塞浦路斯投资公司。用于潜在客户处理和合规的语音和文本AI助手。
我们构建了一个多语言语音和文本AI助手，可自动处理电话、WhatsApp、Telegram、网页聊天和嵌入式小部件上的潜在客户。该系统集成了RAG、CRM同步、日历预订和合规引擎，确保不提供投资建议。该AI将处理时间缩短了40-50%，将处理的潜在客户增加了25-30%，并带来了每年超过50万美元的成本节约和额外收入。
01 —The Impact
The results, up front.
40–50% reduction in handling time 25–30% more leads processed $200k–$250k yearly cost savings $300k–$500k in additional revenue Fully automated scheduling and lead assignment
02 — The Challenge
Where they started.
The client operated with high staffing costs and a heavy multi-channel inbound load. Compliance requirements restricted how agents answered investment-related questions, creating operational friction. We designed a conversational AI system capable of voice and text interactions, operating across all customer entry points — phone lines, WhatsApp, Telegram, widgets, and website chat. The AI used RAG-based retrieval for accurate information sharing, MCP tools for actions, and CRM integration to synchronize leads. A calendar booking module allowed fully automated meeting scheduling with advisors. A compliance engine monitored every interaction to ensure zero unapproved investment advice.
04 — Approach & Methodology
How we got there.
Lead leakage was significantly reduced by instant response handling. Call center dependency dropped because the AI correctly handled questions, collected lead details, and booked meetings automatically. Compliance controls ensured the system stayed within regulated boundaries while still providing a personalized and fast customer response.
The unified AI assistant created a consistent customer experience across all touchpoints, enabling faster conversions and reduced operational strain.
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