BASED
Case Study — Pilot

Bay Area Solar Sales Team

How Scout replaced 30+ minutes of daily manual tracking for an 8-rep solar sales team communicating over iMessage.

The Problem

One person manually tracking metrics for 8 reps via iMessage. 30+ minutes/day lost.

The team manager was manually counting appointment confirmations and verified completions from a group iMessage thread every day. Metrics were inconsistent, time-consuming to compile, and often delayed. Reps had no visibility into where they stood until a manual update went out.

The Solution

Scout — an AI agent embedded in the team's iMessage thread

Based deployed Scout directly into the existing group chat. No new apps, no dashboards to check, no behavior change required from reps.

What Scout Does
  • Monitors iMessage group chat in real time
  • Tallies ACs (appointment confirmations) and VCs (verified completions) automatically
  • Posts morning news briefing to the thread
  • Delivers evening leaderboard with full rep rankings
  • Tracks trends and flags anomalies
Week 1 Projection
30 min/day
Reclaimed per manager
100%
Metric visibility
Team engagement
I just wanted it to run our text thread. And so it happened.
— Sales Team Lead, Bay Area Solar

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