Case Studies
12 deployments, across 4 industries. The same method every time.
The bottleneck we found, the workflow we deployed, and the revenue or time recovered for every customer we've shipped an agent for.
Resolution AgentHighline Outdoor Co.Highline Outdoor Co.
Boulder, CO · 9-person team · DTC outdoor gear ecommerce
Highline never hired a support team. The founder and one generalist ops hire split the Zendesk inbox between product launches, and most of what came in was the same handful of questions asked a different way.
- <2 min Typical time to resolve a routine ticket, down from same-day
- 68% Of tickets resolved without the founder touching them
- ~2.5 hrs/day Founder time reclaimed during peak season
Triage AgentFernwood SoftwareFernwood Software
Austin, TX · 22-person team · B2B project management SaaS
Fernwood's support inbox was worked first-in-first-out by two customer success reps who also owned onboarding. A churn-risk ticket had the same odds of getting seen quickly as a routine question.
- <5 min Time to first response on flagged urgent tickets, down from same-day
- 100% Of tickets classified on arrival, nothing sits unsorted
- 0 VIP tickets missed in the last quarter, down from a recurring problem
Follow-Up Agent + Insights AgentDriftwood Coffee RoastersDriftwood Coffee Roasters
Portland, OR · 2-person support team · DTC subscription coffee
Driftwood's subscription model meant a steady stream of "where's my bag this month" tickets, plus a growing backlog of tickets marked waiting on the warehouse that nobody had time to chase.
- 0 Tickets left waiting past 7 days without a follow-up
- 3 tickets Volume before the shipping issue got flagged, down from a dozen or more
- 4.7 / 5 Current CSAT, up from 4.1 before deployment
AI Phone AgentSunbelt Air & HeatSunbelt Air & Heat
Phoenix, AZ · 11 trucks · residential service & replacement
Sunbelt's office closed at 5pm, but Phoenix summers don't. Every after-hours no-cool call went to a generic voicemail greeting, and most callers hung up and dialed the next result instead of leaving a message. The goal wasn't just to catch more calls, it was to make Sunbelt look like a shop that's always open, without paying for a night shift.
- 27/wk After-hours calls now answered live instead of rolling to voicemail
- 48s Average time from call start to booked appointment
- 90% Of after-hours calls converted to a booked appointment, up from roughly 1 in 5
AI QuotingGreat Lakes Comfort SystemsGreat Lakes Comfort Systems
Grand Rapids, MI · 6 trucks · residential replacement-heavy
Great Lakes technicians were strong in the field but estimates piled up on their phones until end of day, sometimes end of week. Homeowners comparing replacement quotes rarely waited that long. The shop wasn't losing on price or workmanship, it was losing on speed, and nobody had measured that until it started costing real money.
- Same day Typical quote turnaround, down from 1–3 days
- +9 pts Improvement in replacement close rate
- 0 Estimates sitting untouched on a technician's phone
AI Follow-up + Dispatch AutomationPalmetto Home ServicesPalmetto Home Services
Charleston, SC · 18 trucks · residential & light commercial
Palmetto's growth outpaced their office. Maintenance plans lapsed quietly, open estimates went cold, and the dispatch board got manually re-shuffled by hand every time a tech ran long. The company had scaled trucks and technicians three-fold without adding office headcount, and the cracks were starting to show in the numbers, not just the vibe.
- 62% Reactivation rate on previously lapsed maintenance plans
- ~90 min/day Office time reclaimed from manual dispatch re-shuffling
- Real-time Customer updates on delays, with no callback required
Vendor AgentCedarbrook Facility GroupCedarbrook Facility Group
Charlotte, NC · Commercial facilities & maintenance services · ~400 active vendors
Cedarbrook ran close to 400 active subcontractors and suppliers through one AP coordinator, who spent most of most weeks chasing W-9s, missing documentation, and the same three payment-status questions. The goal wasn't a faster inbox, it was getting that time back for actual account work.
- 20 min/day AP coordinator time on vendor email, down from 25–30 hours a week
- 100% Of vendors with a W-9 on file before year-end, up from chronic February stragglers
- 1 schedule Follow-up cadence now applied to every account, not whoever got noticed
Close AgentCrestpoint ManufacturingCrestpoint Manufacturing
Greenville, SC · Single-entity manufacturer · 100+ task close checklist
Crestpoint's close checklist ran over 100 tasks, most of it sequential, and the first several days were spent clearing exceptions and reconciliation gaps that had accumulated over the month. The CFO didn't just want a faster close — he wanted close to stop being the reason the team couldn't do forward-looking work the other three weeks of the month.
- 8 days Close cycle, down from 19
- Day 2 Flux commentary now drafted, down from day 10
- 0 Recurring accruals rebuilt manually from scratch
Reconciliation Agent + Vendor AgentHarlow Consumer BrandsHarlow Consumer Brands
Minneapolis, MN · 4 entities across 2 ERPs
Harlow grew through acquisition faster than its finance org, and intercompany elimination alone was taking three to four days every close across four entities split between two ERP systems. The finance team wasn't trying to patch the process — they were trying to stop rebuilding it by hand every time they bought another company.
- 4%→0.4% Intercompany error rate across all four entities
- Same day Intercompany elimination, down from 3–4 days
- ~70% Reduction in AP coordinator time on vendor email
Cascade Ridge Property Group
Boise, ID · 740 units under management · single-family & small multifamily
Cascade Ridge ran maintenance intake through a shared office line that rolled to voicemail after 5pm and on weekends. A tenant with a real emergency and an unanswered phone did the thing tenants do next: called an attorney, or made it worse trying to fix it themselves.
- 24/7 Maintenance intake coverage, no after-hours voicemail
- <10 min Typical time from an emergency call to an on-call manager alerted
- 0 Water-damage-scale emergencies missed since deployment
Fieldstone Residential
Columbus, OH · 1,150 units · third-party management for 6 institutional owners
Fieldstone's two maintenance coordinators worked a shared vendor list by memory, calling around until someone picked up. A work order regularly sat two or three days before a vendor was even confirmed.
- <1 hr Typical time to vendor dispatch, down from 2-3 days
- 40 Vendors in the network the agent can match against automatically
- 22% Reduction in average work order cost after vendor performance scoring
Harborview Property Partners
Tampa, FL · 480 units · coastal single-family & condo portfolio
Harborview's single maintenance coordinator was spending a meaningful chunk of every day just telling tenants and owners what she already knew: that a work order existed and was moving. Meanwhile, a repeat issue in one condo building went unnoticed for months.
- 0 "Any update?" calls and texts the coordinator has to personally answer
- 3rd call When the recurring plumbing issue was flagged, not the 7th
- ~90 min/day Coordinator time reclaimed from status check-ins