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Illustrative case studies

Illustrative examples — not real clients. Each scenario is built from common small-business workflows.

Illustrative

A clinic drowning in unanswered leads

Problem: Form and Meta inquiries piled up on WhatsApp. Manual replies took hours, and some leads went cold.

  • Lead in
  • AI agent asks 3 questions
  • CRM tag
  • Summary to owner

Result: First reply within a minute, and calls only with leads ready to book.

Illustrative

An online shop with manual orders

Problem: Every order needed a sheet row, a customer message and a shipping task — about 15 minutes each.

  • New order
  • Auto confirm
  • Sheet row
  • Shipping task

Result: End-to-end flow with no handoffs; the team focuses on packing and service.

Illustrative

A consultant losing track of proposals

Problem: Proposals went out by email and were forgotten. No systematic reminder, and closes were missed.

  • Proposal sent
  • +3 reminder
  • +7 reminder
  • Call task

Result: Consistent follow-up on every proposal, without a manual spreadsheet.

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