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CUSTOM AI

Capture, qualify and route every enquiry once.

Nexvix builds workflow automation around the process it replaces: the trigger, the rules, the exception paths and the person who still approves the consequential step.

Workflow automationCRM and calendarException routingAudit record
Running this workflow for
Best Driving School 0.73s average response Carpstar Anglesport 35% faster replies Nexus Drivers Ed 325K+ students trained PickClick 13 workflow templates
WORKFLOW AUDIT

Every re-entered record is paid for twice.

Your team enters the same customer information into the CRM, the invoice and the reporting sheet. The second and third entries add no information. They add delay, a chance of error and a record nobody trusts at month end.

Book the workflow audit
Duplication

The same record, three times

CRM, invoice and reporting sheet, entered by hand, every time.

3×Manual entries per record
Delay

Enquiries answered a day late

Anything arriving outside opening hours waits for a person to start their shift.

Evidence

No record of who approved what

Approvals happen in inboxes and messages rather than against the record itself.

0Auditable approvals
IMPLEMENTATION

One record, three controlled stages.

The same record moves through capture, verification and routing. The system handles the repeatable part. The consequential decision stays with a named person, and every stage writes an entry you can audit later.

01Capture

Every enquiry is picked up

Web form, SMS, phone and inbox arrive in one queue with the source, timestamp and full message retained.

Handled by the system
02Verify

Checked against your rules

Service line, catchment, budget and availability are checked against the criteria you defined, not a generic model guess.

Handled by the system
03Route

Actioned, or escalated to a person

Qualified work completes. Pricing, contractual terms and anything outside the rules go to the owner you nominate.

Decided by your team
DEMONSTRATION
SYSTEM OWNERSHIP

What Nexvix builds, named.

Scope is written before code. Each item below appears in the scope document with the systems it touches and the person who approves it.

View process
Automation

Triggers, rules and exception paths

Written as a specification you approve before build, including what the system must never decide on its own.

Integration

Named connections into your stack

The specific CRM, calendar, inbox and reporting integrations, with retry and failure handling defined.

Interface

An operator view for your team

The queue, the approval actions and the exception list, at the density the people using it need.

Ownership

Documentation and admin access

Handover includes the operating guide and the accounts, so your team can run and change the system without Nexvix.

SYSTEM OWNERSHIP

Connected to the tools you already run on.

CRM and records

  • HubSpot
  • Salesforce
  • Zoho
  • In-house record systems
Named in the scope document before build.

Scheduling

  • Google Calendar
  • Microsoft 365
  • Calendly
  • In-house diaries
Availability is checked before anything is confirmed.

Messaging

  • Website chat
  • WhatsApp Business
  • SMS gateways
  • Shared inboxes
One queue, whatever channel the enquiry arrived on.

Reporting

  • Looker Studio
  • Power BI
  • Scheduled CSV export
Operating metrics, not vanity charts.
MEASURED RESULTS

Measured on systems Nexvix has shipped.

35%
Faster replies
Reported by Carpstar Anglesport after the first implementation cycle.
25%
Less manual work
Reported by Carpstar Anglesport after the first implementation cycle.
33,946
Interactions handled
Recorded across deployed systems to September 2026.
Answered at the hour they arrive.

Enquiries are answered when they come in, and the ones that need a person reach us with the context already attached. Client reference available on request; attribution held until permission is confirmed.

IMPLEMENTATION

Compared with the two alternatives buyers price against.

Custom system, off-the-shelf tool, in-house build
What you needCustom Nexvix systemOff-the-shelf toolIn-house build
Built around your existing workflowYesNoYes
Approval stages you defineYesNoDepends on team
Named integrations agreed before buildYesPreset connectorsDepends on team
Audit record of system and human decisionsYesNoDepends on team
You own the code, data and model accountsYesNoYes
Typical time to production6 weeks1 week, limited fit3 to 9 months
IMPLEMENTATION

Six weeks. You approve at every stage.

Clarity before code. Nexvix does not start building until the workflow, the measurable outcome and the approval points are written down and agreed.

01

Workflow audit

Nexvix maps the current process, the systems it touches and where time or leads are lost. Output is a written map, not a proposal deck.

Week 1
02

Scope and measurable outcome

One bottleneck, one target, one definition of done. If a system is not worth building, Nexvix says so at this stage.

Week 1
03

System design and approval points

The rules, the exception paths and the approval stages where a person stays in control are documented and signed off.

Week 2
04

Build and integration

The automation, the operator interface and the connections into the tools you already run on are built against the agreed scope.

Weeks 3 to 5
05

Verification against the target

The system runs against real traffic with your team reviewing output before it is trusted unattended.

Week 6
06

Handover and ownership

Documentation, admin access and the operating guide, so your team can run and change the system without Nexvix.

Week 6
WORKFLOW AUDIT

Questions buyers ask before the first call.

What does a workflow automation build include?
The trigger and rule specification, the named integrations, the operator interface, the exception paths, the audit record and the handover documentation. Each is listed in the scope document before work starts.
How long does implementation take?
A scoped single-workflow system typically reaches production in six weeks: one week of workflow audit and scoping, one week of system design and approval, three weeks of build and integration, and one week of verification and handover.
Does the system make decisions without a person?
No. It completes the repeatable work and collects what is needed. Pricing exceptions, contractual terms and anything outside the agreed rules are escalated to a named person on your team, and every handoff is recorded.
Will it work with the tools we already use?
Integration into your existing CRM, calendar, inbox and reporting tools is part of the build. Nexvix names the specific integrations in the scope document, so there is no assumption about what connects to what.
Who owns the system and the data?
You do. Systems are deployed into infrastructure and model accounts you own, and handover includes documentation, admin access and the operating guide.
What if the workflow is not worth automating?
Nexvix tells you at the scoping stage. The written workflow map is still yours to keep, and there is no obligation to proceed.
WORKFLOW AUDIT

Bring the workflow that is costing you the most time.

One call, thirty minutes. Nexvix maps the process, names the measurable outcome and tells you whether a system is worth building. If it is not, you will hear that instead of a proposal.

A written workflow map you keep either wayA named measurable outcome, not a feature listA direct answer if the system is not worth building