Case files and build log
Real systems, with the names taken off
We keep the companies in these files private. The systems, the numbers, and the status labels are real, and the numbers come from each system's own documentation as of November 2026.
Case files
Six builds, start to finish
CF-01A multi-branch home services company
Ten years of call audio had exactly one home. Now it has two
- 2.7M
- rows mirrored
- 78
- data domains
- 188,832
- files on a second vendor
CF-02A multi-branch home services company
Twenty lead sources, one board, and a reply that does not wait for Monday
- 11.5K
- leads handled
- 20+
- sources unified
- 1
- board instead of ten inboxes
CF-03Home service brands
A text conversation that ends with a real appointment on a real calendar
- 20
- state compliance rule set
- 100%
- of actions logged by design
- Live
- availability, not a callback
CF-04A portfolio operator
What an unattended agent is not allowed to do is enforced by the database, not by asking nicely
- 15 min
- dispatch cycle
- 6:45
- daily briefing
- 1
- switch to halt everything
CF-05A digital marketing company
Find the prospect, audit the site, and send one specific reason to talk
- 49
- emails per day, by design
- Every
- US zip code covered
- Propose
- only: the rep assistant never acts alone
CF-06A multi-branch home services company
Passing means doing the job, and a person reviews every close call
- 90%
- watch gate per video
- Human
- review on low confidence
- Rollout
- current status
The build log
Everything else, in the state it is actually in
Live means customers or staff depend on it today. Internal means we run it ourselves. Pilot means limited use. Rollout means going live now.
| System | What it does | Field | Model | Status |
|---|---|---|---|---|
| Lead board and SMS qualifier | Unifies 20+ lead sources and qualifies by text | Home services | Claude | Live |
| SMS booking agent | Books against live availability with an approval queue | Home services | Claude | Live |
| Agent fleet supervisor | Dispatches, grades, and halts unattended agents | Operations | Claude | Internal |
| Shared inbox router | Sorts a shared mailbox into eight categories and routes it | Home services | Claude | Pilot |
| Virtual CSR tuning | Configures and tests voice agents against real rules | Home services | Vendor | Live |
| Prospecting engine | Finds, audits, and reaches local businesses | Marketing | Claude | Pilot |
| Compliant email automation | Drip campaigns to a list of 130K+ with compliance rules | Home services | Claude | Pilot |
| Reviews and referrals engine | Runs review bounties, referrals, and call coaching audio | Home services | LLM | Live |
| Website rebuild engine | Crawls a site and rebuilds it with SEO and AI search built in | Marketing | Claude | Live |
| Field service data mirror | Keeps 2.7M rows across 78 domains current | Home services | None | Live |
| Recording and PDF capture | Hashes 153,160 recordings and 122,457 PDFs at capture | Home services | None | Live |
| Second-vendor backup | Verifies 188,832 files at a separate company | Home services | None | Live |
| Nightly offsite archive | Copies irreplaceable records off-vendor every night | Home services | None | Internal |
| Visitor to customer matcher | Connects identified visitors to known customers | Home services | None | Internal |
| Live status page | Reports mirror health straight from the mirror | Home services | None | Internal |
| Multi-brand SEO dashboard | Tracks visibility across five brands | Marketing | None | Live |
| AI visibility scanner | Audits how a business shows up in AI search | Marketing | OpenAI | Live |
| SEO reporting platform | Multi-tenant reporting with row-level security | Marketing | None | Pilot |
| Portfolio command center | One animated view of every running project | Operations | Claude | Internal |
| Field technician app | iOS app for engagement in the field | Home services | Backend | Pilot |
| Client review portal | Brand intake and approvals for client work | Marketing | None | Live |
| Staff academy | Gated training with AI-graded practical work | Home services | Claude | Rollout |
| Sales training portal | Nine modules with gated quizzes and a final exam | Marketing | None | Internal |
| Staff onboarding portal | Nine modules for an advisory firm | Professional services | None | Live |
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