Understand
Identify intent, urgency, language, entities, and missing information.
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How Claire works
From request to completed work.
Claire turns a customer or staff request into a governed workflow. She understands the need, retrieves permitted context, coordinates the systems involved, applies configured rules, and either completes the next action or brings in the right person.
RequestVoice, chat, message, form, event, or system trigger
ContextAuthorized records, conversation history, and workflow
state
Claire orchestrationRouting, policy, tool coordination, AI workers, and
escalation
OutcomeCompleted action, confirmed next step, or informed human
handoff
The operating sequence
Conversation is one input. Resolution is the job.
A chatbot can answer a question and stop. Claire maintains state across the work that follows, including system lookups, scheduling rules, document requirements, approvals, exceptions, and follow-up.
Retrieve
Request only the authorized data needed for this workflow and person.
Coordinate
Call the configured systems and AI workers in the required sequence.
Decide
Apply business policy, permissions, thresholds, and exception logic.
Act or escalate
Complete permitted actions or hand the case to a human with context.
Configured boundaries
Claire does not invent the job.
Deployment begins by defining what the workflow may access, which actions it may take, and which conditions require a person.
- PermissionsWhich records, tools, functions, and fields are available.
- Business rulesEligibility, scheduling, routing, service, or approval policies.
- Escalation triggersRisk, ambiguity, emotion, exception, professional judgment, or required authorization.
- TraceabilityInputs, tool activity, decisions, workflow state, and handoffs.
Implementation
Start with one workflow that matters.
The practical first deployment is not “add AI everywhere.” It is a bounded workflow with enough repetition to matter and clear enough rules to operate safely.
1. Map the work
Document the request, systems, decision points, failure modes, service levels, and human owners.
2. Configure and test
Connect permitted tools, define rules and escalation, test normal paths and exceptions, and establish acceptance criteria.
3. Operate and improve
Launch with observability, review outcomes and handoffs, and expand responsibility only when evidence supports it.
Show us the workflow.
We will map what Claire can own, which systems are involved, and where humans remain in control.