url: https://swiftask.ai/new-hapy
dateModified: 2026-02-24T17:38:47Z
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text: Case studies / Hapy ServicesHow Hapy Services transformed its sales team with artificial intelligenceThe story of Clement Gutierres, a CEO who removed his sales bottleneck thanks to Antoine, his AI assistant.The ChallengeThe TriggerWhy Swiftask?No CodeThe SolutionResultsGlobal AI StrategyBoom in DemandExpert AdviceConclusionShareAn overwhelmed CEO, a stalled teamClément Gutierres leads Hâpy Services, a company specializing in connecting and securing remote equipment for its clients via cellular and satellite networks. Based in La Roche-sur-Yon and backed by a team of 10 people, the company operates in a highly technical sector where every product reference, every price, and every specification matters.After 20 years spent at an industrial IT company in Vendée, where he opened subsidiaries in Spain and Italy, Clément decided four years ago to take a new step into the services sector. He co-founded Hâpy Services to provide his clients with enhanced support in communication solutions.But very quickly, Clément found himself facing a problem that threatened his company’s growth: he had become the bottleneck of his sales team.“I wasn’t convinced by artificial intelligence. I was actively looking for a solution to a very real problem.”Clément GutierresCEO | Hâpy ServicesThe problemAll essential sales information was centralized with him: international SIM card price lists, country-by-country pricing, technical specifications of connectivity solutions… His sales team relied entirely on him to respond to customers. When Clément was in meetings, traveling to trade shows like SIDO in Lyon, or simply busy with a strategic project, the entire sales team’s activity slowed down.“Our sales team needed to be strengthened. The questions I was asked depended on my availability. That created a bottleneck,” explains Clément.This situation was untenable. Every unanswered question risked frustrating a customer. Every delayed response represented a lost sales opportunity. For a fast-growing company working with remote equipment on a global scale, this structural bottleneck quickly became critical.An innovative approach: starting with the tasks, not the technologyFaced with this challenge, Clément adopted an unconventional approach. Unlike many entrepreneurs captivated by the AI trend, he wasn’t looking to “do AI” just for the sake of it.“It’s a trend we had all anticipated. As a team, we asked ourselves how we could leverage it to better serve our clients,” he explains. “After some research, we identified an obvious application: reducing our repetitive tasks and limiting those that made little use of our expertise.”“At first, we didn’t talk about AI, but about use cases. Team members shared their challenges. The idea was to show them that they would no longer have to perform these tasks. Naturally, the idea was well received, as it benefited every member of the team.”Clément GutierresCEO | Hâpy ServicesInternal reflection without mentioning AIClément initiated an internal reflection without even mentioning AI at first. He asked each team member, in their respective roles, to identify the tasks they no longer wanted to perform, or at least those that were too time-consuming and they wished to reduce.Identifying time-consuming tasks“Each person told us the three most time-consuming tasks that required the least of their expertise. From this information, we created the list of priority agents to train.”A pragmatic and participatory approachInstead of imposing a top-down technology, the team identified their own challenges. Team members didn’t undergo the change passively; they helped define what would truly be useful to them.Discover Swiftask: the right tool at the right timeTo bring this vision to life, Clément tested several artificial intelligence solutions: ChatGPT, Claude, and even a proof of concept using an open-source model with Llama internally.But it was Swiftask that made all the difference. “When I discovered Swiftask, I thought: let’s go for it!” recalls Clément.Why this choice?Access to all AI models“At Swiftask, we have access to all public models via APIs. Depending on the agents and the benefits sought, we can choose Claude, ChatGPT, or various other models. The options are extensive.”Data sovereignty and security“We wanted to maintain the confidentiality of some of our data and not necessarily integrate it into the public models of major providers like ChatGPT or Anthropic. The ability to choose semi-sovereign models was appealing.”Ease of use without programming“It’s truly business-oriented. You can even use it by voice. You can dictate. No coding required.”A consistent business model“All of this for just 15 euros per subscription, in one place and with the same logic. It’s mainly the ease of use, as well as the ability to have private models, that made the difference.”Antoine, the new virtual teammateUsing Swiftask, Clement and his team created their first agent: Antoine, the sales expert."Today at Hapy Services, we are ten humans supported by twelve agents," Clement proudly says.Who is Antoine?Antoine is a sales expert. His role is to support Hapy Services sales teams, Clement explains.Unlike a customer-facing chatbot that interacts directly with prospects, Antoine is an internal assistant."My goal is that our clients never interact directly with AI. Everyone should make decisions according to their role. In our case, we decided that our added value comes from ourselves. Clients only interact with us. The idea, however, was to strengthen each team member's skills."How was Antoine created?The method is remarkably simple and effective. In short, this agent and its knowledge base were built from the questions asked by the sales team. We fed it with all of the company's sales knowledge: sales presentations, semi-technical presentations, and price lists.But the real work started afterward: training.Once everything was loaded, we asked Antoine many questions. Then we trained him to answer better and better. I personally handled this. For two months, I asked the agent every question the team asked me. I reviewed his answers and, when they differed from mine, I corrected them: "No, you are wrong."Antoine's brainIn Swiftask, each agent has a "brain": its instructions, skills, and data.InstructionsThey define his role: we tell him who he is. Exactly as if you told someone: "Your role here is to do this and that." We assign his role and expected responsibilities.SkillsThey define what Antoine can do:✓Perform internet research✓Create Excel files✓Take all feedback into account to improve future responsesDataThey make up his knowledge base: website content, webinar transcripts, price lists, SMS pricing, decision support matrices based on solutions, customer scenarios, configuration guides, sales talking points...Concrete and measurable results“It’s a real turning point.”Clément GutierresCEO | Hâpy ServicesSignificantly increased responsiveness“The impact is reflected in much greater responsiveness. Previously, these questions were directed to me and depended on my availability. Now, the bottleneck has disappeared, or at least has been significantly reduced.”Greater team autonomy“For most of their questions, they now get the answers directly on the spot. They only turn to me for very specific cases. It’s an advantage for them because it saves them from waiting. They are more responsive and autonomous.”Continuous learning“In a way, they also learn through Antoine, because a question is usually asked only once. Over time, they end up using it less and less.”A revolutionary onboarding process“As soon as a new team member joins, they receive immediate support and quickly become autonomous. Despite a comprehensive training process, from day one, the person is able to handle an email simply by asking a question.”Freeing up time for the CEO“It has freed up my time. I can focus on clients, strategic development, and partnerships, instead of spending my days answering questions about pricing.”A strengthened team without hiring“Strengthening a sales team means increasing its capacity with an additional agent. It’s like having one more salesperson alongside the team member, without going through a recruitment process.”Astounding creation speed“Creating an agent, if it’s not complex in terms of functionality, takes 5 to 10 minutes. You can experiment very quickly, which also allows for trial and error.”Advice from a pioneerBuilding on this successful experience, Clément shares his recommendations for other leaders considering this path.Do not mention AI“The advice I would give for getting started is not to talk about AI. Instead, focus on repetitive, time-consuming, and low-value tasks. And start by making a list of them.”“Quickly create a first agent”“Based on this observation, create a first agent, then a second one, using Swiftask, and see how simple it is once you know what you want to implement.”“Involve the teams from the very beginning.”“By asking each team member to list their most tedious tasks, Clément turned a technology project into a human-centered one. Team members don’t resist change—they become its driving force.”“Prioritize data sovereignty.”“We wanted to preserve the confidentiality of part of our data. Data sovereignty and security are important for businesses.”“Choose a tool that enables experimentation.”“This leaves room for experimentation. You can test very quickly. The ease of creating and modifying agents allows you to learn by doing, without major risk.”A clear vision of AI in the business world.“What makes Hâpy Services’ story particularly inspiring is Clément’s clear and balanced vision of artificial intelligence.”“I have a single goal: for our clients not to worry about AI,” he says. “Everyone should make decisions according to their role. In our case, we decided that our added value is ourselves.”“This approach is remarkable. While many companies rush to deploy chatbots for their customers, Clément chose the opposite: AI strengthens his internal teams, while customer interactions remain human.”“It’s not that a company can’t operate without AI, but thanks to AI, certain tasks can be completed much more quickly.”Clément Gutierres“CEO | Hâpy Services”“Customers deal exclusively with us. The idea, however, was to strengthen each team member’s expertise.”“This view of AI as a tool for enhancement rather than replacement is the key to success. Team members don’t see Antoine as a threat, but as a colleague who helps them perform better.”Key takeaways“The story of Hâpy Services shows that integrating artificial intelligence into a business is neither mysterious nor complicated. It’s not about revolutionizing all processes overnight or becoming a ‘100% AI’ company.”“It’s about:”“The sales team is more autonomous, efficient, and responsive. New hires are operational from day one. This allows Clément to focus on strategic business development instead of answering pricing questions.”“And all of this is achieved without hiring a single additional person, with an investment of only €15 per user per month, while maintaining full control over sensitive sales data.”“Antoine, the virtual sales expert, doesn’t replace anyone. He develops everyone’s skills. Perhaps this is the true promise of artificial intelligence in business: not to replace humans, but to free them from repetitive tasks so they can focus on what really matters—customer relationships, professional expertise, and creativity.”“We didn’t talk about AI; we focused on use cases.”Clément Gutierres“CEO | Hâpy Services”“We didn’t talk about AI; we talked about use cases.”The problem in numbers15 minutesper message for manual qualification10 messagesreceived each week+ 2 hourslost per week on repetitive tasksHigh riskof missing business opportunitiesIndustryConsulting firm in Data/BI/Big Data/AI/MDM, founded in 2010Size250 employeesLocation10 offices in France(Nantes HQ, Paris, Lille, Brest, Bordeaux, Toulouse, Montpellier, Lyon, Rennes, AngersUsing Swiftask since8 monthsReady to transform your agency?Discover how Swiftaskcan multiply your team's productivityStart my Free trial now!
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