B2Shift

WORK / DEMO CASES

Proof, not promises.

Illustrative demo scenarios — clearly labelled until measured client results replace them.

DEMO SCENARIO01

Real Estate

WhatsApp lead qualification

BEFORE

Agents answer enquiries hours later and copy every detail into the CRM.

AFTER

AI collects budget, location and timing, prepares a shortlist, books a viewing and updates the CRM.

TARGET / MEASUREMENTTarget: faster lead qualificationPilot measures sales-team time returnedWhatsApp · Pipedrive · Google Calendar

Speed does not guarantee a sale; conversion is measured during the pilot.

DEMO SCENARIO02

Hospitality

Multilingual guest assistant

BEFORE

Guest questions arrive in several languages around the clock.

AFTER

AI answers from approved property knowledge and creates a task when a person is needed.

TARGET / MEASUREMENTTarget: multilingual routine coveragePilot measures response and task completionWeb chat · PMS · Knowledge base

Negative reviews and sensitive requests always route to a person.

DEMO SCENARIO03

Professional Services

Invoice processing pipeline

BEFORE

Invoices are entered manually, creating errors and slow cycle times.

AFTER

Fields are extracted, checked against rules and exceptions are routed for approval.

TARGET / MEASUREMENTTarget: faster invoice turnaroundPilot measures cost per processed invoiceEmail · OCR/IDP · ERP · Sheets

Complex documents may require manual review.

DEMO SCENARIO04

Commerce & Clinics

AI support agent

BEFORE

Teams repeatedly answer routine questions with no 24/7 coverage.

AFTER

AI answers from approved knowledge and hands complex cases to support with full context.

TARGET / MEASUREMENTTarget: higher support throughputPilot measures routine ticket resolutionHelpdesk · WhatsApp · Knowledge base

Self-service is not the same as full resolution; escalation remains explicit.

DEMO SCENARIO05

B2B Operations

Connected admin workflow

BEFORE

Employees copy information between forms, inboxes, CRM and reports.

AFTER

A trigger classifies the request, updates systems, requests approval and produces a report.

TARGET / MEASUREMENTTarget: shorter process cycle timeManual handling time measured before launchn8n · CRM · Workspace · Slack

Technical automation potential is not a promise of realised savings.