Automated Workflows & Business Integrations

Automated Workflows & Business Integrations

Connect conversations to actions. The OBS automation framework links your chatbots with your existing tools so enquiries are captured, routed, and followed up automatically — without extra admin.

What it connects

Team notifications

Send alerts to the right people with full enquiry context so nothing gets missed.

Lead & case logging

Log new enquiries into your current systems in a structured, searchable format.

Customer follow-ups

Trigger confirmations and next steps automatically to keep momentum high.

Common workflows

  • Quote request: capture details → notify team → log in system → send confirmation.
  • Booking enquiry: collect availability → create task → confirm next steps to customer.
  • Support triage: gather essentials → route to queue → update customer on status.
  • Aftercare: schedule follow-ups → capture feedback → surface upsell opportunities.

How we implement it

  1. Map: we blueprint triggers, data fields, and actions.
  2. Build: we configure the automation layer around your systems and team structure.
  3. Test: we run end-to-end checks with real scenarios.
  4. Optimise: we review performance and refine monthly (plan-dependent).

Data & privacy

OBS solutions include consent language, sensible data minimisation, and secure handling aligned to UK GDPR. We only capture what’s needed for your process and store it safely.

FAQs

Will this work with our current tools?
Yes. We connect the OBS automation layer to your existing systems so your team doesn’t need to change platforms.
Do we need extra staff to manage this?
No. The goal is less manual admin — enquiries are logged and routed automatically with clear visibility.
How quickly can we go live?
Most automation projects launch within 1–2 weeks depending on complexity.
Want your conversations to create actions automatically?
Talk to OBS

Discover more OBS solutions: AI Chatbots | Lead Capture | Automated Workflows