Case Studies
A high-volume service team was drowning in repetitive inquiries
Problem:
A regional pet-insurance co-op was getting buried in repetitive questions on Facebook and Instagram. Their FAQ had more than 300 items, and the service team spent too much of the day answering the same handful of questions over and over. Response times dragged, and everybody felt behind.
Solution:
We built a simple, AI-powered FAQ assistant that could handle the everyday questions on its own using the co-op’s full FAQ. In the unlikely event that a customer asked a question not in the 300-item FAQ, the AI politely pointed them to the office and gave them the right phone number. Nothing fancy. Just helpful, clear answers that took the pressure off the team.
Result:
Customers got faster replies, staff stopped burning hours on copy-and-paste responses, and the team finally had breathing room for the work that actually mattered.
Slow sales lead routing was costing a dealership response time
Problem:
When a web lead came in, it didn’t land with the salesperson who needed it. It went to one person to check, then another to assign, then eventually to the rep. All reasonable steps, but they added up. If even one person in the chain was tied up, the lead sat for hours before anyone followed up.
Solution:
An AI responder that sends a quick, friendly message to the lead based on what they submitted. It can then route the lead to the correct rep automatically. If the AI sees the lead is time-sensitive, like a request for an immediate quote, it can send the rep an SMS and drops a summary in their inbox so they can jump on it right away.
Result:
Leads get acknowledged in seconds instead of hours. Reps get clean, organized information without digging. Hot leads get fast follow-up. And customers can book appointments right away without waiting on anyone’s inbox.
A dealership was losing renewals they didn’t even know were coming due
Problem
An equipment dealership kept all their contract renewals in scattered spreadsheets that no one routinely checked. Some dates slipped, some reminders got buried, and revenue quietly leaked out the back door. By the time someone realized a contract had expired, it was either a fire drill or a total loss.
Solution
A weekly AI-powered renewal summary that scans existing contract data, meter or usage reports, and recent service activity. It flags contracts coming due, highlights accounts showing signs of being at risk, and alerts the right manager or rep automatically. No new software, no manual sorting, no sleuthing through spreadsheets.
Result
Renewals stop being surprises. The team has clear visibility into what needed attention each week, customers are contacted before anything lapses, and renewal revenue becomes steady instead of unpredictable.