Solutions | ONE SYSTEM, THREE OPERATIONS | PeakQi Skip to main content
FROM INQUIRY TO OPERATION

Every inquiry deserves
more than a reply.

Watch one inquiry travel seven stages. Humans confirm the key steps.

Your existing LINE, forms and CRM keep working.

Stage 01 / 07 · Intake

Inquiry in

Inquiries arrive from LINE, web or forms — and used to sit in chat waiting for a person.

Stage 02 / 07 · Triage

Read the need

AI reads the need and fills the fields; pricing and sensitive calls stay human.

Stage 03 / 07 · Record

Reply & record

By the end of the chat, the customer, deal and next step are in the CRM — with an owner.

Stage 04 / 07 · Follow up

Next step

Status-based nudges to the owner; AI drafts the message, a person approves and sends.

Stage 05 / 07 · Continue

Keep the thread

Quotes, cases and follow-on service reuse the same customer context — no re-assembly.

Stage 06 / 07 · Connect

Wired together

Keep your tools; modules plug into the gaps and the data lines connect behind the scenes.

Stage 07 / 07 · Manage

Operations view

Every inquiry: which stage, whose call, what happens next — one view.

Run my workflow See real cases
01 CAPTURE

Understand the need. Choose the right response.

AI answers common questions from your approved data; pricing and sensitive topics go to a person.

C
LINE chat · {{ scName }} AI responding
SIMULATION
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Type a message… ➤

Simulated product interface. AI reads the service, need and contact time — and hands off to a person when unsure.

AI triage result {{ recSt }}
Source {{ recSrc }} Detected need {{ recNeed }} Still missing {{ recMiss }}
Chat → CRM card
Current stage{{ recStage }} Owner{{ recOwner }}
{{ c }} AI organizes, the system keeps records, people decide.
By the time the chat ends, the customer card is built — nothing stays buried in chat logs.

Understands the need — not canned replies. It offers and holds time slots.

Judgment calls go straight to a person — key customers are never stuck behind the AI.

Connects to your LINE official account — customers are caught right where they ask.

02 FOLLOW UP

Every inquiry has a next step

Reminders and next steps follow each deal's status — not one blast to every customer.

Ms. Wang · home visit Fill gaps · reminder ready
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Stalled leads come back into this flow; next steps follow their status. AI drafts the message; you approve before it goes out.
03 NURTURE

Same context, before and after

Cases, content and follow-on service arrive by stage — no re-assembly.
Ms. Wang · home visit → Need summary, stage and history → reused as-is by the three flows below
CASES & OFFERS

Cases & offers

Relevant cases, service scope and a first proposal, matched to the need — AI prepares, a person judges the fit.

peakqi.studio ···
♥ Post draft generating…
Tag segments Content schedule
DOCS & CONTENT

Docs & content

Knowledge, explainers, meeting summaries and follow-up drafts — the owner reviews before anything is sent.

Limited offer −20%
EDM / banner auto-layout…
Remarketing Limited offers
PROJECT & SERVICE

Projects & service

After close, needs and commitments carry straight into tasks, timelines and delivery — no re-handoff.

BEFORE AFTER
Rendering · dress / hair / space
Style previews See before you buy
ONE INQUIRYONGOING RELATIONSHIP
WHO DOES WHAT

AI assists. You stay in control.

Every step above splits the work across these three roles.

AI assists

Sorting, summaries, data extraction and knowledge lookups — plus reply and document drafts.

System rules

Records, assignment, reminders and status updates — plus permissions and flow conditions.

Human sign-off

Pricing and commitments, sensitive content, special requests, low-confidence answers and key decisions.

04 SIX MODULES — ONE CORE

Start where it hurts

No need to roll out everything at once — fix the segment that hurts most, then expand.

AI operations core 24H
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Module detail hover / focus / scroll to switch
MODULE {{ m.n }}

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WORKS WITH YOUR STACK

Keep your tools, stop copying data by hand

Inquiry sources, customer data and follow-up work plug into your existing flow; integrations are scoped by tool and permissions.

LINE & messaging Web & forms Email Existing CRM Spreadsheets Databases Internal systems These are the integration types we can scope; platform- and version-specific support is confirmed before rollout.
05 INTEGRATION — ONE BACK OFFICE

Many stages, one view

Which stage each inquiry is in, who owns it and what comes next — one view.

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01

Operations dashboard

Today's new leads, reply speed and conversion — at a glance, no data digging.

02

Online quotes

Auto tax, one-click Excel / PDF export — no more juggling three files per quote.

03

Reports & AI monthly

Source analytics, sales tracking and an auto-generated AI monthly report — no month-end scramble.

IS THIS FOR YOU

Is this right for your team?

A fit

  • ✓Steady inquiry volume, data scattered across tools
  • ✓Support and sales keep re-organizing the same information
  • ✓Deals stall in chat logs with no next step
  • ✓Want to prove one segment first, then decide to expand
  • ✓Willing to name an internal owner for the rollout

Not yet a fit

  • —No clear process or real users yet
  • —Expecting AI to fully replace human judgment
  • —No usable data or content sources
  • —Prefer zero involvement — vendor decides everything
  • —Only need one-off content, no ongoing flow
CASE · REAL ESTATE

Real-Estate AI Assistant (LINE OA)

Listing, layout, price and viewing questions scattered across LINE; agents answered one by one and booked viewings by hand. After rollout, AI replies with listing info and books viewing slots; negotiation, property details and closing stay with the agent.

Verifiable result: inquiries are caught and filed by the system first; viewings no longer depend on manual scheduling. Read the full case →
06 INDUSTRIES

Different industries, same problem

Industry shapes the language, data and systems; rollout still starts from your actual flow. Full stories on the cases page.

{{ indNote }} Your industry not listed? Bring your scenario to the demo and test it live.

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Try it on your workflow

Bring your most time-consuming scenario and see which work goes to AI, the system and your team.

Run my workflow → See real cases