Case 04

Inquiries Captured in Conversation

A form asks what it knows. A workflow rarely fits into the first sentence.

Today

Prospects write a few sentences into the contact form. Steps, volumes, systems and goals are usually missing and get requested by email before a first call is worthwhile.

Who does the work

Today8 of 8 with a human

With workflow2 of 8 with a human

01Capture the request in conversation
02Break the process into steps
03Assign a role to each step
04Calculate today's effort
05Suggest a matching workflow case
06Check the brief against contract and required fields
07Approve the brief
08Hold the first call

One mark: one work step, in workflow order. Today a person handles each of them.

What it is measured by

Share of complete briefs
Follow-up questions before the first call
Time to the first call

The workflow

Comes in
An inquiry in the prospect's own words
AI understands
Conversation, steps, roles, brief
- Asks about steps, volume and goal
- Breaks the process into steps with a role
- Drafts the brief live and visibly
Software checks
Contract, required fields, effort, limits
- Checks every output against the contract
- Calculates the effort, never quotes prices
- Budget and rate limit per conversation
Lands with a human
Approval by the prospect, a personal reply
- The prospect reviews and approves the brief
- Pricing questions go to the first call

The agent asks. Software checks the brief. Only what a human approves is sent.

Case 01
Data capture from approved documents
Models propose, code decides. Code reads what it can read reliably. AI fills in the rest. The human reviews instead of typing.
Case 02
Articles from Researched Sources
Not every draft has to succeed. Only what passes the review gets published. AI writes. Rules decide what moves on. Humans set the rules.
Case 03
Social Media Posts for Every Article
Nobody writes posts anymore. A human decides what a post may do. AI picks and writes. Code checks and posts. A human sets the rules.
Case 05
Invoice and Purchase Order Verification
The standard case is rarely the problem. The effort comes from the deviations. Automate the standard. Give humans the exceptions.
Case 06
Quote Preparation from Customer Inquiries
The information for a quote already exists. It is just scattered. AI prepares the quote. The expert makes the decision.
Case 07
Technical Document and Compliance Review
The review takes expertise. Finding the evidence does not. AI prepares the compliance review. The decision stays with the responsible human.
Case 08
Customer Support → Engineering
The bottleneck is not the technical analysis, but the missing context. Engineering gets the relevant context before the actual analysis begins.
Case 09
Supplier Comparison in Purchasing
Every offer arrives in a different format. Comparison starts once they all look alike. AI structures the comparison. The purchasing decision stays with the human.
Case 10
Contract and Order Review
The goal is not to approve contracts automatically, but to find deviations reliably. AI finds, structures, compares and escalates. Humans decide and take responsibility.
Case 11
Master Data Cleansing and Entity Resolution
One company, three spellings, two IDs. An exact match will not find it. AI finds candidates. Rules limit the matching. Humans decide when in doubt. Only then does the system write.