NOVA: AI-Powered Discovery Calls Made Easy

At Moonshot Partners, our premier digital product studio, we sought to improve client interactions by reducing friction during initial website visits and enhancing lead qualification efficiency. We implemented Nova, an advanced conversational AI Discovery Agent, to engage visitors more effectively and streamline the initial discovery process.

Improved Client Interactions

Reduced Friction During Website Visits

Streamlined Lead Qualification

AI-Driven Discovery Process

The challenge

Visitors were often hesitant to initiate direct contact, resulting in potential lost opportunities. Additionally, manually qualifying leads was resource-intensive, and inconsistent data collection hindered Moonshot’s sales effectiveness.

Key challenges included:

Visitor hesitancy to start conversations.
Manual, inefficient lead qualification.
Fragmented and inconsistent client data.

The solution

Moonshot deployed Nova, leveraging multiple Large Language Models (LLMs), APIs (OpenAI, Gemini), workflow integration tools like n8n, and specially crafted conversational prompts. Nova was enhanced by a sophisticated knowledge base built through deep research models that organized comprehensive information about Moonshot's services, processes, and capabilities. Historical call transcripts provided proven practices, clear guidelines, and structured conversational flows, significantly enriching Nova's effectiveness.

Nova’s primary features include:

Warm, engaging client interactions to quickly build rapport.
Automatic information extraction (company type, industry, budget, location, pain points, proposed solutions, timelines).
Advanced Lead Qualification: Evaluating conversations based on criteria such as fit with Moonshot’s services, budget, urgency, decision-making authority, and interest in follow-ups.
Automated CRM Integration: Directly feeding detailed client data into Moonshot’s CRM system, ensuring enriched and accurate lead profiles.
Personalized Email Summaries: Automatically generating and sending concise conversation summaries and key insights to visitors after each interaction.

The results

Nova successfully improved initial visitor engagement, reduced manual pre-qualification efforts, and significantly improved the quality and accuracy of leads, enabling the sales team to focus on high-value client interactions.