Brief

The sales chatbot leverages Generative AI to resolve inefficiencies in sales conversations. By integrating data from past projects and incorporating compliance-specific information, the chatbot ensures accurate, relevant responses. It matches client queries with pre-existing solutions using keyword algorithms and parameterized data filtering.

Challenges

  1. Knowledge Gap: Sales representatives lacked insights into technical and regulatory aspects of solutions.
  2. Extended Response Time: Conversations were delayed as teams searched for relevant information.
  3. Compliance Risks: Manual sharing of project details risked breaches of sensitive client data.
  4. Fragmented Knowledge Base: No centralized repository for previous projects, features, or certifications.
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Solution

The sales chatbot employs:

  • Generative AI Models: Integrated with OpenAI and AWS SageMaker for advanced natural language processing.
  • Keyword Matching Algorithms: Filters projects based on compliance, features, and technology stack.
  • Project Categorization: Organized database of past projects segmented by country, business category, and technology.
  • Compliance and Certifications Module: Ensures data security and compliance (e.g., HIPAA, GDPR).

Impact

  1. Faster Response Time: Improved TAT for client queries, with early pilot tests showing a 50% reduction in average conversation duration.
  2. Enhanced Accuracy: Tailored responses ensure alignment with client requirements.
  3. Compliance Assurance: Prevents unintentional breaches of client or regulatory guidelines.
  4. Global Scalability: Customized pitches based on regional certifications and market needs.

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