Sales outreach · Production

Waiver Group deploys AI chatbot Waiverlyn on Botpress to achieve 9x visitor engagement increase

The problem

Waiver Group relied on static contact forms for lead generation and lacked the ability to scale their sales process or handle inquiries around the clock without AI technology.

Workflow diagram · grounded in source

Visitor greeted by Waiverlyn

trigger

“a digital concierge that greets each website visitor with an invitation to learn more”

Chatbot answers service questions

ai_action

“Hanakano developed Waiverlyn to answer questions about Waiver Group's services, collects contact information, and books consultations directly from the chat interface without any human involvement”

Contact and qualification data captured

ai_action

“Waiverlyn gathers detailed contact and qualification data”

Prospect routed to portal or consultation

routing

“Waiverlyn can send them right to our self-serve portal where they can create an account and start uploading their documents”

Calendar booking and email invite

integration

“The bot creates Google Calendar events, supplements descriptions with prospect information, adds video conferencing links, and sends detailed email invites to both guests and employees”

Google Sheets update and team notification

integration

“automatically updates the sales team's Google Sheets, and notifies key team members by email”

Tailored invitation email sent

output

“Invitation emails include tailored marketing details to prepare prospects for consultations and highlight Waiver Group's technology-driven approach”

Reported outcome

Waiverlyn delivered a 9x increase in visitor engagement, offset its full development cost within 3 weeks of going live, filled specialists' calendars with fully qualified consultations, and generated positive client impressions.

Reported metrics

Visitor engagement increase9x

weeks to positive ROI3 weeks

KPI growth after deploymentnear-immediate surge in positive KPIs

Traffic loss from web formstraffic loss from web forms

Reported stack

BotpressWaiverlynGoogle CalendarGoogle SheetsGoogle Business Suite

Source

https://botpress.com/customers/waiver-group

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Waiverlyn delivered a 9x increase in visitor engagement, offset its full development cost within 3 weeks of going live, filled specialists' calendars with fully qualified consultations, and generated positive client i…

What tools did this team use?

Botpress, Waiverlyn, Google Calendar, Google Sheets, Google Business Suite.

What results were reported?

Visitor engagement increase: 9x; weeks to positive ROI: 3 weeks; KPI growth after deployment: near-immediate surge in positive KPIs; Traffic loss from web forms: traffic loss from web forms (source-reported, not independently verified).

How is this sales outreach AI workflow structured?

Visitor greeted by Waiverlyn → Chatbot answers service questions → Contact and qualification data captured → Prospect routed to portal or consultation → Calendar booking and email invite → Google Sheets update and team notification → Tailored invitation email sent.