Service Delivery · Customer Journeys · AI-Powered
Run Your Entire Service Delivery Operation from One Intelligent Platform
Create intelligent workflows, manage clients and programs, coordinate teams, automate follow-ups, and track every outcome—from intake to impact.
Service Delivery Overview612
Clients served
148
Open cases
37
Appointments
Active service journeys
Program outcomes
78% average journey completion
One
Platform
Every
Client
Every
Program
Every
Outcome
Replace disconnected forms, spreadsheets, scheduling tools, email systems, and reporting processes with one connected service-delivery platform.
Service delivery should not require ten different systems.
Organizations often rely on separate tools for intake, CRM, scheduling, documents, communications, training, case management, events, and reporting. PaySoko Assist brings the entire journey together.
Before PaySoko Assist
With PaySoko Assist
One connected client and service-delivery journey
From first contact to measurable impact
1. Intake
Launch branded forms, collect client information, verify eligibility, capture consent, and create the correct records automatically.
2. Coordinate
Assign team members, schedule appointments, request documents, manage communications, and keep every participant informed.
3. Deliver
Guide clients through services, training, events, reviews, referrals, approvals, and personalized next steps.
4. Measure
Track progress, completion, outcomes, program performance, and funder-ready impact from one source of truth.
AI Workflow Builder
Describe the program. PaySoko Assist builds the journey.
Use plain language to generate a complete service-delivery workflow—including intake forms, assignments, communications, appointments, document requests, approvals, training, decisions, and reporting.
Every generated workflow remains editable, testable, and controlled by your organization.
Your prompt
"Create a restaurant support program that collects applications, checks eligibility, assigns an advisor, schedules a consultation, requests financial documents, recommends training, and refers loan-ready businesses for financing."
Your application Your current step
Schedule your consultation
50% complete
A better experience for every person you serve
A published workflow creates a branded customer journey your participants can complete on any device.
Complete intake forms
Save and resume
Book appointments
Upload documents
Complete assigned forms
Register for events
Access training
Receive communications
View next steps
Track progress
Give every team member the right work at the right time
PaySoko Assist creates tasks, assignments, reminders, reviews, and escalations automatically based on the active workflow—so the right person always knows the next step.
Everything needed to deliver services at scale
AI Workflow Builder
Generate, edit, test, publish, and improve complete service-delivery journeys.
Client and Business Management
Maintain connected records for individuals, businesses, organizations, interactions, services, and outcomes.
Case and Program Management
Coordinate cases, programs, stages, assignments, tasks, notes, documents, and milestones.
Scheduling
Manage availability, appointments, reminders, meeting links, and scheduling integrations.
Forms and Documents
Collect applications, assessments, supporting documents, approvals, and signatures.
Communications
Send personalized emails, reminders, updates, and next-step messages throughout the journey.
Events and Training
Manage workshops, cohorts, enrollment, attendance, curriculum, and completion.
Reporting and Outcomes
Track participation, service delivery, progress, outcomes, and program impact.
Referrals and Integrations
Connect clients to external services, financial products, PaySoko tools, and other systems.
Built for organizations that move people and businesses forward
Community and Business Support
Manage intake, advising, training, referrals, and outcomes for entrepreneurs and small businesses.
Financial and Lending Readiness
Prepare clients for funding, collect required information, coordinate assistance, and connect qualified applicants to financing.
Accelerators and Incubators
Manage applications, cohorts, mentorship, milestones, events, investor readiness, and alumni engagement.
Nonprofit Service Programs
Coordinate participants, cases, services, documents, appointments, communications, and funder reporting.
Workforce and Training Programs
Manage enrollment, assessments, learning journeys, attendance, credentials, and employment outcomes.
Government-Funded Programs
Standardize delivery, maintain audit-ready records, and demonstrate measurable program results.
Connect the tools your organization already uses
PaySoko Assist connects your service-delivery workflows to scheduling, communications, documents, payments, CRM, training, analytics, and other business systems.
PaySoko Assist works independently across an open ecosystem — it is not limited to PaySoko products.
Calendly
Scheduling
Google Calendar
Scheduling
Microsoft Outlook
Communications
Zoom
Meetings
Gmail
Communications
Twilio
SMS
Google Drive
Documents
DocuSign
Signatures
Salesforce
CRM
HubSpot
CRM
Eventbrite
Events
Power BI
Analytics
Stripe
Payments
QuickBooks
Financial
Zapier
Automation
M-Pesa
Payments
Native PaySoko integrations
Connect service delivery to lending, payments, business operations, AI automation, and reporting when your organization needs a broader financial infrastructure.
Optional — not required to use PaySoko Assist.
Need another integration?
Use PaySoko Assist APIs and webhooks, or request a connection to the systems your organization already relies on.
Turn service activity into measurable outcomes
Every form, appointment, task, document, service, and outcome contributes to a connected program record—making reporting easier and impact clearer.
1,284
Applications received
612
Clients actively served
3,940
Services completed
78%
Avg. journey completion
2,157
Appointments delivered
84%
Training completion
329
Referral outcomes
On track
Program progress
Illustrative demo data — not actual customer results.
Designed for trusted service delivery
Organization-level data separation
Role-based access
Audit history
Secure authentication
Configurable permissions
Protected documents
Controlled integrations
Administrative oversight
Build better journeys. Deliver better outcomes.
See how PaySoko Assist can bring your clients, programs, teams, workflows, and impact together.
From Intake to Impact.