What we do

Four ways we put AI to work.
Nine deployed systems that prove it.

Everything we build lands in one of four capability areas — and every card below is a real production deployment, measured on that operation's own before-and-after data. Company identities withheld.

Revenue Intelligence

Where the money is — and where it's quietly leaking.

Subscription business · Billing

Failed payments, recovered automatically

AI analysis of payment-processor data found the top failure cause in minutes — work that took days by hand — and tuned the retry logic to recover revenue that was silently walking away.

$36K–$72K/yr recovered Analysis: days → minutes

Consumer SaaS · Executive reporting

An investor-grade dashboard in ~12 hours

Live recurring revenue, churn and cohort retention, built straight from live billing data — a job scoped at three to four developer-weeks, delivered in about 12 hours with ~75 passing tests.

3–4 weeks → ~12 hours Board-ready · live

Data & Machine Learning

Signal in data no person could find by hand.

Data services · Engineering ops

Data onboarding, unblocked

Every new data-provider integration took a developer one to two days, and the queue was months deep. An AI integration agent cleared the entire backlog in a single day.

2–3 mo backlog → 1 day ~$7K/mo capacity freed

Commercial data · New capability

A predictive data pipeline in two weeks

A data-analysis capability that would have taken months with a dedicated specialist, delivered in two weeks — and now a reusable asset that compounds across every later project.

Months → 2 weeks No new hires needed

Digital Workers

Agents doing the repetitive work, around the clock.

Freight & logistics · Quote desk

Email quotes answered in minutes — 24/7

The deployment featured in the Spotlight below: an agent reads inbound quote emails, prices each request from the client's own rate tables — never an AI guess — and replies in minutes, around the clock.

Turnaround: ~4 hrs → minutes ~2,300 hrs/yr returned

Consumer software · Support desk

A support backlog, cleared for good

AI analyzed the desk's own throughput data, then automated the busywork — auto-closing self-service requests, routing spam, drafting the most common replies. Same team of four.

Backlog 220–300 → ~0 <24h replies: 15% → 90%

Company-wide · Internal support

An expert every employee can ask

A company-wide agent that investigates bugs for non-technical staff, answers data questions in minutes that used to wait on a developer, and opens correctly prioritized tickets itself.

Answers: days → minutes Backlog: weeks → 1 day

Products Built with AI

New products, shipped in a fraction of the time.

Real estate · Consumer product

A conversational search agent that closed enterprise deals

A natural-language agent inside a national home-search platform helps buyers see what they can truly afford on live listings — and became the foundation for enterprise contracts and a per-market revenue model.

$60K/yr contract landed ~$100K/yr per market

Fintech platform · Product suite

Eight products modernized, one key account kept

An AI design-to-code workflow — design files straight to working components — rebuilt eight customer-facing products, cut development time 90%, saved ~$70K in outside costs, and lifted usage 30%.

$180K account retained Dev time −90%

A sample of production deployments. Company identities withheld; metrics are each system's own measured before-and-after operating data. Every one of these expanded what the team could do — none was designed to cut jobs.

What we build

A Digital Worker is an AI teammate
that pulls its weight from day one.

Not a chatbot you bend your process around — a custom AI agent shaped to your workflow. We start by learning how your team really does the job today, then build an agent that quietly takes the repetitive parts off their plate.

It takes the repetitive work

Quotes, intake, order entry, status updates, follow-ups — the Digital Worker reads every request, handles the routine ones end to end, and never lets one fall through the cracks.

It fits how you already work

Built around your existing workflow and tools — your inbox, your help desk, your ERP. No rip-and-replace, no retraining your customers, nothing new for anyone to log into.

It knows what it doesn't know

When a request is unusual, incomplete or uncertain, the agent doesn't bluff. It asks for what's missing — or hands the case to a person, cleanly, with everything they need already attached.

The same request, with and without a Digital Worker.

Any routine customer request — a quote, an order, a claim, an application.

Today Request arrives→ Waits in the inbox→ Retyped into systems→ Priced & drafted by hand→ Answered hours later

With a Digital Worker Request arrives→ Read & priced in seconds→ Answered in minutes→ Your team handles only the judgment calls

Our engineering philosophy

AI for the human stuff.
Code for the precision stuff.

Language models are remarkable at reading, understanding and writing — and unreliable at exact numbers. So we split every job along that line, and we never let a model guess where a rule should decide.

The AI handles understanding

Reading, judgment of meaning, language

What used to require a person's attention, all day long:

Reads messy emails, PDFs and forms — and turns them into structured facts
Understands intent, context and urgency, however it's worded
Writes human-quality replies, summaries and follow-ups
Notices what's missing and asks for exactly that
Recognizes when something is unusual — and says so

Deterministic code handles precision

Anything that must be exactly right

Trusted, checkable rules — never a model's best guess:

Prices, totals and every dollar figure a customer sees
Calculations run from your rate tables, rules and policies
Eligibility, limits and compliance decisions
Same input, same answer — every single time
Every result traceable, testable and auditable

The result: the speed of AI without the wild cards. The agent handles the understanding; the parts that must be precise are handed to deterministic, checkable code. If it has to be exactly right, it is never left to a guess.

Anatomy of a request

How one request flows through a Digital Worker.

A request arrives

Email, help-desk ticket, form or feed — the channels you already use. Customers change nothing.

The agent reads it

It extracts the who, what, where and how much — no matter how messy the wording or the attachment.

Your rules do the math

A deterministic engine prices and decides from your own data and policies. The AI never invents a number.

The confidence gate

Sure → the answer goes out. Missing info → the agent asks. Unusual → straight to your team.

Auto-reply Ask Hand off

Everything is measured

Every action lands on a live dashboard — volume, turnaround, escalations and hours saved. No black boxes.

Any industry

Proven in demanding industries.
Built for yours.

RatePlug spent 20+ years automating mortgage finance and real estate — a business where a wrong number isn't a typo, it's a liability. That discipline — AI for understanding, code for precision, humans in charge — is exactly what transfers to everyone else's repetitive work.

Logistics & Freight

Email quoting, booking intake, tracking updates, carrier follow-ups — answered in minutes, priced from your own rate tables.

Live in production

Mortgage & Real Estate

Where we started: affordability analysis, listing intelligence, lead qualification and nurture for lenders, agents and MLSs nationwide.

5.3M homebuyers reached yearly

Insurance

Claim intake and triage, policy servicing, renewals, certificate requests — acknowledged instantly, routed to the right adjuster.

Intake · triage · servicing

Professional & Legal Services

Client intake, conflict checks, document review, engagement drafting, matter status updates — without burning associate hours.

Intake · review · drafting

Healthcare Administration

Scheduling, referrals, prior-auth paperwork, claims status — the administrative load that keeps clinical staff off the phones.

Scheduling · referrals · claims

Finance & Back Office

Invoice matching, reconciliation, collections follow-up, vendor onboarding — touchless when everything matches, escalated when it doesn't.

AP · AR · reconciliation

The test isn't your industry — it's the work.

If a process is repetitive, rules-driven, and lives in email, tickets, spreadsheets or forms, a Digital Worker can carry it. Bring us the process your team dreads — we'll tell you honestly whether AI fits it, and what it's worth if it does.

Solution Spotlight · Logistics

A shipping company's quote desk,
rebuilt around a Digital Worker.

A freight & logistics company came to us with a quoting inbox that never slept: 2,000–3,000 email quote requests a month, more than 20,000 quotes a year, every one priced by hand. Before building anything, we measured their own mailbox and quoting history. Here's what the data showed — and what the Digital Worker changed.

Four hours to answer “how much?”
Median time from request to quote, measured across the company's own email threads and quoting system.
A fifth of demand arrived after hours
21% of quote requests landed on evenings and weekends — and waited for the office to open while buyers shopped elsewhere.
The same shipment, priced 52% apart
Median price variation on the same lane and size when different people quoted by hand — consistency no team can hold at that volume.
Skilled quoters buried in retyping
About 13.5 minutes of manual handling per routine quote, thousands of times a month — while complex, high-margin requests waited in the same queue.

Speed wins the business.

Quote-to-win rate by response time — measured on 7,592 of the client's historical quotes

Answered within 1 hour69% won

Answered within 2 hours52% won

Answered slower than that~35% won

The Digital Worker moves every routine quote into the fastest bucket — answered in minutes, around the clock. Simple quotes are also easier to win, so part of the gap is selection — but the pattern in the client's own history is unmistakable.

Inside the deployment · one request, end to end

An email arrives. A quote goes out. Nobody was interrupted.

The agent reads each inbound request, prices it from the client's own rate tables — never an AI guess — and replies in minutes. The moment judgment is needed, a person gets the case with everything already extracted.

helpdesk.yourcompany.com/tickets/48211

New ticket #48211 Assigned: AI Agent

From: dana.w@millbrooksupply.com

To: quotes@yourcompany.com

Quote needed — 3 pallets to Portland

Hi — can I get a rate on 3 pallets, 48×40×52, about 410 lbs each, from Dallas 75212 to Portland 97218? Liftgate at delivery. Today if possible — trying to lock this order in.

Received 6:42 PM — after business hours

AI · Digital Worker WORKING · 6:42 PM

Extracted by AI — from the email as written

Origin Dallas, TX 75212 Destination Portland, OR 97218 Pieces 3 pallets · 48×40×52 Weight 1,230 lbs total Accessorial Liftgate · delivery

Priced by the client's own rate rules — not by AI Deterministic

$1,842.00

Zones · dimensions · minimums · liftgate — the same tables the team uses, applied identically every time.

Reply drafted by AI · confidence: high → auto-send

“Hi Dana — happy to help. For 3 pallets (48×40×52, 1,230 lbs total) from Dallas 75212 to Portland 97218 with liftgate at delivery, your all-in rate is $1,842.00… Quote attached as PDF.”

Quote sent 6:44 PM — 94 seconds after arrival, hours before the office opens

Missing info? The agent asks.

“No dimensions given” doesn't stall the quote — the agent replies asking for exactly what's missing and keeps the thread alive until it can price properly.

Clarifying reply sent

Unusual? A person decides.

Unknown lanes, special handling, anything uncertain — the ticket is reassigned to the team with every detail already extracted. Nothing fails silently.

Human handoff · full context

Illustrative screens with sample data — the workflow shown is the deployed design.

The outcomes

What changed — measured, not promised.

Every figure below comes from the engagement's initial analysis of the client's own mailbox, payroll and quoting history — the measurement that happened before the build was approved.

Quote turnaround

Before ~4 hours median

After minutes — 24/7

Routine quotes answered in minutes, around the clock — including the 21% of demand that used to wait overnight and through weekends.

Team capacity returned

~2,300 hours/yr

Roughly the annual workload of an additional full-time hire — about $130K/yr of measured labor value — added back to the team without recruiting, hiring or training anyone.

Price consistency

Before 52% variation

After 0% on agent-priced quotes

Every automated quote is priced from the same deterministic rules — the same shipment gets the same price, every time, on every shift.

Where the humans went

~3× higher-value work

The team's senior quoters now spend their time on complex, custom shipments — work carrying roughly three times the value of a routine quote — instead of retyping the routine ones.

Not one job was cut — that was the point.

The goal of this system was never to eliminate employees. It was to make them more productive: the Digital Worker absorbs the routine volume, and the people absorb the growth — new accounts, complex quotes and new revenue — without the cost of hiring extra staff to keep up with the inbox.

Read the full case study The complete initial analysis — demand, variance, engine accuracy and the economics — with charts, anonymized.

Metrics measured in the engagement's initial data analysis of the client's historical email threads, quoting records and payroll figures. Client identity withheld. Results vary by process, volume and data.

Under the hood

Inside that Digital Worker.

The architecture behind the spotlight — and the same shape we deploy for intake, servicing and back-office work in any industry. Your systems on one side, the agent on the other, and a human hand on the wheel the whole time.

Your Business — inbox · help desk · ERP

RatePlug AI — Digital Worker

1 Work arrives like it always has

Customers email the same address they always have. New tickets are assigned to the agent automatically — nothing changes on their side.

Email Help-desk tickets Forms & feeds Zero customer change

Inbound — real time NEW TICKET #48211 → assigned to agent // webhook on arrival, no polling, no delay

2 Read, compute, decide

AI extracts the request — parties, places, quantities, flags

Anything missing → it asks the customer and keeps the thread alive

Deterministic engine computes the answer from your rules & tables

Confidence gate → auto-send, clarify, or hand to a person

Outbound — minutes later REPLY + quote PDF → customer // or → reassigned to your team, full context attached

3 People stay in command

Anyone on your team can take a thread at any time by assigning the ticket to themselves — the agent instantly steps aside and stays out of it. Anything the system doesn't recognize routes to a person by default. Nothing fails silently.

Take over any time Agent yields instantly Unknowns → humans

4 Value lands where you can see it

Completed work flows into your systems of record, and every action lands on a live Value Dashboard — volume, turnaround, escalation reasons and measured hours saved. The same numbers that show the agent's value are the numbers we're accountable to.

ERP / CRM push Documents & PDFs Value Dashboard

Your tools, not ours

Help desk, shared inbox, ERP, CRM — the agent plugs into what you already run. Integration, not replacement.

Model-agnostic by design

Each task runs on whichever AI model does it best, and upgrades as models improve. Your data is never used to train public models.

Measured, not promised

A live dashboard counts what the agent actually did — volume, turnaround, hours saved. You see exactly what it's worth, every month.

Trust, earned the right way

Autonomy is earned, never assumed.

We don't ask you to trust an AI on day one. A Digital Worker goes through what any new hire would — prove yourself on real work first, earn more responsibility as you do — except its probation is measured against your own history, case by case.

Proven on your history first

Before it ever touches a live customer, we replay months of your real past work through the agent and compare its answers to what your team actually did. You see exactly how it would have performed — on real cases, not a demo.

Supervised before autonomous

It starts with your people reviewing everything it does, and takes on more only as accuracy is proven in production. You control the pace — and can keep human review on any part of the work for as long as you want.

Always a way to step in

Your team can take over any conversation at any time, and the agent gets out of the way the moment they do. Every action it takes is logged, visible and explainable — you can always see what it did and why. No black boxes.

The training-wheels rollout.

How a Digital Worker earns autonomy — at whatever pace you set.

How trust grows Backtested on your history→ Go-live: every action human-reviewed→ Spot-checks as accuracy holds→ Autonomy — when you say so

Working with us

Measured before it's built.
Proven before it's trusted.

No leap of faith required. Every engagement starts by measuring the opportunity in your own data — so you know what a Digital Worker is worth before you commit to building one.

Working session

Bring the process your team dreads. In 30 minutes we'll tell you honestly whether AI fits it — and where the hours are going today.

Initial Analysis

We analyze your real data — mailboxes, tickets, systems — and put hard numbers on volume, time and cost before any build begins.

Numbers before commitments

Build around you

The AI agent plus your deterministic rules, wired into your existing tools. Your customers notice nothing new — except the speed.

Prove it on your history

We replay your past cases through the agent and compare against your team's real answers — tuning until it clears the accuracy bar you set.

Supervised go-live

Humans review everything at first; autonomy grows as the dashboard proves accuracy. You set the pace, and you can always step in.

Our pricing follows the same philosophy: measured, not promised.

Engagements can be structured so our ongoing fee is tied to the labor savings the dashboard actually measures — grounded in your own payroll and volume figures, with the dashboard as the single source of record. When the Digital Worker doesn't deliver, we don't get paid. We bet on our work so you don't have to.

Four ways we put AI to work.Nine deployed systems that prove it.

A Digital Worker is an AI teammatethat pulls its weight from day one.