GenMedhaGenMedha
Results

Proof, Not Slide Decks.

Representative engagement scenarios based on our delivery methodology — from bottleneck to production system, with the numbers that moved.

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71%
Avg. ticket deflection within 45–60 days
3–4x
Improvement in qualified pipeline / throughput
90%+
Reduction in manual error rate
90 days
Average pilot-to-production timeline
AI Customer Support Automation
B2B SaaS

B2B SaaS — Support Copilot

Ticket Deflection
0%71%
Resolution Time
14h3.2h
CSAT
Declining+18%
1. Client Context

B2B SaaS company, ~$18M ARR, 12-person support team handling 400+ tickets/day across email, in-app chat, and a self-serve help center.

2. The Bottleneck

68% of tickets were repetitive tier-1 questions already answered in the knowledge base. Average resolution time had climbed to 14 hours and CSAT was declining quarter over quarter as the team drowned in volume.

3. Solution Architecture

A RAG-based support copilot integrated with Zendesk, the internal knowledge base, and Slack for escalations. Applying the Medha Protocol: Inputs (tickets, chat, KB articles), Intelligence (retrieval-augmented LLM routing), Memory (customer history and prior resolutions), Action (drafts replies, tags and routes tickets, triggers escalations), Oversight (human approval required on refunds and account changes).

4. Rollout Process
Wk 1–2Discovery Sprint — ticket taxonomy audit, KB gap analysis, integration mapping.
Wk 3–6Pilot Build — copilot live on 2 highest-volume ticket categories, shadow mode then live replies.
Wk 7–10Production Rollout — expanded to all queues, Slack escalation path, manager approval gate.
Wk 11+Optimization Retainer — weekly accuracy review, prompt tuning, new category coverage.
5. KPI Movement
71% ticket deflection in 45 days
Resolution time: 14h → 3.2h
CSAT +18%
6. Stack Integrated

Frontier LLM, vector database, Zendesk API, Slack, custom evaluation framework for reply accuracy.

7. Governance Measures

Manager approval required on refunds and account changes. Full audit log of every AI-drafted and AI-sent reply. Weekly accuracy report reviewed with the support lead. Instant rollback to human-only routing if accuracy drops below threshold.

8. Next Phase Roadmap

Extending the copilot to voice support and adding a proactive outreach agent that flags at-risk accounts before they file a ticket.

Sales & Lead Qualification Agents
Commercial Real Estate

Real Estate — Sales Qualification

Unqualified Calls
Baseline−47%
Qualified Pipeline
1x3x
Hot-Lead Response
Days< 4 min
1. Client Context

Commercial real estate firm, 200+ inbound leads/month across paid, referral, and organic channels, with a 2-person sales team.

2. The Bottleneck

80% of monthly leads were unqualified. Reps spent roughly 60% of their time on discovery calls that went nowhere, and hot prospects sometimes waited days for a first response.

3. Solution Architecture

A multi-agent qualification system: an enrichment agent pulls firmographic and intent data, a scoring agent ranks fit against the firm's ICP, a WhatsApp + email nurture agent handles warm-not-ready leads, and a scheduling agent books time directly with a rep. Hot prospects are handed off to a human within minutes.

4. Rollout Process
Wk 1–2Discovery Sprint — ICP definition, lead source audit, CRM field mapping.
Wk 3–6Pilot Build — scoring + enrichment agents live on one lead source, human review of every score.
Wk 7–10Production Rollout — full nurture + scheduling flow across all channels, rep handoff SLA enforced.
Wk 11+Optimization Retainer — scoring model retuned monthly against closed-deal data.
5. KPI Movement
47% fewer unqualified calls
Qualified pipeline 3x
Hot-lead response under 4 minutes
6. Stack Integrated

Claude, HubSpot, enrichment APIs, WhatsApp Business API, Calendly, custom scoring model.

7. Governance Measures

Every lead score and enrichment source is logged and auditable. Reps can override any score with one click. No agent contacts a lead outside firm-approved messaging templates without sign-off.

8. Next Phase Roadmap

Adding a renewal/expansion agent that monitors existing tenant accounts for upsell and renewal signals.

Ecommerce AI Solutions
Ecommerce

Ecommerce — Fulfillment Automation

Orders Automated
0%89%
Error Rate
Baseline−94%
Manual Touchpoints/Order
4< 1
1. Client Context

Ecommerce operator running 3 Shopify stores with a shared 3PL and supplier network, processing several thousand orders per month.

2. The Bottleneck

Every order required 4 manual touchpoints between Shopify, inventory, the supplier portal, and the shipping carrier. Manual errors were driving a steady stream of refunds and support tickets.

3. Solution Architecture

An agentic workflow connecting Shopify, the inventory system, the supplier portal, and the shipping API — routing each order automatically while flagging out-of-stock, high-value, or COD orders for human approval before dispatch.

4. Rollout Process
Wk 1–2Discovery Sprint — order-flow mapping across all 3 stores, exception-case audit.
Wk 3–6Pilot Build — automation live on one store, human approval on every flagged exception.
Wk 7–10Production Rollout — extended to all 3 stores, exception thresholds tuned against real data.
Wk 11+Optimization Retainer — supplier SLA monitoring and returns-flow automation added.
5. KPI Movement
89% of orders fully automated
Error rate −94%
Team redeployed to growth
6. Stack Integrated

Multi-agent orchestration framework, Shopify API, internal inventory database, shipping aggregator, n8n.

7. Governance Measures

Out-of-stock, high-value, and COD-flagged orders always route to a human for approval before dispatch. Full order-level audit trail from cart to carrier. Rollback to manual processing available per store in minutes.

8. Next Phase Roadmap

Extending the same architecture to automate returns processing and supplier reorder triggers.

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