Agix Technologies

BACKGROUND

Please describe your company and position.

I am the CEO of Acuru (formerly Examfly)

Describe what your company does in a single sentence.

Acuru (formerly Examfly) is an AI-powered professional learning platform built for firms operating in complex, regulated environments. We help organisations in accounting, law and financial services develop strong technical foundations and professional judgment through modern, applied learning. Trusted by leading professional services firms, Acuru is designed to support the development of future-ready professionals in an AI-driven workplace.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• We needed to scale our content pipeline for high-stakes professional exam preparation without sacrificing accuracy.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

Pricing fit our budget

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

AGIX Technologies delivered a complete RAG-powered Generative AI Text Engine across four phases. Phase 1 established secure document parsing pipelines for complex PDFs and text sources, implemented advanced chunking, and embedded content into a secure vector database. Phase 2 built the core retrieval system on open-source LLMs (Llama 3 / Mistral) with deterministic prompt templates optimized for professional-grade multiple-choice and open-ended case studies. Phase 3 added structural validation layers (including NeMo Guardrails) and an automated evaluation framework tested against real past exam papers to enforce zero factual deviation. Phase 4 delivered secure low-latency REST APIs for integration with our existing EdTech frontend, full technical documentation, model weights, and a 30-day post-launch optimization window. The team handled end-to-end engineering, prompt specialization for financial and legal reasoning, guardrail implementation, API development, and QA.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The engine met the core objective of generating hyper-accurate exam questions, interactive case studies, and feedback grounded exclusively in official regulatory sources. Accuracy exceeded the 98% baseline established during guardrail tuning, with hallucinations effectively eliminated through the validation layers.

Content production capacity scaled significantly, allowing us to expand our question and case-study library far faster than manual methods while maintaining compliance-grade reliability. The REST APIs integrated cleanly with our frontend, and the system was production-ready at handoff.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Scheduling adhered closely to the 12-week plan with clear milestones and deliverables at each phase. Communication was consistent and responsive; the team used structured updates and collaborative tools to keep progress transparent. Issues were raised early and resolved promptly, and the 30-day post-launch window provided smooth optimization support.

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Deep technical execution on RAG pipelines, anti-hallucination guardrails, and domain-specific prompt engineering for accounting and legal content stood out. The team translated complex regulatory requirements into a reliable, production-ready system and delivered thorough documentation and clean API handoff.

Are there any areas for improvement or something Agix Technologies could have done differently?

Minor refinements in early-phase documentation cadence and slightly tighter alignment on intermediate prototype feedback loops would have made an already strong process even smoother.

BACKGROUND

Please describe your company and position.

I am the CCO of a private bank.

Describe what your company does in a single sentence.

A place filled with opportunities and challenges to conquer. A constantly evolving marketplace of commerce, finance, individuals, and innovation. A connected world where businesses, capital, and entrepreneurs can traverse borders with greater ease than ever before.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• Enable generation of personalized advisory drafts within 90 minutes of market-close data availability.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

Pricing fit our budget

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Secure data-ingestion pipelines that connected to cleared portfolio feeds, multi-currency cash records, and global custodian reports, with automated PII masking applied before any model processing. 
• A market-synthesis engine integrating licensed financial data APIs for real-time tracking of equities, bonds, ETFs, and selected alternatives, plus configurable macro-alert rules. 
• An LLM-driven advisory-brief generator that produced client-ready drafts matching our internal executive tone and risk-profile parameters. 
• Strict local/private-cloud deployment with layered data-masking and access controls. 
• An internal React-based dashboard allowing relationship managers to review, edit, annotate, and approve generated briefs. 

Out-of-scope items (direct client chat interfaces, automated trading authority, and core ledger modifications) were explicitly excluded and never entered the build. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Manual reporting cycle time reduced from an average of 19.4 hours per brief set to 8.7 hours, a 55% reduction, exceeding the 50% target. 

Average time from market-close data availability to first draft dropped from 5.2 days to 68 minutes. - 94% of generated briefs required only minor stylistic edits before client delivery; zero compliance exceptions related to residual PII were recorded in internal or external audits.

Relationship-manager adoption reached 100% of the pilot cohort within three weeks; senior traders reported a measurable increase in capacity to cover additional client relationships without headcount growth. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was executed in Jira (epics mapped directly to the three-month phased plan) with daily Slack stand-ups in a private shared channel and bi-weekly formal reviews that included recorded Loom demos of working increments.

Communication was concise, issue-logged with severity and owner, and free of unnecessary meetings. 

The most impressive element was AGIX’s insistence on embedding the data-masking pipeline and compliance guardrails from week one rather than treating them as a late-stage add-on; this approach eliminated rework and allowed the security audit in weeks 11–12 to close with only two low-severity findings, both resolved before hand-off. 

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They delivered a production-grade, compliance-first finance AI Agent that cut our manual reporting by more than half while keeping every high-net-worth data asset fully protected.

Are there any areas for improvement or something Agix Technologies could have done differently?

No

BACKGROUND

Please describe your company and position.

 I am the Partner of a financial services company 

Describe what your company does in a single sentence.

Our company network extends across 166 countries and territories, with 115,661 people working out of 1,776 offices. We provide audit, tax, and financial advisory services to businesses across the world. We are an ACCA Approved Employer.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• To reduce manual data-preparation time for trial-balance mapping and document ingestion by 35–50% on the pilot client set.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

Pricing fit our budget

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

AGIX Technology delivered a tightly scoped Proof-of-Concept Finance AI Agent focused on three core workflows:

1. automated ingestion and OCR extraction of transactional data from PDF bank statements and Excel general ledgers
2. intelligent mapping of client charts of accounts to standardized audit/tax templates
3. anomaly detection for duplicates, missing documentation, and unusual entries.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Their delivery team consisted of one dedicated project lead/AI solutions architect, two AI integration engineers specializing in document intelligence and RAG pipelines, and one part-time security/compliance specialist.

The engagement ran for three calendar months: Month 1 (discovery, security setup, and data scoping), Month 2 (agent configuration, prompt training, and system integration), and Month 3 (UAT, refinement, and live handover). Total project cost settled at approximately $29,500–$31,000, allocated across development/consulting ($18k), API credits and middleware licensing ($5k), secure infrastructure ($3k), and training/documentation ($4k).

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was executed through a combination of Jira (for sprint tracking and issue logging) and a private Microsoft Teams channel for daily asynchronous updates, with weekly 45-minute video check-ins. Status reporting was concise, metric-driven, and always included residual risk items and accuracy trend lines. Change requests were processed within 48 hours with clear effort estimates.

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What proved most valuable was Agix Technologies' disciplined approach to data isolation and prompt versioning: every prompt iteration was logged, regression-tested against a fixed sample set of client documents, and only promoted after meeting the pre-agreed accuracy thresholds. This engineering rigor gave our risk and compliance stakeholders confidence that the pilot could scale without compromising client confidentiality.

Are there any areas for improvement or something Agix Technologies could have done differently?

From our perspective as the client, there were no material areas for improvement or things AGIX Technology should have handled differently.
The three-month PoC was tightly scoped, security requirements were met without friction, accuracy targets were achieved on schedule, and the handover left our Super-Users fully capable of running the human-in-the-loop process independently. Any minor refinements that surfaced during UAT were addressed within the existing timeline and budget, so we have no residual recommendations.

BACKGROUND

Please describe your company and position.

I am the Commercial Director of a dental unit manufacturing company.

Describe what your company does in a single sentence.

In 1988, when we presented the Pyrinee model, our first dental unit and at the time the only model produced, we could not have predicted, or even imagined, the impressive growth and recognition that the brand would have at the international level 30 years later.

In fact, it has not been easy to get here, but with a lot of determination, peace of mind and humility we have managed to forge a space and earn recognition in an extremely demanding and competitive market, while at the same time establishing the foundations of a consolidated and highly valued brand in 32 countries from Europe, the Middle East, Oceania and the Maghreb. 

The passion for creation, innovation and design have been the basic ingredients of our activity, with the aim of offering professionals in the sector high quality treatment units, durability and performance. This is our history, this is our philosophy, this is our commitment.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• audit the readiness of our existing software architecture, factory data pipelines, and hardware constraints
• rank the top three highest-ROI AI use cases
• produce a risk-assessed technical specification and vendor-selection guide that our engineering and product teams could hand directly to implementation partners.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work was organised into four modules: Infrastructure Audit:

• detailed review of the Touch Expert Pro tablet software architecture, factory IoT data-logging capabilities, existing database schemas, and hardware constraints of the dental-chair platforms.
• Use-Case Matrix: systematic mapping of candidate AI ideas (predictive maintenance, voice controls, usage analytics, anomaly detection, etc.) against technical complexity, MDR/GDPR risk, estimated implementation cost, and expected ROI.
• Vendor & Tool Selection: research and short-listing of pre-built AI models, edge-computing platforms, and cloud providers suitable for medical-device environments so that future build decisions would not start from a blank sheet.
• Strategic Blueprint: final deliverable containing the prioritised roadmap, architectural data-flow diagrams, ROI calculations, implementation schedule, and ready-to-issue technical RFP language for the subsequent deployment phase.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The engagement delivered a complete, risk-assessed AI Roadmap that identified and ranked the top three highest-ROI use cases, each accompanied by technical readiness scores, estimated implementation ranges, and quantified business-case projections. The infrastructure audit produced a clear gap analysis of our current Touch Expert Pro and factory data systems, highlighting exactly which data streams were already usable and which required only modest instrumentation upgrades.

The final package included architectural diagrams showing data flow from chair sensors through edge processing to cloud analytics, a short-list of vetted edge and cloud vendors, and RFP-ready technical specifications that our internal teams can now issue without further consulting support.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was structured and low-friction. Work was organised in three sequential phases with clear deliverable gates. Communication ran primarily through weekly structured video calls and a shared Slack workspace for asynchronous questions; status, interview notes and draft documents lived in a single Notion workspace that both sides could access. All regulatory findings were documented with explicit risk ratings and mitigation recommendations. No scope creep occurred, and every milestone landed on the agreed calendar.

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out was AGIX’s combination of deep technical fluency with medical-device regulatory awareness. They did not push generic AI use cases; every recommendation was stress-tested against MDR data-safety requirements and the practical constraints of our existing aluminium-chair platforms and Touch Expert Pro architecture. The resulting roadmap feels actionable rather than theoretical.

Are there any areas for improvement or something Agix Technologies could have done differently?

Ther area for improvent is the final vendor short-list and RFP language were solid, yet we would have valued one additional deliverable: a brief side-by-side cost and compliance comparison matrix for the top two edge/cloud options, including rough order-of-magnitude implementation ranges and any known MDR-relevant certifications. That would have made the hand-off to our internal procurement and engineering teams slightly smoother.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of a dog food company 

Describe what your company does in a single sentence.

Life-changing dog food

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• Automate at least 55 % of subscription-management and nutritional queries without human intervention
• educe average handling time for these queries from ~8 minutes to under 90 seconds.
• Maintain escalation accuracy above 98 % for any toxic, emotional, or complex billing cases
• Achieve zero accidental subscription terminations or unauthorized charges during the first 90 days post-launch
• Keep customer satisfaction (CSAT) on automated interactions at or above 4.6 / 5

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

Pricing fit our budget

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

AGIX Technologies delivered a production-grade Shopping AI Agent tightly integrated into our existing DTC stack. Scope covered the four tracks defined in the SOW:

• Native integrations and data pipelines connecting the agent to our customer database, subscription billing engine, and helpdesk (Gorgias).
• Full RAG ingestion of veterinary nutrition guidelines, ingredient matrices, shipping calendars, and subscription FAQs.
• Secure tool-calling workflows that allow the agent to execute real-time write actions: update delivery address, change next delivery date, skip an upcoming order, or switch recipe preference.
• Strict guardrail and escalation logic that immediately hands off any toxic language, deeply emotional situations, or complex billing disputes to a human agent.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Ninety days after full rollout the agent was handling 61 % of all subscription-management and nutritional tickets autonomously. Average resolution time for these queries dropped from 8.2 minutes to 74 seconds. Escalation accuracy for sensitive cases reached 99.1 %. We recorded zero accidental subscription terminations or unauthorized write actions. CSAT on pure AI interactions settled at 4.68 / 5, and the reduction in repetitive tickets freed our human team to focus on higher-value retention conversations, contributing to a measurable 7 % decrease in voluntary churn among the cohort that interacted with the agent.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was run through Jira for sprint tracking, a dedicated Slack channel for real-time technical questions, and weekly 45-minute Zoom demos with recorded action items. Communication was precise and engineering-led: every edge-case mapping (failed payments, partial skips, weight-profile conflicts) was documented in shared Notion pages before code was written.

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out was the rigor of the guardrail layer and the simulation harness AGIX built. They created synthetic edge-case suites that deliberately tried to force the agent into unsafe write actions; the agent correctly refused or escalated every single one before we ever went live.

Are there any areas for improvement or something Agix Technologies could have done differently?

A slightly longer internal shadowing period (3–4 weeks instead of 2) would have given us even more confidence before full traffic rollout.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of an edtech company. 

Describe what your company does in a single sentence.

Math teachers spend ten to fifteen hours a week grading by hand, and most of it produces a single number at the top of the page and no information about why the student got there.

 We change that. Teachers scan in a stack of handwritten assignments. Within minutes, each one is scored, the exact step where a student's reasoning broke down is flagged, and the work becomes standards-aligned data a teacher can use the next morning. No bubble sheets. No new device in every kid's hands. The paper stays paper. For principals, that's real-time visibility into how students reason through math across every classroom with no test added to the calendar.

For districts, the same signal rolls up system-wide. Because it's continuous instead of three benchmark windows a year, students who need support surface as the work comes in, which strengthens the MTSS work you already do without being one more thing to administer. We're YC-backed and an official White House AI Education Partner.

Our cofounders started one of the largest math circles in the Chicago area in high school and spent years studying how students work through problems on paper. We work with schools and districts across the U.S. that want formative math data without more screen time, more testing, or more on their teachers. Website

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• Deliver an interface that would let teachers adjust feedback tone (encouraging vs. direct) and length (short hint vs. full step-by-step) without requiring engineering support, with the goal of increasing teacher retention on the platform by at least 15 percentage points within one academic quarter after launch.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

Pricing fit our budget

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The agency delivered a focused generative-AI engagement covering four workstreams.

First, they performed LLM fine-tuning and prompt engineering on a foundational model, aligning outputs to our pedagogical rubrics so that the generated text was structured, encouraging, and specific to the error type.

Second, they refined the vision-text pipeline that connects our computer-vision OCR output to the generative model, reducing transcription-induced errors that previously cascaded into incorrect feedback.

Third, they implemented a deterministic math-logic validation layer using SymPy that intercepts the model’s draft feedback, symbolically verifies the mathematical claims, and blocks or rewrites any statement that fails verification.

Fourth, they built a lightweight API and teacher-facing dashboard controls that expose tone and length parameters, allowing instructors to request either a concise hint or a complete worked solution on a per-assignment basis.

The agency team consisted of one project manager, two intermediate-to-advanced AI/ML engineers (one specializing in LLM fine-tuning and prompt optimization, one focused on the SymPy validation layer and pipeline integration), and a part-time front-end engineer who handled the dashboard controls and API surface. Engagement ran for three months according to the phased plan: Month 1 discovery and pipeline audit, Month 2 model tuning and validation-layer engineering, Month 3 integration, UI testing, and latency optimization. Total cost landed at approximately $30,000, matching the mid-range allocation we had budgeted ($7,500 / $12,500 / $10,000 across the three months).

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Post-launch evaluation on a held-out set of 1,200 multi-step calculus and algebra problems (teacher-validated) showed the following outcomes:

• Exact intermediate-error detection accuracy rose from 61 % to 87 %. Rate of mathematically inaccurate statements in the generated feedback fell from 11 % to 2.1 %.
• Median end-to-end latency for feedback generation (OCR → generation → SymPy validation) dropped from 4.8 s to 2.3 s.
• In a four-week beta with 47 teachers, the percentage of feedback instances marked “useful and trustworthy” increased from 54 % to 81 %, and weekly active teacher retention on the platform improved by 18 percentage points compared with the prior quarter.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was handled through a shared Jira board with epics corresponding to the four SOW workstreams, daily async updates in a dedicated Slack channel, and bi-weekly live review calls that included live demos of the validation layer and prompt iterations.

The team maintained a transparent risk log and provided clear effort estimates whenever scope questions arose (for example, when we requested an additional tone preset).

 Communication was precise, technical, and free of over-promising; blockers were surfaced early with concrete options rather than vague timelines.

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out was the rigor of the SymPy validation layer and the disciplined way the engineers instrumented every stage of the pipeline so we could measure transcription error, generation quality, and validation pass-rate independently. That instrumentation allowed us to isolate and correct a residual OCR edge-case involving multi-line integral signs within a single sprint.

Are there any areas for improvement or something Agix Technologies could have done differently?

The SymPy validation layer could have included a small set of common edge-case templates (nested radicals, piecewise functions) from day one rather than being extended mid-project.

BACKGROUND

Please describe your company and position.

I am the Co-CEO of a medical device company. 

Describe what your company does in a single sentence.

An integrated design, development and manufacturing company specialized in Percutaneous Interventional Medical Devices for the global market. We design and manufacture angioplasty balloon catheters for interventional Cardiology, Radiology, Gastroenterology and Urology Fully committed to setting the highest standards we adjust to changes with speed and decisiveness.

While Quality is our driver, our R&D team is dedicated to innovation and fast delivery. Vertically integrated, our current portfolio covers wide range of PTCA & PTA balloon catheters, Stent delivery system as well as crimping services, EtO Sterilisation services and Microbiological analysis services. As a medical device manufacturer our responsibility starts with a clear and accurate understanding of our customer needs. Once we have obtained customer acceptance our goal is to deliver safe, state of the art medical devices which comply with international medical community requirements.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• Produce a legally defensible AI roadmap that prioritised the three highest-ROI automation opportunities inside regulated manufacturing and quality processes.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

• Pricing fit our budget
• Great culture fit

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

egulatory & Compliance Audit – full mapping of candidate AI use-cases against ISO 13485:2016 clauses 4–8, MDR Annex I and Annex IX, FDA guidance on AI/ML-based software, and data-integrity principles (ALCOA+). 

Process Evaluation – structured interviews with 14 process owners and supervisors across manufacturing, QC, and supply chain; value-stream mapping of three core product families; and data-readiness scoring of our existing MES, ERP, and QMS data lakes.

Vendor & Tool Assessment – evaluation of 11 commercially available platforms against security, validation, and audit-trail criteria, resulting in a ranked shortlist of three pre-built solutions.

Risk & Security Blueprint – formal data-privacy and model-governance guidelines covering access control, model change control, audit logging, and human-in-the-loop requirements for any future AI deployment.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Ninety days after final delivery the roadmap has already influenced capital-planning decisions. The three prioritised use-cases (automated visual inspection of stent struts, predictive maintenance on laser-cutting cells, and intelligent lot-genealogy reconciliation) carry a combined projected annual saving of €1.1–1.4 million at full deployment, with payback periods of 11–16 months. Residual regulatory risk scores for all three use-cases were rated “low-to-moderate” under our internal risk matrix—well within board tolerance.

The vendor shortlist eliminated two previously favoured but non-compliant platforms and identified one ISO 13485-certified computer-vision solution that can be validated under our existing software-validation SOP, avoiding a full SaMD pathway.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was disciplined and transparent. Work was organised in Jira with bi-weekly sprints; a dedicated Slack channel handled day-to-day questions; and every major finding was documented in a shared Confluence workspace with version-controlled risk registers.

The team maintained a standing 30-minute weekly call and responded to ad-hoc queries within four business hours. Scope remained stable; the only change request (an additional deep-dive into one supply-chain data source) was estimated and approved inside 48 hours with no impact on the final delivery date.

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was the agency’s ability to translate abstract regulatory language into concrete, shop-floor-level decision criteria that our production managers could immediately understand and own. The risk-and-security blueprint in particular has already been adopted as the internal reference document for any future AI initiative.

Are there any areas for improvement or something Agix Technologies could have done differently?

The engagement was strong and delivered exactly what we needed.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of an e-commerce platform.

Describe what your company does in a single sentence.

Gambia's No. 1 shopping website. We are an online shopping platform where you order from our various products and we deliver to your location in the Gambia within our delivery range in 2 hours time or less. There's no online payment, all payments are cash on delivery or money transfer upon delivery.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• The primary goals were to automate 70% of inbound inquiries, order processing, and vendor routing.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

• Pricing fit our budget
• Company values aligned

How many teammates from Agix Technologies were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Strategy and decision-tree mapping for both chat and voice flows.
•  Knowledge-base construction using eBaaba’s live inventory logs, regional delivery pricing across The Gambia, operating hours, marketplace FAQs, and seller onboarding steps.
•  One WhatsApp conversational business agent focused on cart recovery, product recommendations, and order capture.
• One Voice AI phone agent integrated with our local Gambian number capable of answering product inquiries and converting voice requests into text-based orders.
•  Direct API integrations linking the AI platform to our WooCommerce/Shopify backend, tracking-number systems, and Google Play Android app database for real-time stock verification and delivery estimates
•  Human-in-the-loop handover rules that automatically escalate complex complaints or edge cases to eBaaba managers
•  Closed beta testing with sample orders, voice accent tuning for local Gambian speech patterns, and live monitoring setup

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The system went live after the planned four-month timeline and immediately began handling a substantial share of inbound volume. Within the first two months of public operation we reached approximately 68% automation of standard inquiries and order processing. Abandoned-cart recovery via the WhatsApp agent produced a measurable lift in completed pay-on-delivery checkouts.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was handled through a combination of Slack for daily communication, shared Notion boards for workflow documentation and knowledge-base updates, and weekly video check-ins.

The team remained consistently responsive; most technical questions received replies within a few hours during business days, and critical integration issues were escalated the same day. Status updates were clear and tied directly to the monthly milestones (knowledge-base build, API linking, voice tuning, and live launch).

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive element was the quality of the localization work. The Voice AI agent handled regional accents and common Gambian product phrasing far more accurately than we expected after the closed-beta phase, and the vendor-alert routing logic worked reliably from day one without requiring constant manual overrides.

Are there any areas for improvement or something Agix Technologies could have done differently?

One area that could have been tighter was the initial knowledge-base mapping in Month 1. Cleaning and structuring the full inventory logs, delivery-fee matrices, and seller policies took slightly longer than originally scheduled because of the volume and format of our existing data.

BACKGROUND

Please describe your company and position.

I am the Business Development Executive of a medical services company

Describe what your company does in a single sentence.

We are delighted to open our doors to serve you with compassionate care, advanced medical expertise, and a commitment to your well-being. We strive to provide a warm and supportive environment where your health needs are our top priority. Whether you are visiting us for routine check-ups, specialized treatments, or seeking answers to your health concerns, our dedicated team of healthcare professionals is here to support you every step of the way. We believe in personalized care that addresses your unique needs and promotes a healthier, happier life.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• We needed a structured, healthcare-compliant plan to introduce ambient clinical documentation (AI scribes) without disrupting clinical operations or exposing the organization to regulatory risk.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

Pricing fit our budget

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The engagement was purely strategic, no custom software development. Over three months the team completed four workstreams. In the first month they ran structured interviews and time-motion studies with clinicians across our main specialties, mapped the exact points where documentation slowed patient flow, and quantified the current administrative burden.

Month two focused on vendor evaluation and risk design. They screened and scored the leading ambient AI platforms (including Nuance DAX, Abridge, and Nabla) against our technical environment, data-security requirements, and budget parameters. Parallel to that they produced a detailed privacy and consent framework covering data handling, encryption standards, and patient-notification protocols.

In the final month they built a total-cost-of-ownership model that compared projected licensing, integration, and change-management costs against the expected revenue lift from higher patient throughput. The closing deliverables were a full AI Strategy Report, a prioritized implementation roadmap, a change-management playbook, and a stakeholder presentation that walked leadership through the recommended path and financial projections.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

he final roadmap gave us a concrete, board-ready plan. The time-motion baseline confirmed that physicians were averaging 110–130 minutes of after-hours charting per clinic day; the projected ambient-scribe scenario showed a realistic path to a 40 percent reduction. The financial model indicated that once fully adopted we could support 15–18 percent more visits per shift without adding clinical headcount, with payback on the Tier-2 investment expected inside 14–16 months under conservative volume assumptions.

Leadership accepted the recommended short-list of two vendors and the compliance framework with only minor revisions. Clinicians who participated in the interviews reported that the process itself improved their understanding of the documentation burden and increased buy-in for the eventual rollout. We now have a clear sequence of pilot, evaluation, and scaled deployment steps rather than an open-ended technology question.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project ran on a fixed three-month timeline with weekly status calls and bi-weekly working sessions. We used Microsoft Teams for day-to-day communication and shared documents, and a simple shared tracker (Excel-based initially, later moved into a lightweight project board) for milestone tracking and action items.

Deliverables arrived on the agreed dates; the only schedule adjustment was a one-week extension in Month 2 so the security review could incorporate feedback from our internal compliance officer.

Responsiveness was consistently strong—questions raised in a morning call usually received a written response the same day. Stakeholder alignment meetings were well-prepared and stayed focused on decisions rather than open discussion.

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their consistency in responsiveness was sincerely strong

Are there any areas for improvement or something Agix Technologies could have done differently?

The initial discovery phase took a few extra days to fully map our multi-site EHR configuration, i belive they can do better 

BACKGROUND

Please describe your company and position.

I am an Investment Adviser & Financial Planner at SCI Wealth

Describe what your company does in a single sentence.

We help people become financially more successful.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Agix Technologies to accomplish?

• To automate the manual data-gathering phase of SCI Wealth’s Six-Step Financial Planning Process.

SOLUTION

How did you find Agix Technologies?

Online Search

Why did you select Agix Technologies over others?

Pricing fit our budget

How many teammates from Agix Technologies were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Conversational Client Intake Module (Front-End & Orchestration)Dynamic Client Chatbot: Replaces the static PDF/web Investment and Will Questionnaires. It dynamically asks follow-up questions based on real-time client inputs regarding beneficiaries, legacy intentions, and cash flows.Smart Parameter Routing: Built using OpenAI function calling to validate that all critical numbers (net worth figures, asset locations, and debt liabilities) are completely filled out before submission.

2. AI Advisor Dashboard & Analytics (Internal Back-End)Automated Brief Synthesis: An internal interface where advisors receive an auto-generated, comprehensive Pre-Discovery Financial Brief summarizing the client’s risk tolerance, goals, and assets.Document Parsing Engine (RAG): A private pipeline allowing advisors to upload existing client legal wills, trust deeds, or corporate key-person insurance contracts to instantly query clauses.

3. Security, Infrastructure & Compliance LayerSecure Data Isolation: Setting up an isolated cloud environment (e.g., AWS or Azure OpenAI Service) ensuring no submitted client financial metrics are ever used to train public LLM models.CRM/Database Integration: Structuring the final outputs in strict JSON formatting to push clean client profiles directly into SCI Wealth’s internal database or CRM platform.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The system reduced the time spent on manual data gathering and initial profile preparation. Advisors now receive complete, structured client briefs earlier in the process, and the validation logic has lowered the rate of incomplete submissions. The document querying feature has shortened the time needed to locate specific clauses in client legal documents.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

AGIX Technologies managed the engagement with a structured approach. They broke the work into clear milestones aligned with the three operational layers and held regular progress check-ins. Communication was primarily through scheduled calls and shared project tracking documents. 
They completed the core deliverables within the agreed four-month timeline and The team responded promptly to clarification requests and adjustment needs, particularly around data validation rules and JSON output formatting for our CRM. When minor scope refinements arose during the document-parsing phase, they incorporated the changes without significant delay to the overall schedule.

What was your primary form of communication with Agix Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out was the clear separation of the conversational frontend from the secure backend processing and the consistent focus on compliance isolation.

Are there any areas for improvement or something Agix Technologies could have done differently?

One area that took longer than initially expected was the final CRM integration testing; once completed, the data handoff worked reliably.