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Case studies · 13 engagements

Thirteen engagements. Before, after, the flow we built, and the impact we measured.

Each card is one real engagement, anonymised at the client's request. We list the workflow as it ran before, the workflow as it runs now, the five-step process behind it, and the three numbers that matter most.

For an interactive walk-through of these same cases (one panel at a time, with switching tabs), the full version sits on the homepage. The list below is the same content rendered as a scannable reference page.

Case · Lead response

Inbound leads, answered in two minutes — at 3am, on a Sunday.

9h → 4mFirst-response time
+31%Booked meetings
24 / 7Coverage
Before

Form fills and email enquiries wait 6–18 hours for a first reply. By the time a salesperson opens the inbox, 30–50% of those leads have already had a conversation with a competitor.

After

An AI agent reads each inbound message, drafts a personalised reply that references the lead's company and stated need, books a call slot from the assigned rep's calendar, and logs everything in the CRM. Replies above a complexity threshold are queued for human review.

Impact

Median first-response time on a recent logistics engagement dropped from 9h 14m to 4m 22s. Booked-meeting rate up 31% over the following quarter.

Flow
  1. 01Inbound email or web form arrives in your shared inbox or HubSpot.
  2. 02Agent classifies the lead, enriches with public company data, scores against your ICP.
  3. 03Personalised draft written, referencing what they actually asked about.
  4. 04Calendar slot offered from the right rep's availability — no double-booking.
  5. 05CRM record created, lead routed, draft sent or queued for review based on confidence.
Case · Lead qualification

Reps walk in to a pre-sorted queue every morning.

−62%Research time
36h → 4hTime-to-first-touch
Top 15%Lead quality lift
Before

SDRs spend 3–5 hours a day on research and triage — pulling LinkedIn, hunting for company size, finding the right contact, then discarding bad fits. The good leads sit cold in the meantime.

After

A nightly enrichment + scoring agent pulls company data, checks fit against your ICP rules, drafts a personalised outreach for qualified leads, and routes the rest to a long-cycle nurture list. SDRs pick up the day's queue, already prioritised.

Impact

On a 12-rep team, ~62% reduction in research time. Time-to-first-touch dropped from 36h to under 4h. Reps spend their day on conversations, not browser tabs.

Flow
  1. 01Overnight: agent ingests new leads from web, list uploads, CRM imports.
  2. 02Enrichment from public sources — firmographics, tech stack, recent signals.
  3. 03Scoring against your written ICP rules — fit, intent, timing, region.
  4. 04Outreach drafts written for top-tier leads, referencing the actual signal.
  5. 05Morning: rep opens the queue, prioritised and contextualised.
Case · Proposal generation

From discovery call to signed proposal in the same afternoon.

−85%Drafting time
Same-daySend rate
+18%Win rate
Before

Each proposal takes 2–4 hours to assemble. Salespeople copy-paste from old documents, often with inconsistent pricing, outdated case studies, or sections that no longer match the offer.

After

A proposal agent reads call transcripts, pulls relevant case studies and pricing from your library, drafts a tailored proposal in your template, and surfaces it for the salesperson to edit and send.

Impact

On a recent professional-services engagement: 8–12 hours per week recovered per salesperson. Win rate up because proposals leave the same day, not three days later.

Flow
  1. 01Call recorded, transcribed, and summarised into a structured brief.
  2. 02CRM data, deal context, and salesperson notes joined into the input.
  3. 03Case studies matched from library based on industry, problem, deal size.
  4. 04Proposal drafted in your template — pricing pulled from current rate card.
  5. 05Salesperson reviews, edits, hits send. Audit trail kept in the CRM.
Case · Customer support

60% of tickets answered in seconds. Humans handle the 10% that need judgement.

−47%Tickets to humans
+11 ptsCSAT
3sFirst response
Before

Support handles 200+ tickets a week. Roughly 60% are repeat questions already answered in the help centre. CSAT slips on first-response time. Agents burn out.

After

A support agent grounded in your documentation, integrated with Zendesk / Intercom / Freshdesk, answers the easy 60% directly, drafts replies for the medium 30%, and escalates the hard 10% to humans with full context. Sources cited on every reply.

Impact

40–55% ticket deflection across our portfolio. CSAT up, not down — because the easy stuff gets answered faster and the hard stuff finally gets the attention it needs.

Flow
  1. 01Ticket arrives. Agent classifies intent, retrieves grounded documentation.
  2. 02High-confidence: direct response with sources cited, ticket auto-closed.
  3. 03Medium-confidence: draft prepared, human reviews and sends.
  4. 04Low-confidence or sensitive: escalated to human with summary + history.
  5. 05Quality loop: every escalation feeds back into retrieval improvements weekly.

Showing 4 of 13 anonymised engagements. Tap to expand the rest.