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Customer service & Qualification · Invaist use case

Your business assistant
available 24/7.
Connected to your tools.

We connected an AI assistant to the CRM, ERP, stock, invoicing and schedule of a real estate agency. It answers customers and staff in under 3 seconds for all repetitive requests — and hands over to a human as soon as the situation requires it.

CRM · ERP · Stock · Invoicing
Website · WhatsApp · Slack · Teams
Smart escalation to a human
GDPR · End-to-end encryption
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51 %
of customers prefer a bot for an immediate answer
Zendesk 2026
<3 s
response time
24/7
service availability
+35%
conversion rate
Invaist client 2025
The problem

Why repetitive requests cost as much as complex ones

Nearly 8 out of 10 consumers find AI bots useful for simple requests (Zendesk 2026). Many of the calls and messages an SME receives are questions that can be answered in 30 seconds — provided the information is at hand. Without automation, every answer takes the same time.

Repetitive requests are time-consuming
Order status, product availability, appointment confirmation — your teams answer the same questions dozens of times a day, for hours that could be spent on sales or customer relationships.
Outside business hours = no answer possible
Your prospects and customers often get in touch in the evening or at the weekend. Without an immediate answer, they go to a competitor who replies. Every hour of silence costs real opportunities.
No qualification of incoming prospects
Without an automated first filter, every contact reaches your teams with the same priority level. Your sales reps spend as much time on a €500 prospect as on a €50,000 one.
Information scattered across unconnected tools
To answer “where is my order?”, an employee has to open the CRM, check the ERP and look at invoicing. Without connections between tools, every answer takes 5 minutes instead of 5 seconds.
What we put in place

How we solved this problem

Here are the workflows we built to automate answers to repetitive requests while keeping humans in control of complex situations.

Contextual AI connected to your data in real time
The assistant queries your CRM, stock, invoicing and schedule in real time. It answers with your company’s actual current data — not generic answers.
Unified multichannel deployment
A single assistant, configured once, deployed on your website, WhatsApp Business, Slack and Teams. Consistent answers across all channels.
Smart escalation to a human (HITL)
As soon as a request goes beyond the defined scope, the assistant hands over to a colleague with the full context: history, data queried, attempted answers. The human agent takes over without starting from scratch.
Voice qualification of incoming calls
The workflow qualifies after-hours calls, schedules call-backs and collects information before transfer. Your teams find qualified prospects waiting the next morning.
Conversation analytics
Complete dashboard: most frequent topics, automatic resolution rate, volumes per channel. Continuous optimisation of scenarios based on real data.
No-code administration
Your business teams add or edit scenarios from an intuitive no-code interface. No technical intervention needed for routine changes.
Tools and connectors used
HubSpotSalesforcePipedriveSageOdooWebsite · WhatsApp · Slack
Before / After

What it changes in practice

Real estate agency · 8 agents · Paris region — D+30 after deployment

Before
  • ✕70% of calls = repetitive questions about properties
  • ✕No answer possible outside opening hours
  • ✕Sales agents handling every request without distinction
  • ✕Information to look up in 3 different tools for each answer
After · D+30
  • ✓80% of requests handled automatically with no intervention
  • ✓Answers available 24/7 on all channels
  • ✓Agents focused on qualified prospects only
  • ✓+35% conversion rate in 6 weeks
Investment

Every automation is custom-built

From €4,900 excl. VAT · Intermediate workflow, exact price on quote

This use case is given for illustration only. Depending on your context, your tools and your scope, the budget may vary. The 30-minute audit is free and with no commitment — that is where we assess together what is feasible, in what timeframe and for what investment.

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30 minutes · No commitment · No credit card

FAQ

Frequently asked questions

How is this different from a classic FAQ chatbot?

A FAQ chatbot answers from predefined texts. This assistant queries your tools in real time (CRM, ERP, stock, schedule) and answers with actual current data. It knows “your order has been in preparation since yesterday”, not “lead times are generally 3 to 5 days”.

How does the handover to a human work?

When the assistant detects a complex question, dissatisfaction or an out-of-scope request, it hands over to a colleague with the full context: complete history, data queried, attempted answers. The human agent takes over without asking for a re-explanation.

Can the assistant be deployed without changing our website?

Yes. Website integration is done with a 2-line snippet pasted into the footer. On WhatsApp, Slack and Teams, integration uses native connectors in a few clicks. No technical overhaul required.

What happens if the connected tools change?

That is exactly why we recommend the maintenance contract. If your CRM or ERP has a major update, we adapt the connectors. Under the Evolution & Peace of Mind plan (€199 excl. VAT/month), these adjustments are covered at no extra cost for minor changes.

Your business assistant up and running in 3 weeks (pilot).

Free 30-minute audit. We identify the 5 most frequently asked questions in your company and configure the first automatic answer workflow.

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30 minutes · No commitment · No credit card