D-03 · US live chat SaaS case study

Threeyears.One brand.

A US live chat company with more than two decades in market, selling chat, managed agents and an AI chatbot to businesses in the US and the Middle East.

Consulting engagementLive chat & AI chatbot SaaSChicago, USAJan 2023 – Feb 2026
Client confidential
US live chat SaaS: website preview with client identity blurred
Website UI/UXBrand & growth consultingSEOSales collateralEventsRetention analytics
Platforms
01

At a glance

Jan 2023 – Feb 2026
3 yrsContinuous consulting engagement2023–2026
#1“Chicago live chat software”Sep 2025
+67Places gained for “chat support for business”Sep 2025
2Middle East tech-event media partnerships2024–2025

The short answer

From January 2023 to February 2026 AiS LABZ's founder served as business consultant to a Chicago live chat and AI chatbot company. The work spanned brand and social strategy, a new website whose entire UI/UX he designed, bilingual enrolment into an automaker's Canadian dealer programme, industry-specific sales collateral, a hybrid AI-plus-human chat playbook, Middle East events, retention analytics and SEO. By September 2025 the site held #1 for “chicago live chat software” and “live chat software for travel agencies”.

02

Where things stood

the starting point
  • Two markets, one brand: growth in the US and the Middle East needed one consistent story.
  • Communication gaps between departments: marketing, sales, support and IT.
  • New products needing launch material: chat features, the AI chatbot and a call-centre line needed decks, flyers and positioning.
  • Retention blind spots: cancellations were logged ticket by ticket, with no view of why accounts left.
03

What changed

results

#1 “Chicago live chat software” on Google

Sep 2025

  • Website UI/UX designed end to end by our founder: the home page, solutions, product and industry pages, carried through the 2024 pitch deck and sales collateral.
  • #1 for “chicago live chat software” and “live chat software for travel agencies”.
  • “Chat support for business” up 67 places, “website chat solutions” up 60.
  • “24/7 live chat service” up 20 places to #9.
  • Approved as a chat provider in an automaker's Canadian dealer programme, with enrolment content in English and French.
  • Activations accelerated through spring 2025: the first half of May brought more new live accounts than any full month before it, with real estate the largest vertical at about half of activations.
  • Churn traced to its source: about half of cancellations came from dealers migrating website or CRM platforms, and only one cited cost.
  • 28-second average first response on managed chat (July 2024 account report).
  • 2,900 active users in September 2025, led by the US.
  • Media partnerships at two major Dubai technology events, 2024 and 2025.
04

In numbers

hover or tap for exact values

Places gained on Google

Tracked terms, Sep 2025

Chat support for business+67
Website chat solutions+60
24/7 live chat service (now #9)+20
View as table
ItemValue
Chat support for business+67
Website chat solutions+60
24/7 live chat service (now #9)+20

New live accounts by month, indexed

January 2025 = 100. May covers 1–15 May only.

100
56
125
69
363
View as table
CategoryValue
Jan100
Feb56
Mar125
Apr69
May 1–15363

New activations by vertical

1 Jan–15 May 2025

  • Real estate 49%
  • Automotive 18%
  • Other verticals 33%

Why accounts left

Cancellation reasons, same period. Only one cited cost.

  • Dealer platform or provider switch 48%
  • Reseller-initiated 23%
  • Other 29%

Service quality

Managed chat, July 2024 account report

28sAverage first response
33sAverage response through the chat
27%Chats that became meaningful conversations

Want a result like this for your business?#1 “Chicago live chat software” on Google. Book a free 15-minute diagnostic and we will tell you what would move your number.

05

How we did it

diagnose, model, build, compound

01Diagnose

Competitor analysis across social, search and review platforms; working sessions with marketing, sales, support and IT; a review of five months of activation and cancellation records to find where accounts were won and lost.

02Model

One brand story for two markets, and a hybrid chat playbook mapping when the AI chatbot handles a visitor and when it hands over to a human agent across eleven industries.

03Build

The company's new website, with the full UI/UX designed by our founder and built with the development team; a 2024 pitch deck; brochures and flyers in six industry editions (automotive, powersports, real estate, law, IT and marketing); bilingual English and French enrolment content for an automaker's Canadian dealer digital programme; a call-centre product scoped against competitors in the US and UAE; booth, print and video for two Dubai technology events.

04Compound

Monthly SEO reporting across hundreds of tracked terms, review programmes on Clutch, Capterra and G2, feature ideas for the product team, and processes that closed gaps between departments.

06

How we leveraged the platforms

what each one did in this engagement

Figma

Where the full website UI/UX was designed, page by page, before development.

Adobe Illustrator

The 2024 pitch deck, six industry flyers, the event booth, bag and print.

Facebook

Brand and product campaigns for the US and Middle East markets.

Instagram

Product visuals, event coverage and feature launches.

TikTok

Short product explainers for the chatbot and managed chat.

LinkedIn

B2B positioning and event partnerships in front of decision-makers.

G2 reviews

Review programme alongside Clutch and Capterra, so buyers find third-party proof.

07

What we shipped

client identity blurred
Website UI/UX we designed: hero with the live chat product shown in use
Website UI/UX we designed: the solutions grid
Pitch deck: the chat software dashboard
Pitch deck: managed live chat outcomes and feature map
Pitch deck: the AI chatbot sales cycle
Pitch deck: how the hybrid AI and human model works
Pitch deck: the call-centre line we scoped
Pitch deck: chat-to-phone handover
Sales collateral in six industry editions: automotive, powersports, real estate, law, IT and marketing
Bilingual dealer-programme enrolment asset: dashboard and mobile sign-in

Client names, logos, contact details and locations are blurred for confidentiality.

08

Who we worked with

by level and role
Management teamMarketing teamSales and customer success teamsUI/UX, development and IT teams
09

Keep exploring

the services, proof and reading behind this result
10

Common questions

What does a business consultant engagement cover?

Whatever sits between strategy and delivery: brand, website, collateral, events, review platforms, SEO, retention analysis and the processes that make departments work from one plan.

What is a hybrid AI and human chat model?

The AI chatbot handles routine questions and bookings; when a visitor needs judgement, such as financing, a diagnosis or legal advice, it hands over to a trained human agent with the conversation intact. We mapped those handover points industry by industry.

How were the Middle East events used?

As media partnerships that put the brand in front of regional buyers, backed by booth design, print and video for the sales team.

Is this engagement ongoing?

It ran from January 2023 to February 2026.

Next step

Want numbers like these? Book a diagnostic. You get the constraint map and a costed roadmap, and you own it either way.