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AI Solutions

AI automation and AI agents that work inside your business

Wovrex designs and builds AI agents, chatbots and workflow automation that plug into the tools your team already uses: your CRM, inbox, calendar, help desk and internal data. We start from a measurable workflow, not from a model, and ship with guardrails, logging and a human handoff path.

Discuss your AI project See how it works
  • Works with your CRM
  • Human handoff built in
  • You own the code and prompts
Diagram: messages from a website form, email and phone reach an AI agent, which updates the CRM, books calendar time, alerts the team or hands off to a person.InputsYour systemsWebsite formnew inquiryEmail inboxsupport + salesPhone / SMSmissed callsCRM recordfields + notesCalendarbookingTeam alertSlack / SMSHuman handoffwith contextAI agentUnderstandDecideActguardrails · logs
Illustrative architecture: an AI agent between your channels and your systems
The problem

Where growing teams lose hours

AI automation pays off where a workflow repeats every day, the inputs are mostly text and a good outcome is easy to recognize. These are the patterns we see most.

  • 01
    Slow lead responseNew inquiries wait hours for a first reply because nobody watches the inbox, web form or phone after hours.
  • 02
    Repetitive support questionsYour team answers the same order, pricing, policy and how-to questions every day.
  • 03
    Manual data entry between toolsStaff copy details from emails, forms and calls into the CRM, then chase follow-ups by hand.
  • 04
    Knowledge locked in documentsAnswers exist in PDFs, help articles, Notion or Google Drive, but people can't find them quickly.
  • 05
    Inconsistent qualificationEvery rep asks different questions, so the pipeline fills with leads that were never properly screened.
What we build

Eight ways AI can take work off your plate

Each capability can stand alone or combine into one system. We recommend starting with the workflow that has the clearest payoff.

01

AI agents

Agents that take multi-step actions with approved tools: look up records, draft replies, update the CRM, book meetings and escalate when a person must decide.

AI agent development 02

AI chatbots

Website and in-app assistants that answer from your approved content, cite sources and hand the conversation to a human with full context.

AI chatbot development
03

AI business automation

Event-driven workflows that classify, summarize, extract and route emails, forms, documents and tickets so work arrives where it belongs.

04

AI CRM integrations

AI that reads and writes structured data in HubSpot, Salesforce, Pipedrive, Follow Up Boss and other CRMs with an API: enrichment, notes, next steps and deal summaries.

05

AI lead qualification

Conversational intake that asks your qualification questions consistently, scores answers against your criteria and routes hot leads immediately.

06

AI customer support automation

Ticket triage, suggested replies, order-status lookups and self-service answers, connected to your help desk so agents keep control of sensitive cases.

07

AI voice assistants

Phone assistants for after-hours answering, missed-call follow-up and appointment requests, designed around consent rules and a clear transfer to staff.

08

Custom AI applications

AI features inside your own product or internal tool: retrieval over your documents (RAG), document processing, summarization and AI-assisted dashboards.

With our web team
Website assistantIllustrative

Hi, our furnace stopped working. Can someone come out this week?

Sorry to hear that. I can request a visit. Is anyone at home smelling gas or hearing a CO alarm?

No, it just won't turn on.

Thanks. What is the service address ZIP code, and is text or a call better for confirming a time?

30307, text is best.

Got it. I've sent your request to our dispatcher, who will text you available times today.

Written to CRMservice: furnace repair · urgency: this week
safety check: passed · zip: 30307 · contact: SMS
Chatbots that do real work

From conversation to a clean CRM record

A useful assistant does three things: it answers only from content you approve, it collects the details your team needs as structured fields, and it knows when to stop and hand over to a person.

  • Safety and scope rules first: sensitive situations always go to people.
  • Structured capture: service, urgency, location and contact preference land in the right CRM fields.
  • Clear disclosure: customers know they're talking to an AI assistant.

Explore AI chatbot development

AI CRM integration

How AI writes to your CRM safely

Every write goes to a mapped field through a dedicated integration user with the narrowest permissions that work. Inbound content is treated as data, never as instructions.

  1. Inbound messageform, email, chat or call
  2. Extract fieldsstructured JSON, allowed values
  3. Match & dedupefind the existing contact
  4. Write to CRMscoped API user
  5. Alert & taskowner notified, follow-up set

Read the full guide: How to integrate AI with your existing CRM.

Try it

Lead qualification, made explicit

Good AI qualification is mostly clear rules. Pick answers below to see how example rules would route a lead. We agree your real criteria during scoping.

When does the buyer want to start?
Does the stated budget fit your offer?
Are they the decision maker?
Routing result

Hot lead

  • Alert the account owner by SMS now
  • Offer the booking link in the chat
  • Create CRM deal: stage “Qualified”

Example rules running in your browser. Nothing is sent or stored.

Who benefits most

Built around your industry's workflows

Real estate

Brokerages and teams

Buyer and seller intake, qualification, showing requests and CRM follow-up.

Inquiry → AI reply → qualify → CRM → agent Home services

HVAC and plumbing

After-hours calls, missed-call text-back, booking requests and estimate follow-up.

Call → safety screen → triage → book or transfer Software

SaaS and startups

In-product assistants, onboarding help, support deflection and AI features customers pay for.

User → assistant → product data → answer or ticket

Professional service firms and e-commerce teams with high volumes of intake forms, documents or order-status questions see similar gains.

How it works

From first call to measured results

  1. 01

    Discovery call

    Free. We map one workflow end to end: inputs, systems, decisions, exceptions and owners.

  2. 02

    Scoped proposal

    Target workflow, systems, success measures, risks and a fixed scope in writing.

  3. 03

    Prototype on real examples

    Tested on a sample of your actual messages or documents, with sensitive data handled as agreed.

  4. 04

    Build with guardrails

    Approved tools only, least-privilege access, checks, logging and escalation rules.

  5. 05

    Launch and measure

    Staged rollout, review of real conversations and a written handoff of everything we built.

Integrations

Connected to the tools you already use

We connect through official APIs, webhooks or automation platforms. Availability depends on each vendor's API access and plan level, which we confirm during scoping. We work across Anthropic, OpenAI and Google models, plus open-weight models where data or cost requires them.

CRM

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho CRM
  • Follow Up Boss

Scheduling & field service

  • ServiceTitan
  • Housecall Pro
  • Jobber
  • Cal.com
  • Google Calendar
  • Microsoft 365

Support & messaging

  • Zendesk
  • Intercom
  • Gorgias
  • Slack
  • Twilio

Data & automation

  • Shopify
  • Stripe
  • PostgreSQL
  • Airtable
  • n8n
  • Make
  • Zapier
Reliability & safety

AI you can audit and trust

Our safeguards are informed by the OWASP Top 10 for LLM Applications, which lists prompt injection and excessive agency among the main risks.

  • Grounded answers from your approved sources, with citations where facts matter.
  • Clear limits on which actions AI can take, and human approval for high-impact steps.
  • Injection and leakage protection: untrusted content is never treated as instructions.
  • Conversation and action logs so you can review what happened and why.
  • Disclosure and consent-aware calling and texting workflows.
FAQ

AI automation questions

Want to see a scope? Read the illustrative AI support assistant example. It shows a proposed approach, not a reported client result.

How much does custom AI automation cost?

It depends on the number of systems involved, data sensitivity, message or call volume and how much of the workflow the AI should handle. We quote a fixed scope after the discovery call and estimate model usage costs separately, so you see running costs before launch.

What is the difference between an AI agent and a chatbot?

A chatbot mainly answers questions in a conversation. An AI agent can also take actions with tools, such as checking a calendar, creating a CRM record or drafting a follow-up, within the permissions you approve. Many projects combine both.

Can AI work with the CRM we already use?

Usually, yes, if your CRM exposes an API or webhooks. We read and write only the objects and fields agreed in scope, using a dedicated integration user with limited permissions.

How long does an AI project take?

A single, well-defined workflow is often a two-to-four-week sprint. Multi-system agents and customer-facing voice assistants take longer because they need more testing.

Who owns the prompts, code and configuration?

Ownership is agreed in your proposal. Our default is a full handoff, so you're not locked into us to keep the system running.

Will AI replace our staff?

We design AI to remove repetitive steps and cover gaps such as after-hours inquiries. Decisions that need judgment, empathy or authority stay with your team.

Next step

Discuss your AI project

Tell us about the workflow or product you have in mind. In a free 30-minute call we confirm fit, risks and a sensible first milestone, with a written scope before any work begins.

Discuss your AI project Request a project estimate

Free call · Scope agreed before work starts · US, UK, CA, AU