AI agents that convert, upsell and retain clients in complex, advisory relationships.

Automate human interactions humanise digital interactions.

What makes us different

We map the hidden intelligence in historical call recordings to build AI agents that operate with richer context than your best human advisors.

Current ApproachCost saving

Automates transactional support using internal documentation and manually designed call scripts.

Relies on
Internal documentation
Manual workflow design
Deterministic call scripts
Coverage35%
Manual effortWeeks
ValueCost saving
Fails in 65% of multi-turn scenarios — Salesforce Research, 2024
Our ApproachRevenue driving

Maps 1000s of hours of customer interactions to extract all of the ‘tacit’ knowledge, customer context and soft-skills ‘hidden’ in historical calls.

Mapped from 1000s of hours of historical calls
Customer ContextReturning customerChurn-risk signal
Domain KnowledgeProduct configurationPricing tier logic
Language PatternsPrice sensitivityUrgency-hesitation contradiction
Soft-skillsEmpathy & reassuranceValidation & normalisation
Coverage100%
Manual effortAutomatic
ValueRevenue driving
Top-performing advisors drive 7% more revenue than the industry average — McKinsey, 2024
The path to get there

We sell transformation, not tooling. Three steps that ascend the value ladder.

Phase 1

Predict & Prioritise

Surface the at-risk customers and conversion opportunities your CRM can't see.

Annual retention lift$0.0M
Phase 2

Coach & Enable

Close the performance gap between the team average and your best advisors.

Productivity gap$0M
Phase 3

Deploy & Drive Revenue

AI agents that drive conversion and retention in your highest-value customer interactions.

Client ROI3–5x
Revenue generated$0M
Illustrative impact model for mid-market enterprise clients.Grounded in McKinsey 2024 top-performer productivity research (Phase 1–2) · Element451 and Mainstay deployment case studies 2024–25 (Phase 3).
Phase 1

Predict & Prioritise

We predict conversion and retention opportunities more effectively than your best advisors.

The what — your CRMLifecycle stage, last contact date, deal status, activity signals. Structured data that tells you where a customer is — not where they're going.
The why — your callsAffordability concern, hesitation, family pressure, competing options. The context your best advisors carry in their heads — extracted from every conversation at scale.
Annual retention impact+$0K
Vs. CRM-only targetingFor a mid-market enterprise client retaining +2 customers each quarter.
Phase 2

Coach & Enable

Drive a 7% lift in advisor conversion by coaching and roleplaying based on real customer conversations. Manage performance across all your customer interactions.

We deploy AI coaching agents that review every interaction against your organisation’s conversational ontology — the tacit knowledge, customer context and soft-skills that separate your best advisors from the rest.

Each coaching cycle simultaneously improves advisor performance and hardens the ontology — building the customer-specific intelligence layer required for Phase 3.

Top-quartile advisor conversion+0%
Industry average+0%
Revenue opportunity$3M cohort uplift at a mid-market enterprise.
Top-performer productivity spread — McKinsey, 2024
Phase 3

Deploy & Drive Revenue

AI agents that handle high-value customer interactions with richer context than your best advisors.

Our agents don’t operate on scripts or internal documentation. They draw on your organisation’s complete conversational ontology — every customer context signal, domain nuance and emotional pattern mapped from thousands of historical interactions.

The result: agents that convert, retain and progress customers in high-value interactions. Operating with even richer context than your best advisors.

Revenue per advisor$0.0M
Vs. industry average advisorIncremental conversion lift of +7% for top advisors vs. industry average.
Large Enterprise ClientLarge Australian enterprise services provider

From calling everyone to knowing exactly who needs help — and why.

Before
  • Advisors called every customer randomly with zero context on who was at risk or why
  • Manual call reviews to produce coaching notes and handover documentation
  • No empirical basis for prioritisation — resources spread evenly regardless of need
After
  • Surgical interventions personalised to each customer based on their full interaction history
  • Automated risk scoring identifies top 25% at-risk customers before churn with 72% accuracy
  • Rich customer profiles from language patterns, motivation signals, and emotional cues — zero manual documentation
Annual Retention Value+$0K
Manual Review Time Saved1–2 FTEs
At-Risk Prediction Accuracy0%
Customer Interactions Analysed0+ hours
“The AI-generated notes surface critical personal and contextual details that would otherwise be missed, giving a clear picture of each customer’s circumstances and external commitments.”Head of Customer Success — Enterprise Services Client
Deployment & Integration

We plug into your existing infrastructure — no migration, no disruption. Live in 3 weeks.

Week 1

Connect

API integration with your recording platform & CRM. Zero engineering effort from your team.

Data sources
Call RecordingsZoom · Genesys · NICE · RingCentral
Email & MessagingOutlook · Gmail · WhatsApp
Week 2

Anonymise & Map

Calls anonymised before extraction. Historical interactions analysed and mapped into your conversational ontology.

Outputs to
CRMSalesforce · HubSpot
Data WarehouseBigQuery · Snowflake · Looker
Week 3

Deploy

Profiles, risk scores and next-best-interaction recommendations live in your existing workflow.

Time to value3 weeks
Engineering effortZero
Data residencyCompliant
Calls are anonymised before extraction — PII never leaves your environment. Full compliance with data residency requirements.Zero PII Exposure · GDPR · SOC 2 Type II Compliant