AI initial outreach
The moment a lead is created, the system texts them — a fresh, human opener written for that person, fired exactly once.
Bayside / Case Studies / Conversational AI
Conversational AIFinancial servicesIn production
An AI that works every lead, 24/7.
A lender's leads arrive at every hour of the day — and whoever answers first usually wins them. We built a conversational AI system that texts every new lead the second they arrive, qualifies them through a real back-and-forth, chases every no-reply, and books the call — with 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 and operating model. Outcome metrics are reported privately to the client.
The challenge
Speed-to-lead decides who wins.
In lending, a lead that gets a reply in seconds is worth far more than the same lead an hour later. But no team can text every new lead instantly, chase every no-reply for a week straight, and qualify each one the same careful way.
After-hours leads went cold. Follow-up was inconsistent. Qualification depended on which rep picked it up. The funnel leaked at exactly the moment that mattered most.
What was leaking
- Leads arriving overnight with no one to answer them
- First-touch outreach delayed by minutes or hours
- No-replies that never got a second or third nudge
- Qualification quality that varied rep to rep
- A pipeline that was always slightly out of date
What we built
A rep that never sleeps, never forgets a lead.
Six systems working as one conversation loop — from the first text to a booked call on the calendar.
Timed follow-up engine
A no-reply sequence that re-engages over days — and cancels itself the instant the lead replies.
AI qualification
Conversational AI qualifies one question at a time, branches by loan type, and captures every answer as structured data.
Inbound pipeline classifier
Every reply is read, the lead moves to the right stage, and the pipeline reflects reality with nobody touching it.
Booking & handoff
Once a lead is qualified, the AI offers a calendar link and hands a warm, booked call to the team.
CRM sync & compliance
Two-way HubSpot sync, plus opt-out handling and signature-verified webhooks built in from the start.
How it works
Four tiers, one loop.
A text comes in, the AI writes the words, the database quietly schedules what happens next — and the reply goes back out. The loop runs on a 60-second heartbeat, around the clock.
IMessaging
SMS in / outHMAC-verified webhooksMessage dedupInstant intake
IIConversation AI
AI openersAI repliesQualification flowStructured extraction
IIIData & Logic
Supabase PostgresDatabase triggers60-second cron tickConfig-driven
IVPipeline & CRM
Auto stage classificationHubSpot syncCalendar bookingEscalation
The result
Every lead worked. Every time.
The system turned an inconsistent, business-hours funnel into a continuous one. The team stopped chasing cold leads and started taking warm, pre-qualified calls.
- Every new lead contacted within seconds, day or night
- Qualification handled consistently, one question at a time
- Every no-reply followed up on a timed sequence
- Pipeline stages updated automatically from each reply
- Qualified calls booked and handed over warm
Compliance built in
- Webhooks
- HMAC-SHA256 verified
- Messages
- Deduplicated
- Opt-outs
- CTIA keyword handling
- Per-contact
- Follow-up controls
Want an AI working your leads?
If speed-to-lead is costing you deals, this is the system that closes the gap. Let's scope it.