AI-managed workflows for every service pain point
Cognumi runs operational workflows for service businesses. You don't get software to configure — you get a team that configures it for you, runs it every day, and improves it week over week.
Start with one workflow. Prove the value. Expand from there.
Valuation visit · Tue 4:30pm — reminder scheduled
A managed service is not the same as software
Configured for your business, not generic
Every workflow is set up around your actual services, your pricing, your processes, and your industry. We don't hand you a template and wish you luck.
Monitored and improved every week
We review every active workflow weekly, identify where it can perform better, and make changes — before you notice a gap. No 'set and forget'.
Human oversight built in from day one
Uncertain cases, sensitive topics, regulated questions, and high-value enquiries are flagged to your team before any action is taken. AI handles the predictable; humans handle the rest.
Everything your operations need — nothing you need to manage
Each service is a managed outcome. We configure, monitor, and improve it. You get the results.
Every inbound lead acknowledged — immediately.
AI Enquiry Handling
Every enquiry gets an immediate response from your approved business information — website forms, email, or messaging channels, even at 11pm on a Friday. Not generic copy: your actual services, your pricing, your process. Your team sees exactly what was handled; complex or sensitive cases are flagged to them first, before any response goes out.
- Incoming enquiry capture from all channels
- Instant response using your approved information
- Lead acknowledgement and expectation-setting
- Escalation for urgent or sensitive cases
Your team calls back with context, not questions.
AI Lead Qualification
By the time your team sees the lead, the work is done. Cognumi collects intent, urgency, service type, location, timeline, and preferred callback time in a structured sequence before handover. An estate agent gets buyer intent and area. A clinic gets the treatment type and urgency. A boiler engineer gets make, model, and fault description. Your team acts — they don't investigate.
- Intent and service type identification
- Budget, location, and timeline collection
- Lead scoring and priority routing
- Disqualification of non-fit enquiries
Quotes that go cold get a systematic nudge.
AI Booking & Follow-Up
Quote requests that go unanswered for 24 hours usually go to a competitor. Cognumi sends structured follow-up at configurable intervals — a check-in, a reminder, a final prompt — without anyone on your team having to track it. Appointment booking requests are routed to your calendar. Re-engagement messages for lapsed clients run indefinitely once set up.
- Appointment request capture and routing
- Automated follow-up sequences
- Reminder messages before appointments
- Re-engagement for cold or unresponsive leads
Onboarding that doesn't drag on for weeks.
AI Client Intake
New client onboarding often means weeks of back-and-forth: chasing a signed agreement, waiting for bank statements, requesting a prior year's return. Cognumi sends structured requests, chases non-responses automatically, and delivers a complete intake package to your team when everything is received. The manual chasing stops. The back-and-forth stops.
- Document and form collection
- Automated chase sequences
- Intake checklist management
- Document organisation and handover
Your rating grows without anyone remembering to ask.
AI Review Management
Most businesses know they should request reviews more consistently. Most never do. Cognumi sends requests at the right moment after a completed appointment or job, drafts responses to incoming reviews for your team to approve, and builds your Google, Trustpilot, or Treatwell rating without anyone on your team having to think about it.
- Timed review requests after completed jobs
- Multi-platform support (Google, Treatwell, etc.)
- Draft replies to reviews for human approval
- Review volume and rating tracking
Your team starts each day knowing exactly what needs action.
AI Admin Summaries
At the end of each day, your team gets one structured summary: every enquiry captured, every lead qualified, every document received, every case that needs their attention. No inbox archaeology. No hunting through message threads. Just the information they need, organised and ready to act on — delivered to wherever your team already works.
- Daily lead and enquiry summary
- Structured handover notes per enquiry
- CRM-ready customer records
- Weekly performance overview
Where should you start?
You don't need all six services from day one. The right starting point depends on where the pain is biggest right now.
AI Enquiry Handling + AI Admin Summaries
The combination that immediately makes your response rate and lead volume visible. Most pilots begin here because the value is quantifiable within the first week.
AI Lead Qualification + AI Booking & Follow-Up
Your team only engages with qualified prospects, and quotes that were going cold get a systematic nudge at the right interval. Win rate improves without extra headcount.
AI Client Intake
Runs alongside your onboarding workflow. Document collection delays stop, manual chasing stops, and your team gets complete intake packages instead of partial ones.
Not sure where to begin? Tell us what's costing you most and we'll recommend a starting workflow.
Start with one focused workflow
Pick the service that solves your biggest problem right now. Prove the value. Then decide what to run next.
Apply For a Pilot