FORFIS
CasesIndustriesAI Integration
ENRU
FORFISsend@forfis.com
Privacy PolicyTerms of ServiceBecome a Partner

© 2026 Forfis. All rights reserved.

We use cookies

We use cookies to see which ads brought you here and improve the site. See our Privacy Policy for details.

AI Integration & Automation

AI, wired into the workflows that run your business.

FORFIS connects AI agents to your CRM, email, support, documents, calls and internal systems — automating repetitive work without replacing the tools you already use.

Start with one workflow
Keep humans in control
Scale only what works
Trusted by forward-thinking teams
HubSpotSalesforceMicrosoftZendeskDocuSign
Website, email, WhatsApp and calls feed an AI workflow, which routes into the CRM, Zendesk and ERP, ending in human approval or an automatic action.

Integration Ecosystem

Works with the systems you already use.

No rip-and-replace. We connect AI to the tools your team already relies on.

HubSpot
HubSpot

Contacts, details, marketing

Salesforce
Salesforce

Accounts, opportunities

Pipedrive
Pipedrive

Deals, pipeline, activities

Slack
Slack

Channels, messages

Google Workspace
Google Workspace

Gmail, Drive, Calendar, Docs

Microsoft 365
Microsoft 365

Outlook, Teams, SharePoint

Zendesk
Zendesk

Tickets, customers, support

WhatsApp
WhatsApp

Customer messages, alerts

Shopify
Shopify

Orders, products, customers

Stripe
Stripe

Transactions, subscriptions

SAP
SAP

Orders, inventory, financial

Custom APIs
Custom APIs

Connect to your systems

We start with one expensive workflow - then scale what works.Less risk. Faster results. A clear path to real business impact.

Why AI Projects Stall

AI tools are easy. Making them work inside a business isn't.

Most AI initiatives break down at the workflow level — where systems, people and decisions have to work together.

Disconnected Systems

Data lives across CRM, inboxes, spreadsheets and internal tools.

Manual Handoffs

People still copy, classify, check and forward information between systems.

AI Without Ownership

Teams test tools, but nobody owns monitoring, exceptions or improvement.

Automation Without Trust

One wrong reply or broken workflow is enough for the team to stop using it.

Capabilities

Everything required to make automation work.

One core offer — AI Workflow Integration — supported by the capabilities that make it reliable, scalable and useful.

AI Workflow Audit

Assess your processes, identify opportunities and map the highest-value use cases.

Custom AI Agents

Build AI agents tailored to your business, tasks and data — not generic bots.

CRM / ERP Integration

Connect AI with your CRM, ERP and other core systems for end-to-end automation.

Knowledge & RAG

Turn your documents, policies and internal knowledge into an AI-powered resource.

Voice AI

Automate calls, voice interactions and voice-to-data workflows.

Data Preparation

Clean, structure and enrich your data to make AI more accurate and reliable.

Managed AI Operations

We run, maintain and continuously improve your AI workflows.

Monitoring & Optimization

Track performance, measure impact and optimize results over time.

Security & Governance

Enterprise-grade security, access control and responsible AI practices.

Team Training

Practical training to help your team work confidently with AI.

Delivery Process

From bottleneck to production.

We do not start with an AI transformation. We start with one expensive workflow.

  1. 01

    Workflow Audit

    Find the repetitive work, costs and failure points.

  2. 02

    Integration Map

    Define systems, data sources and permissions.

  3. 03

    Pilot

    Automate one workflow with clear success criteria.

  4. 04

    Human Review & QA

    Test edge cases and approval logic in real conditions.

  5. 05

    Production

    Deploy the workflow into daily operations.

  6. 06

    Scale

    Expand into new workflows once the first proves value.

Industry Adaptation

AI built around your industry

The same automation logic — adjusted to your workflows, data and compliance needs.

E-Commerce
Jet Hunter

Jet Hunter

Jet Hunter automates private aviation bookings using live aircraft availability and dynamic pricing. For non-standard inquiries, an AI triage layer extracts intent, budget, urgency and route, prepares a grounded response and sends the request directly to the right sales manager.

-46%

Inquiry Response Time

+24%

Inquiry-to-Booking Conversion

-31%

Manual Triage Load

Finance
Media Guarant

Media Guarant

Media Guarant protects high-volume P2P transactions through an escrow infrastructure. An AI anomaly agent cross-references postbacks, clicks and transaction patterns to identify coordinated fraud clusters and give support teams better context before escalation.

-18%

Undetected Fraud Patterns

+26%

Anomaly Detection Coverage

-14%

False Support Escalations

E-Commerce
Vodacom

Vodacom

Vodacom already automates recurring water orders and demand forecasting. An AI shipment exception agent monitors live courier data, identifies delivery risks before a window is missed and triggers proactive customer communication through existing channels.

-33%

Missed Delivery Windows

+21%

Proactive Rescheduling

-24%

Delivery Support Tickets

Aviation / HR
Pilot Freelancer

Pilot Freelancer

Pilot Freelancer is an international aviation hiring infrastructure that transforms fragmented workflows into a structured compliance system. The digitisation of verification and contract workflows reduces hiring latency and regulatory exposure, enabling operators to scale up without increasing operational overhead.

-39%

Verification Time

+22%

Compliance Match Accuracy

-27%

Compliance Escalations

Manufacturing
泰达五金

泰达五金

Tàidá Wǔjīn handles international RFQs across email, Alibaba and WeChat. An AI inquiry agent translates each request, extracts product, volume, target price and deadline, routes it to the right product manager and prepares a quote using real pricing and MOQ data.

-54%

RFQ Response Avg. Time

+27%

RFQ-to-Quote Conversion

-33%

Misrouted Inquiries

Healthcare
Virelia Care

Virelia Care

A private clinic network uses AI to identify patients with a higher risk of missing appointments. The system adapts reminder timing, collects basic intake through WhatsApp or SMS before the visit and helps the clinic use appointment capacity more efficiently.

-31%

Patient No-Shows

+24%

Pre-Visit Intake Completion

-18%

Appointment Overrun

Proptech
Keeply.AI

Keeply.AI

The platform turns free-form tenant maintenance requests into structured, actionable tasks. AI identifies the issue and urgency, matches the request with the right contractor and automatically prioritizes emergencies such as leaks or heating failures.

-48%

Time to Assign Vendor

+22%

First-Time Fix Rate

-29%

Emergency Misclassification

Manufacturing
SupplyGuard

SupplyGuard

An AI quality agent processes supplier inspection reports across Excel, PDF and scanned documents. It structures measurements, checks them against drawing tolerances and detects supplier-level quality trends before they become larger production issues.

-36%

Undetected Quality Deviations

+28%

Inspection Throughput

-21%

Time to Flag Supplier Trends

Operating Model

AI handles the routine. Our operators handle the exceptions.

Choose the level of control and support that fits your workflow.

AI Only

Turn on automation and let AI handle the routine work.

Recommended

Fully Managed AI Operations

Our operators run, monitor and continuously improve your workflows.

AI + Human Review

Keep a human in the loop for confidence and control.

  • Automated actionsExecute workflows across your tools
  • Basic monitoringTrack activity and performance
  • Internal ownershipManaged by your team
  • Operator supportExperts handle edge cases
  • QA & tuningOngoing performance tuning
  • Monitoring & escalationFast oversight and escalation
  • Approval queueReview and approve key actions
  • Exception handlingHumans handle edge cases
  • Safer rolloutBuild trust as you scale

No human review included

Maximum performance and peace of mind

Most teams start here

A lead-intake workflow with a completed step, an in-progress step highlighted, and a pending approval action card showing a HubSpot deal awaiting Approve or Request Changes.
Security & Control

Built for control, not blind automation.

We design AI integrations with security, transparency and human oversight from day one — so you can automate with confidence.

Human approval

Keep people in the loop where it matters.

Secure by design

Your data stays within your environment.

Full traceability

See every action and decision.

AI Readiness

Not every workflow should be automated.

We analyze your processes to find where AI creates real value — and where it doesn't.

Real potential

Find the processes with the biggest ROI.

Know the risks

Identify exceptions and limitations.

Data readiness

Check data quality and availability.

Clear next steps

Get a prioritized recommendation.

Ready for a Pilot
84/100

Good pilot candidate

This workflow has high potential for automation. It's repetitive, data is available and the business impact is significant.

Volume

How often the work occurs

4/5

Repeatability

How consistent the process is

5/5

Data availability

Quality and accessibility of data

4/5

Business impact

Value if automated

5/5

Risk / exceptions

Complexity and edge cases

3/5
App development scope of work document with industry selection
Your Project in MinutesAI becomes a layer, not another tool.

It connects your data, systems and actions - with human review where needed.

Connects your existing tools

Works with your CRM, support, ERP and more.

Automates work end-to-end

From intake to action, across your systems.

Keeps humans in control

Approval points, clear logic, full transparency.

Answers You NeedFrequently Asked Questions

Clear and direct answers to the most common questions about working with Forfis.

No. We integrate AI into the systems your team already uses — CRM, email, support tools, ERP, internal databases and custom APIs.

Yes. If your system exposes an API, database or another usable integration point, we can usually connect it to the workflow.

The workflow can pause, request human approval or route the case to your team instead of taking an automatic action.

Yes. Approval points can be added wherever the cost of an incorrect action is too high.

We define access, permissions and data boundaries around the workflow and keep only the systems and information required for the task in scope.

Either your team can own it, or Forfis can monitor, maintain and optimize it through Managed AI Operations.

Yes. Our managed model can combine automated workflows with human review and exception handling.

We define measurable criteria before the pilot — typically time saved, response speed, manual workload, error rate, throughput or conversion.

Ready to StartShow Us the Workflow You Want to Fix

Tell us what's repetitive, slow or expensive. We'll help you understand where AI fits — and where it doesn't.

  • Workflow Review

    Identify the bottleneck and where automation can create value.

  • Integration Direction

    Understand which systems, data and actions need to connect.

  • Clear Next Step

    Leave with a practical recommendation for a pilot — not a generic AI pitch.

Step 1 of 3

Who are you?

Your name
Work email
Phone
Company