The agent · symbolic illustrationAn incoming request becomes a clear workflow.
From request to decision
How client work comes together.
Synthetic example: a company receives an enquiry about a new order. The scope, budget and timeframe still need clarification.
Next step Draft
Prepare the project meeting
Client
Example Company
Related to
New order
Responsibility
Project team
Still open
Confirm the scope
Based on the enquiry, notes and documents. Review before using.
1
Record the request
The source and original content are assigned to the appropriate case.
2
Structure the context
The client link, responsibility and missing details become visible.
3
Prepare a draft
The product AI prepares replies and next steps.
4
Human review
Your team checks the content, recipient and any potential commitments.
5
Record the decision
What was accepted or changed, and the follow-up task, remain traceable.
Related topics
Tested locally. Pilot by arrangement.
The CRM, BusinessAgent and client portal have been tested with synthetic cases. Real email and calendar connections, the end-to-end CRM–portal file and status view, and full operational acceptance remain outstanding.
Fidavento Website Assistant AI-powered · answers questions about the website
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Hello, I’m Fidavento’s website assistant. I answer questions about the BusinessAgent, possible use cases and the pilot phase. I am not the BusinessAgent itself. How can I help?
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