Case studies

Challenge

Inbound lead routing was manual and inconsistent. Agents were missing high-intent leads because routing depended on whoever happened to check the shared inbox first. First-response time averaged over 4 hours — well above the window where intent is still high.

What we built

A custom AI workflow that scores incoming leads against historical conversion patterns, routes them to the best-matched agent based on territory and capacity, and triggers a personalized first-touch SMS within 60 seconds of lead submission.

Challenge

The support team was manually handling 800+ tickets per month with a 3-day average resolution time. Product questions, order status, and returns accounted for 80% of volume — all answerable from existing documentation.

What we built

A custom AI chatbot trained on the full product catalog, shipping policies, and returns FAQ, integrated directly with Shopify for real-time order status lookups and deployed on the website chat widget.

Challenge

Proposal generation required 6–8 hours per client, pulling from CRM data, past project summaries, and pricing tables manually. The team could produce four proposals per week at best, limiting pipeline capacity.

What we built

An AI workflow that pulls from CRM deal data and a library of past project summaries to generate structured, personalized proposals in under 15 minutes. A review UI allows the team to edit before sending.

Challenge

The product team was manually aggregating customer feedback from support tickets, NPS surveys, and sales calls into weekly summaries — taking 6–8 hours each week and introducing inconsistency in how themes were identified.

What we built

A custom internal dashboard that ingests feedback from multiple sources (Intercom, Typeform, Notion), uses GPT to classify by theme and sentiment, and generates structured weekly summaries with trend lines. Accessible to the full team via a web UI.

Challenge

Appointment reminders were handled manually by front desk staff, consuming ~2 hours per day. No-show rates were around 22%, and phone tag with patients to confirm or reschedule added significant overhead.

What we built

An automated WhatsApp and SMS reminder workflow integrated with the practice management system. Appointment confirmations send 48 hours and 2 hours before each slot. Patients can confirm or request reschedule via reply. Reschedule requests route to the booking system automatically.

Challenge

Monthly client reporting took 3–4 days to compile across 20+ client accounts, pulling data from Google Analytics, Meta Ads, and Google Ads manually into individual decks. Formatting was inconsistent and errors were frequent.

What we built

A custom reporting dashboard that connects to all client analytics accounts via OAuth, pulls data automatically at the end of each month, and generates formatted PDF and web reports per client. Each report is branded to the client account.

Challenge

Abandoned cart recovery was limited to a single generic email triggered 1 hour after abandonment. Recovery rate was under 4%. Inventory sync between Shopify and a third-party warehouse caused frequent oversell events.

What we built

A three-touch abandoned cart recovery sequence (email + SMS) with AI-personalized copy based on the cart contents and browsing behavior. An inventory sync workflow monitors the warehouse feed in real time and updates Shopify availability automatically.

Challenge

The client was producing high-quality long-form content (newsletters, keynote recordings) but had no consistent way to repurpose it for LinkedIn and X. Social presence was sporadic. Building it manually would take 5–6 hours per week.

What we built

An AI repurposing pipeline that takes each new long-form piece (newsletter or transcript), extracts 8–12 social-ready posts in the client's voice across formats (threads, carousels, short observations), queues them in Buffer, and surfaces a weekly approval step before publishing.