Interactive Product assistance

AI guides users through product features and more.

Realtime interactive voice assistance for products

For a fast-growing B2B agency, success created its own complex challenge. Their content marketing engine was a powerhouse, generating a high volume of inbound marketing qualified leads (MQLs) from webinars, whitepaper downloads, and contact forms. However, this success was paradoxically throttling their growth. The agency’s highly-trained, and expensive, Sales Development Representatives (SDRs) were caught in a resource-draining loop. Over half their day a significant operational cost was consumed by the manual, time intensive process of dialing leads who were fundamentally a poor fit.

These weren't just slightly unqualified leads; they were a mix of students using content for academic research, competitors analyzing their marketing funnel, or micro-businesses and solo entrepreneurs who lacked the minimum budget for the agency's services. For every ten dials an SDR made, nine might lead to a dead end. This wasn't just inefficient; it was a major financial drain and a significant bottleneck in their lead qualification process.

The most critical issue, however, was the silent killer of sales pipelines: lead decay. In the B2B world, the value of an inbound lead depreciates by the minute. Industry data consistently shows that contacting a new lead within the first five minutes can increase conversion rates by over 10 times. Yet, the agency's manual process meant that high-intent, "sales-ready" prospects who had just experienced a moment of peak interest were left waiting for hours, or even days. By the time an SDR finally reached them, that initial urgency had vanished, their problem had been deprioritized, or worse, they had already been engaged by a more agile competitor. This inability to improve their speed-to-lead was directly impacting their revenue potential and putting them at a severe competitive disadvantage.

The core of the issue was a well-intentioned but fundamentally broken SDR workflow. The process began with a daily handoff from their marketing automation platform, where lists of new MQLs were assigned to individual SDRs. Each representative would start their day with a daunting list, treating every lead as equal, with no effective way to prioritize a high-value CEO from a low-intent intern. The first hour was often lost to just organizing this raw data.

What followed was the "daily grind" of manual qualification. For each lead, an SDR would:

Manually research: Open multiple tabs to look up the person on LinkedIn and check their company website to gather basic context.

Dial and repeat: Place the call, and if someone answered, repeat the same script of qualifying questions based on BANT (Budget, Authority, Need, Timeline) criteria.

Log everything: Spend several minutes after each call successful or not updating fields in the CRM, logging the call outcome, and scheduling a follow-up task or sending a templated email.

This repetitive cycle was the bottleneck. The team was effectively functioning as a human-powered filter, performing a task that was highly structured and programmatic, yet prone to human variance and fatigue. The process was inherently unscalable; a surge in leads from a successful campaign didn’t create excitement, but anxiety. The only solution was to hire more SDRs, a linear and expensive approach that failed to address the core inefficiency of the system itself. The very process designed to fuel growth had become the main constraint preventing it.

To eliminate the bottleneck, the agency shifted from a manual-first to an automation-first strategy by deploying an Intervo.ai voice agent as their frontline qualifier. The goal was to build an intelligent system that was instant, perfectly consistent, and could scale effortlessly with lead volume.

The implementation was straightforward and bypassed the need for a complex engineering overhaul. The agency integrated Intervo.ai directly with their CRM and web forms using webhooks. As shown in the platform's UI, they provisioned a new phone number, linked it to their Twilio account, and assigned a custom-trained "AI SDR" to handle the qualification calls. This entire setup process was completed in under an hour.

The new, automated workflow was transformative:

1. When a prospect submitted a form on the website, the lead data was instantly passed to Intervo.ai.

2. Within 60 seconds, the AI agent placed an outbound call from the assigned number.

3. The agent engaged the prospect in a natural, two-way conversation, asking the precise BANT qualification questions that the human SDRs used to ask.

4. Based on the lead's real-time responses, the agent would make a decision. Qualified leads, along with the call transcript and summary, were automatically routed to the first available human SDR for a high-value conversation. Unqualified leads were flagged as such in the CRM, completely removing them from the SDRs' workload

The Intervo.ai deployment was more than a simple tool; it was a fundamental upgrade to the agency's go-to-market infrastructure. Its success and stability were rooted in several key advantages that ensured the solution remained intact and effective as the agency scaled:

Flawless Consistency: Unlike a human team with varying levels of energy and bias, the AI agent performed with perfect consistency every time. Every lead was asked the exact same qualification questions in the same professional tone, ensuring high-quality, standardized data capture and a uniform brand experience.

Absolute Speed-to-Lead: The system was engineered for immediate engagement. By automatically contacting every new lead in under 60 seconds, the agency could engage prospects at the absolute peak of their interest, maximizing the probability of a meaningful conversation.

Effortless Scalability: The AI-powered system completely removed the human bottleneck. It could handle a sudden influx of 1,000 new leads from a webinar just as easily as 10 leads from a contact form, without any drop in performance or the need to hire additional staff.

Secure & Open Architecture: Because Intervo.ai is self-hosted, all sensitive lead data and call transcripts remained securely within the agency's private infrastructure. Its open-source nature also allowed their developers to fine-tune the qualification logic, giving them full control over this key piece of competitive intelligence.

Pipelines & Success

The implementation of Intervo.ai transformed the agency's sales pipeline from a slow, costly bottleneck into a high-velocity conversion engine. The success was immediate and measurable, delivering a powerful return on investment across multiple facets of the business:

Tripled Pipeline Velocity: By eliminating lead decay and ensuring only qualified, high-intent prospects reached the sales team, the rate at which opportunities moved through the sales funnel increased threefold.

50% Increase in SDR Capacity: Freed from the repetitive grind of manual dialing and qualification, the Sales Development Representatives could reallocate over half their day to higher-value activities, such as personalized outreach to key accounts and conducting discovery calls.

Drastic Reduction in Lead Cost: The cost-per-qualified-lead plummeted. By automating the filtering process, the agency ensured that their most expensive resource the SDR team's time was spent exclusively on conversations that had a real chance of generating revenue.

Improved Sales & Marketing Alignment: The historic friction between marketing and sales vanished. The marketing team gained confidence that their generated leads were being engaged instantly, while the sales team trusted that the leads they received were genuinely qualified and ready for a conversation, leading to higher morale and better collaboration.

The implementation of Intervo.ai fundamentally reshaped the agency's sales operations, transforming a critical weakness into a formidable strength. The most immediate impact was on operational efficiency and speed. By automating the entire top-of-funnel qualification process, the agency tripled its sales pipeline velocity. This meant leads moved from initial interest to qualified opportunity at a record pace, shortening the sales cycle and accelerating revenue recognition. This was a direct result of freeing up over 50% of the SDR team's daily capacity, allowing them to focus exclusively on high-value, revenue-generating conversations.

Financially, the results were just as profound. The automated system drastically reduced the cost-per-qualified-lead. Every dollar of marketing spend was now more effective, as the high cost associated with an SDR's salary was no longer being wasted on unproductive dials. This efficiency also created a significant competitive advantage. By engaging qualified prospects within 60 seconds, the agency could consistently outmaneuver slower competitors, capturing high-intent buyers before others even had a chance to make contact.

Beyond the metrics, the solution had a powerful effect on the company's culture. The long-standing friction between the sales and marketing teams dissolved. Marketing could now prove the immediate value of their campaigns with instant engagement, while sales received a consistent flow of genuinely qualified leads they trusted. This fostered a more collaborative and data-driven environment. Furthermore, SDR morale skyrocketed as their roles evolved from monotonous call-center work to that of strategic relationship builders, significantly improving job satisfaction and employee retention.

Building on this success, the agency is already planning the next evolution of its AI agent, moving from highly efficient qualification to proactive, hyper-personalized engagement. The future agent will integrate real-time data enrichment into its pre-call workflow. Before dialing, the agent will automatically scrape the lead's company website and LinkedIn profile to gather key intelligence points, such as their industry, role, and seniority.

This will enable a new level of sophisticated outreach. Instead of a standard opening, the conversation will be hyper-personalized from the first second. The agent's script will dynamically adapt, creating an opening like:

"Hi Sarah, I see you're the VP of Marketing at an e-commerce company in the fashion space. We recently helped a similar brand boost their conversion rate by 35%. Do you have two minutes to see if we can do the same for you?"

This advancement will transform the agent from a simple inbound qualifier into a powerful, automated tool for strategic outbound prospecting, further increasing engagement rates and cementing the agency's reputation as a data-savvy, high-impact partner.

FAQ's

intervo.ai

Interactive Product assistance (Coming soon)