The Problem: The Struggle to Remember Every Customer Detail
In the Feng Shui business, every client interaction is personal. Hugo found that his team was spending the majority of their day just replying to repetitive inquiries. The biggest bottleneck, however, was memory.
If a salesperson promised a customer a special discount (e.g., reducing a price from 5,000 to 4,500), that information lived only in that specific chat. If another agent or the AI tried to follow up later, they wouldn’t know about the deal. Leads were taking up too much manual time, and the team was exhausted by the constant need to “remember” every specific detail for every lead.
Our AI Solution
We implemented an AI Agent designed to act as a natural extension of Hugo’s sales team, specifically utilizing “Smart Notes” to maintain continuity.
How it works:
Natural Conversational AI: Unlike rigid bots, this agent communicates naturally, making it a better fit for a personal industry like Metaphysics.
The “Smart Note” Extra Brain: The AI records specific details—like custom price offers or special requests—and remembers them for all future interactions.
Rapid Implementation: Using pre-built templates, the business background and goals were set up in just a few clicks.
The Result
Since implementing the AI agent:
50% time savings for the sales team.
3 to 4 hours saved per day just by automating replies.
Better continuity via Smart Notes (fewer forgotten discounts and lost context).
Shift in focus: The team now focuses entirely on closing customers and delivering the job rather than administrative chat.
“The Smart Note is like our extra brain. If I offer a customer a special price, the AI already knows through these notes. My team doesn’t need to manually follow up on everything anymore; they can just focus on closing the customer.” — Hugo Lam
