Interpret and prepare information
Read emails, forms, documents and requests. Extract relevant details, classify the work and validate the information needed for the next step.
AI Process Automation
ChatFox designs, builds and manages automation around your systems, rules and objectives. It can handle an individual task, a multi-stage workflow or a wider business function, within agreed limits and with people involved where needed.
Discuss your requirementsWhat it can do
Read emails, forms, documents and requests. Extract relevant details, classify the work and validate the information needed for the next step.
Search approved sources, create or update records and transfer information between connected applications without repeated manual entry.
Generate documents, reports or communications, apply defined rules and permitted decisions, and trigger tasks and follow-up actions.
Request approval at agreed points, route incomplete or unusual cases to the right person and keep a record of the actions performed.
An example of how it could work
An email and its attachment arrive. The automation identifies the request, extracts the details and checks the relevant account record. It prepares the required document, updates the agreed system and routes an exception to a colleague if a reference is missing or approval is needed.
Illustrative example, rather than a client case study.We establish permissions, approval points and escalation paths for the work. Missing information, unavailable systems and out-of-scope requests follow an agreed fallback. Defined business rules govern predictable steps; AI interpretation is checked where the consequences require it.
Data and securityWe map the current workflow, identify worthwhile opportunities, design and connect the automation, and configure the AI, rules and exception handling. Testing covers normal cases and failures. Ongoing monitoring, support and improvements are agreed as part of delivery.
Our managed serviceUseful for repeated administration, document intake and processes that move through several teams or systems. It can help handle growing volumes without a matching increase in routine manual work. We assess volume, variability and effort before deciding what is worth automating.
Show us what starts the process, a typical input, the systems involved and the decisions people make along the way. Include an example that does not follow the normal path.
Connected through ChatFox
The ChatFox AI Control Layer provides the approved tools each workflow can use. Connections, permissions and activity can be managed centrally, and those integrations can be reused by other authorised ChatFox solutions.
How the AI Control Layer worksAn MCP-based automation and orchestration solution combines AI reasoning, deterministic business rules and approved system tools. The ChatFox AI Control Layer exposes business capabilities through its managed MCP server. Workflows use scoped permissions, validation, human approval, exception handling and audit records appropriate to the process.
Get in touch
You don’t need a technical specification. Tell us about the process, problem or opportunity, and we’ll help define the right solution.