Each case study walks through how the system works, one step at a time, with screenshots from a demo copy. We list results only where we measured them.
JPG Insurance · Las Vegas
AI chat assistant and live agent portal
Sarah answers website visitors and takes quote requests. When someone asks for a person, an agent takes over the same chat.
- Answers from the agency’s own information, with a check on every reply before the visitor sees it.
- Quote requests taken step by step in the chat and emailed to the office.
- A portal where agents get alerts, take over, transfer and end chats.
Walker Home Pros · Sacramento area
Website and home inspection app
A request on the website becomes a booked, confirmed appointment and then a finished report, all handled in one phone app.
- A request form that saves every request before it sends the email.
- Booking with a customer confirmation page, calendar links and reminder emails.
- Inspection reports with photos and markup, sent as a web page and a PDF.
How both projects ran
Both projects started with a read-only look. Where a test copy could be made, we built and tested changes there first. Settings that exist only on the live server or host were changed there, after a backup. We wrote notes on what changed, what was tested, and what wasn’t.