AI Automation · 2025

Intelligent Customer Operations Platform

A complete AI-powered customer operations system for a professional services firm processing hundreds of daily client interactions.

The Challenge

A growing firm needed to handle high-volume customer inquiries — including photo-based assessments — without scaling headcount. Manual processes created bottlenecks, lost leads, and inconsistent response quality.

The Solution

Built an end-to-end intelligent system: WhatsApp as the customer interface, dual-model AI routing for conversation and vision analysis, automated quoting engine, CRM integration for pipeline tracking, and an admin dashboard for oversight.

  • Conversational AI with context-aware dual-model routing — lightweight model for simple queries, advanced model for complex analysis
  • Vision analysis pipeline — customers send photos, AI evaluates condition, generates preliminary assessments automatically
  • Automated quoting engine — AI-generated estimates based on visual analysis and business rules
  • FastAPI backend — 11,000+ lines of production Python, handling message routing, AI orchestration, and CRM synchronization
  • n8n workflow automation — 15+ automated workflows for follow-ups, escalations, and reporting
  • Next.js admin dashboard — real-time monitoring, conversation history, analytics, and manual override capabilities

The Result

Transformed a manual, phone-dependent operation into a 24/7 intelligent system. Response times dropped from hours to seconds. Lead capture increased. The client's team shifted from answering messages to closing deals.