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AI & Automation

Business Workflow Desk

An intake-to-status desk that turns enquiries, tasks and follow-ups into a visible pipeline instead of lost chats.

Client / designation

Solution showcase · SMEs and operations teams

Problem

Small teams lose work in WhatsApp threads. Nobody can see what is quoted, waiting or overdue, and reporting is manual.

Solution

A lightweight operations desk: structured intake, status workflow, notes and reminders, with room to add an AI assistant for drafting replies and summarising threads.

Key features

  • • Lead and job pipeline
  • • Status history
  • • File attachments
  • • Team assignment
  • • AI reply drafting (planned)

Outcome

A practical automation starting point that matches how Bass Tech already runs quotes internally.

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