Map the process
Identify each step, decision and exception in the existing workflow.
Aidea Workflows
Automate what happens next.
Connect customer interactions to the workflows behind your business. Aidea can trigger follow-ups, update connected systems and keep repeatable processes moving without unnecessary manual work.
Lead Follow-Up
Keep every lead moving.
Aidea manages the next agreed step when a prospect does not answer, requests a later follow-up or continues the conversation through another channel.
New lead
Initial contact
Contact the lead while the enquiry is fresh.
No answer
Follow-up triggered
Aidea follows the configured next step, whether that is another call or a message through an available channel.
Customer responds
Context continues
The conversation continues with the relevant information from previous interactions.
Outcome
Next step confirmed ✓
An appointment is booked, a follow-up is scheduled or the lead is routed to the appropriate next stage.
Revenue Recovery
Reconnect with people who went quiet.
Aidea re-engages leads and customers when activity stops, initiating the appropriate follow-up based on your defined workflow.
Opportunity inactive
Conversation restarted
Trigger-Based Workflows
When something happens, Aidea acts.
Defined business events can activate the appropriate response automatically, based on the rules and workflows of your business.
New lead
Contact the lead
Aidea can contact the lead when their enquiry is received.
Appointment cancelled
Contact the customer
Aidea follows up with the customer and offers available alternatives.
High-value prospect
Transfer to sales
Aidea connects qualified prospects directly with the appropriate member of your sales team.
Invoice overdue
Follow up on payment
Aidea contacts the customer according to your defined payment reminder process.
Process Automation
Turn manual processes into automated workflows.
Aidea connects the steps, systems and actions behind a business process, reducing repetitive work and unnecessary manual intervention.
Connect the systems
Connect the channels and business systems required to complete the process.
Automate the workflow
Automate repeatable actions while routing decisions and exceptions to the appropriate person.