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Enquiry Management and AI Automation

Answer Every Enquiry, and Get It to the Right Person.

We organise how enquiries arrive from your website and WhatsApp, use AI-assisted replies for routine questions where it makes sense, and make sure each enquiry reaches someone on your team.

When You Need to Manage More Enquiries

Organise how enquiries arrive, receive responses and reach the right person in your business.

Signs you need this

  • Enquiries arrive on several phones, pages and inboxes
  • The same questions are answered by hand, over and over
  • After-hours messages wait until the next working day
  • Nobody is sure who is responsible for replying

How we approach it

  1. 1We map where your enquiries come from today and who handles them
  2. 2Website forms and WhatsApp workflows capture the details your team needs
  3. 3AI-assisted replies answer routine, approved questions, and hand everything else to a person
  4. 4Each enquiry is assigned to someone on your team, with a time to respond
  1. Stage 1: Attract
  2. Stage 2: Engage

    Every enquiry captured, answered and qualified

  3. Stage 3: Convert
  4. Stage 4: Manage

What we deliver

Potential deliverables

Help businesses organise incoming enquiries and improve how they respond to potential customers. Your scope is agreed in writing before work begins, so you only pay for what you need.

Automation handles routine, approved questions. Anything else is passed to your team, and your staff stay in control of the conversation.

  • Website enquiry capture
  • WhatsApp communication workflows
  • AI-assisted responses to common questions
  • Enquiry qualification and routing
  • Booking or consultation request capture
  • Escalation to a team member when required
The Clickatrix leads list: each enquiry shows its stage, owner, source and next action, with Call Now, WhatsApp and Log Outcome buttons.
Enquiries with their source, owner and next action. Demo workspace, made-up data.

How engagements work

From Business Challenge to Practical Implementation.

Timelines and budgets depend on the scope we agree with you.

  1. 1

    Understand your needs

    We discuss your business, your target customers and your current challenges.

  2. 2

    Define the solution

    We agree the scope, deliverables, responsibilities and commercial terms in writing.

  3. 3

    Implement

    We deliver the agreed service or system. Timelines and budgets depend on the scope.

  4. 4

    Review and improve

    We evaluate the indicators we agreed and identify practical improvements.

FAQs

Common Questions

Will an AI assistant talk to my customers unsupervised?

AI-assisted replies are limited to routine questions, using information you approve, such as opening hours, services or how to book. Anything outside that is passed to a member of your team.

Which WhatsApp setup do I need?

It depends on the workflow. We confirm the type of WhatsApp account required, and any messaging charges from WhatsApp, during the consultation, before anything is agreed.

Is this suitable for clinics?

Yes, for administrative enquiries such as hours, services and appointment requests. Workflows do not collect clinical information, and automated replies never give medical advice.

Do we have to use AI?

No. Many businesses start with better enquiry capture and routing alone. We recommend AI-assisted replies only where they would genuinely help.

Let's Find the Right Solution for Your Business.

Tell us what your business is trying to achieve and where you need support. We'll discuss a practical solution based on your needs.