B2B SaaS
Turning a single AI sales assistant into a multi-agent platform that small businesses can deploy with one line of code.
The client sells AI sales agents that engage website visitors, answer product questions, and capture leads around the clock. Their early product handled one conversation well, but every new customer needed hand-tuning, and each agent lived inside the website widget alone. Growth meant a platform, not more manual setup.
We rebuilt the agent layer as a multi-tenant runtime, so each of their customers gets an agent trained on their own brand voice, product catalog, and objection handling without bespoke engineering per account. The same pattern is what sits behind Catalyst, our pre-built sales engagement agent.
The situation
- The early product handled one conversation type well, but every new customer needed hand-tuning.
- Each agent lived inside the website widget alone, with no shared state across channels.
- Growth meant a platform, not more manual setup.
What we built
- A multi-tenant agent runtime, so each customer gets an agent trained on their own brand voice, product catalog, and objection handling without bespoke engineering per account.
- A retrieval layer grounding agent answers in customer-supplied content, so agents cite real product and pricing information instead of improvising.
- Extension beyond the website widget into the messaging channels their customers already use, with one conversation state shared across channels.
- Lead capture and qualification handoff, so a conversation showing buying intent becomes a structured, routed lead rather than a transcript someone has to read.
- Instrumentation of the whole path from first message to captured lead, so both the client and their customers can see which conversations produce revenue.
What changed in daily operations
- A new customer is onboarded in days, without engineering work per account.
- Agents hold conversations around the clock, grounded in the customer's own product and pricing content.
- One conversation state follows a buyer across channels instead of restarting in each one.
Related work
Does this look like your process?
Book a free consultation and we will tell you whether this pattern fits, and what it would take to ship the first working version against your own data.