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Case Study - AI Chat Agent drives lead generation



The Australian Payroll Association (APA) was receiving over 11,000 website visits every month and needed a better way to manage inquiries, support visitors, and capture potential leads. Their internal team was spending too much time on repetitive queries, slowing down response times and leaving little room to scale. We built a smart AI Chat Agent that sits securely on APA’s own system and handles conversations in real time. It understands user intent, provides answers from verified sources, and routes complex queries to the right people. By keeping the setup fully private and under APA’s control, we delivered peace of mind alongside performance. This project not only improved customer experience but also set the stage for APA’s broader AI strategy.


What We Delivered

  • A smart AI Chat Agent that understands requests and responds instantly

  • Private, in-house deployment to keep all data secure and compliant

  • Lead capture and escalation features for better customer follow-up

  • A dashboard that tracks usage and performance to guide future improvements


What Changed for the Client

  • Website visitors now get faster answers backed by trusted info

  • Staff spend less time on repetitive queries and more on value-adding work

  • APA has a scalable foundation for adding more AI across the business


Seen how it worked for them, want the same for you?

At CopilotHQ, we’re more than just an AI consulting firm. We specialise in practical AI, machine learning, and data solutions that work for real businesses. You don’t need to be a tech expert, we make AI easy to understand and apply. Our goal is to help businesses of all sizes use AI with confidence and clarity.


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