"I've worked with agencies and I've worked with freelancers. This is different. The work is better and the relationship is honest. No surprises."
projects / sona advisory
Corporate site with an AI assistant built in.
Sona is a finance and consulting firm. Their team was spending a meaningful portion of each day answering the same intake questions and redirecting enquiries that could have been resolved before they became emails.
The solution was a WordPress site with an AI assistant integrated directly into the client-facing pages. The assistant handles initial intake questions, routes enquiries to the right team member, and answers FAQs from a curated knowledge base — all without human intervention.
The AI was trained on their own documentation, not a generic model. It speaks in their voice, understands their services, and knows when to hand off to a human. The administrative reduction was measurable from the first week.
what was done
Reviewed three months of email enquiries to identify patterns. Most fell into five categories that could be handled automatically.
Curated a structured knowledge base from their existing documentation, service descriptions, and FAQ responses. Accuracy was reviewed by their team before deployment.
Integrated into WordPress with a custom interface that matches the site's design. Routing logic built to hand off to the right team member when needed.
Conversation logs reviewed for the first month. Edge cases identified and knowledge base updated. System now runs with minimal oversight.
"I've worked with agencies and I've worked with freelancers. This is different. The work is better and the relationship is honest. No surprises."