ExecuteCX designs, builds, and manages AI workflows for bookings, quotes, intake, system updates, and follow-ups, with human review where it matters. On the phone, in chat, or with no conversation at all.
Revenue-handling workflows live in production today. Not a demo.
If the workflow has rules, an agent can run it. Three we run today:
A caller asks for a 10×10 unit at 7:42 PM. The agent checks availability, reserves the unit, sends the payment link, updates the CRM, and texts the confirmation. No hold, no callback.
In production for a self-storage operator on Amazon Connect.
Intake questions feed your pricing rules; the agent drafts the quote, routes anything above your approval threshold to a person, and logs the sent version against the account.
Works from a call, a web form, or an inbound email.
Claims, service requests, and applications captured by voice or web, validated against your rules, created in the system of record, and followed up on a schedule.
A person reviews the exceptions, not the pile.
Also common: appointment confirmations and reschedules, order-status and delivery updates, and account changes that need identity verification first.
One accountable partner from process assessment through go-live and operations.
Call-driver and process analysis, automation candidates ranked by value and risk, integration readiness, and an ROI model.
The steps, the decision rules, the exception paths, and exactly where a person signs off.
Amazon Connect for voice and chat; your CRM, ERP, property-management or ticketing system through APIs or MCP tools; DynamoDB and EventBridge for state and events.
Regression suites built from real transcripts; go-live gated on goal success and tool-call accuracy, not on a demo going well.
One workflow, one channel, live in production in about 60 days, priced against outcomes.
Managed AI Operations: monthly performance reviews, prompt regression testing, conversation QA, model and cost optimization, and an AI-spend dashboard.
Automation that knows when to stop. Every automated action leaves an audit trail: what the agent heard, what it decided, which tool it called with which values, and what came back.
The same stack runs whether the workflow starts with a phone call or a form.
If you have a repeatable process with rules and a system of record, it qualifies: appointment confirmations and reschedules, order-status and delivery updates, account changes that need identity verification first, and the back-office half of every call: the CRM update, the follow-up, the record that has to exist afterward.
Three things to settle before anyone writes a proposal.
Cost follows three things: how many systems the workflow touches, how many exception paths need designing, and what compliance requires (PHI, recorded-line disclosures, identity verification). Volume matters less than people expect.
One workflow on one channel with a number attached before we start. Typically 60 days from kickoff to production, priced against outcomes.
Measured on the workflow, not the conversation: completion rate, time to complete, error and rework rate, cost per completed transaction, and customer satisfaction on the automated path.
If those numbers don’t move, the pilot didn’t work, whatever the demo looked like.
The design decides that before go-live: thresholds, escalation, and an audit trail, plus regression tests so a fix stays fixed. A wrong value written to a system of record is treated as a defect, not as a bad customer experience, and go-live is gated on tool-call accuracy for exactly that reason.
About 60 days for a production pilot, after a short assessment. We start with the workflow that eats the most time and has the clearest rules, and we put a number on it before kickoff.
For healthcare, insurance, utilities, and the public sector, agents and processing pipelines run in secured, governed environments, so your data never leaves your control. PHI stays put. Audit trails come standard. And because we cost-engineer the model pipeline, the economics still work at volume.
Thirty minutes is enough to tell whether it’s a fit and what a pilot would cost.
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