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Automation Case Studies

Eliminate the minutia that slows your team down.

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Sales & Marketing Operations

Sales & Marketing Operations Transform your customer-facing teams with AI that enhances every touchpoint – from automated lead enrichment and proposal creation to personalized marketing campaigns and engagement tracking.

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Financial Management & Operations

Financial Management & Operations Streamline your financial workflows with intelligent systems that handle everything from invoice processing and reconciliation to automated reporting and compliance checks.

AI SOLUTIONS

Transform how work gets done

Imagine your business running smoother, faster, and smarter. Our AI automations, assistants, and agents make it possible.

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Team Collaboration & Knowledge

Team Collaboration & Knowledge Boost productivity with AI that captures meeting insights, generates clear summaries, assigns action items, and makes your company's collective knowledge instantly accessible.

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Document & Data Management

Document & Data Management Turn document processing from a bottleneck into a breakthrough with AI that intelligently handles everything from data extraction and validation to automated filing and retrieval.

AI Assistants

Get instant answers and support with Assistants securely connected to your internal knowledge bases.

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Project & Resource Planning

Project & Resource Planning Optimize your operations with AI that helps forecast needs, allocate resources, track progress, and identify potential bottlenecks before they impact delivery.

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Customer Experience & Support

Customer Experience & Support Elevate your customer service with AI that helps teams respond faster, maintain consistency, and identify opportunities to exceed expectations

Website Concierge:

Guide visitors, answer questions, personalize recommendations, and book meetings

Sales Enablement:

Chat with your success stories, sales operations, customer profile definitions, and more

Customer Service:

Answer FAQs or route to a human while triaging the request.

HR Assistant:

Instant access to policies, benefits, and procedures

SOP Assistant:

Get relevant, timely information from your standard operation documents through natural language.

Project Assistant:

Track progress, assign tasks, generate updates

OUR PROCESS

Thoughtfully building AI solutions

Agents

The next generation in AI solutions enable advanced assistants with memory, tools, and reasoning. 

We recommend organizations who are well versed in AI begin the process of trying to build out agents.

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Solution Definition

The Solution Definition outlines a prioritized list of problems to address, their specific requirements, and clear metrics for success.

Our process begins with you—your team, your tools, and your customers. Here's how we do it:

  • We dive deep into your business by having chats with key team members to understand your business goals, operations, and pain points. 

  • By examining your current tools and processes, we identify areas where AI can make the biggest impact.

     

    The goal is to understand how we can seamlessly integrate AI tools and processes into your existing ecosystem.

  • Your customers' perspectives are invaluable.

     

    We engage with them to understand their experiences, expectations, and how AI can enhance their interactions with your business.

Technology partners

We’re proud to work with these leading technology providers.

Design, build, test, and deploy

We apply design thinking for creating solutions to make your team more productive and creative.

 

We iteratively test our ideas with your team and customers to validate what's working and what needs improvement. Here's our approach: 

  • Our design process combines advanced UX principles to create intuitive and efficient interactions with our large language model applications, focusing on ease of use and effective communication.

  • Early versions of our applications designed to demonstrate and test functionality, data access, usability, and design. 

  • Our applications undergo real-world testing with a select audience, continuing the cycle of feedback and iteration. This process allows us to refine and enhance the applications based on direct user input.

  • We launch and make our applications available to general audiences.

     

    We monitor usage and performance with a focus on "landing the launch". 

  • We believe in starting with a minimum viable product and continuously iterating on it.

     

    This means we find the core functionality to solve a problem, and then layer on new features. 

     

    This approach allows us to quickly launch something that meets the core needs of our users while maintaining the flexibility to adapt and evolve based on real-world use and feedback.

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