Cautioneo: an AI agent that supports tenants and owners and tracks every rental guarantee file
Company Overview
Cautioneo is a French fintech that secures the rental market on both sides of a lease. For tenants, it acts as a professional guarantor so they can apply for a home without a family co signer. For owners, it provides unpaid rent insurance that covers missed payments, property damage and legal costs. Behind every subscription there is a file that moves through eligibility, signature and ongoing management, and two very different audiences who need clear answers at each step.
Challenge
Cautioneo serves two audiences with two sets of questions. Tenants want to know if they are eligible, what the guarantee costs and where their application stands. Owners want to understand what the guarantee covers, how to subscribe and where their file stands. Most of these questions reach the support team and many of them are about the status of one specific file. Answering them one by one is slow, and the right answer depends on data that lives inside Cautioneo systems, not in a generic FAQ.
Mélanie, Cautioneo
A collaboration built on genuine co construction
"What stood out the most is the quality of the exchanges. From the start, we felt we were dealing with a team that genuinely sought to understand our business and our challenges, rather than simply deploying a solution. Our feedback was always taken into account and we moved forward in a logic of co construction."
A solution shaped around our business
"At Cautioneo, we operate in a fairly specific environment, with topics tied to renting, insurance and the handling of many special cases. AGO quickly understood these stakes and adapted the AI agent to the way we work. With each new issue or need identified, we were able to talk it through easily and evolve the solution accordingly."
A product that keeps getting sharper
"The product has evolved a lot since the start of our collaboration thanks to continuous iteration between our teams. We regularly analyze the requests that reach customer service to identify those that could be handled directly by the AI agent. The goal is simple: reduce the number of tickets that need a human and let our clients get an immediate answer, at any hour. With each iteration, the agent gains precision, understands more use cases and gives more complete answers. Today it has become a real entry point for our users and concretely improves their experience while easing the load on our teams."
Concrete impact for our clients and our teams
"The impact is very concrete for our teams. We have reduced the volume of recurring requests handled by customer service, which lets them spend more time on the cases that need human support. Our clients also get answers faster, at any time of day. In the end, we gain efficiency while improving the experience offered to our users. The promise of AGO is kept."
Solution
AGO deployed a conversational AI agent on the Cautioneo website that recognizes whether it is talking to a tenant or an owner and adapts its answers to each profile. The agent is connected in real time to the Cautioneo case tracking system, so it can look up the status of a specific file and tell a visitor exactly where their file stands, instead of sending a generic reply. When a request needs a person, the agent opens a ticket directly in HubSpot with the full context of the conversation, so the support team picks it up without asking the visitor to repeat anything.
Result
Tenants and owners get accurate, file aware answers at any time, including the status of their own dossier. The support team stops answering the same status questions over and over and only steps in on the tickets that truly need a person, each one already documented in HubSpot. The same channel serves both profiles, handles routine follow up and routes the rest cleanly to the team.
Connected to the Cautioneo stack
AGO runs on the same data as the Cautioneo teams. It connects to HubSpot for tickets and pulls live case data from the Cautioneo GraphQL API in real time, so every answer reflects the current state of a file.
HubSpot
Tickets are created and updated in HubSpot with the full context of the conversation, so the support team picks up only what genuinely needs a person.
GraphQL
AGO queries the Cautioneo GraphQL API in real time to read the live status of a tenant or owner file before it replies.
One conversation, a clear file status, and a ticket in HubSpot when it matters.
AGO talks with tenants and owners, checks the case tracking system before replying, and opens a ticket in HubSpot only when a person needs to step in.
- 01A tenant or owner asks a question
- 02AGO checks the case tracking system
- 03AGO generates a clear, accurate answer
- 04AGO replies in the conversation
- 05The visitor needs a person
- 06AGO prepares the ticket
- 07Ticket created in HubSpot
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