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Case study

2026AI

AI call conversion engine

Sales calls were happening at volume, but almost nothing said on them shaped what happened next. We built an engine that listens to every call, scores intent the moment it ends, and puts the hottest leads back in front of reps before they cool.

Client
B2B sales & lead-gen teams
Timeline
6 months
Services
AI engineering · Sales automation
Platform
Web dashboard, CRM, Claude & ChatGPT
Call intelligence screen ranking sales leads by intent score, with a lead conversion chart

The problem

Reps worked leads by instinct and memory. Follow-ups came late, and nobody could tell a warm lead from a cold one until it was too late.

One call, start to finish

What happens after the call ends

One call, start to finish

What happens after the call ends
01 / 05 · THE CALL

Every call is captured.

Inbound and outbound sales calls are recorded and routed through one intelligent call system. Nothing depends on a rep remembering to take notes.

02 / 05 · THE SIGNALS

The AI hears what matters.

Each conversation is analysed for intent, objections and buying signals, in real time.

We're comparing two vendors. Budget is approved for this quarter, but the price feels a little high right now.

sample conversationnegativepositive
03 / 05 · THE SCORE

Leads rank themselves.

Reps stop working a flat call list. They see who is hot, who needs nurturing, and why.

  • Ananya M. · budget setHot · 92
  • James C. · wants a demoHot · 84
  • Rohan K. · objection: priceWarm · 67
  • David N. · researchingCold · 31
04 / 05 · THE HANDOFF

The CRM updates itself.

The moment a call ends, the score, notes and next step land in the CRM and the follow-up is booked in the calendar.

  1. 1Call ends
  2. 2Intent scored
  3. 3CRM updated
  4. 4Follow-up booked
05 / 05 · ASK ANYTHING

And it answers questions.

Through MCP the same call intelligence is available inside Claude, and ChatGPT-powered assistants handle first-touch conversations.

“Which leads should I call first today?”

call
closed

●Under the hood

Listen, score, act

LANE A · LISTEN & SCORELANE B · ACT ←
A1Sales calls
A2Call analysis
A3Intent scoring
A4Lead routing
B1CRM & calendar
B2Rep dashboard
B3Claude via MCP
B4ChatGPT assistants
node 1 / 8

Sales calls

Every inbound and outbound call is captured and recorded by one call system.

solves → Call recordings sat apart from daily work.

↺ Every outcome sharpens the next score

What we did

Six months from idea to production

One team across AI, integrations and product design, delivered end to end as a 6-month engagement.

AI engineering

Call analysis and intent scoring tuned to how this team actually sells.

Integrations

CRM, calendar and lead-routing tools connected so data moves on its own.

Product design

A dashboard reps and managers can read in seconds.

Conversational AI

MCP access for Claude and ChatGPT-powered first-touch assistants.

  1. Discover

    Mapped the sales process, the CRM setup and where leads were being lost.

    • sales process audit
    • data mapping

  2. Design

    Defined the scoring signals and designed the dashboard around daily rep decisions.

    • scoring model
    • dashboard UX

  3. Build

    Built the call system, the analysis engine and the CRM, calendar and routing integrations.

    • call system
    • AI analysis
    • integrations

  4. Connect

    Exposed call intelligence through MCP for Claude and launched ChatGPT-powered assistants.

    • MCP
    • chat assistants

  5. Launch and learn

    month 6

    Shipped as a production-ready system and tracked conversion as it climbed.

    • production rollout
    • conversion tracking

Built with

The stack behind it

CALLS & DATA
Call recordingCRM & calendar integrationsLead routing
INTELLIGENCE
AI call analysisIntent scoringMCP for ClaudeChatGPT assistants
PRODUCT
Next.jsTailwind CSSReal-time dashboard

No new habits

Reps kept their sales method. Only the speed of follow-up changed.

Data moves itself

CRM and calendar update the moment a call ends.

Ask, don’t dig

Managers can ask questions in plain language instead of building reports.

Scroll to switch the system on

BEFORE

Calls ended. Signals disappeared.

  • ✕Reps couldn't tell a high-intent prospect from a low-intent one after the call.
  • ✕Follow-up timing depended on memory, not on what was said.
  • ✕Call recordings lived apart from the CRM reps used every day.
  • ✕No shared view of conversion across the sales team.
AFTER YEXORIA

Every call drives the next step.

  • ✓Reps see intent-scored leads instead of a flat call list.
  • ✓CRM and calendar update automatically the moment a call ends.
  • ✓Hot leads are routed back before they cool.
  • ✓One dashboard shows leads, conversion and rep performance.

The product

One dashboard for the whole sales team

Sales dashboard with calls scored, hot leads routed, rep performance and weekly conversion
Calls scored, hot leads routed, rep performance and conversion, in one view.

Impact

What changed for the sales team

30% → 60–70%lead conversion ratesustained after rollout
25–35%more booked appointmentsreported project result
6 monthsfrom kickoff to productionend-to-end engagement
Every callscored for intent the moment it endssystem capability
OUTCOME 1

Conversion doubled without reps changing how they sell. Only follow-up speed changed.

OUTCOME 2

Hot leads now reach the right rep while they are still warm.

OUTCOME 3

Managers get answers from Claude and the dashboard instead of digging through recordings.

Could this work for you?

Built for any team that sells on the phone

SaaS & B2B sales

Demo calls, discovery calls and renewals.

Real estate

Buyer enquiries and site-visit follow-ups.

Education & admissions

Counselling calls and enrolment follow-ups.

Insurance & finance

Advisor calls and policy enquiries.

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