Products

Four projects, one implementation story

Each one was built the way a real customer implementation runs: requirements discovery, configuration, testing, go live, and ongoing tuning.

Project 01

AI Voice Agent: Configuration, Tuning & Call Handling

A live phone number connected to a real ElevenLabs voice agent. Call in and the agent identifies you, looks up your account, answers billing and renewal questions, and logs a ticket for anything that needs follow-up, the same way it would for a FieldForge customer. The number itself is shared directly rather than posted publicly here.

Caller identification and account lookup at the start of the call
Live CRM lookup for real account, billing, and renewal details
Separate conversation paths for existing customers vs. new prospects
Ticket creation for issues, follow-up requests, and CSM renewal outreach
Ongoing tuning of workflows, prompts, and guardrails based on real call behavior

Project 02

AI Chatbot: Web Support & Configuration

The chat widget running on this website, click the bubble in the corner of any page to try it. Built and tuned the same way a text based support agent would be configured for a real customer.

Conversational workflows configured for common support questions
Live account lookup for billing and renewal questions, pulled directly from the CRM
Prompt design and guardrails to keep responses on topic and accurate
Ticket creation for anything the bot can't resolve on its own, so the team can follow up
Tuned based on real conversation logs

Project 03

AI Onboarding Assistant

A guided chat assistant for new customers, available once you sign in to the Onboarding account, plus a short video tour of the dashboard. It walks a new customer through setup step by step, the way an implementation specialist would on a kickoff call.

Step by step guidance through the implementation checklist, from integrations to go live
Explains the dashboard's two usage reports and how to build, edit, and manage agents
A short video tour of the dashboard for a quick visual walkthrough
Ticket creation for anything outside what it can answer in chat, with a concrete follow-up window

Project 04

AI Renewal Chatbot

A text based chat assistant for customers signed into their Renewal account. Plan and billing details are pulled live from the CRM so it can answer real questions ahead of renewal.

Live account lookup for plan, billing, and renewal date questions
Proactively surfaces the renewal date and a testimonial-for-discount offer
Ticket creation for anything that needs a specialist follow-up
Chat only, no voice, tuned specifically for renewal conversations