Where does it pinch?
Pick your entry point — the grid jumps to the matching functions.
The 14 functions
Each function removes a concrete manual task
Stop Googling every new lead
Data enrichment
New lead "Sample Ltd" → industry, headcount and website tech are in the record before you call.
Example
IndustrySolartechnik
Headcount45
Revenue5–10 Mio €
Tech stackHubSpot · Stripe
Trigger → AI → Action New lead lands in CRM → Firmographic & tech-stack lookup → fields filled, segment assigned
Limit: Only as good as the sources; thin for very small firms.
No more typing supplier PDFs into Books
Data extraction
40 supplier invoices a month → line items land as a purchase order in Books, PDF attached to the record.
Example
PosItemQtyPrice
1PV-Modul 430W24€ 2.856
2Wechselrichter 10kW2€ 2.180
3Montageschiene60€ 540
Trigger → AI → Action Supplier or offer PDF arrives → line items are parsed → purchase/sales order created in Books
Limit: Very inconsistent layouts need a review loop at first.
Stop opening every invoice to copy number and amount
Document OCR
Invoice by email → number, IBAN and total recognised, filed in Books, PDF in WorkDrive.
Example
Invoice no.RE-2026-0483read
IBANDE89 3704 0044 …read
Total€ 4.850,00read
Trigger → AI → Action Invoice/offer/delivery note arrives → OCR + supplier detection → record + attachment filed
Limit: Handwriting and poor scans remain edge cases.
Stop sorting the shared inbox by hand every morning
Email classification
Shared inbox → each mail gets a category, urgency and language and lands in the right queue.
Example
„Angebot für 12 Module …"Saleshigh
„Rechnung stimmt nicht …"Finance
„Wann kommt der Monteur?"Supporturgent
Trigger → AI → Action Inbound mail → category, urgency, language detected → routed to the right queue
Limit: New categories need a few examples to learn.
Stop rewriting the same five answers
Email drafting
Customer question → a draft from the history is ready, you check and send in one click.
Example
Does next Tuesday work too?
Sure — Tuesday 2pm works for us. I have reserved the slot and will send the confirmation.
Trigger → AI → Action A reply is needed → draft from history + tone rules → agent approves and sends
Limit: Always with approval — the draft does not replace the final judgement.
Stop reading chats to spot buying intent
Intent recognition
A website chat shifts from "support" to "buying intent" → the right salesperson gets an instant alert.
Trigger → AI → Action Chat, mail or web behaviour → buying, support or churn intent → sales is alerted
Limit: Signals, not certainty — the human still decides.
Stop assigning leads by hand and reshuffling for holidays
Lead routing
New lead from the south region, speaks English → lands with the right owner who has capacity.
Trigger → AI → Action New lead → territory, industry, language, workload → owner assigned
Limit: Needs clear rules for territories and cover.
Stop guessing which of 200 open leads to call first
Lead scoring
200 open leads → each gets a score and tier A/B/C, your call list is ready.
Trigger → AI → Action behaviour + firmographics → score & tier computed → prioritised follow-up list
Limit: Zia scores natively; the tuning to your criteria comes from us.
Stop writing up notes and creating tasks after the call
Meeting analyzer
After the customer call → decisions and to-dos are tasks with owners in the project.
Example
Decisions
10kW system confirmedOpen points
Check grid connection Trigger → AI → Action Call transcript → decisions, open points, action items → tasks created with owners
Limit: Needs a clean recording; very noisy calls get inaccurate.
Stop noticing three weeks late that a deal went quiet
Next best action
Deal 21 days without activity → a recommendation with its reason ("in 38 won deals a quote followed here") and a ready task.
Example
Deal „Muster GmbH · 10kW"21 days quiet
Recommendation: follow up the quote
In 38 comparable won deals, a quote followed here.
Trigger → AI → Action Deal stagnates → next step from similar won deals → task for the owner
Limit: A recommendation with its reason — the owner still decides.
Stop setting category, priority and SLA on every ticket
Smart ticket
New ticket → category, priority and SLA set, matching KB article suggested.
Example
„Boiler leaking, no hot water"
CategoryFault / emergencyAI
PriorityHighSLA 2h
Trigger → AI → Action Ticket created → fields set + KB article suggested → faster first response
Limit: The article suggestion is only as good as your knowledge base.
Stop reading 40 messages before you take over a case
Summarization
24-message thread → condensed to a short brief, your colleague takes over immediately.
Trigger → AI → Action Long thread/record/document → structured brief → handover in seconds
Limit: A summary does not replace reading the critical detail.
Stop rewriting offers and replies for each language
Translation
Offer in German → clean English/Turkish, technical terms stay identical.
Example
Your quote for the PV-Anlage 10 kWp comes to …
Trigger → AI → Action Content in any language → DE/EN/TR, terminology preserved → one team serves all markets
Limit: We control terminology via a glossary — no guessing.
Stop answering the same product and status questions all day
Chat assistant
Visitor question → answered from the knowledge base with a source; unclear cases go to the team with context.
Example
How do I download my certificate?
Under “Certifications → Download”. Source: help centre
Trigger → AI → Action Visitor or employee question → answer from your knowledge base → escalated with context when unsure
Limit: When unsure it hands over to a human — by design, not a weakness.
