SF AI Labs

BACKGROUND

Please describe your company and position.

I am the Enterprise Account Executive of ada CX

Describe what your company does in a single sentence.

Ada is the trusted leader in agentic customer experience. Activated by the ACX Operating Mode, a combination of technology, methodology, and expertise, enterprises can easily create and manage high-performing AI agents that deliver personalized interactions across channels.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

We hired SF AI Labs to build AI agents that could support our sales operations. Our goal was to reduce the time our sales team spent researching prospects, preparing meeting notes, and qualifying inbound opportunities while maintaining a consistent process across the organization.

SOLUTION

How did you find SF AI Labs?

• Online Search
• Clutch Site

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

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

The team designed several AI agents that automated prospect research, organized customer information from different systems, summarized previous conversations, and generated personalized meeting briefs before every sales call. They also developed internal dashboards that allowed managers to monitor AI generated recommendations while keeping human approval as part of the workflow.

RESULTS & FEEDBACK

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

Our sales representatives now spend far less time preparing for customer meetings because the AI agents assemble relevant information automatically. Managers also have greater visibility into sales activities without asking employees to complete additional administrative work.

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

Every phase of the engagement was carefully planned. Instead of rushing into development, they validated each workflow with our sales leaders before moving forward. We appreciated that they regularly demonstrated new capabilities so we could provide feedback before the next stage of development.

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

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

Rather than replacing existing business processes, they improved them. Their AI agents supported our employees without disrupting the way our teams already worked.

Are there any areas for improvement or something SF AI Labs could have done differently?

The engagement was excellent. Additional examples showing how other organizations successfully expand AI agents across multiple departments would be valuable as companies continue scaling AI adoption.

BACKGROUND

Please describe your company and position.

I am the Lab & Operations Manager of BenchSci

Describe what your company does in a single sentence.

BenchSci’s vision is to exponentially increase the speed and quality of life-saving research by empowering scientists with the world’s most advanced biomedical artificial intelligence.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• Our organization develops software that supports biomedical researchers and scientific teams working with large volumes of research data. As our platform evolved, we wanted to introduce advanced Generative AI capabilities that could help researchers discover relevant information faster, summarize scientific literature, and provide intelligent assistance when navigating complex research materials. We partnered with SF AI Labs because we needed both AI consulting and an experienced development team capable of turning these ideas into a practical solution.

SOLUTION

How did you find SF AI Labs?

• Online Search
• Clutch Site

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

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

SF AI Labs began by studying our existing platform, data architecture, and research workflows in depth. Their team of former AI researchers approached the discovery phase methodically, taking time to understand the scientific context before proposing technical solutions. This research-driven approach gave us confidence that the AI capabilities would be tailored to our needs rather than built from a one-size-fits-all framework.

RESULTS & FEEDBACK

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

Researchers now locate relevant information much more efficiently because they can interact with the platform using natural language instead of manually searching through extensive scientific resources. Preparing research summaries and internal documentation has become significantly easier, allowing our specialists to spend more time on scientific analysis rather than repetitive information gathering. The AI assistant has also improved collaboration between product, engineering, and research teams by making complex knowledge easier to access and share across the organization.

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

The project was managed with a high level of professionalism. Every milestone was clearly communicated, and progress reviews gave us complete visibility into the development process. Their consultants encouraged regular feedback and quickly addressed questions from both our technical and product teams. When we suggested improvements to the way the AI interpreted scientific terminology and generated responses, they carefully evaluated our feedback and refined the solution without disrupting the project timeline. Communication remained consistent throughout the engagement.

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most was the depth of expertise the team brought to the project. Their background as former AI researchers was evident in every stage of the engagemen, from the quality of their technical recommendations to the way they approached complex research challenges. They didn't rely on generic AI solutions; instead, they combined strong research foundations with practical product development experience to build a solution that aligned with our scientific workflows and business objectives. That combination of academic rigor and real-world execution made them a valuable partner.

Are there any areas for improvement or something SF AI Labs could have done differently?

We had an excellent experience overall. If there is one area that could add even more value, it would be providing additional advanced sessions focused on optimizing large language models for highly specialized scientific research use cases as our platform continues to evolve.

BACKGROUND

Please describe your company and position.

I am the Project Manager of Ometria

Describe what your company does in a single sentence.

Ometria is the first and only customer data experience platform (CDXP) built for retail brands. We're proud to help brands create marketing experiences their customers love every day.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• As our software business expanded, we realized that our internal teams were spending too much time creating technical documentation, searching through engineering resources, and answering repetitive product questions. We wanted to explore how artificial intelligence could simplify these daily tasks while creating a stronger foundation for future product innovation. We hired SF AI Labs to help us define an AI strategy that aligned with our long term business goals rather than simply introducing new technology. Our objectives included developing an intelligent knowledge platform, implementing generative AI capabilities for technical content creation, and building custom AI solutions that could improve collaboration across engineering, customer success, and product management. We also wanted guidance on selecting the right AI architecture and establishing best practices for future development.

SOLUTION

How did you find SF AI Labs?

• Online Search
• Clutch Site

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

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

The project began with several discovery workshops where the SF AI Labs team met with leaders from different departments to understand our workflows, challenges, and existing systems. Instead of immediately proposing technical solutions, they spent time learning how our business operated and where artificial intelligence could create the greatest value.
Following the consulting phase, they designed and developed an intelligent platform that connected our internal documentation, engineering resources, product specifications, and support materials into one searchable environment. 
The major deliverables included an AI powered knowledge platform, generative AI capabilities for creating technical summaries and product documentation, custom AI workflows that organized internal information, secure retrieval with source references, implementation guidance, technical documentation, and training sessions for both technical and business teams. 
Throughout development they continued collecting feedback from our employees and refined the system based on real world usage instead of assumptions.

RESULTS & FEEDBACK

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

The new platform transformed how our teams accessed and shared information across the company. Employees were able to locate technical resources much more quickly, reducing the amount of time spent searching through multiple systems and outdated documentation. 
The generative AI capabilities helped our product and engineering teams prepare technical documents, release notes, and internal knowledge articles much faster while maintaining consistent quality and structure.
Customer facing teams also benefited because they could access reliable information during conversations with clients without relying on engineering support for routine questions.
Perhaps the most valuable outcome was that we now have a scalable AI foundation that supports future initiatives instead of isolated automation projects. The investment created long term value across several departments rather than solving only one business challenge.

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

Project management was organized and transparent from beginning to end. Every stage of the engagement had clearly defined objectives, timelines, and expected outcomes. Regular meetings allowed us to review progress, discuss new ideas, and make adjustments whenever priorities changed. 
The team consistently delivered work according to schedule and maintained open communication throughout the engagement. Whenever questions came up they responded quickly with thoughtful explanations rather than short technical answers. 
One aspect we appreciated was how collaborative they were. They welcomed feedback, encouraged discussion, and treated our employees as active participants in the development process instead of simply presenting finished work.

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most was their ability to combine strategic consulting with hands on technical execution. Many companies excel at one or the other, but SF AI Labs successfully connected business objectives with practical AI development. 
They focused on solving real operational problems instead of promoting unnecessary features. Every recommendation had a clear business purpose, and they consistently explained both the technical reasoning and the expected operational impact. 
Their team also demonstrated genuine curiosity about our business, which resulted in solutions that felt customized rather than generic.

Are there any areas for improvement or something SF AI Labs could have done differently?

Our overall experience was extremely positive. If there is one suggestion for improvement, it would be expanding the library of onboarding resources that new employees can reference after implementation. The live training sessions were very informative, but additional recorded examples covering everyday use cases would make adoption even smoother for future team members. 
That said, whenever we requested clarification or additional guidance, the SF AI Labs team responded promptly and ensured we had everything needed to succeed.

We would confidently partner with them again for future AI initiatives.

BACKGROUND

Please describe your company and position.

I am the Operations Specialist of Order.co

Describe what your company does in a single sentence.

Order.co is an AI-powered procurement platform that connects purchasing, approvals, payments, and reporting in one intelligent system–so teams can place orders faster, cut manual work, and keep operations running smoothly. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• Our objective wasn't to generate more leads, it was to capture more of the revenue we had already earned. We set out with SF AI Labs to: recover more from insurance claims by combating carriers “delay, deny, defend” tactics with stronger justification and claim support; make our documentation and carrier communication consistent and defensible on every claim; cut the administrative overhead tied to claims and collections; reduce our dependence on expensive, hard-to-find specialists so claim recovery didn't require multiple six-figure hires; and ultimately grow profit, not just revenue, on the work we were already doing.

SOLUTION

How did you find SF AI Labs?

Online Search

Why did you select SF AI Labs over others?

They understood the insurance side of restoration, not just software

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

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

SF AI Labs designed, built, and continues to maintain JSTFYD, a platform purpose-built for theinsurance-claim side of our restoration business, and embedded it into our day-to-day operations. They built the system our team now uses daily for insurance justification, carrier communications, estimate support, and documentation consistency across every claim, along with the claim-recovery tooling our collections department relies on. The work also included building custom AI agents into our workflow to draft carrier communications and claim documentation, configuring our team's emailand communications, and integrating JSTFYD into our existing tools. Beyond the initial build, SF AI Labs has stayed engaged with ongoing iteration, feedback cycles, fixes, SLAs, and day-to-day support.

RESULTS & FEEDBACK

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

he results showed up where it matters most: profit. From 2024 to 2025 our revenue grew from $4.15M to $5.12M (about 23.5%), but net profit grew from roughly $445K to $2.04M — a 358% increase — in the same market, with the same people, vendors, and referral partners. The only change was implementing JSTFYD daily. The clearest example is collections: work that used to require three employees, two of them experienced six-figure salaries, is now handled by a single person with no prior restoration or IICRC experience, working about 27 hours a week and consistently outperforming the previous three-person team. The efficiency gains let us eliminate our Office Manager position entirely. We didn't just grow revenue; we dramatically increased profit while streamlining operations.

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

SF AI Labs is responsive and iterative. They stayed in regular contact over email and calls, turned around fixes quickly, and treated our feedback as the roadmap. We were also impressed by some of the suggestions their team made, many of which were implemented into the overall functionality of JSTFYD. Overall, SF AI Labs was a partner that was motivated to create the best solution possible.

What was your primary form of communication with SF AI Labs?

Virtual Meeting

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

They understood our industry. JSTFYD is built around how insurance claims actually work combating delay, deny, defend  not a generic AI tool bolted onto our business. The fact that a brand-new hire could outperform a six-figure team is strong evidence.

Are there any areas for improvement or something SF AI Labs could have done differently?

Early on there were a few minor software issues to iron out as we rolled it into daily use, but SF AI Labs was responsive and fixed them quickly. This didn't hold back the final outcome.

BACKGROUND

Please describe your company and position.

I am the Product Manager of WAO Fintech

Describe what your company does in a single sentence.

WAO Fintech is a financial technology company that provides digital solutions and services to help businesses and individuals manage investments, retirement accounts, and other financial assets more efficiently.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• We hired SF AI Labs for software development.

SOLUTION

How did you find SF AI Labs?

• Online Search
• Clutch Site

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

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

SF AI Labs developed an MVP for an AI-powered product. The team worked on the UI, backend, and frontend.

RESULTS & FEEDBACK

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

SF AI Labs completed the MVP on time.

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

We communicated via email and messaging apps.

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

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

We were impressed with SF AI Labs' engineering quality.

Are there any areas for improvement or something SF AI Labs could have done differently?

There was nothing they needed to improve.

BACKGROUND

Please describe your company and position.

I am the Chief architect of Dragon Capital

Describe what your company does in a single sentence.

We are a wealth management and investment advisory firm that provides portfolio management, financial research, and brokerage services to institutional and private clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• We engaged SF AI Labs to help us modernize our wealth management and investment operations through artificial intelligence. Our company serves financial advisors and portfolio managers, and we wanted to create a more efficient way for our teams to access research, analyze market information, and deliver insights to clients.
• Our primary goal was to build an internal AI powered knowledge platform that could centralize years of analyst reports, compliance documents, portfolio notes, and market research into one intelligent system. We also wanted to reduce the amount of time our teams spent searching through multiple tools and manually preparing information for client meetings.
• Another important objective was to ensure that any AI solution we implemented would maintain traceability and provide source references, which is critical in the financial industry. We needed a partner that understood both advanced AI systems and the importance of enterprise reliability.

SOLUTION

How did you find SF AI Labs?

• Online Search
• Clutch Site

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

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

SF AI Labs worked closely with our product and operations teams to understand our workflows and identify where AI could provide the greatest value. The project began with discovery workshops and architecture planning sessions. Their team reviewed our existing systems and proposed an approach that balanced scalability, security, and usability.

Key deliverables included:

1.  An AI powered research assistant for internal teams.
2.  A document ingestion pipeline capable of processing research reports, meeting notes, and market analysis
3.  A centralized knowledge base with citation capabilities.
4.  Retrieval infrastructure that allowed users to locate information quickly.
5.  Permission controls for different user groups.
6.  Administrative tools for monitoring usage and managing content.
7.  AI workflows that summarized lengthy documents and surfaced relevant insights.
8.  Documentation and knowledge transfer for our internal technical team.

Throughout the engagement, SF AI Labs continuously refined the system based on feedback from our analysts and portfolio managers. They demonstrated a strong understanding of how enterprise AI solutions should operate in real world financial environments.

RESULTS & FEEDBACK

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

The platform significantly improved how our teams accessed and utilized information. Analysts were able to retrieve research much faster than before, eliminating the need to search through multiple repositories manually. Portfolio managers also benefited from AI generated summaries that helped them prepare for client discussions more efficiently. The centralized system reduced duplication across teams and improved consistency in how information was shared internally. Because source references were included within responses, our users developed confidence in the outputs and were more comfortable incorporating AI into their daily workflows. The project also created a scalable foundation that allows us to continue expanding our AI initiatives without rebuilding infrastructure from scratch.

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

SF AI Labs managed the engagement professionally and maintained excellent communication throughout the project.

They established clear milestones from the beginning and held regular meetings to review progress, gather feedback, and discuss priorities. Their team remained highly responsive whenever new requirements emerged.

Most deliverables were completed according to schedule, and when we requested adjustments based on feedback from our internal stakeholders, they adapted quickly without creating unnecessary delays.

One thing we appreciated was their collaborative approach. Rather than simply executing tasks, they challenged assumptions and provided thoughtful recommendations that improved the overall solution. Their team genuinely cared about delivering a product that would create long term value for our business.

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

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

SF AI Labs managed the engagement professionally and maintained excellent communication throughout the project.

They established clear milestones from the beginning and held regular meetings to review progress, gather feedback, and discuss priorities. Their team remained highly responsive whenever new requirements emerged.

Most deliverables were completed according to schedule, and when we requested adjustments based on feedback from our internal stakeholders, they adapted quickly without creating unnecessary delays.

One thing we appreciated was their collaborative approach. Rather than simply executing tasks, they challenged assumptions and provided thoughtful recommendations that improved the overall solution. Their team genuinely cared about delivering a product that would create long term value for our business.

Are there any areas for improvement or something SF AI Labs could have done differently?

Overall, our experience was very positive.

 If there was one area that could be improved, it would be providing additional business focused documentation during the early phases of the engagement. Some of the technical discussions were highly detailed, and a few nontechnical stakeholders initially required additional clarification. 

That said, whenever we raised questions, the team responded quickly and ensured everyone remained aligned. Their openness to feedback and willingness to adapt made the collaboration smooth, and we would gladly work with SF AI Labs again in the future.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of OptimalWork LLC

Describe what your company does in a single sentence.

Our web and mobile app helps people unite professional work with personal growth.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• Reduce latency of AI chat responses
• Support increased platform load for AI chat

SOLUTION

How did you find SF AI Labs?

Upwork

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Good value for cost
• Expertise and professionalism

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

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

• Select best AI models for different use cases
• Improve prompting, system instructions, and model selection to reduce latency
• Rebuild AI backend to support increased load
• Develop scripts to monitor performance of AI tools

RESULTS & FEEDBACK

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

• Reduced latency in AI chat
• Increase in number of parallel conversations our platform supports

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

They were extremely clear in laying out the project and deadlines and communicating progress. They worked diligently and completed milestones on time with high quality work.

What was your primary form of communication with SF AI Labs?

Virtual Meeting

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

They have clear expertise in AI. I was most impressed by their craftsmanship in implementing solutions with attention to detail, given the large existing codebase they were working in.

Are there any areas for improvement or something SF AI Labs could have done differently?

We are very happy with their work.

BACKGROUND

Please describe your company and position.

I am an executive at Medversation

Describe what your company does in a single sentence.

Healthcare SaaS company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• Develop an AI agent

SOLUTION

How did you find SF AI Labs?

Online Search

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

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

Develop an AI agent capable of responding accurately to specific medical queries. Project included spcification devleopment and strategic use assessment, Querie modeling, Beta testing, and final refinement.

RESULTS & FEEDBACK

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

transfer of API repository for use in our application

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

Project deliverabes were on time communication was weekly which was sufficient

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

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

They took time to understand our use case.

Are there any areas for improvement or something SF AI Labs could have done differently?

SF AI Labs did a good job, more regular project progress updates would be a welcome addition.

BACKGROUND

Introduce your business and what you do there.

I’m the founder of ClassicGAS, a community-driven platform dedicated to celebrating, restoring, and enhancing classic cars with a focus on performance, authenticity, and expert knowledge sharing.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish for your classic car community platform?

We needed help building the software architecture for an AI platform. We also needed help with product positioning and market analysis.

SOLUTION

What was the scope of their involvement?

SF AI Labs has built the complete software architecture for our AI platform. The team has also helped us with product positioning, market analysis, and product development.

What is the team composition?

We’ve worked with three teammates from SF AI Labs.

How did you come to work with SF AI Labs?

We found them through an online search. We chose them because of their range of services, cost, and level of expertise.

How much have you invested with them?

So far, we’ve spent $15,000.

What is the status of this engagement?

We started working together in November 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

SF AI Labs has completed our product positioning, core framework, software architecture and development, market analysis, tech stack selection, AI product strategy, and MVP roadmap. The team has delivered the following results:

• Our positioning statement has been approved, and more than 80% of our target audience validates our value proposition.
• SF AI Labs has completed a competitive analysis of our top five competitors and achieved more than 90% messaging consistency across channels.
• They’ve implemented 100% of our core modules and achieved more than 85% unit test coverage.
• Our platform scales to 2x our projected load with less than 200ms response time, and the team has completed and reviewed the documentation.
• SF AI Labs’ architecture has been approved by our review board, and they’ve achieved a technical debt ratio of less than 10% and a maintainability index of more than 80.
• The team has completed the initial deployment with zero critical defects and delivered a market research report.
• They’ve defined our TAM, SAM, and SOM with data and completed more than 15 customer interviews.
• SF AI Labs has made more than three product decisions based on their findings and documented and finalized our tech stack.
• The team has met our baseline performance benchmarks, kept our infrastructure costs within ±10% of our forecast, and tested 100% of our required third-party API integrations.
• They’ve documented more than three prioritized AI use cases and validated more than two use cases with PoC or simulation.
• SF AI Labs has completed an ethics and compliance review and had our AI roadmap approved by our stakeholders.
• The team has finalized and approved our MVP roadmap, mapped 100% of our critical MVP features, and kept our delivery timeline within ±15% variance.
• They’ve achieved more than 90% stakeholder satisfaction on the roadmap.

How did SF AI Labs perform from a project management standpoint?

They deliver on time every time. We communicate via video chat.

What did you find most impressive about them?

We’re impressed with their breadth of knowledge.

Are there any areas they could improve?

No, there aren't any.