Professional Services // Client Project

From Missed Enquiries to
24/7 AI-Assisted Service.

We built an AI customer service agent for a growing service business that could understand enquiries, answer common questions, collect the right details, book appointments, update the CRM, and involve a team member when needed.

Key Results RESULTS
24/7
Customer Availability
Always Available
<1 Min
First Response
Instant Prioritization
1
Connected Agent
Chat + CRM + Booking

Trusted by teams building ambitious products

What We Set Out to Improve.

Business
Growing Service Company

A service business receiving customer enquiries through its website, chat, phone follow-ups, and referral channels.

Partnership
AI assistant Development

Coretus handled conversation design, agent workflows, integrations, business rules, UX, testing, and deployment.

Goal
Faster Customer Response & Automated Booking

Reduce repetitive customer-service work while making it easier for prospects to get answers and book the right service.

What We Built
AI Customer Service Agent

A conversational AI assistant connected to company knowledge, booking availability, customer records, and internal escalation workflows.

What Was Getting in the Way.

The business was receiving a growing number of enquiries, but many involved the same questions about services, pricing, availability, locations, and next steps. Staff were spending valuable time replying manually and collecting information before a booking could even be created.

After business hours, new enquiries often had to wait until the next day. The company wanted a faster customer experience, but did not want to solve the problem simply by adding more administrative staff.

Slow First Response
New prospects sometimes waited hours for basic information or confirmation that someone had received their request.
Repetitive Admin Work
The team repeatedly answered the same questions and manually copied customer details into internal systems.
Lost Booking Opportunities
Customers looking for a quick answer could leave before the team had time to respond.
The Solution

What We Built.

01
Understand & Qualify the Request
The agent understands what the customer needs, asks relevant follow-up questions, and gathers the minimum information required to move the request forward.
Key details
Input Natural Language
Context Business Knowledge
Action Smart Qualification
02
Take the Next Best Action
Based on the conversation, the agent can answer questions, check availability, recommend a service, create a booking request, or update a customer record.
Key details
Booking Availability Check
CRM Create Or Update
Follow Up Automated
03
Hand Off When Human Help Is Better
The agent does not try to solve everything. Complex, sensitive, high-value, or unusual requests are summarized and passed to the right team member with the full context.
Key details
Trigger Business Rules
Summary Auto Generated
Routing Right Team
Before and After

How the Workflow Improved.

Area
Before
After
Customer Response

Queue-Based Replies

Customers waited for a team member to review and respond to each enquiry.

Immediate First Response

The AI assistant answers common questions and starts qualification as soon as the customer reaches out.

Booking Process

Several Manual Steps

Staff collected details, checked availability, confirmed the service, and created records manually.

Guided Automated Flow

The agent gathers details, checks the right information, and prepares or completes the booking workflow.

Team Focus

Routine Questions

Skilled team members spent a large part of the day handling repetitive enquiries.

Higher-Value Conversations

The team focuses on complex requests, important customers, and cases where human judgment adds value.

Key Features

What Made the Solution Useful.

CONVERSATIONAL AI

Natural Customer Conversations

Customers can ask questions in normal language instead of navigating long forms or rigid chatbot menus.

Business impact
Faster, Easier Support
AGENT ACTIONS

Connected Business Actions

The agent can do more than answer questions. It can check information, create records, trigger workflows, and move the customer to the next step.

Business impact
Less Manual Processing
CONTROLLED AI

Human Approval & Escalation

Clear rules decide when the agent can act automatically and when a person should review or take over.

Business impact
Automation With Control
Faster Delivery

How We Reduced Build Time.

Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.

What accelerated the work

4 reusable building blocks
01

Agent Workflow Framework

A tested starting point for agent workflow framework reduced repeated setup work.

02

Secure Integration Layer

Reusable work for secure integration layer let the team focus more time on the client’s specific needs.

03

Conversation Monitoring

This made it easier to add conversation monitoring without rebuilding common foundations.

04

Knowledge & Response Layer

A tested starting point for knowledge & response layer reduced repeated setup work.

Results

The Business Difference.

A straightforward before-and-after view of what changed for the team and their customers.

RESULT: RESPONSE01

Customer Availability

Customers can get answers and start the booking process outside normal office hours.

BeforeBusiness Hours
After24/7
Outcome24/7 First-Line Availability
RESULT: EFFICIENCY02

Routine Enquiry Handling

Common questions, qualification, and basic next steps are handled without requiring a team member for every conversation.

BeforeMostly Manual
AfterAI Assisted
OutcomeFewer Repetitive Team Tasks
RESULT: EXPERIENCE03

Customer Journey

Customers move from question to next step in one connected conversation instead of waiting across multiple channels.

BeforeDisconnected
AfterConnected
OutcomeSimpler Path From Enquiry to Booking
Results24/7 First-Line Availability • Fewer Repetitive Team Tasks
Trust and Control

How We Kept It Safe and Reliable.

01
Approved Knowledge
The agent is guided by approved business information so answers stay aligned with company policies and services.
CONTROLLED KNOWLEDGE
02
Action Permissions
Each action has clear rules defining what the agent can do automatically and what requires human review.
PERMISSION BASED
03
Conversation History
Key customer interactions and actions can be logged so the team can understand what happened and continue the conversation when needed.
TRACEABLE
04
Human Override
Team members can take over whenever a request needs judgment, empathy, negotiation, or special handling.
HUMAN IN CONTROL
Client Testimonial

In their own words.

The biggest value was giving customers an immediate response without making the experience feel like a basic chatbot. The agent could actually move the request forward and bring our team in when needed.

Move Beyond Chatbots with AI assistants That Take Action.

Have a similar challenge? We can help you plan and build a practical Professional Services solution around your goals, budget, and existing systems.

24/7 Customer Support

CRM & Booking Actions

Human Handoff & Control