Portfolio SAI

Case Studies

A few concrete results for our clients

01SMS agent

Mortgage brokerage firm · Financial services

82.8%
Booking rate

From inquiry to result

  1. Clients contacted425
  2. Clients who booked352

Return on investment

352 appointments booked out of 425 clients contacted, 338 of them within 48 hours. In total, $11.83M in mortgage value went through the agent, with no manual calls from the team.

An SMS agent that qualifies leads and books mortgage appointments

Every lead gets an instant text. The agent qualifies the need and books a meeting directly with the broker, using our standard model.

How it works

  1. New lead

  2. Instant text

  3. Need qualification

  4. Meeting with the broker

What we built

  • Lead qualification through SMS conversation
  • Automatic booking in the broker's calendar
  • Handoff to a human for complex requests

Results (Test phase)

Clients contacted
425
Clients who booked
352
Bookings completed within 48 h
96%
Mortgage value (380 files)
$11.83M
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02Job site automation

Survolt · Electricians

10 h
Saved per week

Return on investment

10 fewer hours of admin work every week, about 520 hours per year. Invoices go out faster and margins stay accurate even when supplier prices move.

From the end-of-job form to the QuickBooks invoice, with no re-entry

Electricians fill out one form at the end of each job. Materials, pricing, margins, hours and invoicing follow automatically.

How it works

  1. End-of-job form

  2. Lumen catalogue and prices

  3. Margins calculated

  4. QuickBooks invoice

What we built

  • End-of-job form synced with the Lumen catalogue
  • Supplier prices tracked in real time so no increase is missed
  • Margins calculated automatically based on Survolt's business model
  • QuickBooks invoicing with exact Lumen item / QuickBooks item matching
  • Employee hours entered on site, centralized for project management and payroll
  • Website form, CRM and QuickBooks connected: no more manual lead entry

Results

Recovered per year
≈ 520 h
Re-entry between tools
0
Lumen price tracking
Real time
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03Voice agent

Insulation company · Abitibi

$220,000
Revenue generated in 3 weeks

From inquiry to result

  1. Prospects called92
  2. Qualified conversations54
  3. Jobs signed36

Return on investment

$220,000 in new contracts in 3 weeks, an 8,000% return on ad spend. Conversions peaked at 8 PM, when the team would not have picked up.

A voice agent that calls back every lead within 5 minutes, 24/7

Same approach as our SMS agents, but over the phone. The agent calls new ad leads, qualifies the need and schedules the estimate.

How it works

  1. Ad lead

  2. Call within 5 minutes

  3. Need qualification

  4. Estimate scheduled

What we built

  • Automatic call to new leads within 5 minutes
  • Needs qualification and estimate booking
  • Available evenings and weekends

Results

Leads called
92
Qualified conversations
54
Signed contracts
36
ROAS (return on ad spend)
8,000%
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04Follow-up platform

Cheminée de l'Est · Chimneys and fireplaces

1 tool
For every maintenance follow-up

Return on investment

Existing customers get a maintenance follow-up instead of being forgotten, and appointments land straight in the calendar. Measured results are being compiled.

A platform to follow up with customers when maintenance is due

Chimney maintenance comes back regularly, but few customers think to call. The platform centralizes maintenance follow-up campaigns and hands replies to an SMS agent that books the appointment.

How it works

  1. Existing customers

  2. Follow-up campaign

  3. Reply to the SMS agent

  4. Appointment in the calendar

What we built

  • Central management of every maintenance follow-up campaign
  • Segmentation by region, sector or specific case
  • Configurable campaigns tailored to each need
  • Replies delegated to SMS qualification agents, booking straight into the calendar
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05SMS agent

Climax · Air conditioning

430
Appointments booked (June to September)

From inquiry to result

  1. Conversations1,372
  2. Appointments booked430

Return on investment

430 appointments booked in 4 months without anyone answering texts by hand. Results keep improving: in September, more than one in two customers who replied ended up with an appointment.

430 appointments booked by SMS in one season

Every inbound request gets an instant SMS reply. The agent qualifies the customer and books the appointment in the team's calendar.

How it works

  1. Incoming inquiry

  2. Instant SMS reply

  3. Customer qualification

  4. Appointment in the calendar

What we built

  • Inbound lead qualification through instant SMS conversation
  • Automatic booking in the team's calendar
  • Complex requests handed off to a human

Results (June to September)

Conversations
1,372
Customer reply rate
74.8%
Appointments / conversations
31.3%
Appointments / customers who replied
41.9%

Best month: September

Appointments
187
Reply rate
81.3%
Appointments / conversations
43.7%
Appointments / customers who replied
53.7%
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06Accounting automation

Firma Plus · Accounting, construction projects

60 h
Saved per month

Return on investment

A fully manual process replaced by a visual check. 60 hours per month freed up for the accounting firm, about 720 hours per year.

Document requests to subcontractors, sent automatically at every month end

The firm handled the accounting for several construction projects. Every month, someone had to dig through Excel files, apply internal rules and write a different email to each supplier and subcontractor.

How it works

  1. Monthly Excel files

  2. Business rules applied

  3. Emails and attachments

  4. Visual check

What we built

  • Automatic reading of Excel files: monthly progress, certificates, contacts
  • Business rules applied to know which document to request from whom
  • Certificate validity checked, with a renewal request when expired
  • Emails prepared and sent with the right attachments (cheques and releases)
  • The team only does a quick visual check of what went out

Results

Of document requests automated
100%
Recovered per year
≈ 720 h
Expired certificate tracking
Auto
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Study: AI Voice Agent Performance

Complete report on the measured performance of our AI voice agents, including quality metrics, customer satisfaction, and ROI analysis.

PDF format • Immediate download

PDF • 2.4 MB • Updated 2024