An AI sales agent that never sleeps
We partnered with Aptivo to turn a promising demo into a production sales agent — one that qualifies, answers, and follows up around the clock, and can be trusted with real prospects.
- Client
- Aptivo
- Timeline
- 14 weeks
- Our role
- Product design, AI engineering, evals
- Platforms
- Web widget, Dashboard, API
Overview
A demo that dazzled, but couldn't be trusted at scale
The first prototype impressed everyone in the room and fell apart the moment real prospects arrived. Answers drifted, claims went uncited, and no one could tell a good response from a confident wrong one. Aptivo needed the same magic with production guardrails.
Highlights
- Rebuilt the agent core around retrieval for grounded, traceable answers
- Shipped an evaluation harness that scores every response against real tasks
- Delivered an embeddable widget that drops into any site in minutes
- Added validation and audit logging on every action the agent takes
Impact
3.4×
More qualified leads vs. static forms
<2s
Median response time
24/7
Coverage, no staffing
92%
Answer groundedness
The challenge
A sales agent that invents a price, a policy, or a promise doesn't just lose the deal — it erodes trust in the whole product. Every answer had to be grounded, fast, and safe under messy, real-world questions.
Our approach
We rebuilt the core around retrieval over Aptivo's own content, wrapped it in an eval harness tied to real sales tasks, and added guardrails plus human handoff for anything outside the agent's lane.
The outcome
Aptivo now runs a sales agent that qualifies leads, answers grounded questions in under two seconds, and hands off cleanly when it should — with dashboards that prove it's staying honest as traffic grows.
What we built
The pieces that made it work
Grounded answers
Retrieval over live content so every reply is traceable to a source.
Eval harness
Automated scoring against real tasks catches regressions before they ship.
Embeddable widget
A drop-in script that matches any brand and loads instantly.
Lead qualification
Structured capture that routes hot prospects to the right rep.
Human handoff
Clean escalation the moment a query crosses the agent's boundary.
Audit logging
Every action recorded, so the team can review and improve with confidence.
Under the hood
“The AI implementation quality exceeded our expectations — it finally feels like something we can put in front of customers.”
Have a build like this in mind?
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