Xliium

Business Intelligence Practice

The work your team does manually every week can run on its own.

Process automation and custom AI that is trained on how your business actually works. This page explains what gets automated, how it is built, and what changes when it is running.

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20-30%

of a sales team's time goes to data entry that could be automated

60 min

is how long a lead stays warm before the conversion rate drops significantly

4-8 hrs

saved per team member per week when reporting is fully automated

Process automation

Five areas where most businesses still work manually.

Each one can be built into an automated system in days, not months. We use Make.com, Zapier, and n8n depending on complexity and your existing tool stack.

Most inbound leads go cold within the first hour. When a form submission sits in an inbox until someone has time to respond, you are competing with businesses that automated the same response to go out in under 60 seconds. We build the sequence: form submitted, CRM record created, personalised follow-up sent, sales team notified with context, and reminder triggered if there is no reply in 24 hours.

Make.comHubSpotNotionGmail
3 to 5 hours per week per team member handling inbound

AI tool integration

AI trained on your business, not a category of businesses.

What a custom AI agent actually means

An AI agent trained on your business knows your specific services, your pricing structure, your common objections, and the way your team communicates. It does not give generic answers about a category of business. It gives accurate answers about yours. This is built using retrieval-augmented generation: the AI queries a knowledge base of your actual documents and content before responding.

Knowledge base built from your existing service descriptions, FAQs, and process documents
Retrieval layer that pulls relevant context before generating any response
Response tone and format configured to match how your team communicates
Escalation logic that routes complex questions to a human rather than guessing

Customer support without a round-the-clock team

Most business customer support questions fall into a small number of categories: pricing, availability, how something works, what is included, and where to start. An AI agent trained on your business can handle all of these accurately, at any hour, without requiring someone to be available. The handoff to a human is triggered only when the query is outside the trained scope.

Handles the 80 percent of inquiries that follow predictable patterns
Available outside business hours without staffing cost
Logs every conversation so your team can review and improve the knowledge base
Integrates with your existing chat widget, email, or WhatsApp

Internal knowledge access for your team

Finding the right procedure, the right contract clause, the right product spec, or the right answer to a client question takes time when it means searching through folders or asking a colleague. An internal AI connected to your documentation lets staff ask questions in plain language and get the right answer pulled from the correct source document immediately.

Connected to Google Drive, Notion, Confluence, or wherever your docs live
Returns the answer with a citation so the team knows where it came from
Updates automatically as documents are added or changed
Access controls so different team members see only relevant sections

How it works

From workflow audit to automated operations.

01

Workflow audit

We map your current processes by talking to the people who do them. We document where time is being spent, where handoffs break down, and where data moves manually between systems.

02

Automation opportunity ranking

Not every manual task should be automated. We rank opportunities by time saved, implementation complexity, and risk of error. You approve the priority list before we build anything.

03

Build and test

We build the automation in a staging environment, test every path including failure states, and document what each automation does so your team understands it. No black boxes.

04

Handover and training

You and your team get a walkthrough of every automation. We document how to turn them off, how to edit trigger conditions, and who to contact if something breaks.

05

Monitoring and iteration

We review automation performance monthly. If a sequence is not working or a tool changes its API, we fix it. If a new process is ready to automate, we add it.

The audit shows where the biggest time losses are.

We check your site and ask about your current workflow. You get a specific list of what to automate first and why.

No sales call required. Report delivered within 24 hours.