Start with workflows, not tools
The useful question is not which model to use. It is which workflow currently loses time, revenue or accuracy.
Lead capture, qualification, routing, follow-up, support triage and reporting are where most businesses find immediate return.
Keep humans where judgement matters
Automate the collection, drafting and routing. Keep people on judgement, relationships and exceptions.
Every automated workflow needs a visible escalation path, or trust disappears the first time it gets something wrong.
Connect it, or it is just another tool
AI delivers compounding value only when it sits on connected business data: CRM, marketing, revenue and support in one model.
Disconnected AI produces confident answers about an incomplete business.