Applied AISaaSConversational AI
Case study

Quicklink Financial: AI Lead-Engagement SaaS

The MVP shipped for Quicklink Financial, with AI engaging and qualifying inbound leads in real time over web and SMS and routing them to booking, on a multi-tenant foundation built to scale.

200+ products shipped
13 years
5.0 on Clutch100% Upwork Job Success
2+ yr avg client engagement

The challenge

Quicklink Financial LLC, a US company led by Joseph Chelala, needed to capture inbound leads and engage them instantly, around the clock. Leads went cold waiting for a human to respond, qualify, and route them, and an off-the-shelf chatbot could not run the structured qualification the business needed.

What we built

As the architecture lead working alongside Quicklink's team, we designed and helped ship the MVP. It is an AI-driven chat that engages leads over web and SMS, runs them through structured qualification flows, and triggers actions like booking and routing, on a multi-tenant SaaS with a lead-and-interaction dashboard, SMS and email notifications, and conversation tracking, built API-first with the AI layer, the decision logic, and the integrations kept separate so it scales cost-efficiently.

The outcome

The MVP shipped for Quicklink Financial, with AI engaging and qualifying inbound leads in real time over web and SMS and routing them to booking, on a multi-tenant foundation built to scale.

Tech

OpenAITwilioNode.jsAWS
More work

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