Virtual CRM helper
- #SaaS
The LLM-powered chatbot is tailored for assisting new CRM users, offering automated responses and the ability to perform various tasks within the custom-built CRM software.
- Natural Language Processing
Impact
An LLM-powered chatbot is designed to help users navigate through custom-built CRM software. Users can ask the bot questions in any manner or format if they need assistance using the software. The bot is capable of asking additional questions to understand the users’ requests better and can perform specific actions, such as texting coworkers or preparing reports. This bot is explicitly designed for new CRM users who might need help while using it.
Services we provided
Chatbot Training Module
Automated Response System
Tech Stack
GPT 3.5
LangChain
Falcon
Selenium
Challenges and Solutions
🧐 Challenges
- Generate and collect a sufficient amount of versatile data.
- Enable the chatbot to facilitate the use of the CRM.
- Train the chatbot to request additional details for user requests.
💡 Solutions
- Utilize existing Q&A documents to generate real-world training conversations based on them.
- Develop a set of scripts to enable multiple actions in the CRM software, and train the bot to utilize them.
Business value
- Enhances users’ experience with the real-time and personalized assistance.
- Boosts operational efficiency through automated responses and actions.
- Accelerates onboarding and promotes innovative technology adoption
User flow