Case studies · Service

AI automation

AI agents that take over an SMB's repetitive work: sorting email, keeping the CRM up to date, following up on sales.

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2 studies

  • AI agents run the CRM, the follow-ups and the phone of an insurance firm.

    Insurance firm · Quebec

    What the agent does

    • An AI briefing on every file before each exchange
    • Quote follow-ups on days 5, 10 and 15
    • A Monday report on dormant files
    • Phone answered 24/7, with appointment booking
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  • An AI agent follows up on lost deals, 90 days later.

    Consulting agency · France

    What the agent does

    • Finds the deals lost 90 days ago, every morning
    • Picks an angle and drafts the follow-up
    • Cites its sources: HubSpot record, website, LinkedIn
    • Sends nothing without the salesperson's approval
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A process like these at your company?

Thirty minutes to find where an agent would have an immediate impact on your operations.

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