Customer service

Agents take the routine. People take the exceptions.

Most customer contact is the same handful of requests. Agents resolve those outright, escalate the rest to a named person, and log every action.

Where it applies

The workflows, in your words.

Intake and scheduling

New customers get booked and their details captured without a hold queue.

Routine request resolution

Status, hours, pricing, documents, reschedules. Answered from your systems, escalated when it is not routine.

Follow-up tracking

Every promise made to a customer gets an owner and a due date, and a nudge when it slips.

Self-service answers in chat

Staff ask in plain English and get the link, the file, or the number.

Proof

What we have already built that maps onto it.

Systems we built, with where each ran and what it did.

Your workflowWhat we have already builtResult
Routine requests resolvedScheduling, intake, and support agents with staff escalation80% resolved by agents
Follow-upsCommitment tracker, follow-up sweep, drafted repliesRuns every day
Self-service answersChat bot over a building and file libraryNo person in the loop for routine questions
PhonesOutbound voice agent with structured captureDeployed, outbound only

How an engagement runs

Small first. Numbers before rollout.

  1. 01Pick the top three request types by volume.
  2. 0230 days of agents handling them beside your current team.
  3. 03Publish resolution rate, escalation rate, and hours returned.

Related work

The systems behind the table.

In productionA healthcare MSO Brandon founded and sold

Front desk and revenue cycle run by agents

About 80% of scheduling, intake, and routine support requests resolved by agents. Claim denials fell from about 12% to 1.5%, about $400K a year recovered. AI carried about 85% of finance, operations, and compliance work.

Read the case: Front desk and revenue cycle run by agents
In productionA multi-site education operator

Outbound calls that schedule and capture answers

Deployed. Places outbound calls and records structured answers. Outbound only today; the same pattern covers appointment confirmations, no-show recovery, and status callbacks.

Read the case: Outbound calls that schedule and capture answers

Which three requests eat your team's day?

Book a call

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