Example 02 / CRM via WhatsApp
One voice memo after the meeting. The agent does the rest.
01
You're in the car after the on-site meeting. What was discussed is still fresh. Your desk is two hours and four phone calls away.
02
You send a voice memo to your agent's number.
The agent works out which contact and project you mean, and updates the CRM.
If anything is unclear, it asks instead of guessing.
03
Contact updated, note created, reminder set, while you're still on the road. Back at the office, nothing is left open.
Done: note added to Weber GmbH, task “proposal by Friday” created. Want me to set the follow-up reminder for next week too?
Same foundation, different teams. This is what the task looks like day to day:
Field sales
Between two on-site meetings there's no time for data entry. By Friday, half the week is missing from the system.
One voice memo after each meeting, the agent does the upkeep.
Data entry happens on the road, not on the weekend.
Founders and executives
You handle the most important client conversations yourself. They're the least documented.
Talk through your day in the evening, the agent files everything to the right contacts.
Your team works with what you know.
Recruiting
After five interviews in a day, candidates start to blur.
A short memo after each conversation, the agent builds structured profiles from it.
Decisions are based on notes, not on memory.
01
The same approved brand context and the same connections for everyone. That is what the AI Delivery System sets up.
02
Every Skill and every connection has a job and a person who keeps it current.
03
Nothing goes out without your team's okay.
04
What the workflow may reach and what it may not is settled before it runs.
To a dedicated WhatsApp Business number for your agent. We set it up during onboarding.
It matches names against your CRM. If something is ambiguous, it asks briefly before changing anything.
Yes. WhatsApp Business API with a data processing agreement, clear data boundaries and EU hosting. We settle the details during onboarding.
Yes. Voice memo, text or a photo of your notes: the agent processes what you send it.
Each of these workflows needs the same foundation: brands, access and a named owner. That is what the AI Delivery System sets up. We build workflows on it once the foundation is in place.
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