Case study: NEOVIYA — an AI back office for independent consultants
How we built NEOVIYA: five AI agents that sort enquiries, draft quotes, follow up and book discovery calls for independent B2B consultants.
The client
NEOVIYA is a commercial and administrative operating system for independent B2B trainers, coaches and consultants — people whose time is the product, and who lose it to inboxes, quotes and follow-ups.
What they needed
A product that takes the admin off a consultant’s week without taking control away from them. Every client relationship carries the consultant’s own name, so nothing could be sent automatically: the software prepares, the consultant approves.
What we built
- A Triage agent that reads every forwarded email and form, sorts it and flags what matters today
- A Quote agent that turns a request into a priced PDF quote from the consultant’s own catalogue and rules
- A Reminder agent that follows up quotes that went quiet and suggests clients worth re-engaging
- A Calendar agent for booking discovery calls, synced both ways with the consultant’s calendar
- A LinkedIn Content agent that drafts posts in the consultant’s voice for review
- One approval inbox: approve, edit or discard everything waiting, in a click
Under the hood
Consultants forward mail to a private NEOVIYA address rather than granting mailbox access. The platform is EU-hosted with an isolated database per consultant and is designed around GDPR from the start — the trust model is part of the product, not a page added at the end.
See it live
The project is live at neoviya.com. The services involved: custom web application development and API and systems integration. Planning something similar? Tell us about it, or browse the rest of our work.