CASE STUDY
Sales Engagement Assistant
How Atomic Build developed SideKik, a conversational AI assistant for consistent sales follow-up across service-based SMB workflows.
Client
Internal Product
Product
AI Assistant
Industry
Sales technology for service-based SMBs
At a glance
Project snapshot
How Atomic Build developed SideKik, a conversational AI assistant for consistent sales follow-up across service-based SMB workflows.
- Industry
- Sales technology for service-based SMBs
- Product
- AI Assistant
- Atomic Build's role
- Product strategy, conversational AI design, workflow automation, and product engineering.
Impact
Accelerated Sales Cycles
Automated follow-ups and smart scheduling helped teams close deals faster and reduce lead friction early in the funnel.Reduced Drop-Off & Ghosting
Structured, timely engagement kept prospects moving forward no more lost leads due to missed follow-ups or unclear next steps.Time Savings Across Teams
SideKik handled repetitive outreach, freeing sales and design staff to focus on qualified leads and creative work, not admin tasks.Product
No-code, AI-powered sales assistant that automates follow-ups, adapts to client conversations, and scales effortlessly across channels like SMS, email, and chat.
Expertise
- Conversational AI Design
- Context-aware, multi-step dialogue flows for sales engagement
- Sales Workflow Automation
- Mapped custom logic to real-world SMB sales journeys
- Cross-Channel Communication
- Integrated SMS, email, and chat for seamless handoffs
- No-Code Platform Architecture
- Fast deployment with form-based setup — no engineering required
Related services
Business problem
Project context
Constraints and goals
Businesses needed a smart assistant that could execute real sales steps—automatically, intuitively, and reliably—without overextending their team or missing time-sensitive opportunities.
Inconsistent Follow-Up
Sales teams frequently missed or delayed follow-ups, leading to ghosted leads.
Manual Workload
Repetitive tasks like spec collection and scheduling absorbed valuable hours.
Unstructured Journeys
Sales processes lacked a clear, guided structure — causing clients to stall or abandon.
CRM Overload
Existing tools were either too complex or underutilized by small teams.
Solution delivered
SideKik is a plug-and-play conversational assistant designed to reflect real-world SMB sales workflows no coding, no CRM overhaul, and scalable across teams with unlimited users. SideKik does the following:
Automates Sales Steps
Books visits, collects details, nudges next steps — all via chat
Understands Context
Adapts based on past interactions, tailoring prompts intelligently
Pauses for Human Input
Notifies your team at key points that need personal attention
Works Across Channels
Chat system that SMS-first with roadmap support for email, WhatsApp, and chat.
Technical approach
SideKik combines a lightweight backend with powerful, pre-trained conversational flows, ensuring fast setup and scalable personalization.
Conversation Engine
LLM-Powered Dialogues using ChatGPT API
Context Memory across multi-touch interactions
Sentiment-Adaptive tone and phrasing
Sales Logic Engine
Step-Based Sales Mapping tailored per business
Smart Nudges triggered by time gaps or drop-off risks
Human Handoff Detection to avoid poor automation experiences
Communication Stack
Twilio SMS API for core delivery
Extensible roadmap (Email, WhatsApp, WebChat)
CSV/Intake-based onboarding — ready in days, not months
Real-World Use Cases
Custom Cabinetry & Design Studio
Industry
High-Touch Home Design & BuildChallenge
Complex, multi-step onboarding created long sales cycles. Sales and design teams were overloaded with manual scheduling and back-and-forth coordination especially around showroom visits and early design input.SideKik handled:
- Booking measurement and showroom visits
- Collecting appliance specifications
- Managing design feedback
- Clarifying contract terms and answering payment questions
- Confirming deposits and preparing for delivery
Seasonal Pool Service & Installation Provider
Industry
Outdoor Services with Time-Sensitive Sales CyclesChallenge
To maximize conversion during a time-sensitive seasonal window, the business needed a faster, more consistent way to respond to leads, secure early commitments, and streamline service scheduling. Rapid engagement and clear intake processes were essential to capturing demand at its peak.SideKik handled:
- Differentiating new vs. returning clients
- Identifying pool cover types and pricing tiers
- Promoting seasonal bundles and service upgrades
- Coordinating calendar bookings and prep instructions
Reported outcomes
These qualitative outcomes come from the approved project record. No additional measurements have been inferred.
Accelerated Sales Cycles
Automated follow-ups and smart scheduling helped teams close deals faster and reduce lead friction early in the funnel.
Reduced Drop-Off & Ghosting
Structured, timely engagement kept prospects moving forward no more lost leads due to missed follow-ups or unclear next steps.
Time Savings Across Teams
SideKik handled repetitive outreach, freeing sales and design staff to focus on qualified leads and creative work, not admin tasks.
Related services
Capabilities used in this kind of work.
AI Product Development
Define, design, and build production-grade AI products with an embedded product and engineering team in Toronto.
Explore service →AI Workflow Automation
Redesign recurring work and build production AI automations with the controls, integrations, and human review your team needs.
Explore service →Product Strategy
Turn business goals, user needs, and technical constraints into a focused product decision and an executable delivery roadmap.
Explore service →Your product could be next.
Every engagement starts with Sprint0 — we define what to build and then we ship it.