The project implemented an AI-powered chatbot that uses Retrieval-Augmented Generation (RAG) to access and understand all company documents, contracts, and information. This AI Agent serves as a knowledgeable assistant capable of answering high-intent prospect questions and automating lead capture and management, directly integrating with the company’s CRM.
Problem
After discovery calls or initial inquiries, the client faced a challenge: prospects frequently asked detailed, high-intent questions that required precise answers from contracts, company policies, or internal documents. Manual follow-ups were slow, error-prone, and inconsistent, risking lost opportunities. The client needed a system that could instantly respond to inquiries using accurate company knowledge, capture leads automatically, and seamlessly sync with their CRM, all while maintaining a professional and personalized interaction.
Outcome
The AI-Agent now instantly engages prospects with accurate answers derived from company documents and contract details, automatically captures new leads, and routes them to the CRM for follow-up. Early adoption shows faster response times, higher lead engagement, and improved conversion rates, freeing the team to focus on high-value interactions and deal closures.