We hear it in almost every first call: our data is a mess, so we are not ready for AI. Then we look, and the data is fine. Customers are in the CRM, invoices are in the accounting tool and the rates are in a spreadsheet someone keeps up to date.
Where the time goes
The time goes into the gaps between those tools: copying an order number from an email into a form, or checking a calendar before replying to a lead. Those handoffs are exactly what an agent is good at.
Start with the cables
So we start there. Map the tools you already pay for, find the handoffs that happen a hundred times a week and patch an agent into the middle of them.
