HelpifyrFollowing up on quotes
Today
Requests stall because technical details are missing.
With Helpifyr
Missing details are requested, the quote waits for your approval.
More output with the same team
Your AI assistant that never lets a case slip.
Jadda takes in requests by email, phone or chat and prepares quotes, replies and follow-ups. All you do is approve. Your team gets more done without growing. For SMEs and mid-sized companies, connected to your ERP and CRM, run on your own infrastructure.
- You decide, Jadda gets it done
- Every step traceable
- Your data stays with you
Works with your existing systems
- Phone
- Chat
- ERP
- CRM
- Documents
- Calendar
- Tickets
Chapter 1: How it works today
Monday, 08:14. Müller AG asks for a quote.
The request lands in Sandra’s inbox.
Someone clarifies the missing dimensions by phone.
The status? It’s on a sticky note.
Three days later the customer follows up. Nobody knows who is on it.
With Jadda, it all becomes one clear case.
Request: 40 housings
Müller AG, 08:14
Lead Müller AG
Status: open
Call back Mr Müller
Dimensions still missing
Quote Müller?? by Fri.
Note on the screen
RE: RE: RE: Request
Who takes this?
Anyone on Müller?
Team chat, 16:40
Case: quote Müller AG
- Owner
- Sandra Keller
- Missing
- Customer dimensions
- Next step
- Query in progress
- Approval
- by you
Chapter 2: The same case with Jadda
How a case runs with Jadda
You talk to Jadda. In the background, Helpifyr makes sure every step is assigned, visible and documented.
Step 1 of 5
A request comes in
By email, phone or chat. Jadda recognises what it is about.
Step 2 of 5
An owner is set
The case lands with the right person or team.
Step 3 of 5
Gaps get filled
Jadda asks follow-up questions, collects documents and prepares the draft.
Step 4 of 5
You approve
Important steps only go out once a person has agreed.
Step 5 of 5
Everything is documented
Who did what, when and why. Traceable at any time.
Prepared by Jadda
Quote for Müller AG
Request received by email
40 housings, delivery by month-end
Sandra Keller (Sales) is responsible
Missing dimensions requested from the customer
Reply received, quote prepared from the ERP
Quote ready for approval
Review and approve the draft
Approved. Jadda sent the quote and documented the case.
Chapter 3: Who works in the background
Behind Jadda works a team of AI agents
Your team only talks to Jadda. In the background, specialised agents handle the expert work, each with clear permissions and fixed approval points. That is why the same team can achieve more.
Jadda
Your point of contact. Takes in requests and distributes the work.
SalesAI agent
Prepares quotes and follows up with customers.
FinanceAI agent
Collects receipts, checks deadlines and creates reports.
Quality reviewAI agent
Checks drafts before they go for approval.
OperationsAI agent
Coordinates tasks, handovers and appointments.
All agents are AI. Your team makes the decisions.
Chapter 4: Who decides
The AI does the work. You make the decisions.
Helpifyr is not another chatbot and not a rigid software suite. It connects your existing systems and keeps control with your team.
- Approval before critical steps
- Quotes, replies and escalations only go out after human approval.
- Fully traceable
- Every relevant action is recorded: who, what, when, why.
- Permissions per person
- Sign-in via SSO; roles and teams define what each Jadda may see and do.
- Your infrastructure, no lock-in
- Open source and, if you wish, run entirely on your own servers.
- Existing systems stay
- Email, ERP, CRM, documents and calendars are connected, not replaced.
Chapter 5: Where else it helps
Not just in sales
The same principle works wherever work is handed over between people and systems.
Service tickets
Today
The blocker sits in an email and nobody sees it.
With Helpifyr
Bottleneck and next step are visible. A person decides on escalations.
Month-end closing
Today
Receipts are missing, questions sit in inboxes.
With Helpifyr
Documents, approvals and deadlines are clear at a glance.
Project handovers
Today
Open items are scattered across meetings and emails.
With Helpifyr
Tasks and owners are clear. The project lead confirms the handover.
Start with one process that is stuck today.
No big transformation project. A pilot with one concrete case shows what it brings to your business.
- 1Choose a process
- 2Connect systems
- 3Test in a pilot