Simplifying Service Discovery with an AI-Powered Sales Agent
Problem Statement
The client's vast service catalog was overwhelming, even for expert customers. Prospects struggled to find the right solution for their needs, leading to long sales cycles, stalled deals, and customer drop-off.
Client Info
A global leader in enterprise cloud connectivity with an extensive portfolio of services. Their success had created such a diverse range of offerings that customers found it difficult to navigate.
Outcomes
Reduced average service discovery time from 1-2 weeks to less than 24 hours.
82% of users found the required information within 2 minutes, compared to 15+ minutes with manual navigation.
Improved lead qualification rate by 52%.
How did BeautifulCode do it?
Our process began with a deep dive into the client's domain and their customers' journey. We spent time with their team to understand the typical questions and challenges that potential customers faced. The core issue was clear: customers needed a guide, not just a search bar. We set out to build an AI-powered sales agent that could intelligently navigate them from problem to solution.
Curating a High-Quality Knowledge Base
We first assessed the client's entire library of information assets, including technical documentation, FAQs, YouTube video transcripts, case studies, and the service catalog. We filtered these assets to select only the most accurate, up-to-date, and high-quality content to serve as the foundation for our AI.
Building an Intelligent RAG Pipeline
We constructed a robust Retrieval-Augmented Generation (RAG) pipeline to process the curated content. This system ingested all the documents, broke them down into meaningful chunks, converted them into embeddings, and stored them in a vector database. This created a rich, searchable knowledge base for the AI agent to draw from.
Designing the AI Sales Agent Persona
We engineered an "AI Sales Agent" persona designed to be more than just a question-answering bot. Its core directive was to understand a customer's technical query and guide the customer effectively. To achieve this, the agent was programmed to generate relevant, related follow-up questions, proactively guiding users through the sales funnel. For transparency and trust, the agent also provided a list of the source documents it used to formulate each response.
Creating a Modern, Frictionless User Experience
We designed a sleek, modern UI for customers to interact with the AI Sales Agent. To reduce the initial friction point for new users, the interface featured pre-built prompts targeting the most common queries and use cases, making it easy for customers to start a meaningful conversation and quickly find the solutions they needed.
Technologies Used
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