AI assistants
Internal or customer-facing assistants grounded in approved business information.
AI & Automation
AI automation designed around real business friction.
From lead qualification and WhatsApp workflows to document intelligence, internal knowledge assistants and reporting agents—DataVero connects AI to the systems and approval steps your business actually uses.
What we deliver
Built around the business problem.
Each engagement is scoped to the outcome, the systems already in place and the level of sophistication the project genuinely requires.
Lead qualification
Collect, classify and route enquiries with clearer next actions.
CRM automation
Reduce manual copying, reminders and follow-up gaps between systems.
Document workflows
Extract, classify, draft, route and organize recurring documents.
Support automation
Speed up common responses while keeping escalation paths clear.
Internal tools
Purpose-built interfaces for workflows that do not fit off-the-shelf software.
How we work
Consultative enough to be clear. Lean enough to move.
Projects start with discovery and scope. We then move through architecture, visual/technical implementation, QA and launch. Complex work is phased so the riskiest assumptions are addressed early.
- Clear project scope and deliverables
- Responsive design and accessibility considerations
- Performance and SEO foundations
- Practical integration choices
- Handover and ongoing support options
AI Automation Lab
Explore the AI studio →Practical AI systems for repetitive business work.
DataVero designs connected workflows around real operational friction. AI can assist with intake, qualification, drafting, extraction and routing while business rules and people remain in control where needed.
AI Lead Qualification
Capture enquiries, ask qualifying questions, score leads and route them to the right team.
Lead → AI intake → CRM → follow-upWhatsApp Sales Assistant
Structured responses, qualification and follow-up workflows connected to approved business data.
WhatsApp → qualification → bookingDocument Intelligence
Extract key information, summarize documents and prepare outputs for human approval.
Upload → extract → review → actionAI Support Agent
Answer common questions from your knowledge base and escalate exceptions to people.
Question → knowledge → answer / handoffCRM Follow-up
Automate lead updates, reminders, task creation and structured follow-up across sales stages.
CRM event → rule → actionInternal Knowledge Assistant
Help teams search approved internal documents and retrieve answers with source-grounded context.
Employee → search → grounded responseReporting Agent
Collect structured metrics and prepare management summaries from connected business data.
Data → summary → decision viewProposal & Draft Assistant
Prepare first drafts from approved templates, then route them for review before delivery.
Brief → draft → approval → sendInteractive workflow studio
See what an automation could look like.
Choose an industry to preview a representative workflow. These are examples, not claims that every business should use the same architecture.
AI systems in context
From first click to qualified conversation.
Connect website enquiries, qualification logic, CRM updates, WhatsApp follow-up and calendar actions into one controlled workflow.
Lead→AI qualification→CRM→WhatsApp→Booking
Turn documents into structured work.
Extract fields, summarize content, identify key terms and route the result through business rules and approval workflows.
Document→Extraction→Summary→Approval
Human approval where it matters.
AI can prepare and route work without removing human judgment. Sensitive, financial or client-facing actions can remain gated by explicit approval.
01Enquiry
02AI draft
03Business rules
04Human approval
05Delivery
Integration ecosystem
Your tools. Connected intelligently.
DataVero can design integrations around the platforms already used by your business. Technology names below indicate integration targets and capabilities, not formal partnerships.
OpenAI / GPTClaudeGeminin8nMakeZapierHubSpotSalesforceWhatsApp BusinessGoogle WorkspaceMicrosoft 365AirtableNotionPower BIShopifyWordPressWooCommerceCustom APIs
Start a conversation
Build what your business needs next.
Tell us the goal, the friction and the outcome you want. We’ll recommend a practical route from concept to launch.