←All work§ 01 · Title & escrow
TVX

AI receptionist for a 6-office title company.

97% of after-hours calls booked. Zero missed openings for 8 months straight.

After-hours conversion
97%
Response time
84ms
Human hand-off rate
11%
Client
6 offices · 44 employees
Timeline
30-day build · 8 months live
Category
Voice · SMS · Ops
Stack
Retelln8nConvexClose CRMTwilio
The challenge

The client was losing an estimated 40% of after-hours refinance callers to voicemail. The existing answering service was $3,200/month, converted below 20%, and could not verify basic file information without transferring to a human.

The approach
  1. 01

    Deployed a dedicated Retell agent on a new inbound line, trained on the six-office glossary and file-verification flow.

  2. 02

    Wired the agent to the file-management system via a custom Convex API, so callers could get real-time file status.

  3. 03

    Built escalation rules: emergency title issues route to the on-call attorney; routine questions self-serve.

  4. 04

    Configured full call recording with consent, transcript delivery to CRM, and A2P 10DLC-compliant SMS follow-up.

The outcome

In the first month, the system handled 2,400 calls, booked 640 openings that would otherwise have been lost, and had a 97% after-hours conversion rate. The answering service was cancelled, saving $3,200/month against a $6,400 + usage cost that paid for itself in nine weeks.

“We booked 47 more openings the first month. The receptionist paid for itself in nine weeks and it has not stopped since.”

Managing Partner, 6-office title company

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