Automate the busywork. Ship results faster.
Realms AI designs and delivers end-to-end AI automations — from intake to decision to audit — with guardrails and analytics built in.
Where automation pays off
Start with a narrow, high-volume path to value. Expand to edge cases once impact is proven.
Ticket triage & response
Classify, summarize, draft replies; resolve routine cases using tools.
- Categorization
- Summarization
- Policy checks
- Auto-resolve
Document intake & validation
Parse PDFs, extract fields, validate against rules, push to system of record.
- OCR/extract
- Field checks
- Decisioning
- Audit log
Orders, returns & refunds
Eligibility checks, decisions, and traceable actions across systems.
- Eligibility
- Decision
- Action
- Traceability
Knowledge workflows
Summarize calls, write notes, update wiki/CRM automatically.
- Auto-notes
- KB updates
- Tagging
- Routing
Sales ops & CRM hygiene
Enrich, dedupe, score, and route leads to improve conversion.
- Enrichment
- Deduping
- Scoring
- Routing
Back-office automation
Finance, HR, IT workflows integrated into your systems and policies.
- Integrations
- Approvals
- Compliance
- Dashboards
Outcomes you can measure
Example support workflow — before vs after average handling time.
AHT (minutes) — per stage
Bars show before (left) vs after (right). Results vary by workflow and data quality.
Automation Dashboard
Real-time view of throughput, outcomes, and reliability across your AI workflows.
How it works
A clear, week-based plan — from alignment to scale.
Align
Goals, constraints, data access, success metrics.
Prototype
Working demo on narrow, high-value path.
Roadmap
Edge cases, rollout plan, SLAs, ownership.
Sprints
Build, test, measure, iterate; add guardrails.
Scale
Optimize cost/latency; expand coverage & reporting.
Estimate ROI
Rough estimate based on volume, time saved, and hourly cost.
Security & guardrails
- PII-aware pipelines (masking, redaction, scoped access)
- Human-in-the-loop review for risky or high-impact actions
- Policy checks & allow-lists before external actions
- Versioned prompts and evaluation suites for regressions
- Detailed logs and dashboards for audits and RCA
FAQ
How do you measure ROI?
We benchmark current KPIs (AHT, accuracy, CSAT, cost), then track deflection, auto-resolution, and time saved against a pre/post baseline.
Will this replace my team?
No. Automation removes repetitive steps so your team focuses on decisions and exceptions.
Can you integrate with our stack?
Yes — Zendesk, Salesforce, HubSpot, NetSuite, Slack, Google/Microsoft, and custom APIs.
What about compliance and data privacy?
We align to your policies, segregate environments, and implement PII controls with detailed audit trails.
Ready to automate?
Kick off this week. Tell us about your workflow and goals.