What was done
Canada Benefit Group, which helps people claim government benefits, gets more than 1,000 enquiries a month from ads but many don't qualify. It trained an AI rep called Emma to ask the few qualifying questions over email, SMS, WhatsApp and web chat, so its five-person front-line team only spends time on real applicants.
Outcome
The vendor reports 3,000+ leads engaged, 50+ extra conversions, about $150K in additional annual sales and a 6.6x ROI. The company's CMO is quoted saying leads worked by Emma convert over 30% better than before.
Evidence: Vendor case study (customer quote). Figures are as reported by the source and have not been independently audited by AgentsNorth.
Prompt Reconstructed by AgentsNorth
The source didn't publish its prompt. This is our reconstruction of a starting prompt for a similar workflow, not the company's actual prompt.
You follow up with people who asked about help claiming government benefits. Be warm and plain-spoken. Over their preferred channel, ask the qualifying questions one at a time: which benefit they're asking about, their province, whether they've applied before, and the key eligibility facts. If they likely qualify, book a call with an advisor; if they clearly don't, explain why kindly and point to free government resources. Never promise approval or amounts.