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Eiko AI automation

Use AI to finish repetitive CRM work.

Ask Eiko to summarize calls, draft customer replies, create follow-ups, and complete routine steps using the customer information already in Unified.

Eiko AI automation
Live workflow

Eiko command

Finish the follow-up work

Human review on
Brief the Helio Foods call and prepare the next update.

Gathered customer context

Complete

Summarized the call

Complete
3

Assigned the next action

Queued
4

Prepared the customer update

Queued

Who it is for

For teams spending too much time summarizing conversations, checking status, assigning follow-ups, and writing the same kinds of customer updates.

Uses the customer recordShows what it changedKeeps people in control

What changes

What your team can do with Unified.

01

Summarize the conversation

Turn call transcripts and notes into a concise brief with the issue, outcome, and next step.

02

Prepare the next action

Draft a reply, create a follow-up, or route a ticket without searching through separate systems.

03

Review what AI completed

AI actions stay visible on the customer record so your team can check what changed.

How it works

Start with one workflow.

Connect the information and tools that workflow needs. Add more teams and processes when you are ready.

01

Read the customer and request

Eiko uses the customer record, current request, and information your team allows it to access.

02

Complete the requested step

It creates the summary, reply, assignment, or follow-up your teammate asked for.

03

Save the result

The completed work stays on the customer record for the team to review.

See if Unified fits

Show us one task your team repeats.

We will show you how Unified can connect the customer information, people, and tools needed to complete it.

Talk to sales

UNIFIED.

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