Industries

Built For Admin-Heavy Service Businesses

Cognumi is designed for businesses where enquiries, admin, and customer communication carry real cost — and where getting it right builds lasting customer relationships.

Estate Agents & Letting Agents

The challenge

Missed valuation requests, slow buyer qualification, unqualified viewing leads, and landlord enquiries requiring manual responses.

How Cognumi helps

Capture every seller and buyer enquiry, qualify intent before viewings, and send landlords consistent follow-up — automatically.

Workflows covered
  • Valuation request capture
  • Buyer qualification
  • Viewing scheduling support
  • Landlord and tenant FAQ responses
  • Lead follow-up sequences

Clinics, Dentists & Opticians

The challenge

Missed calls during busy hours, repetitive booking questions, reminder gaps, and new patient intake taking too much staff time.

How Cognumi helps

Handle patient admin, appointment booking support, treatment FAQs, and review requests — with human review for sensitive cases.

Workflows covered
  • New patient enquiry handling
  • Appointment booking support
  • Treatment FAQ responses
  • Appointment reminder messages
  • Review request campaigns

Accountants, Payroll & Tax Firms

The challenge

Client onboarding paperwork, document collection delays, payroll query backlogs, and seasonal admin peaks.

How Cognumi helps

Automate client intake, document collection, payroll query responses, and onboarding workflows so your team focuses on advisory work.

Workflows covered
  • New client intake
  • Document and form collection
  • Payroll query handling
  • Tax deadline reminders
  • Onboarding workflows

Insurance Brokers & Mortgage Advisors

The challenge

Quote request delays, renewal follow-up falling behind, document collection bottlenecks, and slow responses to policy questions.

How Cognumi helps

Collect customer details for quotes, manage renewal follow-up sequences, and handle policy FAQ responses consistently.

Workflows covered
  • Quote request intake
  • Document collection
  • Renewal follow-up
  • Policy FAQ responses
  • Callback booking

Beauty, Aesthetics & Hair Salons

The challenge

Instagram DMs going unanswered, booking queries at all hours, pricing FAQ repetition, and poor client retention follow-up.

How Cognumi helps

Handle bookings, pricing FAQs, appointment reminders, and client re-engagement — so your team focuses on delivering treatments.

Workflows covered
  • Booking enquiry handling
  • Treatment pricing FAQs
  • Appointment reminders
  • Client re-engagement
  • Review requests

Trades & Home Services

The challenge

Quote requests arriving when your team is on-site, job details not captured properly, and slow callbacks losing you work.

How Cognumi helps

Capture every quote request, collect job details before your team calls back, and route callbacks so no job opportunity is lost.

Workflows covered
  • Quote request intake
  • Job detail collection
  • Callback scheduling
  • Follow-up sequences
  • Review request campaigns