Finance · in build
Onboarding cleared before a reviewer opens it
Registry lookups, director checks and sanctions screening run on arrival, so the file reaching a reviewer is complete and risk-banded.
Custom AI automation for service businesses
AI systems that handle enquiries, bookings and follow-ups inside your existing software.
Launch one live workflow in 6 to 10 weeks. Keep your CRM, WhatsApp, calendars and operating controls.
Inside the software your team already uses. One live workflow in 6 to 10 weeks.
No migrationFixed scopeWeekly working builds
- Running in productionFour systems live, two in build
- Time to first workflowSix to ten weeks
- What it runs onNo migration
Choose a product
Start with the workflow you need to fix
- Ideora HealthAppointments, intake, reminders and patient follow-uphealthcareReplaces paper intake and phone coverage checks
- Ideora AutoBooking, approvals, live status and payment follow-upautomotiveReplaces three inboxes and a capacity spreadsheet
- Ideora PropertyLead qualification, viewing booking and sales follow-upreal estateReplaces manual call-backs across four lead sources
- Operations ConsoleQueues, exceptions, ageing and management reportingcross-industryReplaces month-end reporting built by hand
See one working
What a live workflow actually looks like
This is Ideora Health, from the enquiry to the line in the management report. Every system we build has this shape: the routine completes on its own, and the moment it is unsure it stops and names a person.
A call, a WhatsApp message or a web form, answered in seconds at any hour, in the language it was written in.
The request is read for what is actually being asked, then matched to the right department and location before a slot is offered.
Into the calendar or HIS your front desk already works in. There is no second diary to reconcile.
Urgent clinical wording, an unclear request, no available slot or a missing consent goes to a member of staff rather than being answered.
Every action lands in the same record the dashboard reads, so the report and the operation cannot disagree.
Appointment booking
Every enquiry ends as a booked slot
A message, a call or a form arrives. The system reads what was asked, checks what is genuinely free in the calendar your team already works in, books it and confirms it. What it cannot answer stops and names a person.
Choose an industry
Healthcare, automotive and real estate run in production today. The rest are the same system, built to your rules.
Before and after
The same work, without the waiting.
Nothing about the job changes. What changes is how long it sits before somebody gets to it.
| Measure | Before | With Ideora |
|---|---|---|
| Time to a confirmed answerMedian. Holding replies do not count. | 4–6 hours | 40 seconds |
| People it takes to book one jobA person sees the exceptions. Nothing else reaches them. | Someone, every time | Nobody |
| Where the work is keptBacklog and ageing visible the day they happen. | 3 inboxes + 1 spreadsheet | 1 record |
Running in automotive, real estate and healthcare since February 2026. Six to ten weeks from first conversation to a system in production.
Real-world use cases
Four systems running. Two more in build.
Clients are under NDA, so each is described by what it does and what it replaced.
Showing 6 of 6 use cases
Automotive · live
Service bookings answered in seconds
Takes the enquiry, finds the vehicle, holds a bay and returns a confirmed slot before an advisor has read the message.
Read the case study
Real estate · live
Every enquiry qualified before an agent sees it
Enquiries scored against budget, area and readiness, then routed with a viewing already offered against the agent's calendar.
Read the case study
Healthcare · live
Intake and coverage settled before arrival
Intake completed by message and coverage verified with the payer, so the desk works a short list of exceptions and nothing else.
Read the case study
Cross-vertical · live
A queue management can read on a Monday
Every action writes to one record, so backlog, ageing and exceptions are visible the day they happen, weeks before month end.
See the console
Legal · pilot
Matters opened without partner time
Conflict checks, engagement letters and ID chasing are done before a partner opens the file. It arrives ready to bill.
In their words
Attributed by role and scale only. Named references are available to serious enquiries under NDA.
The first week of the audit told us more about our own process than two years of reporting had.
Services
How a build actually runs
Four stages from the first map to a system in production. The products above are these same stages against a workflow we have built before, which is why they take less time.
Find where the work waits
We map the process as it actually runs: every handoff, every wait, the exception rules nobody wrote down, and what success is measured in. You keep the map whether or not you continue with us.
- Delivers
- A written map of the process, the delay points, and which one a system should take first.
- Connects to
- Your team, your current tools, and the reports you run today
One method, every stage
- Read the request
- Check the record
- Act in your system
- Log the outcome
After launch
We watch it, you get the report.
Most automation fails quietly six weeks after launch, when a form changes or a queue grows and nobody is watching. We monitor the queues, exceptions, accuracy and cost, and keep improving the process while it runs.
A monitored system, a named owner for exceptions, and a report that matches the operation.
From first call to a system you own.
Six stages, six to ten weeks. You approve the design before anything is built, and you keep the dashboard afterwards.
Scope call
We walk the process you want automated, meet the people who run it today, and agree what success looks like before anything is designed.
- Scope
- The process you want automated
- Owner
- You and your operations lead
- You get
- A written map of the handoffs and the delays
Blueprint and design
We map the architecture, the systems it touches, and what runs automatically versus what a person reviews. Then we fix the scope and the price.
- Scope
- Workflow, channels and approval points
- Owner
- Ideora, approved by you
- You get
- A fixed scope and a fixed price
Build in the open
You see working software every week. Nobody sends you a status update instead. Each build runs against your staging data the same day it ships.
- Scope
- The agreed workflow, built weekly
- Owner
- Ideora
- You get
- Working software every week, on your staging data
Integrate and connect
The system is wired into the software you already run, with your permissions and escalation rules, then run against real volume before cutover.
- Scope
- Your CRM, calendars, DMS or HIS
- Owner
- Ideora with your system owner
- You get
- A connected system running against real volume
Acceptance and launch
Your team works the system against real cases until it behaves the way the blueprint said it would. Your IT reviewer signs off the integration scope. Then it goes live alongside the current process, not instead of it.
- Scope
- Testing, training and security review
- Owner
- Your team signs it off
- You get
- A signed-off system and a trained team
Run and report
We operate the system and you keep the dashboard. Backlog, ageing and exceptions are visible the day they happen.
- Scope
- Queues, exceptions, accuracy and cost
- Owner
- Ideora, reporting to you
- You get
- A monitored system and a report that matches it
Nothing gets ripped out.
Our systems read and write to the software your team already uses. No migration, no second system to keep in sync.
- Dealer management
- Your CRM
- Clinical records
- Calendars
- WhatsApp Business
- Insurers and payers
- Portal feeds
- E-signature
Your data stays where it is, and your team keeps working the way they already do. Nothing is replaced and nobody is retrained.
Built around your approval rules
What your IT and legal reviewers will ask
We would rather answer these before a contract than after one. There is no compliance badge on this page, because we have not been audited against one and will not imply otherwise.
Your systems stay yours
Records are written into the software you already own. We hold the working state a workflow needs and its audit trail, hosted in India.
Security and data handling →A person still decides
Which actions complete alone and which wait for approval is agreed in writing, visible in the console, and changed by you rather than by a model update.
Where a person still decides →Every action is attributable
Timestamp, source, the rule that acted and the result, retained for every automated write. Nothing our systems do is unexplainable afterwards.
Audit and access control →We do not train on your data
Client data runs your workflows and nothing else. It is not used to train, fine-tune or evaluate models, ours or a provider's.
How we handle data →Next step
Bring us the process nobody wants to own.
Thirty minutes with you and your operations lead. We map the handoffs on the call and tell you which a system can take first. You keep the map either way.
- Verticals live
- Automotive · Real estate · Healthcare
- Deployment window
- 6 to 10 weeks to first system in production
- Engagement model
- Fixed scope build, then managed operation
- Built on
- Your existing systems. No rip and replace.