Project Name
Built an AI Pre-Sales Agent for Exemplar Corporate Services: 100% After-Hours Lead Capture in 7 Days
Inbound lead engagement is a challenge every professional services firm faces at some point in its growth. For Exemplar Corporate Services, a New Delhi-based CA firm with 17+ years of experience serving startups, SMEs, corporates, and High Net-Worth Individuals across accounting, compliance, international taxation, FEMA, corporate secretarial services, and startup consultancy, the problem was straightforward: inbound leads were arriving outside business hours with no one to engage them.
Website visitors arrived with urgent compliance and taxation queries during evenings and weekends, found no way to engage, and left. Senior consultants were spending significant time on repetitive pre-sales qualification that could have been automated. Leads dropped off due to delayed responses, and there was no structured way to route prospects across six service lines to the right specialist.
Ksolves deployed a Claude-powered AI pre-sales agent on the client’s website in 7 business days, delivering 24/7 conversational engagement, intelligent lead qualification, and automated routing to the right team member with full conversation context.
- No After-Hours Engagement for Website Visitors: Exemplar Corporate Services operated Monday to Saturday, 10:00 to 17:00. Every visitor arriving outside those hours had no way to engage, no way to ask a question, and no path to a response until the next business day, creating a structural drop-off point for high-intent prospects.
- Senior Consultants Handling Repetitive Pre-Sales Queries: Qualified consultants were spending time answering introductory questions about services, fees, and processes that could be handled by an automated system, reducing the time available for billable client work.
- Lead Drop-Off Due to Delayed Responses: Prospects with urgent compliance or taxation queries were not willing to wait hours or until the next business day for a response. Without an immediate engagement mechanism, a significant portion of inbound traffic converted to nothing.
- No Structured Lead Capture or Routing Across Service Lines: Inbound enquiries arrived without context, were logged inconsistently, and were routed manually across six service categories with no automated system to identify the right specialist based on service type and client profile.
- HNI Queries Requiring Sensitive Handling: High Net-Worth Individual enquiries around personal tax management required a conversational tone and level of discretion that a generic chatbot could not deliver without domain-specific AI capability.
Ksolves deployed a Claude-powered AI pre-sales agent built on Ksolves' pre-built agent framework, going live on the firm's website in 7 business days. Claude, by Anothropic, was selected for its ability to handle nuanced, domain-specific conversations in financial services, taxation, and regulatory compliance, areas where accuracy, tone, and trust are non-negotiable, and where a generic AI model would have produced responses that damaged rather than built prospect confidence. The agent engages every website visitor in real time with a professional, consultative tone that mirrors Exemplar Corporate Services’ brand, understands service needs across all practice areas, and routes high-intent prospects to the right team member with full conversation context preserved.
- 24/7 Conversational Engagement: The agent handles inbound queries at any hour across all six service categories, including GST, FEMA, India Entry, Corporate Compliance, SME Listing, and Startup Consultancy, ensuring no visitor arrives outside business hours and leaves without a response.
- Intelligent Lead Qualification Across 6 Service Categories: The agent qualifies every prospect by service need, client type, and urgency before routing, ensuring consultants receive structured, pre-qualified leads rather than raw enquiries requiring manual triage.
- Automated FAQ Handling: Repetitive pre-sales questions on GST filing, FEMA compliance, India Entry processes, and corporate secretarial requirements are handled autonomously by the agent, returning consultant time to billable client work.
- Appointment Booking and Discovery Call Scheduling: Prospects can book discovery calls and appointments directly from the chat interface, with calendar integration ensuring confirmed bookings reach the right specialist without manual coordination.
- CRM Integration for Structured Lead Capture: Every conversation is logged automatically in the CRM with full context, service category, client profile, and conversation history, replacing fragmented manual lead tracking with a structured, searchable record of every inbound enquiry.
- Smart Escalation to the Right Specialist: The agent identifies the correct specialist based on service type and client profile, routing HNI tax management enquiries, corporate compliance queries, and startup consultancy requests to the appropriate team member with full conversation context attached.
Technology Stack
| Category | Technology |
|---|---|
| AI Model | claude-haiku-4-5 |
| Agent Framework | Ksolves Pre-Built AI Pre-Sales Agent |
| Deployment | Cloud-Hosted, Website Chat Widget |
| Integrations | CRM Lead Capture, Calendar, and Appointment Scheduling |
- 100% After-Hours Lead Capture: Every inbound visitor arriving outside business hours now receives an immediate response, converting a structural drop-off point into a fully covered engagement window across evenings, weekends, and public holidays.
- Lead Response Time from Hours to Seconds: Prospects previously waited hours or until the next business day for a first response. The AI pre-sales agent responds in seconds, at any hour, across all six service categories.
- Automated Lead Routing by Service Type: Lead routing moved from manual and inconsistent to fully automated by service type, ensuring every inbound enquiry reaches the right specialist without manual triage.
- Consultant Pre-Qualification Time Reduced: Automated qualification and FAQ handling across repetitive pre-sales queries returned significant consultant time to billable client work, eliminating a recurring drain on senior staff capacity.
- Full Inbound Lead Visibility from Day One: Every enquiry is captured, categorised, and logged in the CRM automatically, replacing fragmented manual tracking with a complete, structured record of every inbound lead across all service lines.
“We serve clients across a wide range of financial and compliance services, and every inquiry deserves a prompt, informed response. The AI agent ensures no lead is missed, day or night, and our consultants can focus entirely on delivering value to clients who are ready to engage.”
– Abhinaya Verma, Founder, Exemplar Corporate Services
Ksolves delivers AI pre-sales agent development and AI/ML consulting services for professional services firms that need to engage inbound prospects 24/7 without adding headcount.
Before this engagement, Exemplar Corporate Services was losing after-hours leads, spending consultant time on repetitive pre-sales queries, and routing prospects manually with no structured capture. After deploying the Claude-powered AI pre-sales agent, every inbound visitor receives an immediate response, lead routing is fully automated by service type, and consultant pre-qualification time has reduced significantly, all from a deployment that went live in 7 business days.
The pre-built agent framework Ksolves used for this engagement is directly replicable across any professional services firm managing inbound enquiries across multiple service lines where response speed, tone accuracy, and domain knowledge are non-negotiable.
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