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 — 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.
Discuss Your Workflow →