Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Industry
Financial Services
//Industry
Financial Services
//Industry
Financial Services
//Company Size
250 Employees
//Company Size
250 Employees
//Company Size
250 Employees


//The Challenge
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Strategy
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Execution
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Metrix
//Work Reduction
3x
//Work Reduction
3x
//Work Reduction
3x
//Leads Growth
62%
//Leads Growth
62%
//Leads Growth
62%
//Response Speed
41%
//Response Speed
41%
//Response Speed
41%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
case studies
A selection of projects where we automated workflows and delivered measurable results.

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Helix Legal Group
Work Reduction
42%
Leads Growth
35%

Helix Legal Group
Work Reduction
42%
Leads Growth
35%

Helix Legal Group
Work Reduction
42%
Leads Growth
35%
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Industry
Financial Services
//Industry
Financial Services
//Industry
Financial Services
//Company Size
250 Employees
//Company Size
250 Employees
//Company Size
250 Employees


//The Challenge
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Strategy
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Execution
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Metrix
//Work Reduction
3x
//Work Reduction
3x
//Work Reduction
3x
//Leads Growth
62%
//Leads Growth
62%
//Leads Growth
62%
//Response Speed
41%
//Response Speed
41%
//Response Speed
41%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
case studies
A selection of projects where we automated workflows and delivered measurable results.

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Helix Legal Group
Work Reduction
42%
Leads Growth
35%

Helix Legal Group
Work Reduction
42%
Leads Growth
35%

Helix Legal Group
Work Reduction
42%
Leads Growth
35%
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Automation Timeline
6 Weeks
//Industry
Financial Services
//Industry
Financial Services
//Industry
Financial Services
//Company Size
250 Employees
//Company Size
250 Employees
//Company Size
250 Employees


//The Challenge
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Strategy
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Execution
We mapped key user intent scenarios across different entry points and defined clear qualification logic based on sales criteria. Conversation flows were carefully structured to guide prospects toward the right outcomes, ensuring alignment between user needs, automated responses and internal sales processes.
//Metrix
//Work Reduction
3x
//Work Reduction
3x
//Work Reduction
3x
//Leads Growth
62%
//Leads Growth
62%
//Leads Growth
62%
//Response Speed
41%
//Response Speed
41%
//Response Speed
41%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
//Monthly Cost Savings
28%
case studies
A selection of projects where we automated workflows and delivered measurable results.

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x

Helix Legal Group
Work Reduction
42%
Leads Growth
35%

Helix Legal Group
Work Reduction
42%
Leads Growth
35%

Helix Legal Group
Work Reduction
42%
Leads Growth
35%