Enquiry flow
Capture and categorise requests from a form or inbox, assign an owner and keep the next action visible.
ClearPend / AI & automation
Every enquiry deserves a clear next step.
We design practical workflows that organise incoming requests, show who owns them and keep follow-ups visible. AI can help sort information and prepare drafts where it makes the process better; your team stays in control of customer-facing decisions.
1Enquiry arrivesWebsite form or agreed inbox
2Sort and recordCategory, owner and next action
3Prepare for reviewDraft reply or internal alert
4Follow throughVisible status and handover
Illustrative process, not a live client system.
What we can build
Useful automation, built around real work.
Start with one repetitive process. We map what happens now, agree the actions and exceptions, connect suitable tools and test the result before handover.
Review-ready drafts
Prepare a response or summary from approved information, ready for a person to check before it goes out.
Internal knowledge
Make approved procedures and frequently asked questions easier for staff to find and use. We scope access and source material with you.
Illustrative walkthrough
See the kind of handover we mean.
Open a fictional request below. These examples show the proposed workflow and review points; they do not run an AI model, process real customer data or show previous client work.
New service enquiry
Input: “Could you quote for weekly support? We need to start next month.”
Next step: Record as a quote request, assign a sales owner and prepare questions about scope and timing for review.
Missing information
Input: “I sent the form, but one attachment is missing.”
Next step: Mark the missing item, identify the existing case and prepare a reply that names only information the team has checked.
Exception or complaint
Input: “Your last update was incorrect and I need a manager.”
Next step: Route to a responsible person. No automated promise or customer-facing response is sent.
A focused first project
One process, properly connected.
A sensible first build uses one enquiry source, an agreed set of request types and one shared view of owner, status and next action. We test normal requests, missing details and exceptions with your team, then document the workflow.
01 / Understand
Map the work
Show us where requests arrive and what should happen next.
02 / Build
Connect the steps
We agree tools, permissions and when a person must review.
03 / Handover
Test and document
Your team checks examples before using the workflow.
Where do your enquiries get stuck?
Tell us which tool receives them, how many arrive in a typical month and what currently takes the most time. We will suggest a practical first workflow.