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Conversational AICase study

Sales Enablement & Knowledge Base Chatbot

AI-powered internal chatbot that provides instant access to product information, company policies, sales collateral, and training resources, reducing information retrieval time by 75% and support tickets by 40%.

Conversational AI · workflow canvasproduction build
Sales Enablement & Knowledge Base Chatbot workflow

Context

Sales teams and employees wasted hours searching through multiple documents, portals, and wikis for product information, company policies, sales materials, and training resources, often contacting HR or support teams for basic questions during business hours only.

Approach

Built Botpress knowledge-based chatbot with main menu options for product information, company policies, sales collateral, and training assistance, integrated with Knowledge Agent to query comprehensive company documentation, implemented fallback handling for unavailable information with graceful error messages, and enabled continuous multi-question sessions for efficient information discovery.

Architecture

  1. Botpress conversation trigger
  2. Welcome message
  3. Main menu (Product Info/Policies/Sales Collateral/Training)
  4. Knowledge Agent query
  5. Knowledge base retrieval
  6. Response or fallback message
  7. More questions option loop
  8. Conversation end

Results

75% fasterInformation retrieval time
40%Support tickets reduced
50%Onboarding time decreased