A boutique firm that cut payroll 83% with agents, and hit the wall where voice, CRM and relationship data stop working.
Every use case below was described by an operator in this vertical — straight from customer discovery interviews with the operators themselves.
A voice agent that runs the first structured conversation with a client — intake, qualification, guided assessment — without the robotic latency operators say kills trust today.
"The latency though still is not is the and I'm gonna play it for you guys. So the latency is versus awkward long pauses. Like those are annoying."
"I would love if AI could actually use my voice in real time to have a dialogue with someone."
"when someone ⁓ inquire or requests a trip for example, it would be great to have already all the preferences and the the the guest ⁓ history of this client, his taste"
"So it's bit it's it's a lot of back and forth, you know, that initial transaction. You know, someone goes, I need a jacuzzi, I need five staff, I need everything, I want to be below deck, I need this and this and this, and I'm like, Okay, great, two hundred and fifty thousand."
Named by 4 operators
A memory layer that keeps every detail an operator learns about a person — trips taken, wines poured, people met, which journalist covers what — and resurfaces it automatically, instead of living in spreadsheets, manual exports, hand-built media lists and someone's head.
"“I really want to integrate AI into creating really informative like client profiles for everybody.”"
"the future belongs to systems that allow personalization, privacy and client ownership data."
"I want to put everybody on a spreadsheet and track them because I want to put a lot of effort into like keeping those friendships, like going through that list and being like, I should like invite them to brunch or these events."
"if I had a tool that was really powerful with really recent information and could also connect that to the context of my clients and flag the most relevant pieces for me, even if it's not in the newsletters that I read or the outlets that are my go-tos, that would be very helpful."
"Can just see whether or not where you're off track and check in when I can see that... if they check a score of like feeling really tired today, I know okay, they're going through their detox symptoms have started and I can check in on them... all of that can be automated that I get the prompt when they need me."
Named by 5 operators
A layer that checks AI output against authoritative sources and enterprise privacy rules before anyone acts on it — after operators in PR, hospitality, M&A and restaurants each described confident, wrong AI answers costing them money, credibility or a client relationship.
"we sign NDAs with our clients and we've got information that we don't want to be used to train models and don't want to be in the public domain because it's incredibly important."
"AI was missing the step-by-step guidance that I really needed."
"in luxury hospitality we don't sell rooms. We don't sell cruisers, we don't sell flights, we sell trust."
"It's happened more than once. five million valuation on 125,000 net profit. I reached out"
Named by 4 operators
An autonomous social-media workflow agent that researches current industry keywords, creates content and captions using a firm’s branding, prepares posts, and sends the operator a final approval notification before publishing.
"I want it to go like from A to Z. I want it to actually like like immediately just it knows my industry. So it does the content, it writes the prompts, it like actually posts or it writes the keywords."
A configurable M&A platform that provides the common AI workflow infrastructure for valuation preparation, due diligence, data-room preparation, seller interviews, and buyer outreach, while allowing firms to customize industry logic and data.
"in M&A specifically, this whole infrastructure, that would be rad. That would be rad because it is very tailored, like what we've built out."
Operators on Artificial Reality named 5 AI use cases in M&A Advisory:
The pain points operators described are:
Named on the record in this interview:
Chrissy McDannell, Owner, in conversation with host Galina on Artificial Reality.
Every claim links to the quote it came from.
Media + GTM partnership
I'm Galina Fendikevich. I host the Artificial Reality podcast and work with a small number of teams on distribution, positioning, and warm introductions to the operators I interview. Tell me which opportunity you're solving.
What that looks like
