Customer Case Studies

The Challenge

3 licensed agents were spending 60% of their time on policy renewals and routine follow-up — leaving almost no bandwidth for prospecting or new client meetings. Leads that came in through the website often sat unanswered for 24-48 hours.

The Solution

Deployed Sales Agent + Executive Assistant Agent

The Sales Agent took over all inbound lead follow-up, drip sequences, and appointment booking. The Executive Assistant Agent automated renewal reminders, document requests, and client check-ins.

The Challenge

72% of shoppers were abandoning their carts. The customer support team was handling 800+ tickets per month on sizing, shipping, and returns — the same questions, over and over. Response times averaged 18 hours.

The Solution

Sales Agent for cart recovery + Customer Support Agent for tier-1 tickets

The Sales Agent ran automated cart abandonment sequences — a reminder, a social proof follow-up, and a time-limited offer. The Customer Support Agent handled tier-1 support tickets with product knowledge, FAQs, and order lookup integrations.

The Challenge

The team was receiving 60-80 new leads per week from Zillow and Realtor.com. By the time an agent got around to calling, many prospects had already spoken with another agent. Cold leads were piling up unworked.

The Solution

Real Estate Agent Assistant

The Real Estate Agent Assistant responded to every inbound lead within 2 minutes, qualified buyer readiness, answered property questions, and booked showing appointments directly into agent calendars.

The Challenge

Associates were spending 25% of their billable hours on case research, document summarization, and administrative tasks that did not require legal judgment. The firm was leaving significant revenue on the table.

The Solution

Legal Research Agent + Executive Assistant Agent

The Legal Research Agent handled case research, statute lookups, and document summarization. The Executive Assistant Agent managed scheduling, client communications, and deadline tracking across all 12 attorneys.

The Challenge

Four busy locations had no consistent social media presence and a review response rate under 20%. Negative reviews on Yelp and Google were going unanswered. The marketing budget for a dedicated social media manager did not exist.

The Solution

Restaurant Agent across all 4 locations

The Restaurant Agent monitored and responded to every review across platforms within 60 minutes, published consistent social media content on a weekly schedule, and managed reservation inquiries through direct message.

The Challenge

The firm was manually processing 500+ job applications per month across client accounts. Screening calls were taking 3-5 days to schedule. Candidates were dropping out before they even heard back.

The Solution

HR & Recruiting Agent

The HR & Recruiting Agent handled application intake, initial screening questionnaires, resume summarization, and first-interview scheduling — fully automated from submission to calendar invite.