Customer & Enquiry Automation
Answer every enquiry quickly, and route it to the right person.
Slow or inconsistent enquiry handling loses business quietly. Evans designs workflows that classify, acknowledge and route enquiries immediately, so your team spends its time on the conversations that need them.
Incoming enquiriesRoutingAcknowledgementsClassificationFAQsAppointmentsSupport triageEscalation
Signs there is an opportunity
- Enquiries wait in a shared inbox
- The same questions are answered repeatedly
- Urgent requests are not distinguished from routine ones
- Nobody can see response times
What stays human-led
- Complaints and sensitive cases
- Commercial negotiation
- Anything outside approved answers
- 01Enquiry received
- 02Classified by type and urgency
- 03Routed to owner
- 04Acknowledgement sent
- 05Escalation if unanswered
- 06Response time reported
Illustrative workflow. Every implementation is designed around your own process, systems and approval points — and sometimes the right answer is to improve the process rather than automate it.
How an engagement works
Diagnose, design, implement, then manage.
AI Workflow Audit
£1,495 + VAT
Identify where people, time and systems are being wasted and decide whether automation is commercially worthwhile.
Book an AI Workflow Audit →Automation Blueprint
Scoped from the audit
Complex workflows are designed before they are built: triggers, systems, rules, AI and human decisions, approvals, exceptions and measurement.
See an example blueprint →AI Workflow Implementation
From £4,950 + VAT
Build the simplest suitable system — one focused workflow, a connected process, or a wider commercial automation system.
Explore implementation →Managed AI Automation
From £995 + VAT / month
Evans monitors, maintains and continuously improves implemented workflows, and measures what they change.
Explore Managed AI Automation →Six solution families
Where automation usually pays back first.
Sales & CRM Automation
Lead capture, qualification, CRM administration, follow-up, research, pipeline updates and sales reporting.
See the workflows →02Document & Data Automation
Data extraction, document classification, data entry, summaries, document generation and moving information between systems.
See the workflows →03Reporting & Management Automation
Weekly reports, management summaries, dashboards, performance alerts, KPI consolidation and recurring analysis.
See the workflows →04Operations & Admin Automation
Scheduling, task creation, internal requests, forms, handover, approvals and repeated back-office workflows.
See the workflows →05AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Practical guidance
How Does AI Customer Service Automation Work?
Most customer enquiries fall into a small number of repeating categories, yet many businesses still triage every message manually.
How Does Email Automation Using AI Work, and Is It Safe to Rely On?
AI email automation earns trust slowly, starting with triage and drafts, before anything is allowed to send unreviewed.
What Is AI Lead Management and Which Parts Should Be Automated?
AI lead management works best when it speeds up how leads reach the right person, not when it decides who they should become customers.
Customer & Enquiry Automation questions
They should. Evans recommends being transparent where automated responses are used, and always offering a route to a person.
Usually, yes. Common email platforms and form tools can be connected; the audit confirms what your systems allow.
Uncertain cases go to a person. Designing that exception route is part of every workflow.
Discuss a workflow
Tell us about the workflow.
Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.
Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk
