Healthcare and clinics
Front desk voice agent across multiple sites
One number for three clinics, answered instantly and booked during the call.
Proof of concept
Enquiry qualification and site document retrieval
A property and construction firm loses enquiries because they arrive in the evening and get answered the next afternoon. Meanwhile the project side has drawings, specifications and variation notes spread across drives and chat threads, and finding the current version takes longer than reading it.
What we built
- An enquiry agent that responds immediately, qualifies budget, location and timing, and books a viewing or a call into the sales calendar
- Enquiry records written into the existing pipeline with the conversation attached, so nothing is re entered by hand
- A retrieval layer over project documents, with access respected per project and per role
- Answers that quote the source drawing or clause underneath, and a refusal path when the document set does not contain the answer
- A pipeline that keeps the index current as revisions are issued, so the newest version is the one returned
What it showed
The proof of concept answered and qualified enquiries outside office hours, and on the project side returned the governing clause or drawing with the source visible so it could be checked rather than trusted.
What a live engagement needs
Going live needs the qualification criteria the sales team actually applies, access to the document store with its permission structure intact, and a set of real questions to measure retrieval accuracy against.
Services behind it
Related proof of concept work
See the whole libraryFinancial services
Invoice and purchase order reconciliation
Supplier documents read, matched and reconciled before anyone opens the inbox.
Logistics and supply chain
Shipment exception triage from supplier email
Carrier and supplier mail read on arrival, with only the real problems surfaced.