AI workflow automation for MedTech enquiries and service.
We connect enquiries with approved information, existing systems and the right human review.
See how an incoming request becomes a case your team can act on.
Choose a channel. The workflow understands the request, checks the relevant context and prepares the next step in the systems your team already uses.
“Which sterile tubing set is compatible with the MX-400, and can you send the current IFU and declaration for Germany?”
- Product
- MX-400
- Request
- Compatibility + documents
- Market
- Germany
A distributor needs product fit and current documents.
- 1Identify the product, application and requested market
- 2Retrieve approved product data and current documents
- 3Prepare a source-backed response and CRM case
One source-backed case instead of a forwarded phone note.
A product specialist confirms compatibility; Regulatory or Quality reviews controlled documents where required.
CRM case · Document library
Representative simulation. Wording, rules, data access and approval steps are configured for each organisation and workflow.
AI does not replace the decision. It handles the capturing, checking and transferring — so your team decides where it matters.
Different channels. One controlled workflow.
The AI layer connects communication with the systems where work actually happens. Every action follows defined rules, permissions and handovers.
- Enquiry agentUnderstands, captures, routes
- Inbox agentClassifies, prioritises, drafts
- Document agentExtracts, checks, matches
- Knowledge agentUses approved information
More than transcription. A workflow that understands context.
The value begins after the message has been received.
Understands the request
Recognises intent, product, customer, urgency and the information the next team needs.
Asks for what is missing
Follows up with specific questions instead of forwarding an incomplete request.
Works in your systems
Creates prepared records in CRM, ERP, DMS or service tools through controlled interfaces.
Escalates with context
Hands people the decision, source and recommended next step — not another item to investigate from scratch.
Your solution. Your infrastructure. Your data boundary.
Before implementation, we agree hosting, access and data flows with your IT, security and privacy teams.
Runs in your environment
Deploy in your cloud tenant, an agreed EU region or on premises where the stack supports it.
Your systems remain the source of truth
We connect the required parts of your PIM, ERP, CRM, QMS or document system.
No dependency on Veren or one model
You receive the code, configuration and documentation. Models and providers remain replaceable.
Data protection is part of the architecture
Data classes, access, retention and transfer paths are defined before implementation.
See regulated deliveryOne workflow first. Then scale what works.
We start with one recurring, measurable process. Your team sees the system work with real cases before it receives write access.
Choose the workflow
Map channels, decisions, exceptions and the people responsible for them.
Prototype in shadow mode
Run the workflow on real inputs without changing a production system.
Connect and control
Integrate CRM, ERP, DMS or service tools with explicit permissions and logs.
Train the team and expand
Teach people how to review, steer and improve the workflow before adding the next use case.
The same principle: clear intake, connected systems, less manual coordination.
Two examples of digital foundations built around real operational decisions.
What teams usually want to know.
Can the workflow answer technical product questions?
It can prepare answers when the relevant information comes from named, approved sources. Product fit, new claims, commercial commitments and uncertain cases remain with the responsible specialist.
Which documents can be processed?
Typical starting points are orders, quote requests, service forms, delivery documents and structured PDFs. The right scope depends on document quality, business rules and the target system.
Do we need to replace our CRM or ERP?
Usually not. The workflow connects through existing APIs and creates only the records and tasks it is allowed to create.
What happens when the AI is unsure?
Uncertainty is a routing rule. The case is handed to a named person with the original source, extracted context and the exact point that needs review.
How do you handle sensitive information?
Access is minimised per workflow. We define retention, hosting, permissions and audit requirements with your team before real data is processed.
How quickly can we test a first workflow?
A focused prototype can often be evaluated within a few weeks. Production timing depends on integrations, governance and the quality of the available source data.
Show us one technical enquiry that keeps getting forwarded.
We will map the sources, systems and handovers, then define where AI can prepare the work and where your team keeps the decision.
Find the right AI starting point.
Align the business case, governance and first implementation—without starting a large programme.