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AI & Automation

Automation and AI for Operational Efficiency

Eliminate manual work in processes and deploy models where there is a volume of requests, documents, and inquiries — with measurable impact.

We don’t sell “GPT implementation”. We design the department’s task, data, quality control, and the point where a human remains in the loop. Pilot → metrics → scale.

stack
  • RAG
  • agents
  • classification
  • documents
  • workflow
  • eval
CaseIntegrated in 10 companiesAI / ERP

Our Product

AIDIR

AI Director runs the company: tasks, processes, analytics

The most powerful solution on the market for business process automation.

X‑Labs’ own product: we built AIDIR and continue to develop it ourselves — this is not a third‑party platform implementation.

AI platform for business management: CRM, sales funnel, tasks, documents and finance — with AI Director acting as an operational manager.

The central module of AIDIR – an operational director following the “human in the loop” (HITL) principle: the system proposes, a person approves, then the system acts.

  • CRM – deal funnel
    CRM – deal funnel
  • Analytics
    Analytics
  • Tasks

    Projects, sub‑tasks, time tracking and manager review — integrated with CRM and goals.

  • Processes

    Unified CRM and ERP layer: sales, documents, finance, inventory, personnel and inbound from WhatsApp and Telegram.

  • Analytics

    Owner dashboard, funnel, period comparison and reports. AI Director gathers signals and proposes a plan.

  1. 01

    Signal

    Monitors goals and KPIs: schedule lag, stuck metrics, inactive owner, signals from CRM and tasks.

  2. 02

    Plan

    Prepares a structured recovery plan for the goal – not fragmented advice, but a concrete “propose solution”.

  3. 03

    Approval

    Owner or administrator approves the plan or rejects it with a reason. Without a human, the system does not act.

  4. 04

    Execution

    After approval, tasks are assigned to executors, deals in CRM move to the next step. Every decision is recorded in the audit.

Why This Has Its Own Page

Rule-based automation and AI models are different tools. Often both are needed: rules cover 80% of the flow, models handle the unstructured tail. Here’s a map of tasks and outcomes, without hype.

Where It Delivers Impact

  1. 01

    Support and Service

    Faster first response, reduced load on L1, more consistent answer quality.

    • — Classification and routing of inquiries
    • — Draft responses with operator review
    • — Search across knowledge base and policies
    • — Summaries of long threads and tickets
  2. 02

    Sales and Account Management

    Fewer “forgotten” leads, higher follow‑up speed.

    • — Lead qualification using rules + model
    • — Guidance on next steps in CRM
    • — Preparation of client briefs from deal history
  3. 03

    Operations and Back‑Office

    Less manual entry, fewer accounting errors.

    • — Extracting data from invoices, acts, requests
    • — Auto‑filling records and completeness checks
    • — Escalations per SLA
  4. 04

    Logistics and Field Teams

    Higher utilization, clearer deviation visibility.

    • — Prioritizing requests
    • — Route suggestions (where data exists)
    • — Analysis of deviations from plan
  5. 05

    HR and Internal Services

    Reduced load on HRBP and helpdesk.

    • — Onboarding Q&A on policies
    • — Routing internal requests
    • — Draft job descriptions / letters (with review)

When to Use Rules vs Models

Automation (rules / workflow)AI (models / agents)
Better forClear statuses, forms, approvals, schedulesText, documents, ambiguous queries, meaning search
PredictabilityHighRequires monitoring and quality assessment
DataStructuredText, files, dialogue history
RiskRule errorsHallucinations, leaks, drift

We start with the process. We add a model when rules hit unstructured data or variability.

Integrate a Model or Build Your Own

Integrate models / APIs — When

  • Standard task (summary, classification, draft response)
  • Pilot needed in weeks, not months
  • Domain does not require unique first‑token precision
  • Human‑in‑the‑loop is possible

Custom / fine‑tuning / own pipeline — When

  • Strict quality and audit requirements
  • Industry‑specific language or internal jargon
  • Data cannot be sent to external APIs without a secure environment
  • Agents with tools and policies are needed

We offer both approaches — and help choose based on timeline, risk and TCO, not model hype.

From Pilot to Production

  1. 01

    Task and Metric

    What we change: time, error rate, processing cost, CSAT.

  2. 02

    Data and Access

    Sources, quality, PII, policies.

  3. 03

    Pilot on a Narrow Scenario

    1–2 streams, baseline vs after.

  4. 04

    Quality Control

    Evaluation set, thresholds, escalation to human.

  5. 05

    Process Integration

    UI in the work system, monitoring, rule adjustments.

What We Discuss in the Demo Results

  • Processing time per inquiry / document
  • Share of auto‑closed or auto‑routed cases
  • Manual entry errors
  • Load on L1 / back‑office
  • Time to first response
  • Process transaction cost (benchmark)
Is this an implementation of an off‑the‑shelf model “as is”?

No. First we define the department’s task and metric. Then we use a ready API, fine‑tuning or rules. We never launch a model into production without a quality framework.

Can we start with a pilot?

Yes. Typically 1–2 streams, baseline vs after, evaluation set and escalation threshold to a human. After that – a decision on scaling.

Do You Have a Process with a Manual Tail?

Describe the flow — we’ll suggest where rules suffice, where a model is needed, and how long the pilot will take.