Case Study/Sarah AI agent

An AI agent that does a job: qualify, route, follow up

Savage Digital Solutions built Sarah as an internal agent for Candid Studios. It is not a chatbot demo and not a mascot. It qualifies inbound interest, routes the next step, and follows up so the sales team is not the first touch on every inquiry.

Qualify
Inbound inquiries
Route
Consult or human handoff
Follow up
Quiet leads, with context
What this is

A private agent on a real intake path

Candid Studios takes a high volume of event inquiries. Someone has to read the form, decide if it is a fit, book a consult or pass it on, and follow up when the couple goes quiet. That is a job. We built an AI agent to do that job.

The agent also answers existing-client questions about project status and delivery timing, and it transfers anything that is not a routine update.

  • Internal to Candid Studios. Not a public product.
  • Concrete jobs: qualify, route, follow up.
  • Wired into the tools the team already uses.
  • Humans still close the work that needs a human.
Sarah
Qualify, route, follow up
The job

Three tasks, not a personality

We do not sell "an AI." We sell hours back on the path from inquiry to booked job.

Qualify

Read the inbound inquiry. Event type, date, location, hours, budget. Decide whether it is a new job or an existing client, then write that up for the sales team.

Route

Hand the qualified inquiry to the next human. Book a discovery consult when that is the right step. Escalate refunds, angry callers, and legal questions instead of guessing.

Follow up

If someone inquired and did not book, the agent follows up with the context already on the record. The team is not starting from a blank inbox.

What changed

Before vs. after

Category of work only. No booking-rate or cost-per-call numbers on this page.

Step
First touch on an inquiry
Before
A person had to read every form and call
After
The agent qualifies and routes. Humans take the ones that need a human.
Step
Discovery consults
Before
Back-and-forth to find a slot
After
The agent books the consult when that is the next step
Step
Leads that go quiet
Before
Follow-up lived on someone's personal list
After
The agent follows up with the inquiry already in context

Calls and forms

The same job shows up on the phone and on the web form: read the inquiry, decide the next step, write it down, hand it off.

After hours still counts

Inquiries do not wait for business hours. The agent takes the first pass so a qualified lead is not sitting until morning.

Have a job you want an agent to do?

Start with the three tasks that eat the most hours. If the math does not pay back, we say so. Take the free automation assessment or book a call.