The company provides customer engagement solutions and was facing challenges in managing a high volume of inbound and outbound calls. Their existing system relied heavily on human agents, leading to increased costs, inefficiencies, and missed opportunities.
Key Achievements
- $200K+ saved annually in operational costs
- 85% automation in appointment scheduling and follow-ups
- AI agents managing 1000+ interactions per day
- Higher efficiency with a smaller workforce
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
The Challenge
The company was experiencing rising operational costs due to high dependency on human agents. Managing appointment bookings, CRM updates, and lead follow-ups required significant manual effort. Additionally, commission-based agents increased expenses, making it difficult to scale operations efficiently.
Their key challenges included:
- High costs associated with human call agents
- Inefficiencies in lead qualification and follow-up
- Missed appointments due to lack of automation
- CRM updates requiring manual effort
What Did AI Do?
- AI Call Agents for inbound and outbound calls, reducing reliance on human staff
- Automated CRM Integration ensuring real-time updates for lead tracking
- Smart Scheduling & Follow-ups to engage leads at the right time
- AI-driven Lead Qualification to filter high-value customers
- Seamless AI-Human Handoff ensuring a smooth experience when human intervention was needed
The Results
- $200K annual cost savings by reducing manual work and commissions
- 85% automation in call handling, appointment scheduling, and CRM updates
- 100% seamless customer experience with AI-driven lead follow-ups
- Scalability achieved, allowing a smaller team to manage a higher workload
- Improved conversion rates through AI-driven engagement
This AI-powered transformation reduced costs, enhanced efficiency, and optimized customer engagement, enabling the company to scale operations effortlessly.
