Our Work & Case Studies
Real results, custom integrations, and concrete operational returns. See how we help scaling teams reclaim their hours.
AI-Powered CRM Intake & Lead Triage
Client: Acme FinTechBuilt an automated ingest pipeline that parses uploaded financial PDFs, classifies investor profiles, scores eligibility, and syncs data to CRM in real-time.
Acme’s ops team was drowning in daily applicant PDFs, manually copying records into HubSpot, causing delays and lost deals.
We designed a serverless document parsing node using GPT-4o to extract metadata, run eligibility scoring scripts, and route CRM updates via webhooks.
Enterprise Knowledge Base & Slack RAG
Client: Apex PropertiesDeployed a secure, retrieval-augmented database connected to internal Slack channels so sales agents can query complex legal and local compliance files instantly.
Real estate agents spent hours digging through outdated Google Drives to find compliance rules, delaying contract closures.
We vectorized thousands of document PDFs into a Pinecone DB and hooked a semantic-search Slack chatbot that answers queries with citations.
Autonomous Tier-1 Customer Triage Agent
Client: SaaS RocketTrained and deployed a customer support email responder agent that draft replies, flags critical bugs, and executes cancellation actions within safety guardrails.
Support volume spikes created long backlogs, leading to customer churn and employee fatigue.
We engineered an autonomous email agent with deterministic guardrails. It queries client subscriptions, drafts replies, and handles basic account resets.
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