Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Industry
Financial Services
//Industry
Financial Services
//Industry
Financial Services
//Company Size
250 Employees
//Company Size
250 Employees
//Company Size
250 Employees
//The Challenge
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Strategy
We developed a conversational AI system fully integrated with the client’s CRM and calendar booking tools to automate lead qualification and meeting scheduling. The system captures key prospect data, applies predefined qualification logic and seamlessly books calls only when criteria are met, reducing manual coordination and response delays.
//Execution
We tested multiple prompt variations to improve response quality, adjusted qualification thresholds based on real interaction data and fine-tuned handoff triggers to ensure smooth transitions to the sales team. Each iteration was guided by performance metrics to increase accuracy and reduce friction in the qualification process.
//Metrix
//Work Reduction
3x
//Work Reduction
3x
//Work Reduction
3x
//Leads Growth
62%
//Leads Growth
62%
//Leads Growth
62%
//Response Speed
41%
//Response Speed
41%
//Response Speed
41%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
case studies
A selection of projects where we automated workflows and delivered measurable results.
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
Cost Savings
33%
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
Cost Savings
33%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Industry
Financial Services
//Industry
Financial Services
//Industry
Financial Services
//Company Size
250 Employees
//Company Size
250 Employees
//Company Size
250 Employees
//The Challenge
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Strategy
We developed a conversational AI system fully integrated with the client’s CRM and calendar booking tools to automate lead qualification and meeting scheduling. The system captures key prospect data, applies predefined qualification logic and seamlessly books calls only when criteria are met, reducing manual coordination and response delays.
//Execution
We tested multiple prompt variations to improve response quality, adjusted qualification thresholds based on real interaction data and fine-tuned handoff triggers to ensure smooth transitions to the sales team. Each iteration was guided by performance metrics to increase accuracy and reduce friction in the qualification process.
//Metrix
//Work Reduction
3x
//Work Reduction
3x
//Work Reduction
3x
//Leads Growth
62%
//Leads Growth
62%
//Leads Growth
62%
//Response Speed
41%
//Response Speed
41%
//Response Speed
41%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
case studies
A selection of projects where we automated workflows and delivered measurable results.
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
Cost Savings
33%
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
Cost Savings
33%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Industry
Financial Services
//Industry
Financial Services
//Industry
Financial Services
//Company Size
250 Employees
//Company Size
250 Employees
//Company Size
250 Employees
//The Challenge
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Strategy
We developed a conversational AI system fully integrated with the client’s CRM and calendar booking tools to automate lead qualification and meeting scheduling. The system captures key prospect data, applies predefined qualification logic and seamlessly books calls only when criteria are met, reducing manual coordination and response delays.
//Execution
We tested multiple prompt variations to improve response quality, adjusted qualification thresholds based on real interaction data and fine-tuned handoff triggers to ensure smooth transitions to the sales team. Each iteration was guided by performance metrics to increase accuracy and reduce friction in the qualification process.
//Metrix
//Work Reduction
3x
//Work Reduction
3x
//Work Reduction
3x
//Leads Growth
62%
//Leads Growth
62%
//Leads Growth
62%
//Response Speed
41%
//Response Speed
41%
//Response Speed
41%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
case studies
A selection of projects where we automated workflows and delivered measurable results.
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
Cost Savings
33%
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
//002
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
Work Reduction
42%
Leads Growth
35%
Cost Savings
33%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%