A Managed Service That Runs The Workflow For You
Cognumi does not give you a tool to manage. We run the full operational cycle — from the first enquiry to a ready-to-act handover for your team.
The Six-Step Workflow
Every enquiry follows the same structured, consistent workflow — so your team always receives a complete, ready-to-act lead.
Capture
Enquiries arrive from your website contact form, email, chat widget, or phone. Cognumi captures all incoming leads — even outside business hours — so nothing is missed.
- Website contact forms
- Email enquiries
- Chat and messaging channels
- After-hours capture
Answer
Common questions are answered instantly using your approved knowledge base. Pricing queries, service FAQs, location details, and process questions are handled consistently and accurately.
- Approved FAQ responses
- Pricing and availability questions
- Service and process enquiries
- Consistent tone and accuracy
Qualify
Cognumi collects the information your team needs before they get involved. Intent, urgency, budget, location, service type, and contact details are gathered systematically.
- Customer intent and urgency
- Service type and requirements
- Location and timeline
- Contact details collected
Review
Human oversight is applied where it matters. Uncertain cases, sensitive topics, regulated subjects, and high-value enquiries are flagged for human review before any action is taken.
- Sensitive or regulated enquiries
- High-value or complex leads
- Edge cases flagged automatically
- Human sign-off before action
Execute
Once qualified, the right next step is triggered — booking an appointment, routing to the right person, sending a follow-up, collecting a document, or preparing a summary.
- Appointment booking or routing
- Document collection initiated
- Follow-up messages sent
- CRM notes prepared
Hand Over
Your team receives a clear, structured handover with all the information they need to act. No searching for details, no chasing the customer — just a ready-to-act lead.
- Structured handover summary
- All enquiry details included
- Next steps suggested
- Delivered to your team's inbox
Human-In-The-Loop by Design
Cognumi is not a fully autonomous system. AI handles predictable, repeatable work. Humans review anything that requires judgment, trust, or compliance awareness.
AI Handles
- Initial enquiry capture
- FAQ answers from approved information
- Lead qualification and data collection
- Appointment request intake
- Reminder and follow-up messages
- Review request drafts
- CRM note preparation
Humans Handle
- Final decisions and complex judgements
- Sensitive complaints and disputes
- Regulated advice (medical, legal, financial)
- Pricing exceptions and negotiations
- High-value or unusual enquiries
- Quality assurance and workflow review
- Client relationship management