ChoosetheFirst
WorkloadtoTransfer.
Which queue costs you the most time, missed revenue, or late responses? That is the one to transfer first. Each agent owns one defined role with minimum system access, a measurable KPI, and a named human escalation path.
Roles designed around
real operating queues.
Pick the queue first. Shoris validates the volume, repeatability, system access, exception owner, and KPI before recommending a deployment—or telling you to wait.
Inquiry & Booking Agent
For teams that lose enquiries because they take too long to respond with pricing, availability, or next steps.
Owns
Answers approved questions, fills missing details, books the confirmed slot, and logs everything in your connected system.
Human control
Pricing exceptions, complaints, and out-of-scope requests get routed to a human within the same thread.
Measured by
Response time under 60 seconds, booking conversion rate, enquiries handled without human touch.
Follow-up & Revenue Recovery Agent
For teams losing inbound leads because follow-up is slow or inconsistent.
Owns
Triggers the right follow-up sequence, logs replies in your CRM, and alerts sales when a lead is ready to close.
Human control
Discount offers, contract commitments, and escalated complaints pause for human approval.
Measured by
First-response time, lead-to-meeting conversion rate, recovery revenue attributed.
Operations & Data Coordinator
For teams spending hours each day copying data between WhatsApp, email, spreadsheets, and CRM.
Owns
Reads inbound messages, extracts the fields you need, validates them against your records, and updates the right system.
Human control
Uncertain or low-confidence data gets flagged for human review before any irreversible action.
Measured by
Hours returned to your team per week, records processed without error, exception rate.
How an Agent
Enters Your Stack.
One workflow. The minimum systems it needs. Approvals and fallbacks defined before it handles live data. Then 30 days of measured results before anyone talks about expansion.
Sandboxed Memory
The agent sees only the approved SOPs and data sources for its one queue. Isolation, retention, and access controls are defined and verified before deployment.
Event-to-Action Routing
Approved triggers start agent actions. Anything uncertain or high-impact gets routed to a human instead of silently failing.
Observable Operations
Logs, fallback records, and KPI tracking make every agent decision visible to the person who owns the workflow.