Enquiries & follow-up
Capture the details, apply agreed rules and prepare the next action so staff have the context they need.
First, checkChannels, contact permissions and stop conditions.
Melbourne · Victoria
AI automation for Melbourne businesses.
Connect the steps between an accepted enquiry and work getting started. Arcline scopes AI and workflow automation for Melbourne businesses, with remote delivery from our Perth-based team.
Start with an email. Custom scope and quote before the build.
One connected workflowIllustration
01 · The triggerCustomer is accepted
02 · Your agreed rulesSetup is prepared
Needs judgement? Route to a person.
03 · The next actionTeam reviews the handover
Perth-based. Working across Australia.One workflow to start.Clear human handovers.
A starting point · Customer onboarding
Make getting started easier to follow.
A new customer can trigger a trail of emails, records and internal tasks. An onboarding workflow could check that the right information is present, prepare the next steps and make the handover visible without asking staff to copy the same details again.
Illustrative project scope. The software connections and exact steps are confirmed during discovery.
01
Customer is accepted
An agreed status change starts the workflow in your existing system.
02
Setup is prepared
Required fields are checked and approved templates or tasks are prepared.
03
Team reviews the handover
A team member reviews missing information and confirms that work can begin.
Contracts, unusual requests and approvals stay with the person responsible for the customer.
AI consulting & implementation
Useful work between
the tools you already use.
From tedious admin to workflows across several systems, start with the process you want to improve. We assess the connections and review points before committing to a build.
Not sure where AI fits?
Start with workflow consulting.
Map the work your team repeats, identify where AI or standard automation could help, and leave with a prioritised plan. A consulting scope can stand on its own before you decide on implementation.
- Map the admin, systems and handovers.
- Assess effort, frequency and feasibility.
- Set priorities, dependencies and next steps.
CRM & system handovers
Explore moving agreed fields between compatible tools, with clear ownership and a way to handle duplicates.
First, checkAPIs, access, subscriptions and record ownership.
Booking administration
Assess reminders, intake steps and appointment handovers around the way your team manages bookings.
First, checkCalendar rules, availability and exception handling.
AI phone workflows
Explore a defined call-handling task, with approved answers and a clear route to a person when needed.
First, checkCall scope, disclosures, transfers and system access.
Admin & document routing
Organise incoming information, prepare drafts or route a request for review without hiding the original context.
First, checkData access, review steps and document formats.
Reporting handovers
Bring agreed information into a recurring summary so your team can review it and decide what to do next.
First, checkSource data, definitions, recipients and timing.
Looking for Arcline’s AI receptionist for allied health clinics? Explore the clinic service
Your first automation project
Start with one
business workflow.
- 01
Map the workflow
Walk through a real example. Identify the trigger, people, systems, repeated steps and exceptions.
- 02
Agree the scope & quote
Check compatibility. Define what will be built, what stays manual, costs, responsibilities and acceptance criteria.
- 03
Build & test
Connect the agreed steps and test normal cases, missing information, failed connections and human handovers.
- 04
Hand over clearly
Document the workflow, walk your team through it and agree ownership, maintenance and any ongoing support.
Custom quote after discovery. Build costs, third-party tools, usage charges and any ongoing support are agreed before work begins.
Before we connect anything
Agree how the process will be maintained.
For an onboarding or admin workflow, the initial build is only part of the decision. Make ownership, permissions and future changes clear from the start.
Check the source of truth
Choose the system that owns each customer field so one change does not create conflicting records.
Test more than the happy path
Include missing details, duplicate records, disconnected tools and a customer changing their mind.
Name the process owner
Agree who can edit the rules and who reviews a workflow when your team or software changes.
Based in Perth · Connected remotely
Working with Melbourne businesses.
We work remotely with Melbourne and Victorian businesses from our Perth base. Discovery sessions, demonstrations and handover are scheduled with your team, with clear responsibilities for access and testing.
Melbourne uses AEST (UTC+10) and AEDT (UTC+11) during daylight saving. Workflows should use the Australia/Melbourne time zone rather than a fixed offset for year-round schedules.
Before you start
Good questions.
Clear answers.
Scope, cost and compatibility should be clear before your business commits.
Can you work with a Melbourne business remotely?
Yes. Arcline is Perth-based and can scope projects with Melbourne businesses remotely. We agree the discovery sessions, access, testing responsibilities and handover arrangements before work starts.
Do we need to replace our existing software?
The starting point is the software you already use. We check its API, permissions, subscription limits and available automation options before proposing a connection. Replacement software would be a separate decision, not an assumed part of a project.
What happens when an onboarding process changes?
The project scope should define who owns the workflow, how changes are requested and what support is included. New rules or software changes may require additional testing and a separate quote.
How much does AI automation cost?
Arcline quotes each business automation project after reviewing the workflow, software connections and testing needs. The proposal should separate the build, third-party software or usage charges, and any ongoing support. There is no published fixed price for this service.
How long does an automation project take?
Timing depends on the scope, system access, integration options and review requirements. A delivery schedule is agreed after discovery. A short internal workflow and a customer-facing workflow across several systems need different levels of testing.
How is business information handled?
The project scope needs to identify the information involved, access permissions, external services, retention requirements and human review points. Avoid sending passwords, customer records or sensitive information in an initial enquiry. Data-handling requirements must be reviewed before any systems are connected.
Let’s map the first step
What does your team
keep doing by hand?
Email a short outline to arrange a workflow discussion. Include the task, the tools involved and what a useful result would look like.
Opens your email app. Please leave out passwords and customer records.
Three things to include
- 01The process you want to improve.
- 02The software your team uses today.
- 03Where a person needs to stay involved.