Bayside  /  Case Studies /  Conversational AI
Conversational AIFinancial servicesIn production

An AI that works every lead, 24/7.

In lending, whoever answers first wins. This system texts every new lead the second they arrive, qualifies them, chases every no-reply, and books the call — no human in the loop.

Instant
First text to a new lead
No queue, no delay
24/7
Qualification & follow-up
Never off the clock
100%
Replies read & routed
Pipeline always current
Zero
Leads left to go cold
Every no-reply chased

Figures describe system capability. Outcome metrics are reported privately to the client.

01 — The problem

Speed-to-lead decides who wins.

A lead answered in seconds is worth far more than one answered an hour later. No team can do that for every lead, all night, every night.

After-hours leads went cold. Follow-up was inconsistent. The funnel leaked where it mattered most.

What was leaking
  • Overnight leads, no one answering
  • First touch delayed by hours
  • No-replies never chased
  • Qualification varied rep to rep
  • Pipeline always out of date
02 — The system

A rep that never sleeps.

Six systems, one loop — first text to booked call.

01

AI initial outreach

A fresh, human opener the second a lead is created. Fired exactly once.

02

Timed follow-up engine

Re-engages no-replies over days. Cancels the instant the lead answers.

03

AI qualification

One question at a time, branched by loan type, every answer captured as structured data.

04

Inbound pipeline classifier

Every reply read. Every lead moved to the right stage. Nobody touches it.

05

Booking & handoff

Qualified leads get a calendar link. The team gets a warm, booked call.

06

CRM sync & compliance

Two-way HubSpot sync, opt-out handling, signature-verified webhooks. Built in from day one.

Four tiers, one loop.

Text in, AI writes, database schedules, reply goes out. A 60-second heartbeat, around the clock.

IMessaging
SMS in / out · HMAC-verified webhooks · Message dedup · Instant intake
IIConversation AI
AI openers · AI replies · Qualification flow · Structured extraction
IIIData & Logic
Supabase Postgres · Database triggers · 60-second cron tick · Config-driven
IVPipeline & CRM
Auto stage classification · HubSpot sync · Calendar booking · Escalation
03 — The results

Every lead worked. Every time.

A business-hours funnel became a continuous one. The team now takes warm, pre-qualified calls.

  • Contact in seconds, day or night
  • Consistent qualification, every lead
  • Timed follow-up on every no-reply
  • Pipeline updated from each reply
  • Warm, booked handoffs
Compliance built in
Webhooks
HMAC-SHA256 verified
Messages
Deduplicated
Opt-outs
CTIA keyword handling
Per-contact
Follow-up controls
Full security posture →
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