AI ApplicationsIntelligent Workflows for Operations, Sales & Support

Practical AI automation built for how your business runs

Automate manual handoffs, ticket routing, and repetitive operational tasks. We build reliable, end-to-end AI automations that connect your CRM, WhatsApp, email, and databases into one cohesive machine.

Overview

Why this matters for your operations

Most operational work is repetitive: reading incoming emails, assigning leads to sales reps, typing invoice data into CRMs, and generating routine status reports.

Rakebig builds practical AI automation systems tailored to your specific process. We link frontier models with your existing software stack, eliminating mundane work so your team focuses on high-value client delivery.

Core Capabilities

Engineered for production scale & reliability

Intelligent Ticket Triage

High Accuracy

Automatically classify, prioritize, and route customer tickets to the right department with sentiment scoring.

Automated Proposal & Quote Drafting

Sales Velocity

AI synthesizes client notes and requirements into professional, scoped quotes ready for manager sign-off.

CRM & WhatsApp Synchronization

Unified Data

Every customer conversation on WhatsApp automatically logs into Perfex CRM with summarized action items.

Executive Summaries & Reports

Instant Insights

Scheduled AI agents compile daily sales, pipeline updates, and support KPIs delivered to your Slack or WhatsApp.

How It Operates

The end-to-end data pipeline

01

Channel Listener

Webhooks listen to WhatsApp, email inboxes, support tickets, and CRM events.

02

AI Classification & Extraction

Model categorizes requests and extracts critical parameters.

03

Database & Tool Action

Executes CRM updates, notification dispatches, and document generation.

04

Review & Closure

Confirms delivery, logs to audit trail, and notifies relevant team members.

Measurable ROI

Outcomes that justify the investment

15+ hrsSaved Per Employee/Week

Reclaim repetitive administrative and clerical hours.

0 minLead Response Delay

Instantaneous qualification and CRM assignment for every new inquiry.

100%CRM Hygiene

Clean, consistent data and audit logs without manual entry.

Delivery Process

A clear 4-step path from scope to launch

  1. 01

    Workflow Audit

    We identify the 3 highest-ROI manual workflows draining your team's time.

  2. 02

    Architecture & Integrations

    We engineer prompt pipelines, safety checks, and API connectors.

  3. 03

    Shadow Testing

    We run the automation alongside your team to verify 100% accuracy on real traffic.

  4. 04

    Full Automation & Monitoring

    We launch live with 24/7 health monitoring and performance dashboards.

Common Questions

Frequently asked questions

Will this replace our existing employees?

No. Our AI automations handle the tedious, mechanical chores (data entry, copy-pasting, routing) so your team can focus on client relationships and complex problem-solving.

How reliable are these automations?

We build with strict deterministic validation and fallback logic. If an input is ambiguous, the system flags it for human review rather than guessing.

Can this connect directly to our Perfex CRM installation?

Yes. We specialize in Perfex CRM and can build custom modules or direct API bridges that read and write directly to your Perfex database.

What is the typical implementation timeline?

Most single-workflow automations ship in 2 to 3 weeks; full departmental operational automation takes 4 to 6 weeks.

Ready to automate with certainty?

Schedule a technical scoping session to map out your custom AI pipeline with our engineering team.