Enquiries start vague
Business goal, scope, timing, and stakeholders need structure before a specialist can assess fit.
Eyeleven / Professional services
Turn an open enquiry into a useful client brief.
Qualify scope, organize context, and route each opportunity to the specialist who should decide next.
01 / Operational challenges
Keep the context. Close the gaps.
Expert time goes to discovery basics
Senior staff repeat intake questions that a consistent process can collect first.
Scope decisions need judgement
Feasibility, pricing, and commitments require the responsible professional.
02 / Example functions
The work, clearly divided.
Industry-specific workflow examples. The eleven OmniForce Director templates define department responsibility; your workspace defines which tasks are enabled.
Workflow / 01
Client Intake
Builds a structured brief from an open business enquiry.
- Goal and scope
- Timing and stakeholders
- Existing systems
Workflow / 02
Service Guide
Explains approved service boundaries and engagement paths.
- Service discovery
- Process questions
- Preparation guidance
Workflow / 03
Specialist Routing
Assigns the brief and highlights decisions still required.
- Fit signals
- Owner assignment
- Context handoff
Explore the 11 master departments ↗ to see their responsibilities and approval boundaries.
03 / Customer journey
From an open request to a specialist-ready brief.
An illustrative workflow. No customer operation is running and no action is being sent.
The incoming request
An operations lead asks for help connecting customer support and CRM workflows.
Step 01 · Prospect
Frame
Capture the business goal, current process, stakeholders, and timing.
Control point
Avoid collecting confidential detail before an approved channel exists.
Step 02 · Service workflow
Guide
Explain relevant approved services and the discovery process.
Control point
Do not promise feasibility or delivery dates.
Step 03 · Workflow
Prepare
Summarize scope, dependencies, and open questions for review.
Control point
Mark assumptions and missing technical facts.
Step 04 · Specialist
Handoff
Assess fit, scope, commercials, and next actions.
Control point
A person owns proposals and commitments.
04 / Capabilities and connections
Context travels with the work.
AI AgentsAI ForcesOmniForcesEyeleveN OS
Website and WhatsApp
Capture eligible service enquiries.
Service knowledge
Use approved capabilities and engagement boundaries.
Tasks
Track discovery inputs and follow-up owners.
CRM routing
Assign opportunities with their brief attached.
Available actions depend on your plan, connected tools, channel permissions and configured approval rules.
05 / Operational outcomes
A clearer way to operate.
The intended outcomes of a configured workflow, not measured customer results.
Sharper discovery calls
Specialists begin with goals, context, and dependencies.
Consistent service boundaries
Prospects receive approved information before a proposal.
Clear opportunity ownership
Every qualified brief has a responsible next step.
06 / Inside the OS
Supervision stays visible.
Keep workflow state, approved knowledge and human handoff in the same operating environment.
Eyeleven / WorkspaceExample workspace interface · demonstration data
07 / Industry FAQ
Professional services, explained.
Can it prepare a proposal?
It can collect inputs and prepare a brief. Scope, pricing, legal terms, and commitments stay with authorized specialists.
How is confidential information handled?
Define what may be collected, where it is stored, who may access it, and when the conversation must move to an approved channel.
How does a person take over?
Your team defines the handoff conditions. When one is met, the workflow pauses and passes the conversation with its context intact.
What is needed before launch?
Bring your service catalogue, intake questions, qualification criteria, data boundaries, and specialist routing process.
Explore more
Connected work, across industries.
Professional servicesEducation
Guide programme discovery, collect applicant context, and keep academic decisions with your admissions team.
Explore the workflow
Professional servicesAutomotive
Qualify purchase and service intent, coordinate appointments, and route commitments to dealership staff.
Explore the workflow
Professional servicesFinancial services
Guide approved information and document preparation while regulated decisions remain with authorized professionals.
Explore the workflowProfessional services · Eyeleven AI Workforce OS
Start with one workflow.
Build from there.
Connect its approved knowledge, define the handoff, and give your first OmniForce a clear role.