🤝
Lead Qualifier
Asks 4–6 key questions, books meetings, assigns an owner in your CRM.
AI Custom Tools • United Kingdom
AI custom tools that cut busywork and boost conversions
Small, purpose-built assistants embedded in your stack (CRM, email, calendars, WhatsApp, website). Human-approved, aligned with UK GDPR/PECR and ASA/CAP, measured on time saved, response speed, and revenue per visit.
What AI custom tools do for UK teams
Drafts, triage, summaries and look-ups handled automatically — with approvals and evidence for claims.
🧾
Proposal Copilot
Turns a brief + price list into a priced proposal with a cover email.
⭐
Review Engine
Requests at the right moment, drafts replies, posts highlights safely.
📞
Call Summariser
Summarises calls/voicemails, updates CRM, suggests next actions.
💸
Collections Nudges
PECR-aligned reminders with payment links and schedules.
❓
FAQ Assistant
Answers in Teams/Slack with links and sources from your docs.
🔍
Quote Checker
Validates margins/discounts, flags exceptions for approval.
🧑💼
Recruitment Screener
Summarises CVs, matches to JD essentials, drafts outreach.
📦
Returns/Refunds Triage
Captures reason, checks policy, drafts the response path.
Super AI agents you can deploy
Agentic assistants that perceive, decide and act across your channels — with human approvals and UK guardrails.
🧲
Inbound Lead Agent
Qualifies, routes, books and updates CRM the moment a lead arrives.
📅
Booking & Routing Agent
Finds slots, respects time zones/SLAs, assigns owners and sends packs.
🧠
Sales Closer Agent
Surfaces proof, drafts quotes, handles common objections safely.
🛟
Tier-1 Support Agent
Answers FAQs, checks order status, escalates with clean summaries.
💳
Collections Agent
Friendly PECR-aligned nudges with secure pay links and schedules.
🧾
Compliance & Claims Agent
Fetches evidence, tags claims, enforces ASA/CAP copy patterns.
🧭
Website Concierge Agent
Guides visitors, builds mini-quotes, hands off to WhatsApp or email.
🧑⚕️
Onboarding Agent
Collects details, sends checklists, tracks tasks across teams.
📄
Recruiter Agent
Parses CVs, scores against essentials, drafts polite outreach.
🛒
Procurement Agent
Drafts RFQs, compares supplier terms, flags exceptions for approval.
🏷️
Inventory & Pricing Agent
Checks stock, suggests bundles/prices, syncs with catalogues.
📊
Analytics Agent
Daily digests, pinpoints winning variants, recommends next tests.
40%–70%faster draft → approval cycles
2–4×more tasks handled/agent/day
+10–30%lift in CTR/CVR or show-ups
↓ errorsclaim-checking & approvals reduce risk
Where UK businesses see quick wins
💼
Sales
Lead triage, meeting booking, proposal assembly, next-best actions.
📣
Marketing
Ad/LP copy packs, review requests, social proof, A/B orchestration.
🎧
Support & Ops
Shared-inbox copilot, ticket summaries, macros, SLA reassurance.
🧮
Finance
AP/AR triage, friendly nudges, quote/PO validation and logs.
🧑🏫
HR & Training
Onboarding assistants, micro-learning nudges, policy FAQs.
⚖️
Compliance
Evidence tags for claims, audit trails, DPIA-ready patterns.
How it works
01
Discover
Pick 1–2 use cases. Build a Voice & Policy Pack (tone, claims, bans).
02
Wire
Connect CRM/inbox/calendars/products. Draft-only mode first.
03
Pilot
Run for 2–4 weeks. Track hours saved, response speed, conversions.
04
Scale
Automate safe steps end-to-end. Add teams and channels.
Compliance & guardrails for the UK
UK GDPR & PECR
- Lawful basis / soft opt-in where applicable
- Unsubscribe lines, quiet hours, consent logs
- Retention windows & deletion workflows
ASA/CAP & Claims
- Objective claims require evidence (linked sources)
- No unverifiable superlatives or risky promises
- Pre-publish approvals with version notes
Access & Data
- Role-based permissions & change logs
- Encryption in transit & at rest
- Signed webhooks + idempotent retries
Ready-to-deploy tool bundles
Sales & Marketing
- Lead Qualifier + Scheduler (WhatsApp/SMS/email)
- Proposal Copilot with case-study picker
- Review Request + Reply + Publish loop
Support & Operations
- Shared-Inbox Copilot (tone-safe replies)
- Call/Voicemail Summariser to CRM
- Returns/Refunds triage + macros
Finance, HR & Compliance
- Collections Nudge Bot with pay links
- Recruitment Screener for CVs
- Quote Checker (margins/discounts)
Technical specs & integrations
Integrations
HubSpot, Pipedrive, Salesforce, Google/Outlook Calendars, Gmail/Office 365, GA4, Google/Meta Ads, Sheets, Make/Zapier & Webhooks.
Models & Guardrails
Style prompts, tone locks, restricted topics, human fallback, retrieval with citations, multilingual presets (EN-GB + regional tone).
Performance
Fast iteration, de-dupe & retry, approvals change log, observability.
Analytics
Variant scoring, CTR/CVR, replies/unsubs, time saved, revenue/visit.
Ready to deploy your first AI custom tool?
We’ll map a thin-slice pilot (e.g., Lead Qualifier + Scheduler), prove ROI in weeks, then scale safely with UK guardrails.
