A personal finance SaaS provider needed a fast, efficient, and consistent way to handle high volumes of customer queries across their website. This solution is now adaptable to any industry or communication platform.

Consistent Tone & Policy: Maintaining brand alignment in every interaction.

Escalation & Accuracy: Quickly identifying urgent or complex queries and ensuring correct responses.

Streamlined Sales Handoff: Tagging prospects ready for upselling or demos.

Multi-Modal Capabilities: Handles images and file attachments.

I developed an AI agent capable of self-learning from your company data. It mirrors company policies and tone while dynamically handling queries. The system flags ambiguous or urgent cases for human review and supports multimedia inputs like images and files. It also tags potential leads, ensuring sales teams can follow up efficiently.

Self-Learning & Brand-Aligned: Reflects your voice and updated policies.

Omnichannel: Active on websites, WhatsApp, email, Slack, and more.

Auto-Escalation: Alerts human agents to tricky inquiries.

Citation-Backed Replies: Links sources for transparent answers.

Lead Routing: Flags high-intent customers for sales outreach.

Multi-Modal Capabilities: Handles images and file attachments.

The SaaS provider drastically cut response times and operational costs