AI Automations
Cut admin drag, respond faster, and move repetitive work into a premium automation layer that supports the team instead of distracting it.
Workflow Architecture
Show the operating lanes, the decision layer, and the human fallback path in one map before any automation goes live.
Stage 01
Trigger
Detect new inputs
Detect new forms, bookings, support requests, and admin events.
Stage 02
Decide
Apply routing logic
Apply routing, urgency, owner, and channel rules.
Stage 03
Act
Move work forward
Create tasks, update CRM, send reminders, and move work forward.
Escalate
Hand off risk cleanly
Route approvals, exceptions, and high-risk steps to a human.
Fallback owners stay named
Every critical workflow has a human recipient for exceptions, approval paths, and tool outages.
Silent failure is designed out
Alerts and review checkpoints are built in before launch so the team can catch breaks fast.
Scope stays operational
Automations are chosen for repetitive, high-friction work first instead of vague AI theater.
Before and After
Replace scattered admin work with one rules-based operating path.
The main gain is operational clarity: fewer manual reminders, fewer lost requests, and fewer hidden handoffs between tools.
Before
Inbox chasing and manual follow-up
Support and booking requests wait in inboxes until someone notices them.
Follow-up tasks depend on memory, manual reminders, or another spreadsheet.
Teams re-enter the same information across CRM, calendar, and messaging tools.
Exception handling is undefined until a client is already waiting.
After
Triggers, routing, and clean escalation
Requests trigger the right workflow the moment they arrive.
Rules decide routing, timing, and escalation without repeated manual triage.
Core systems get updated from the same action path instead of disconnected copy-paste.
Humans only step in on real approvals, exceptions, or high-value decisions.
Operations workflow mock
A zero-cost rules engine mock that shows how SolveXAI can classify requests, route tasks, update records, and escalate exceptions without touching live client systems.
Logic model
Local deterministic rules only. No paid APIs, live inboxes, or production routes touched.
Preview route
/ai-automations#service-demo
Scenario switcher
Each scenario uses explicit rules and local mock data so prospects can see the operating logic without a risky live setup.
Selected scenario
New quote request
A prospect form submission needs acknowledgement, CRM logging, and internal routing.
Trigger
Quote request arrives from the website with service type, budget, and requested date.
Trigger
Website request form
Workflow type
Sales intake
Data quality
Complete
Priority
Urgent date requested
Decision rules
If the request fits a supported service line, create the CRM entry and acknowledgement instantly.
If requested timing is urgent, route the task into the priority follow-up queue.
If required information is missing, open an internal clarification task before assigning a salesperson.
Admin time removed
14 min
Manual copying and acknowledgement disappear.
SLA
Instant
The first response lands before a human opens the inbox.
Audit trail
1 record
CRM and task history stay in one path.
Owner
Sales ops
Only the human follow-up step remains manual.
Outcome
The business avoids inbox triage, duplicate entry, and lost context while still keeping the final sales conversation human.
Flow timeline
Form classified
The request is tagged as sales intake with urgency based on requested timing.
Acknowledgement sent
A rules-based response confirms receipt and next timing.
CRM and task updated
The lead record and assigned task are created together.
Human follow-up prepared
Sales sees the request with all collected context already attached.
Business value
Removes repetitive admin work without hiding important decisions behind black-box behavior.
Shows prospects a concrete before-and-after workflow instead of abstract automation claims.
Provides a reusable base for CRM updates, reminders, support, onboarding, and reporting flows.
Adapt for a real client
Replace the placeholder events with the client real intake forms, inboxes, spreadsheets, or CRM triggers.
Map each workflow to real owners, approval gates, and document templates before a live build.
Add logging, retries, and exception alerts once the mock graduates into production integrations.
Stress-test checklist
Send a malformed payload and confirm the workflow opens a review task instead of failing silently.
Test duplicate requests and verify the mock does not create duplicate owner tasks.
Hold a required approval past SLA and confirm the monitor path surfaces it clearly.
What Gets Installed
Practical automations that feel cohesive with the rest of the Solvex system.
Every card follows the same dark liquid-glass standard as the homepage and contact page, so the offer page reads like the same product, not a detached subsite.
AI receptionist flows
Customer questions, intake, booking, and routing move through one calmer front-line automation layer.
Workflow automation
Repetitive operational tasks get mapped into triggers, logic, action, and fallback instead of being handled ad hoc.
Booking and follow-up
Appointments, reminders, and post-call next steps stay connected without manual re-entry.
Support triage
Common requests can be answered or routed automatically before they reach the human queue.
Internal dashboards
Teams get a cleaner picture of task flow, customer handling, and operational bottlenecks.
Tool-to-tool orchestration
Core systems stay aligned so automation reduces chaos instead of adding another disconnected layer.
Pricing
AI automation build paths
Start with the smallest automation band that matches the operational drag, then expand only when workflows, teams, or integration complexity genuinely require a wider system.
Option 01
AI Admin Automation System
First automation setup for teams that want to remove simple repetitive admin and keep small processes moving without manual chasing.
First-time setup
$1,350
Paid once before build begins.
Monthly retainer
$647/mo
Billed separately after setup.
- 1–3 automation workflows built
- Internal notifications and reminder workflows
- Basic CRM or spreadsheet updates
- Testing, handover, and a basic operating guide
Option 02
AI Operations Engine
Main offer for growing businesses with repeated processes across admin, CRM, communication, booking, documents, reporting, and handovers.
First-time setup
$3,150
Paid once before build begins.
Monthly retainer
$1,347/mo
Billed separately after setup.
- 4–8 automation workflows built
- CRM and pipeline automation
- Communication plus booking and scheduling automation
- Reporting automation, workflow documentation, and team handover
Option 03
AI Operations Infrastructure
Full automation layer for businesses that need multiple tools, teams, and departments connected into one operating system.
First-time setup
$6,750
Paid once before build begins.
Monthly retainer
$2,747/mo
Billed separately after setup.
- 8–15 automation workflows built
- Multi-tool integrations plus reporting and dashboard automation
- Approval, support-routing, onboarding, and invoice reminder workflows
- AI productivity automation, SOPs, handover, and optimization period
Option 04
Custom AI Operations Build
Used for multi-team, multi-department, high-run-volume, regulated, or advanced integration work that does not fit the standard package ladder.
Setup from
$10,000
Paid once before build begins.
Monthly retainer from
$2,500/mo
Billed separately after setup.
- Any combination of the 13 core automation services
- Complex integrations, custom dashboards, or API-heavy workflows
- Scoped service levels based on usage, complexity, and support expectations
- Discovery-led scope for unusual or operations-wide automation architecture
USD only. Setup is paid once upfront before build begins. Monthly retainer is billed separately after setup/go-live. Repeated run growth should move into a higher band instead of piling on vague overages.
Want to know which repetitive workflow should be automated first?
Book the free AI Audit and we’ll map the task chain, fallback logic, and highest-leverage automation opportunity in your current stack.
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