Regulated Industry Services Firm
Built end-to-end compliance renewal automation system. AI-powered call center with human vs AI agent comparison, automated payment processing, and 6-disposition workflow. Scaled manual operation from 50-100/month to 500+ capacity.
Challenge
A regulated services firm was processing compliance renewals manually — 50-100 per month with a small team making phone calls, processing payments, and tracking outcomes across 6 different disposition types. They needed to scale to 500+/month without proportionally scaling headcount.
Approach
Built an end-to-end automation system: 1. AI voice agent (Twilio + custom AI) handles outbound and inbound calls with natural conversation. 2. Automated payment processing via Stripe with PCI compliance. 3. 6-disposition workflow engine tracking every renewal from initial contact through completion. 4. A/B comparison framework — human agents vs AI agents on identical call lists to measure performance. 5. GoHighLevel CRM integration for pipeline management. 6. n8n workflow automation connecting all systems.
Outcome
10x capacity increase (50-100/month → 500+/month) without proportional headcount growth. AI agent matches human agent performance on 4 of 6 disposition types. 60%+ of renewals now self-service. Revenue potential scaled to $800K+/month. The A/B comparison data proved AI ROI to leadership definitively.
Architecture
Interactive Demo
Technology Stack
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