ENGIMEDSolutions

AI & automation services

Your conversations.
A connected operation.

Practical AI systems for the work between the messages: assigning tasks, preparing quotations, following up and reporting service visits.

Explore the workflows Talk about your process
An operational system
ConversationClients, managers and field teams
Structured workflowRecords, rules and human approvals
Clear next actionUpdates, documents and follow-ups
Business rules firstAI assistance where it helps

01 / AUTOMATION SERVICE

AI task
management.

Give every task an owner, a visible status and a defined approval route. Keep the supporting documents attached to the work.

  • Assignments that stay visible

    Assign work through WhatsApp and track the responsible officer, status and next action in a management dashboard.

  • Approval routes that match your structure

    Connect requestors, managers and financial approvers. Capture approvals, returns and rejection reasons against the same record.

  • Documents with a place to belong

    Link quotations, comparisons, CAPEX, purchase orders and payment evidence to the relevant task.

  • Follow-ups with context

    Use status updates and agreed reminders to keep pending approvals, expected payment dates and handovers visible.

Designed for: Projects, procurement, finance and operations teams.

Discuss this workflow
Workflow previewIllustrative example
Equipment procurementAssigned
OwnerProject officer
Next actionOfficer accepts the task
RecordA single task record with its owner, scope and due date.
Example conversation

Task assigned: Equipment procurement Owner: Project officer Next step: Confirm the requirement.

Step 1 of 4

02 / AUTOMATION SERVICE

AI sales
representative.

Turn a customer conversation into a complete inquiry journey, from requirement capture to approved offer and payment follow-up.

  • Natural inquiry capture

    Collect item, quantity, material and size requirements in a conversation, with separate context for each inquiry.

  • Quotations under manager control

    Prepare proposed pricing and PDF / Excel documents for review. Send the quotation to the client after manager approval.

  • The full commercial journey

    Track quotation revisions, client responses, purchase orders, invoices and expected payment dates.

  • A shared view of the customer

    Bring active inquiries and conversation history into a dashboard, with a route for manager takeover.

Designed for: Fabricators, equipment suppliers and businesses handling specification-based sales.

Discuss this workflow
Workflow previewIllustrative example
Custom equipment inquiryInquiry active
OwnerSales representative
Next actionConfirm the client requirement
RecordThe client requirement is captured against its own inquiry.
Example conversation

Thank you for your inquiry. Please share the item, quantity and any size or material requirements so we can prepare your offer.

Step 1 of 4

03 / AUTOMATION SERVICE

AI field service
reporting.

Connect the service manager, technician and customer. Turn visit updates into a consistent service record and a branded report.

  • A clear visit assignment

    Send the technician the job and scope, then record acceptance and arrival updates against the service visit.

  • Work details as the visit happens

    Capture findings and completed-work details through the technician’s reporting workflow.

  • Client confirmation built in

    Request customer feedback after work completion and retain the confirmation with the visit record.

  • A report ready to share

    Generate a structured PDF service report for the client, manager and technician, supported by a management view of job status.

Designed for: HVAC, MEP, maintenance, equipment service and facilities teams.

Discuss this workflow
Workflow previewIllustrative example
Scheduled equipment serviceVisit assigned
OwnerService manager
Next actionTechnician accepts the visit
RecordA service visit is assigned with the equipment, scope and instructions.
Example conversation

Service visit assigned Equipment: Synchronization panel Next step: Accept the visit and confirm availability.

Step 1 of 4

Designed around your business

Your process.
Your rules.

We define the workflow before connecting the tools. The final scope is tailored to your team, approval structure and existing systems.

01 / DEFINE

Map the operation.

Agree the users, inputs, exceptions, approvals and outcomes. Identify where human judgment must remain in control.

02 / CONNECT

Build the workflow.

Connect WhatsApp, dashboards, document generation and relevant business records within the agreed scope.

03 / VALIDATE

Test real scenarios.

Trial the workflow with representative cases, review exceptions and prepare the team for handover.

Before we begin

A few useful answers.

Does the AI send quotations without approval?

The sales workflow is designed around manager approval. The AI helps capture requirements and prepare the offer; the agreed approver controls the release of the quotation.

Can the workflow match our team structure?

Yes. Roles, approval routes, message content, reminders and document formats are defined during scoping. Integrations are confirmed against the systems your business uses.

Are these examples connected to live business data?

No. The previews on this page use illustrative sample information to explain the workflows. A working implementation is a separately scoped service connected to your own business accounts and records.

What is needed to start an automation project?

Share the process you want to improve, the people involved, your current tools and a few examples of normal and exceptional cases. We can use those to define a practical implementation scope.

Can we keep human involvement in the process?

Human approvals and manager intervention are part of the workflow design. We agree which decisions can be automated and which require review before implementation.

Bring us the process you want to improve.

Discuss automation Connect WhatsApp