Case Study
Concrete transformation of a sales and customer support team
Investment firms thrive on speed and sharp decisions, built on years of internal data. Their edge is finding what others miss.
Common pain points:
High-volume repeat tickets
Routine tickets consume 40–60% of support time; responses are slow, client satisfaction drops
Missed revenue signals
Unmined tickets and pipeline changes (e.g., competitor wins, newly unblocked features) leave revenue on the table
Long sale cycles and lead dropoff
Manual and ad-hoc lead qualification and follow-ups cause prospect attrition and slower closes
We uncovered high-ROI use cases for the firm, built knowledge assistants and custom AI agents, and trained the teams to succeed with them.
Voila AI delivered:
an enterprise knowledge assistant platform directly sourcing from the team's data (SharePoint, CRM, Freshdesk, Intercom, meeting transcripts, etc.) powering AI Agents…
…without heavy IT changes needed
Transformation:
Deployment of an enterprise knowledge assistant, anchored in the team's data sources, that powers several custom AI agents:
Client ticket assistant
drafts responses to complex queries by pulling from tech docs and past solutions; human verifies for quick sends
Lead nurturer
qualifies website visitors, answers basics, and nurtures leads
Lead qualifier
scores prospects using CRM notes and historical data; drafts personalized decks/outreach
Sales coach
compares meeting transcripts to your sales playbook; gives feedback and post-meeting recommendations
and more…
With measurable impact:
50% faster ticket resolutions
20% shorter sell cycle
30% upsell increase
Our typical 8-week methodology, adapted for your scale
Client Testimonial
"Our goal was to make our knowledge base and CRM data accessible through our own AI platform. This was not only achieved but exceeded thanks to Voila AI, and it’s live: our own “AI platform” and we see great adoption across the organization.
Voila AI took our idea, ran an exploratory phase, incorporated and translated our requirements and then - they built and delivered in time and cost and even exceeded scope, building custom agents that were spot on.
Voila AI brings a rare combination of great technical skills, a structured approach (interviews, weekly check-ins, stakeholder alignment) and business acumen. We would absolutely, without any doubts and with the best conscience recommend their services. We will seek to introduce Voila AI to our portfolio companies."
