AutomationsAgentsCase studiesPricingTrainingToolsBooksAbout
Arrange a free call

Customer service automation

Build an AI knowledge assistant on your own policies.

Staff ask questions in plain English and get answers grounded in your own documents.

Arrange a free introductory call →or find your automation in 60 seconds

Free introductory call. Choose a time in Calendly.

AreaCustomer service
Tools to assessChatGPT / Claude projects, SharePoint / Drive

We confirm suitable connections, access and file hand-offs before agreeing a build.

Typical scopeKnowledge workflow (individually quoted)
Clerq offerWorkflow build · priced to scope

How it works

The workflow, step by step.

Generic description of how this kind of automation is usually built. Your version is scoped before we agree a build.

  1. Your documents gathered
  2. Assistant set up on them
  3. Team tested and handed over

Human review

Answers cite the source document for checking.

Proof

Results.

Illustrative workflow recipe. Inputs, connections, review points and outputs are agreed for each build. This is not a customer case study.

Expected effort and savings depend on your volumes. Model yours in the ROI calculator.

Related automations

Questions

Asked before we start.

Can a UK SME build an AI knowledge assistant on your own policies?

Yes, where the process is repeatable and the data is in a system. Staff ask questions in plain English and get answers grounded in your own documents. Answers cite the source document for checking.

What does it cost to build an AI knowledge assistant on your own policies?

Typically covered by Knowledge workflow (individually quoted). If the process is unclear, start with the £499 assessment. Scope and final price are agreed before work starts.

Which tools does it work with?

ChatGPT / Claude projects, SharePoint / Drive. We confirm suitable connections, access and file hand-offs before agreeing a build.

Next step

Let’s talk about your recurring work.

Choose a time in Calendly to discuss what keeps coming back onto your team’s desk. Any assessment or build is agreed separately.

Arrange a free introductory call →Browse the automation library

Prefer email? stephen@aiclerq.com

Ask Clerq: scripted answers

What does it cost?

Assessment £499 with a two-hour systems walkthrough and report. Simple workflow £995; connected workflow £1,500-£3,000; bespoke work individually quoted. Basic care £150-£250/month; active improvement from £750/month. Scope and final price agreed first.

Where should I start?

Start with a free introductory call. Choose a time in Calendly. The optional £499 assessment includes a two-hour walkthrough of one team and its systems, preparation, a prioritised report and a short follow-up call. A defined build can be quoted directly.

Do you work with Xero / QuickBooks / Sage?

We start with your current tools. We confirm suitable connections, access and file hand-offs before agreeing a build. The Xero example does not establish support for every accounting platform.

Is it safe? Who approves?

Payments, supplier decisions and customer replies stay under human approval. We agree the inputs, secure sharing method, access permissions and responsibilities before work starts. Use only a brief description in the public enquiry form. Do not send confidential records. See our privacy policy for website data handling.

Is my business too small?

Sometimes AI is not worth it yet. If the process is unclear, automating it makes it faster and worse, and we will tell you so. Try the readiness check.