Put more of your business to work.
Find an answer across your records. Prepare a week's follow-ups. Change a supported form, workflow, report, or page around how you work. You review the results, customize the details, and choose what to automate.
How you work with Rufio
Speak or type to Rufio in ordinary language when you want to ask, delegate, or decide. Then inspect, edit, or approve the underlying records whenever seeing the details is faster. Rufio is active across both ways of working.
Change your system in conversation
One request, reviewed before it goes to work.
01
Ask
“Before scheduling a gate installation, collect the gate width, access notes, and customer photos.”
02
Review
See the proposed questions and where each answer will land on the job.
03
Adjust
Correct the wording or rule before approving it.
04
Use
The next gate installation captures those details and shows what is still missing.
The same flow handles a new question on a form, a change to an existing rule, or a supported tool your business is missing. The example is illustrative; what Rufio can change today is the set of supported forms, rules, workflows, reports, and pages described across this page.
See how a request becomes a working changePhone, connected to the work
A call can become the next piece of work.
Rufio connects the customer conversation to the records, schedule, and follow-through around it.
Rufio can answer incoming supported business calls, capture why someone is calling, check the available customer and schedule context, and book or route the next supported step. It can also place supported outbound calls when the phone setup is enabled for your business.
- 01A caller reaches your business.
- 02Rufio captures the request and checks the connected context.
- 03The supported next step is booked, routed, or returned to you.
Phone capability is configured for the businesses and launch setups where it is enabled; unusual requests still come back to you.
One conversation, enough context for the next supported step.
The map below shows the business areas Rufio can connect before booking, routing, preparing, or escalating the work. It is a coverage map, not a claim that every area is configured identically for every business.
Connected business capability map
Pick an area to see the connected records and supported work Rufio can use when it handles a call or follows through afterward.
Rufio connects
CRM and customer operations
- Customer and contact records
- Customer history and conversation context
- Customer preferences and next steps
Rufio connects
CRM and customer operations
- Customer and contact records
- Customer history and conversation context
- Customer preferences and next steps
A request, with the work behind it
Give Rufio an assignment. Keep the decision.
Describe the outcome and set the rules. Rufio can connect the steps, prepare work for review, and carry out the routines you authorize.
Owner request
Answer a call
“Answer the phone while I'm with customers. For new inquiries, find out what they need and book a visit using my booking rules.”
How Rufio can help
- Answer the call on your connected business line
- Capture the request
- Check availability and your booking rules
Approval or exception
Bring unusual requests or anything outside your rules back to you.
Across the business
One request. Help across your business.
Choose an area to see what Rufio can help with and how you stay in control. Watch the product demos to see the tools in use.
Connected business area
Make sure the customer hears back.
Rufio can answer supported business calls, capture the request, check the relevant records, summarize the conversation, and draft the next message. When a call needs your judgment or falls outside your rules, it brings the context to you instead of guessing.
Connected work
- 01Incoming call
- 02Request captured
- 03Follow-up ready
A connected conversation record with the supported next step ready.
- Unusual request needs your decision
More than a set of features
Rufio doesn't just hold the work. It helps move it forward.
The boundary for trust and autonomy stays yours. See how review and approval work as Rufio earns more responsibility.
How Rufio works
Delegate
Tell Rufio what you want done and where you want to review it.
- 01Describe the outcome
- 02Rufio gathers the details
- 03Review the result or next decision
Complete capability directory
Explore what you can put to work.
This is the coverage reference. Choose a part of the business to see what Rufio can support and where setup varies.
Capability group
CRM and customer operations
3 capabilities in this part of the business.
- Customer and contact records
- Customer history and conversation context
- Customer preferences and next steps