Case Study · Branify

Branify: AI-Enhanced Customer Service Platform

An AI customer-service platform that handles 70% of inbound tickets without a human, then routes the rest to the right agent with full context attached.

  • IndustryAI / SaaS
  • Year2024
  • CountryCanada
  • Duration3 months
Branify: AI-Enhanced Customer Service Platform hero screenshot

At-a-glance results

  • 70%Of tickets resolved without a human
  • 45%Reduction in average handle time
  • 4.7/5Customer satisfaction post-launch

The challenge

Branify’s mid-market customers were drowning in repetitive support tickets – password resets, order status, returns. Their teams burned out on tier-1 work and complex issues languished in the queue. Off-the-shelf chatbots failed because they couldn’t reach into the customer’s actual systems.

Our solution

We built an AI agent that grounds every answer in the customer’s knowledge base via Pinecone, calls real APIs (orders, billing, accounts) to take action, and only escalates when confidence is low. When it does escalate, the human gets the full transcript, sentiment, and suggested response.

  • Retrieval-augmented answers from KB and docs
  • Tool-calling into orders, billing, and CRM APIs
  • Confidence scoring and human escalation
  • Sentiment and intent tagging on every conversation
  • Agent assist for human reps
  • Full audit log and compliance export

How we built it

  1. 01

    Discovery & Planning

    We started with stakeholder workshops to map business goals, user roles, and compliance constraints, then translated them into a sprint-by-sprint product roadmap with clear acceptance criteria.

  2. 02

    Architecture & Design

    Our team designed the data model, API contracts, and UI system together so the product looked and behaved consistently from day one. UX flows were prototyped in Figma and validated with end users before any code was written.

  3. 03

    Build & QA

    Engineers worked in two-week sprints with continuous deployment to a staging environment. Every feature shipped with automated tests, manual QA, and a security review before promotion to production.

  4. 04

    Launch & Support

    We handled production deployment on cloud infrastructure, observability setup, and a hand-over training session. UnlockLive remains on retainer for monthly enhancements, monitoring, and on-call support.

Tech stack

  • Next.js
  • Python
  • OpenAI
  • Pinecone
  • PostgreSQL
  • AI Agent Development
  • SaaS Development
  • Integrations

Frequently asked questions

Which LLM does Branify use?

OpenAI is the default; the platform is model-agnostic and can be pointed at Anthropic, Azure OpenAI, or self-hosted Llama models.

Does the AI hallucinate answers?

Every response is grounded in retrieved knowledge-base passages. If retrieval confidence is below threshold, the conversation is routed to a human.

Can it take real actions like refunds?

Yes – we expose customer-defined tools (refund, reschedule, lookup) and the agent calls them with strict permissions and audit logs.

Want a result like this?

Talk to the same team that built Branify: AI-Enhanced Customer Service Platform. We’ll scope your project, give you a fixed-price proposal, and show you the closest analog from our portfolio.

Book a strategy call