Intake and scheduling
New customers get booked and their details captured without a hold queue.
Customer service
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
New customers get booked and their details captured without a hold queue.
Status, hours, pricing, documents, reschedules. Answered from your systems, escalated when it is not routine.
Every promise made to a customer gets an owner and a due date, and a nudge when it slips.
Staff ask in plain English and get the link, the file, or the number.
Proof
Systems we built, with where each ran and what it did.
| Your workflow | What we have already built | Result |
|---|---|---|
| Routine requests resolved | Scheduling, intake, and support agents with staff escalation | 80% resolved by agents |
| Follow-ups | Commitment tracker, follow-up sweep, drafted replies | Runs every day |
| Self-service answers | Chat bot over a building and file library | No person in the loop for routine questions |
| Phones | Outbound voice agent with structured capture | Deployed, outbound only |
How an engagement runs
Related work
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 agentsRunning on a schedule every day. The same follow-up pattern applies to customers who have not called back.
Read the case: Follow-ups and commitments that do not slipRoutine questions answered without a person in the loop.
Read the case: Self-service answers about every building, in chatDeployed. 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 answersNo deck. No obligation. You talk to the person who does the work.