How Truemed Hit 70% AI Resolution and Cut TTR by 93% in 90 Days with Applied Labs

Highlights:

  • 70% AI Resolution Rate up from ~30% with a previous AI tool, with meaningfully higher response quality, achieved in just 90 days.

  • 93% reduction in TTR (Time to Resolution) from weeks to under a day, maintained through peak season volume spikes.

  • “I don't think you get this level of partnership with any other customer support tool.”

  • Workflow complexity that the team never dreamed was possible including live database lookups that used to require a full-time employee.

  • CX repositioned as a revenue and product function, not a cost center, with weekly intent audits directly influencing the product roadmap.


Company:

Truemed, a venture-backed HSA and FSA marketplace that has raised from top investors including Andreessen Horowitz, sits at a rare intersection, part telemedicine platform, part payment processor for over 3,000 brands. With multiple deployment models, denied-claims workflows, and enterprise merchant partners like Whoop and Peloton, their support operation is anything but standard.

When rapid growth pushed their legacy stack past its limits, they needed more than a helpdesk upgrade. They needed a platform that could match the complexity of their business.


The Pain:

Truemed had been running on Front for ticketing and Lindy for AI automation. On paper, the setup worked until it didn't. The business doubled between October and December 2025, and the volume also doubled overnight

The team had built out basic AI flows in Lindy that achieved roughly 30% resolution, but the underlying approach was fragile. There was no meaningful quality evaluation, no analytics layer, and no path to connecting the AI to Truemed's own systems.

On a scale of 0–10, Colin rated the pre-transition pain at an 8 or 9.

The core issues were structural:

  • Two disconnected systems (Front + Lindy) made troubleshooting AI responses slow and opaque, with no unified view of what was happening.
  • No connection to internal data. With 90% of Truemed's answer logic living in their own database, the AI couldn't access what it needed to respond accurately.
  • No visibility into customer intent. Manual tagging in Front was inconsistent and unsustainable.
  • Volume that couldn't scale. A human team can only answer so many emails. As Colin put it: "A human can't answer more than 200 emails. That was it."

What Truemed Evaluated and Where Others Fell Short:

Truemed evaluated several AI vendors, including Decagon and Sierra, before choosing Applied Labs. The common theme across those conversations was the same: platforms built for standard use cases struggled to accommodate the nuance of Truemed's business.

"We met with Decagon and Sierra. We mentioned what was needed to get to a high AI resolution rate, and the response was basically, 'you're not at the spend threshold for this.' They didn't have the capabilities to access Truemed’s data either. Applied Labs was different from day one — they came in ready to actually solve the problem."
Colin Budries
Colin Budries
Chief of Staff

For a company with healthcare-adjacent workflows, claims logic, different deployment models, and no standard Shopify infrastructure, most vendors offered rigid, template-driven solutions that couldn't flex to fit. Feature requests that were table stakes for Truemed's operation were either unsupported or required significant enterprise commitments to even discuss. The gap between what existing tools could do and what Truemed actually needed was too wide to bridge.


Why Applied Labs:

Truemed chose Applied Labs for three reasons: technical depth, speed, and genuine partnership.

Database-first architecture. The ability to connect directly to Truemed’s data was the deciding factor for Tiffany Kim, Truemed's COO. Within days of that conversation, the integration was ready. For Colin, what followed still feels extraordinary:

"Applied Labs' ability to connect to our Truemed database was a level of magic that honestly changed how we think about what AI can do. If I'm having a bad day, I'll go watch the agent find information in the database and respond to a customer in real time — accurately, with full context. What we're talking about is live data lookups that used to require a dedicated person to manage. This used to be a full-time job, and now it just... runs."
Colin Budries
Colin Budries
Chief of Staff

Workflow complexity that wasn't possible before. Applied Labs didn't just automate FAQs, it unlocked flows the team had never even considered building. Multi-variable eligibility lookups. Merchant-specific response synthesis across multiple deployment models with no one-to-one knowledge articles.

A team that ramps fast and delivers faster. When Truemed flagged issues or made requests, the turnaround was measured in hours. The Applied Labs team got high context on Truemed's business quickly and produced work product that exceeded expectations from day one.

"Anytime we identify an issue — hey, we need some way to support this — the next day, Applied Labs has it built into the product. I just don't think you get that level of partnership with any other customer support tool."
Alex Sands
Alex Sands
General Manager

Gerard Mealy, Product Operations Manager, echoed the same sentiment about the engineering team's responsiveness:

"We would bring something up to Applied Labs that was kind of a crazy request, and the next day they'd come back and say it was done. The amount of feedback we've provided, the requests we've made — things just get fixed within hours or days. That gives me a ton of confidence it's the right solution."
Gerard Mealy
Gerard Mealy
Product Operations Manager

Results:

70% AI Resolution Rate with Accuracy that Actually Holds Up

Truemed more than doubled their AI resolution rate in 90 days while dramatically improving the quality of responses. The distinction matters: the 30% Lindy achieved came with lower-fidelity answers and lower visibility into errors. Gerard does weekly quality audits and describes the difference clearly:

The agent's ability to synthesize across multiple knowledge sources, rather than finding the single most relevant article and rewriting it, is what enables accuracy at this complexity level.

"It's not a situation where we have one-to-one articles for every deployment model or every merchant we partner with. The agent takes sources, and based on the variables, synthesizes a unique response."
Colin Budries
Colin Budries
Chief of Staff

93% Reduction in TTR: From Weeks to Under a Day

Mean time to resolution is now under one day, a 93% reduction maintained even as ticket volume grew.

More importantly, the team now feels prepared rather than anxious about the next peak season. Today it's a different story entirely.

"Volume doubles in November and December and it blew up the queue. Now I feel comfortable with the way we can grow with Applied Labs. When the business multiplies over the next few years, I feel comfortable. That confidence is a 10."
Colin Budries
Colin Budries
Chief of Staff

A Unified CRM Where AI Is a 24/7 Colleague

One of the most profound shifts has been in how the team experiences their day-to-day work. Unlike legacy platforms where human agents have to sort through what the AI did or didn't handle, Applied Labs operates as a true unified system. Human agents now log directly into the escalated queue because the AI agent has already taken care of everything else.

"There's this 24/7 colleague that is just always taking care of the easy queue. All a human does now is go straight to the escalated queue. We know the agent is knocking out 70% of tickets already, so here's the view of the 100 things you need to take care of today. I forgot people even ask certain questions, because the agent's just handling it."
Colin Budries
Colin Budries
Chief of Staff

The trust built in the AI's responses is what makes this model work. As Gerard put it: the confidence in Applied Labs' accuracy means human agents aren't second-guessing the queue. They're just focused on the work that actually requires them.

"I can't think strategically if I'm answering 100 tickets a day. That's the reality."
Gerard Mealy
Gerard Mealy
Product Operations Manager

With that bandwidth recovered, the team now spends time on merchant team conversations, product roadmap analysis, and systems thinking that was previously impossible. A mobile UX bug caught in the inbox this week. None of it would have been visible in the old model.


From Cost Center to Growth Driver:

Truemed's leadership had long believed CX was a user research function, not a cost center. Applied Labs made that vision possible:

"What you guys enable is the kind of vocabulary to talk in a cogent way to our product organization. 15% of users have this very particular problem, 8% of this particular merchant's customers have this. It's a level of granularity I can't fathom."
Tiffany Kim
Tiffany Kim
Chief Operating Officer

The team runs weekly audits of topics and intents, tying patterns in the inbox directly to product decisions. Bugs that would have been invisible in aggregate analytics surface clearly when support data is properly classified.

"Support is often the first place you get that information. Something broken in our system that we can fix, that translates to X amount of revenue more per month. I think there's a lot of really good tidbits, but the data has to be very well organized. Otherwise it's just pure chaos."
Gerard Mealy
Gerard Mealy
Product Operations Manager

The team is also rethinking headcount strategy entirely. Rather than scaling linearly with volume, the goal is to keep the team lean while the AI handles the repeatable tier — and deploy human expertise where relationships and judgment actually matter.

"We don't want to have to grow our team size as we grow revenue. With two or three really lean agents and automation that deeply understands our product, we don't have to."
Gerard Mealy
Gerard Mealy
Product Operations Manager

Tiffany summed up the broader strategic shift: in Q4, Gerard moved from product management into product ops precisely because the team had decided support wasn't just a service function it was a revenue-generating one. Applied Labs is what made that bet pay off.


What's Next:

The team has set an internal goal of reaching 85% AI resolution rate. The Merchant team is next to adopt the platform at the depth the customer team already has. And Tiffany is now tracking tickets-per-user as a north star KPI, a metric that was previously onerous to measure.


Get in Touch:

If you want to automate complex support, connect AI to your internal systems, and turn CX into a strategic growth function, Applied Labs can help.

→ Get a demo

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