Case Studies

The Problem

The support team was receiving 600+ tickets per day, with an average first response time of 6 hours. Analysis showed that 65% of tickets were common questions answered in existing documentation. Support agents were burned out, and customer satisfaction scores were declining.

Our Solution

We deployed a multi-layered support automation system. An AI chatbot handles initial contact, answering common questions using RAG (Retrieval-Augmented Generation) with their documentation. For issues requiring human attention, the system collects necessary information, categorizes the ticket, and routes it to the appropriate specialist with full context. We also built a dashboard showing ticket trends and knowledge gaps.

Results

What We Delivered

• AI triage chatbot
• Knowledge base RAG system
• Smart ticket routing
• Context enrichment for agents
• Analytics dashboard
• Knowledge gap reports
• Escalation workflows
• Training materials

The Problem

The finance team was manually processing 300+ vendor invoices per month. Each invoice required data entry into their accounting system, validation against purchase orders, approval routing via email, and filing. The process took approximately 15 minutes per invoice and was prone to errors and delays.

Our Solution

We implemented an AI-powered document processing pipeline. Invoices arrive via email or upload and are automatically processed using document AI to extract key fields. The system validates against open POs, flags discrepancies, routes for approval based on amount and vendor, and pushes approved entries to QuickBooks. An exception queue handles items needing human review.

Results

What We Delivered

• Email/upload intake system
• Document AI extraction pipeline
• PO validation engine
• Approval workflow system
• QuickBooks integration
• Exception handling queue
• Audit trail logging
• Admin dashboard

The Problem

Account managers were spending 2-3 days per client per month manually compiling performance reports. Data had to be pulled from Google Ads, Meta Ads, LinkedIn, Google Analytics, and call tracking—then formatted into branded presentations. With 40+ clients, this consumed a massive amount of productive time.

Our Solution

We built an automated reporting system that connects to all ad platforms and analytics tools via APIs. Data is pulled nightly and stored in a central warehouse. Branded PDF reports are generated automatically with configurable sections, and sent to clients on their preferred schedule. A web dashboard also provides real-time access to metrics.

Results

What We Delivered

• Multi-platform API connectors
• Data warehouse setup
• Automated report generator
• Branded PDF templates
• Client portal dashboard
• Scheduling system
• Data validation checks
• White-label options