AI & Automation | Hack Kienzle - HK Trust Solutions

Workflow: from customer call via voice note and our own AI instance to an approved entry in EspoCRM

5. October 20265. October 2026AI & Automation

From Customer Call to CRM Entry – Without Opening Your Laptop

How we document customer calls with a voice note from the car: Whisper and a language model on our own infrastructure create drafts for EspoCRM – approved by a human.

The 5 rules for safe AI use: no personal data in public AI services, always check results, clear written rules, train your staff, start small

1. October 20265. October 2026AI & Automation

AI in the Workplace: 5 Rules for Safe Use

Five simple rules that let your team use generative AI without putting data or trust at risk.