Finance
Contracts & invoices- You send
- A 60-page contract PDF
- You get
- A risk summary, payment terms and renewal dates in seconds
Syncs to contract register or finance tracker
WhatsApp AI agent · built around your workflow
AI Pocket turns WhatsApp, the app your team already opens a hundred times a day, into a smart assistant for sales, support and operations. Send a file, a photo or a voice note. It reads, summarises, answers from your own documents and logs the result into your systems.
No new app, no passwords, no training.
If your team can text, they can use your AI.
Chat inputs land straight in your logs, sheets or CRM.
Sample workflows
AI Pocket is configured around how each team already works. These are examples of what people send, what comes back, and where it ends up.
Syncs to contract register or finance tracker
Syncs to job log or maintenance system
Syncs to attendance log or HR system
Syncs to CRM, order sheet or ERP
Syncs to support inbox or ticket log
Syncs to wellness programme records
Your workflow isn't listed? AI Pocket is customised for each client, so we start from the process you want to take off your team's plate.
Tell us your workflowBook a discovery call
Talk to an RPI AI workflow specialist about where AI Pocket fits in your business.
Share a few details and our team will reach out to arrange a time.