Case study · AI bots
Stop being the help desk. 10 hours a week back.
How one service business got the answers out of the owner's head.
The problem
Every question came to the owner.
Where's the price sheet? How do we handle this customer? What's the process? The answers lived in the owner's head, so the owner got pulled away all day and the team waited.
How we built it to run
We wrote it down first. Then we put AI to work.
We built the company brain
SOPs, prices and answers in one place: the Helm.
We gave each bot one job
Team answers, customer accounts, follow-ups: one bot each.
We set the guardrails
Each bot knows what it can do, what it can't, and who to ask.
We kept a person in charge
Bot work is logged, and drafts wait for approval.
How often does your team interrupt you?
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