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Every reply competes with the work itself. The client still waits.

The requests are already in front of your team. Spotting the one still open, and pulling the answer together, falls to them. Botable builds and runs the AI layer that closes the gap.

Some ways to close the gap

04/04

  1. 01

    Waiting-client visibility

    Today

    Someone reads every conversation to find the client nobody has answered, in the time left over from client work.

    With your AI layer

    Notices the client who has waited too long, and brings the conversation forward.

    Human decisionWhat the draft says and when it is sent.

    Client channel · Harrow & FinchBotable AI layer

    Waiting

    Over threshold

    Last message from the client

    • Morning. Before you file the extension,
    • can you confirm the Q3 estimate?
    • Tuesday, 9:40 a.m.

    Unanswered for

    9.5h

    past the four-hour threshold

    Since the message above

    Next action

    Draft ready, assigned

    Send draftReassign

    Support reviews and sends every response.

  2. 02

    Review-ready client response

    Today

    Answering well means gathering the information and finding the thread where the question began.

    With your AI layer

    Assembles the reply from the information you already hold, and shows the source behind every figure.

    Human decisionEvery word the client reads, and the decision to send it.

    Client channel · Castellan LLCBotable AI layer

    Response drafted

    Not yet sent

    The client asked

    Did the Q2 amendment change our estimated payment for September?

    Draft prepared

    Yes. The Q2 amendment reduced the September instalment from $18,400 to $16,750. The revised voucher is attached.

    Assembled from

    3 sources

    amendment, prior voucher, thread

    Every figure traces to one

    Still with you

    review, edit, send

    Review draftReassign

    Support reviews, edits and sends every response.

  3. 03

    Cross-team intake and ownership

    Today

    A request comes, whoever reads it first works out whose it is and which teams it touches.

    With your AI layer

    Matches the request to an owner by name, working from the account and the rules you set, and flags the other teams it will pull in.

    Human decisionWho owns it, what comes first, and how it is handled.

    Client channel · Delmar HoldingsBotable AI layer

    Request intake

    Unowned, 2 days

    The request

    • Posted Monday, 8:12 a.m.
    • We need the amended K-1s for the two new entities before the board meets Thursday.
    • No owner assigned.

    Routed to

    Tax · R. Vance

    entity work, prior K-1s

    From the request and account

    Also needs

    audit sign-off

    Confirm ownerReassign

    Your team changes ownership, priority, or handling.

  4. 04

    Your specific workflow

    Today

    A person carries the checks and handoffs between systems, by hand.

    With your AI layer

    We build around your rules, not ours.

    Human decisionEvery approval and every exception, held by people you name.

    Your record. Your rule. Your approver.

    The same frame, built around your process.
    Start with one gap
Start with one gap

You set the boundary. We build inside it.

You answer four questions before we build anything. The answers are decisions on record, not settings somebody flips later.

01

Your systems

Official source

Your client conversations and account records stay in the systems that hold them today. The AI layer works across them without becoming one of them.

02

What it may touch

Access and action

You name the conversations it may read and the drafts it may prepare. Both are agreed up front, and widening either is a decision you make, not a drift you discover.

03

When the rule fits

Human approval

You set the ceiling on what runs without a person. Surfacing a waiting client, drafting a reply, proposing an owner: it goes that far and no further.

04

When it does not

Exception path

When the request is sensitive, or the owner is in doubt, it goes straight to a person you name, and it waits there until that person moves. Nothing is sent quietly.

It runs on the systems you already own.

Examples, not a partner list. What we connect to, and what it is allowed to write back, is agreed for your build, and it stays your call.

Your systems keep their jobs. The AI layer carries the work between them.

01

Chat and collaboration

5 systems

Each client's conversation: what was asked, what was answered, and what is still waiting.

  • Microsoft Teams
  • Slack
  • Google Chat
  • Webex
  • Zoom Team Chat
02

Email

3 systems

The inbox side of the relationship: what came in, and what your team sent back.

  • Exchange Online
  • Microsoft Outlook
  • Gmail
03

Task tracking

3 systems

Who holds each request and what happens next, on record instead of in someone's head.

  • Jira
  • Asana
  • Monday.com
04

Document management

6 systems

The approved files a reply draws on, and the source a figure is checked against.

  • OneDrive
  • SharePoint
  • Box
  • Egnyte
  • Google Drive
  • Dropbox
View full list of integrations

Bring us the client no one meant to keep waiting.

We map the work, build the step that today runs on attention alone, and stay to run it as clients join, teams change, and the conversations keep coming.

Start with one gap