refund, complaint or policy-sensitive messages are summarised, risk-flagged and routed for staff approval.
Review and reputation follow-up
Completed jobs, orders or appointments become timely review or check-in drafts where appropriate.
Daily operator report
Open loops, support themes, stock/admin issues and follow-ups become a short action brief.
What gets inspected
The service page should show the real working parts before the call.
Buyers need to see the inputs, checks and approved output for the service they are considering — not a generic promise that AI will help.
Inbox, CRM, booking, ecommerce and reporting steps are mapped against the person who owns each decision.
A ranked first-build candidate with the approval rule visible.Sensitive, regulated, customer-facing and policy-exception moments are separated from routine drafting work.
A practical automate / assist / keep-human boundary.The repeated input, source of truth and next action are checked before recommending implementation.
A build/no-build decision you can quote plainly.Safe implementation
Not a slide deck. A working workflow.
The audit produces a workflow map, AI first-pass opportunities, data/privacy notes, recommended tools, human approval rules and a build/no-build recommendation.
Ordinary requestDraftapprove
Missing contextReviewask/check
Refund, complaint or sensitive issueEscalatehuman owns
Start small
Book the £49 workflow reviewBring one workflow that keeps slipping.
A missed enquiry. A quote that needs chasing. A booking inbox. An order question. A handover stuck in someone’s head. We will map it and tell you honestly whether AI is worth installing.