AI that answers customers
and handles routine work.
A chatbot for customer support and sales, plus workflow automation that connects to the systems you already run — with your team in control.
Summarise these project notes
- Key goals and stakeholders have been identified.
- Main requirements and dependencies are outlined.
- Next steps focus on detailed planning and stakeholder alignment.
- Check facts against the source notes
- Remove anything confidential
- Confirm the tone suits your audience
- Customer supportAnswer common questions on your website and channels, and hand over to your team when needed.
- Sales assistantHelp visitors find the right products and services, and capture their enquiries.
- Workflow automationAutomate routine steps such as summaries, drafts and updates across your systems.
Review before you use or share.
Get a helpful first draft, then review and refine it to make sure it’s accurate and appropriate for your needs.
Project notes (source)
- Explore options for the next phase
- Consider resource requirements
- Identify key stakeholders
- Review timelines and dependencies
- Outline potential risks
Draft summary (AI Assistant)
- The next phase will explore key options with input from relevant stakeholders.
- Resource needs and dependencies have been identified for further review.
- Proposed next steps include detailed planning, risk assessment and stakeholder alignment.
Illustrative example — written for this page, not generated output.
Inputs and context
Provide the information you want to work with, such as notes, documents or key points, and set the context for your request.
Review and refinement
Check the draft, make changes and add detail to make sure it is clear and suitable for your audience.
Integration scope
Connects to the systems you already run, such as your website, CRM or ERP, as agreed for your project.
Plan the right boundaries.
Set clear expectations for how the AI Assistant is used in your organisation.
What information is used
Define the types of content that can be provided and any sensitivity considerations.
Who can access it
Choose which team members can use the AI Assistant and what they can do.
Which actions need approval
Decide when outputs must be reviewed or approved before use or sharing.