Platform
Platform capabilities that deliver business outcomes
Each capability is deployed on your phones, CRM, and tools — with orchestration, monitoring, and reporting built in. Start with one workflow to prove ROI.
Never miss a call. Never lose a lead.
Voice and chat agents that answer inbound calls 24/7, qualify intent, book appointments, and route escalations to your team — with full CRM logging.
Pain points solved
- Missed calls after hours cost qualified opportunities
- Front desk staff spend 40%+ of time on repetitive intake
- Inconsistent call handling damages brand trust
Automation flow
- 1Inbound call or chat received
- 2AI identifies caller intent and urgency
- 3Appointment booked or message captured
- 4CRM record created with transcript summary
- 5Human handoff when complexity exceeds threshold
99%+
Call answer rate
↓ 35–60%
Cost per qualified lead
↑ 3–5x
After-hours capture
Industries
Integrations
Provide instant customer responses 24/7.
Tier-1 support automation across email, chat, and portals — with knowledge-base grounding, order lookups, and intelligent escalation to specialists.
Pain points solved
- Support queues grow faster than hiring budgets
- Agents repeat the same answers hundreds of times daily
- Response SLAs slip during peak volume
Automation flow
- 1Ticket or chat initiated across channels
- 2AI retrieves account and order context
- 3Knowledge base answers with cited sources
- 4Resolution or escalation with full transcript
- 5CSAT survey and analytics logged
↓ 70%
First-response time
45–65%
Tickets deflected
↓ 40%
Support cost per ticket
Industries
Integrations
Speak only with qualified prospects.
Multi-channel qualification flows that score budget, timeline, authority, and fit — syncing enriched leads directly into your CRM pipeline stages.
Pain points solved
- Sales reps waste hours on unqualified conversations
- Inbound form leads sit cold for hours or days
- No consistent scoring methodology across channels
Automation flow
- 1Lead enters via form, ad, chat, or call
- 2AI conducts structured qualification dialogue
- 3BANT/MEDDIC-style scoring applied
- 4CRM updated with score and next action
- 5Hot leads routed instantly to assigned rep
↓ 20–30%
Sales cycle length
↑ 35%
Rep productive time
↑ 18–25%
Pipeline conversion
Industries
Integrations
Persistent, personalized outreach at scale.
Automated follow-up sequences across SMS, email, and voice that reference CRM context, handle objections, and book meetings without manual chasing.
Pain points solved
- 80% of deals require 5+ follow-ups; most reps stop at 2
- Inconsistent messaging across the sales team
- Pipeline stagnation from forgotten nurture sequences
Automation flow
- 1Trigger from CRM stage change or inactivity
- 2AI drafts contextual follow-up message
- 3Multi-channel outreach with optimal timing
- 4Objection handling and FAQ responses
- 5Meeting booked or rep notified for intervention
↑ 4x
Follow-up completion rate
↑ 28–42%
Meetings booked
↑ 15–22%
Revenue per rep
Industries
Integrations
Reduce repetitive work and operational costs.
Intelligent document pipelines for invoices, contracts, intake forms, and compliance packets — with validation, approval routing, and ERP sync.
Pain points solved
- Manual data entry creates errors and bottlenecks
- Document backlogs delay billing and operations
- Compliance risk from inconsistent processing
Automation flow
- 1Document ingested via email, upload, or API
- 2AI classifies type and extracts structured fields
- 3Validation rules applied with exception flagging
- 4Approved records synced to ERP/CRM
- 5Audit trail stored for compliance review
↓ 85%
Processing time per document
↓ 90%+
Data entry errors
↓ 12–18%
Days sales outstanding
Industries
Integrations
Accelerate time-to-value for every new client.
Guided onboarding experiences that collect requirements, provision accounts, deliver training, and keep stakeholders aligned — without coordinator burnout.
Pain points solved
- Onboarding timelines stretch due to manual coordination
- Clients drop off when instructions are unclear
- Internal teams lack visibility into onboarding status
Automation flow
- 1New client trigger from CRM or contract signature
- 2AI sends personalized onboarding checklist
- 3Documents collected and validated automatically
- 4Training modules delivered with Q&A support
- 5Completion signal triggers account activation
↓ 50%
Time to onboard
↑ 20 pts
Client satisfaction (NPS)
↓ 60%
Coordinator hours per client
Industries
Integrations
Institutional knowledge, available on demand.
Secure RAG-powered assistants trained on SOPs, wikis, and tribal knowledge — giving teams instant answers without Slack archaeology.
Pain points solved
- Critical knowledge lives in scattered docs and heads
- New hires take months to reach full productivity
- Repeated internal questions drain senior staff
Automation flow
- 1Knowledge sources indexed with access controls
- 2Employee queries via Slack, Teams, or web portal
- 3AI retrieves cited answers from approved sources
- 4Feedback loop improves retrieval quality
- 5Gap detection surfaces documentation needs
↓ 65%
Time searching for information
↓ 40%
Ramp time for new hires
↓ 50%
Senior staff interruptions
Industries
Integrations
Operational intelligence without analyst bottlenecks.
Automated data extraction, normalization, and narrative reporting — delivering executive-ready insights on schedule or on demand.
Pain points solved
- Reports take days to compile from fragmented systems
- Leadership lacks real-time visibility into KPIs
- Analyst time consumed by repetitive reporting tasks
Automation flow
- 1Data connectors pull from CRM, ERP, and ads
- 2AI normalizes and validates data quality
- 3Anomaly detection flags outliers proactively
- 4Narrative summaries generated for stakeholders
- 5Reports distributed via email and dashboards
↓ 80%
Reporting cycle time
↓ 50%
Decision latency
↑ 3x
Analyst capacity freed
Industries
Integrations
Ready to stop losing calls, leads, and hours?
Request a free assessment or book a strategy call. We'll identify your highest-ROI workflow and outline a pilot you can approve before any build begins.
See PlatformOr email hello@harft.ai