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Service pillar 01 of 4

AI Employees

Digital staff designed around your workflows, for customer support, sales, operations, and WhatsApp engagement — one of KEffect's four service pillars.

Not sure where to start?

Pick one high-volume workflow. We’ll build a pilot, measure impact, and expand.

Customer Support Agent

Resolve and route customer requests 24/7

Reduce response time, keep tickets clean, and hand over complex cases with full context.

Ticketing automation

Create, update, and triage tickets based on intent and urgency.

  • Categorisation & routing
  • SLA reminders
  • Status updates

Knowledge‑grounded answers

Answer FAQs using your SOPs, policy rules, and product documents.

  • Less hallucination risk
  • Consistent messaging
  • Multi‑language support

Human handover

Escalate with summaries, extracted fields, and recommended next steps.

  • Context preserved
  • Reduced handling time
  • Clear ownership
AI Sales Agent

Automate lead qualification and follow‑up

Engage leads on WhatsApp and webchat, answer product questions, prepare quotes, and hand off to sales with intent.

Qualification flows

Ask the right questions and score leads based on your criteria.

Quoting support

Collect requirements, assemble quote drafts, and route for approval.

Follow‑ups

Send reminders, re-engagement messages, and schedule meetings automatically.

Operations Automation

Automate internal requests, approvals and admin workflows

Turn repetitive back-office work into reliable processes with audit trails, validations, and secure handover.

Approvals & routing

Route requests to the right approver, capture decisions, and keep an audit trail.

  • PO & expense approvals
  • SLA-based escalation
  • Decision summaries

Inbox triage

Classify incoming emails/messages, extract fields, and create structured tasks automatically.

  • Categorise & prioritise
  • Extract IDs & attachments
  • Route to teams

Status updates & notifications

Send consistent updates to staff and customers as workflows progress.

  • WhatsApp / email notifications
  • Template-based messaging
  • Escalate exceptions

Want to automate one internal workflow first?

Pick a single approval or request flow (PO, leave, bookings, claims). We’ll pilot it, then scale.

WhatsApp Engagement

Interactive messaging made simple

Make WhatsApp your fastest customer channel — with structured workflows, rich media, and safe escalation.

Best for
Notifications Bookings Document exchange Support Lead capture

We can integrate WhatsApp into your workflows so each message becomes a trackable, auditable process.

Request WhatsApp demo Omnichannel details
Workflow Library

Named workflows, ready to pilot

Each of these is a specific AI Employee we deploy — the same workflows scored in our free Automation Assessment. Pick one to start, then expand.

InvoiceFlow

Reads incoming invoices from email or PDF, validates against POs, and routes for sign-off before it touches your accounting system.

  • OCR & data extraction
  • PO matching & validation
  • Approval routing & audit trail
Finance & Accounting

CollectionsFlow

Tracks outstanding invoices and sends scheduled reminders across email and WhatsApp, escalating to a person when a customer needs a human touch.

  • Scheduled reminder sequences
  • WhatsApp & email follow-up
  • Human escalation rules
SMEs, Property, Services

SupportFlow

Handles support conversations across WhatsApp, email and web — resolving common requests and escalating complex cases with full context.

  • 24/7 first response
  • Context-aware handover
  • Ticketing integration
All sectors

ClaimsFlow

Captures claim submissions and supporting documents, validates completeness, and routes to the right handler with a clear audit trail.

  • Document capture & OCR
  • Completeness checks
  • Fraud-flag routing
Insurance

LogisticsFlow

Keeps customers and dispatch teams updated automatically — status changes, proof of delivery, and exceptions handled without manual follow-up.

  • Status & POD updates
  • Exception alerts
  • Customer notifications
Logistics & Transport

LeadFlow

Captures enquiries from your website, WhatsApp or ads, qualifies them against your criteria, and routes hot leads straight to sales.

  • Instant lead capture
  • Qualification scoring
  • CRM handoff
All sectors

BookingFlow

Lets customers book, reschedule or cancel appointments through WhatsApp or web, synced straight to your calendar.

  • Self-service booking
  • Calendar sync
  • Automated reminders
Property, Aviation, Travel

ApprovalFlow

Routes internal requests — PO, expense, leave — to the right approver based on your rules, with a complete audit trail.

  • Rule-based routing
  • SLA escalation
  • Full audit trail
Enterprise

DocFlow

Extracts structured data from PDFs, forms and scans, validates it, and pushes it straight into your systems.

  • OCR & field extraction
  • Validation rules
  • System handoff
Finance, Insurance, Logistics

PropertyFlow

Handles tenant queries, lead enquiries and routine admin for property portfolios — freeing your team for the exceptions that need a person.

  • Tenant query handling
  • Lead capture & routing
  • Collections reminders
Property & Real Estate

SalesFlow

Responds to sales enquiries, prepares quote drafts from your price list, and follows up automatically until a lead converts or goes cold.

  • Instant enquiry response
  • Quote draft assembly
  • Automated follow-up cadence
Retail, B2B, Professional Services

KnowledgeFlow

Gives your own team instant, accurate answers from your SOPs, product info and policies — so staff spend less time searching and more time helping.

  • Internal Q&A over your documents
  • Guided next-best-action
  • Cuts new-hire ramp time
BPO, Enterprise, Telecoms

OrderFlow

Handles order status enquiries, tracking updates and return requests automatically, across WhatsApp, email and web.

  • Order status & tracking
  • Return / refund initiation
  • Proactive delay notifications
Retail & E-commerce

Not sure which workflow fits?

Take the free Automation Assessment — two minutes, and we'll recommend a starting workflow based on your answers.

The other three pillars

AI Employees pair well with our other services

Most clients start with one pillar and expand once the first pilot proves out.

Want a solution mapped to your industry?

We’ll propose the right channels, integrations, and guardrails for your environment.