How It Works

Start with your business needs. We'll build the right solution.

Tell us where your customers need better support or your team could save valuable time. We'll work with you to understand your challenges, agree what your Digital Assistant should achieve and establish how it will support your business. Sum Vivas then builds, launches and manages the service, using Cortex reporting and analytics to measure performance, demonstrate value and identify opportunities for continuous improvement.

How we deliver it, in five steps

  1. Understand your priorities

    Choose the customer journeys, repetitive enquiries or missed opportunities that matter most. Agree the initial scope, ownership and success measures.

  2. Configure knowledge and behaviour

    Build from approved information. Define tone, language, operating boundaries, handovers and how changing information will be maintained.

  3. Connect channels and systems

    Configure the chosen touchpoints and authorised actions. Verify access, identity requirements and what happens if a connected service is unavailable.

  4. Test with your team

    Check answers, actions, boundaries and failures. Your team reviews the service before the agreed launch.

  5. Measure and improve

    Use Cortex and service reviews to understand demand, outcomes and issues. Refine knowledge and workflows through the agreed change process.

One Digital Assistant. Consistent service across every channel.

Give your customers the same reliable support, however they choose to contact you. Your Digital Assistant answers enquiries and handles everyday requests across your chosen channels, using approved business information and working within agreed boundaries. Cortex tracks customer interactions, completed tasks and service performance, giving you clear visibility of what's being achieved and where improvements can be made.

Demo data.

  • Website
  • Phone
  • WhatsApp
  • Instagram
  • Messenger
  • Email
  • SMS
  • In person
LeoCustomer Support · The Linden Hotel

Listening on all 8 doors

Always on
  1. Transferred to AccountsPhone · 11:03
  2. Booked · The Orangery, 20:00WhatsApp · 09:41
  3. Replied in the same threadEmail · 06:12
Cortex3 jobs done today3 reviewed on your scorecard1 question added to the gap register
Example shift for a fictional hotel: a website complaint becomes a Zendesk ticket, a WhatsApp request gets a brochure, a phone caller is put through to reception, and every conversation is reviewed in Cortex.
Fully managed

Your business stays in control. We take care of the service.

You set the standards for your customer experience, and we make sure your Digital Assistant works within them. Sum Vivas builds, launches, manages and continually improves your Digital Assistant, while your team retains control of the information it uses, the tasks it handles and when human support is needed. Clear responsibilities, consistent service and the confidence that your business remains in control.

You stay in control

Your business sets the priorities, approves the information and decides how customers should be supported. Your people remain responsible for the decisions and personal interactions that need their expertise.

  • Your business objectives
  • Information and rules
  • Permissions and governance
  • Human escalation response

Sum Vivas owns

  • Technical build, configuration and platform operation
  • Monitoring, routine maintenance and updates
  • Channel management and technical support
  • Backups, within the agreed service scope

Frequently asked questions

Where should we start?

Start with a business challenge that matters. This could be repetitive enquiries, missed customer opportunities, bookings or time-consuming administration. We'll help you identify a practical starting point and agree what success should look like.

How long does implementation take?

Timescales depend on your requirements, the information available and any systems that need connecting. We'll agree a delivery plan with you, including the main activities, responsibilities and expected launch date.

What do we need to provide?

We'll help you gather the information your Digital Assistant needs, including business details, customer questions, service requirements and brand preferences. Where relevant, we'll also agree the necessary system access, permissions and testing arrangements.

Do we need technical expertise?

You don't need to become an AI expert. Sum Vivas manages the technical implementation and ongoing service. We'll work with the appropriate people in your business where information, systems or approvals are needed.

Will implementation disrupt our existing operations?

We plan deployment around your business, with testing and approval before launch. Our aim is to introduce the service smoothly while minimising disruption to your customers and team.

Can we test our Digital Assistant before it goes live?

Yes. Testing forms part of the implementation process. You'll have the opportunity to review the agreed information, customer journeys, responses and actions before the service is approved for launch.

What happens after launch?

Sum Vivas continues to manage, monitor and improve your Digital Assistant. We review performance, manage agreed updates and work with you to identify opportunities for improvement.

Can we make changes after launch?

Yes. Your business and customer needs will evolve. We can update approved information, adjust agreed processes and assess additional capabilities as part of the ongoing service arrangements.

Better customer service starts with a conversation.

Whether you want to improve customer experiences, reduce repetitive work or make your business more efficient, let's explore what could work for you. Tell us about your challenges and we'll help you identify a practical starting point, with a clear focus on delivering measurable value.