PlatformTouch — AI automation for growing businesses

Automate the busywork so your team can focus on real work

We design and ship AI agents and automations that plug into your existing tools—answering questions, qualifying leads, booking calls and updating CRMs—without forcing you to rebuild your whole stack.

Lead capture, qualification & follow‑ups
Support, FAQs & internal knowledge agents
Back‑office automations across CRM, billing & ops

Dozens of automations live

From first experiment to scaled rollout

Teams across multiple industries

Sales, ops, support & marketing

Tell us about your project

Share a few details and we'll get back within one business day.

The problem

Businesses waste hours on repetitive work

Teams are buried under manual tasks that don't move the needle—copying data between tools, responding to routine questions, and chasing follow‑ups by hand.

Manual lead qualification

Reps waste hours triaging cold leads instead of talking to warm opportunities.

Customer support overload

The same questions flood your inbox and chat every day, slowing your team down.

CRMs updated by hand

Notes, fields and deal stages are all maintained manually, which means they are often outdated.

Missed follow-ups

Interested leads slip through the cracks when reminders live in inboxes and sticky notes.

The solution

AI agents that work for your business 24/7

We design, build and maintain custom AI agents that plug into your stack, handle the busywork and escalate only when a human is truly needed.

AI Lead Qualification Agent

Engages visitors in real time, scores intent and routes only qualified leads to your team.

  • Website & landing page chat
  • Lead scoring based on behaviour & answers
  • Auto‑sync to your CRM

AI Customer Support Agent

Answers repetitive questions 24/7 and knows when to escalate to a human.

  • Instant answers from your docs
  • Escalation rules & intent detection
  • Works across chat, email & helpdesk

AI CRM Automation Agent

Keeps your CRM clean and updated without your team ever opening a spreadsheet.

  • Auto‑update fields & stages
  • Summarise calls and notes
  • Trigger workflows & playbooks

AI Scheduling & Follow‑up Agent

Handles scheduling, reminders and follow‑ups so you never lose a deal to “forgot to reply”.

  • Multi‑step email sequences
  • Calendar and scheduling integrations
  • Dynamic reminders based on engagement

Implementation

How we implement AI automation

A guided, low‑friction rollout—from first prototype to fully‑embedded automations across your teams.

1Step 1

Understand your workflow

We map your processes, tools and edge cases to identify high‑impact automation opportunities.

2Step 2

Design custom AI agents

We design agents around your data, tone of voice and guardrails so they behave like part of your team.

3Step 3

Integrate with your tools

We connect to your CRM, helpdesk, email, Slack and internal systems for end‑to‑end automation.

4Step 4

Launch & optimise

We monitor performance, refine prompts and continue improving flows as your team uses them.

Integrations

Works with your existing tools

We integrate directly with the systems your teams already live in—no new dashboards or complex retraining required.

Slack

Bi‑directional sync & triggers

HubSpot

Bi‑directional sync & triggers

Salesforce

Bi‑directional sync & triggers

Google Workspace

Bi‑directional sync & triggers

Notion

Bi‑directional sync & triggers

Zapier

Bi‑directional sync & triggers

WhatsApp

Bi‑directional sync & triggers

AI agents plug into your existing stack via secure APIs and webhooks—no need to rebuild your tooling or migrate data.

Use cases

Automation across your business

From first touch to renewal, AI agents quietly handle the workflows that slow your teams down.

Sales teams

Keep pipelines full and moving without more headcount.

  • Instant lead qualification & routing
  • Automated follow‑ups & reminders
  • Call summaries & next steps

Customer support

Deliver 24/7 support while keeping CSAT high.

  • AI front‑line for common questions
  • Suggested replies for agents
  • Auto‑tagging and routing of tickets

Marketing teams

Turn campaigns into conversations and learn faster.

  • Interactive funnels & chat campaigns
  • Personalised nurture sequences
  • Performance insights & reporting

Operations teams

Automate the glue work that keeps everything running.

  • Data syncing across tools
  • Approvals, hand‑offs & checks
  • Alerts when something breaks

Outcomes

What businesses achieve with AI automation

Real, compounding gains once the busywork is handled by agents—not humans.

3x

Faster lead response

Respond to new leads in minutes instead of hours.

70%

Reduction in manual tasks

Free your team from repetitive, low‑value work.

24/7

Always‑on support

Customers get answers, even when your team is offline.

40%

Increase in sales efficiency

More time spent selling, less time updating tools.

FAQ

Answers to common questions

If you're curious whether AI automation is a fit for your team, these are the questions we hear most often.

What is AI automation?
AI automation uses intelligent agents to handle repetitive, rules‑based and context‑aware tasks—like qualifying leads, answering questions or updating CRMs—without needing a human to do each step manually.
How long does implementation take?
Most projects move from kickoff to the first live agent in 3–5 weeks, depending on complexity and integrations. We start with a focused slice that delivers value quickly, then expand.
Can it integrate with our existing tools?
Yes. We plug into tools like HubSpot, Salesforce, Intercom, Slack, Notion, Google Workspace, Zapier and custom internal systems via secure APIs and webhooks.
Do we need technical knowledge?
No. We handle design, implementation and monitoring. Your team simply helps us understand workflows, edge cases and how you like to work today.
Is the AI customizable?
Absolutely. We train agents on your data, knowledge base and tone of voice. Guardrails and approval steps ensure agents stay on‑brand and inside your risk tolerance.

Final call to action

Ready to automate your business?

Book a free automation strategy call and see what AI can do for your team—no decks, just a practical walkthrough of where agents can create leverage in your workflow.