Project Overview

Consultation agents were relying on disorganized Excel data, creating information asymmetry and operational inefficiency. We built a system that instantly surfaces marketing context — ad keywords, creatives, and past consultation records — on the agent's screen to maximize consultation success rates.

The Challenge

• Information Silos & Low Conversion: Agents conducted consultations with "raw DB" data without knowing the customer's ad entry path (keywords, creatives), making personalized responses impossible
• Operational Inefficiency: Gift policy information was fragmented across complex spreadsheets, making it difficult to reflect real-time policy changes during consultations
• No History Management: Unable to view a customer's past consultation or application records at a glance, breaking consultation continuity and degrading customer experience

Strategy / Solution

1. Gift Policy Admin Dashboard: Built a centralized system to manage real-time gift amounts and policies, instantly syncing updates to the landing pages used by agents.
2. Marketing Data Integration (Context Injection): Connected ad keywords and creative information to the consultation DB via API, delivering real-time context to agents.
3. Unified Customer History & Referrer Tracking: Visualized past consultation records, application history, and referrer data so agents could understand the full customer journey before each call.

"Sharing ad data with agents isn't just providing information — it's giving them the weapon to read customer 'intent' and engineer consultation success."

Execution

• Tech Stack: Vibe Coding, PHP, HTML/CSS/JS, Ad Platform API Integration
• Key Activities: Structured complex Excel data into DB, planned and developed admin pages, designed referrer-based viral logic

Results