01What is it?
AI employees for professional services enquiries, qualification, consultation booking and client coordination.
Industry solution
Turn professional-services enquiries into organised opportunities.
AI employees for professional services enquiries, qualification, consultation booking and client coordination.
Build your AI workforce →What work gets done?
Workflows built around how this business operates.
The industry is the context. The product is the work: specific requests, decisions, actions, records and handoffs that need to happen every day.
01
Capture and qualify enquiries
Handled with your business knowledge, authorised actions and human escalation rules.
02
Answer service questions
Handled with your business knowledge, authorised actions and human escalation rules.
03
Collect project requirements
Handled with your business knowledge, authorised actions and human escalation rules.
04
Book consultations
Handled with your business knowledge, authorised actions and human escalation rules.
05
Update customer records
Handled with your business knowledge, authorised actions and human escalation rules.
06
Coordinate follow-up
Handled with your business knowledge, authorised actions and human escalation rules.
Connected work
Use the systems this business already depends on.
AI Employees can work with connected systems, business knowledge and defined permissions so industry workflows become executable.
CRM
Calendar
Documents
Business knowledge
Suggested starting roles
Start with the work you need handled first.
Industry context. AI workforce underneath.
Combine role-specific AI Employees into a workforce, then connect automations, governance and business processes as the operation grows.
Explore AI Workforce →Copy system
Understand AI Employees for Professional Services before you buy it.
Every Polyosync page answers the same operational questions. No vague AI claims: what it is, what it does, how it operates, what it automates, and where people stay in control.
02What can it do?
- •Capture and qualify enquiries
- •Answer service questions
- •Collect project requirements
- •Book consultations
- •Update customer records
- •Coordinate follow-up
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Capture and qualify enquiries
- •Answer service questions
- •Collect project requirements
- •Book consultations
05What control do I have?
- •Business knowledge and industry-specific instructions
- •Configured capabilities and authorised systems
- •Permissions and workflow boundaries
- •Human escalation for sensitive or exceptional work
06Who is it for?
Businesses in this industry that want defined operational work handled by AI Employees.
07What does it connect to?
- •CRM
- •Calendar
- •Documents
- •Business knowledge
08What happens when AI needs a human?
Sensitive, exceptional or out-of-scope work can be routed to the appropriate team with context preserved.
09How does it scale?
Start with the highest-value recurring workflow, add supporting roles, then combine them into an AI workforce as the operation grows.
Availability
The industry workflow reflects the current Polyosync product model; actual integrations and actions depend on deployment configuration.