AI Chat Assistance for ERP Platform

Cloud Reports-1

About Client

Industry

ERP

Location

USA

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Project Overview
Traditional Process
Challenges
Our Solution
Outcome ​
Features
Technologies Used
Demo Video

Project Overview

In today’s fast-paced business landscape, quick access to critical information is essential for success, especially for users investing in Enterprise Resource Planning (ERP) platforms. Traditionally, navigating through extensive documents and PDFs to find specific information has been time-consuming. To address this challenge, we’ve integrated a chatbot directly into their ERP platform.

The chatbot integration offers paid users instant access to relevant information, saving time and boosting productivity. Harnessing artificial intelligence, users can ask questions, and the chatbot retrieves precise answers from a tailored knowledge base. This knowledge base primarily contains documents on how to use the ERP software, its features, and more.It seamlessly integrates into the ERP platform, providing a user-friendly interface for easy interaction on both desktop and mobile devices.

Multilingual support in English and Spanish ensures inclusivity for all users, while a comprehensive knowledge base guarantees accurate responses. By streamlining access to information, the chatbot enhances productivity and enables users to focus on high-priority tasks. Overall, the integration revolutionizes how users access information within the ERP platform, improving satisfaction and efficiency across the organization.

Traditional Process

01
Finding Information Across Documents: Users had to search through multiple documents to locate the information if they didn’t know about the feature they needed.
02
Time Consuming Process: The searching process was time-consuming, requiring users to spend significant amounts of time to find the relevant information.
03
Language Barriers: Users faced language barriers when trying to understand documents written in languages other than their own, which further complicated the process.

Challenges Faced

01
Manual Information Retrieval: Users had to manually search through documents or resources to find the information they needed about the platform’s features, usage instructions, and troubleshooting tips.
02
Time-consuming Support Requests: Users had to rely on contacting customer support for assistance, leading to delays in getting responses to their queries.
03
Inefficient User Onboarding: New users faced challenges in understanding how to navigate and utilize the platform effectively, resulting in a steep learning curve.
04
Lack of Personalized Assistance: Users might not receive tailored guidance based on their specific queries or usage patterns, leading to frustration and inefficiency.

Our Solution

01
Instant Access to Information: The chatbot allows users to quickly access relevant information about the platform’s features and functionalities by simply typing their queries into the chat interface.
02
24/7 Support Availability: With the chatbot service, users can get assistance anytime, anywhere, without having to wait for customer support to be available.
03
Enhanced User Onboarding Experience: The chatbot guides new users through the onboarding process, providing step-by-step instructions and answering their questions in real time, thereby reducing the learning curve.
04
Efficient Issue Resolution: Users can troubleshoot issues and resolve queries instantly through the chatbot, eliminating the need for lengthy back-and-forth communication with support agents.
05
Personalized Assistance: The chatbot leverages AI algorithms to understand users’ queries and provide personalized solutions based on their unique needs and usage history.

Outcome

Achieved a 50% decrease in response time.

Increased user satisfaction scores by 40%.

Enhanced accessibility for users worldwide by 60%.

Client onboarding Experience improved by 50%.

Ease in adapting to the software improved by 80%.

Query Resolution time decreased by 85%.

Client Satisfaction increased by 90%.

Features

Multilingual Document Upload: Administrators can upload documents in various languages to the platform.

Language Detection: The system automatically detects the language of the uploaded document.

Multilingual Response Generation: Based on the detected language, the bot generates responses in multiple languages, such as Spanish and German.

Conversational History Tracking: The admin panel includes a feature for tracking and monitoring conversational history.

Analysis and Insights: Through the admin panel, administrators can analyze conversational data for insights and improvements.

Unanswered Questions Highlighted: Unanswered questions in the chatbot will be highlighted in red history, alerting the administrator to upload relevant information to the knowledge base.

Technology Stack

LLM
Large Language Models (LLMs)

  • OpenAI as a LLM

Front-end

  • React

Backend

  • Node
  • Python
  • Flask
  • Nginx

chatbot
Bot Framework

  • Botpress V12

sorting
Storing the data for the RAGs

  • ChromaDB(Vector DB)

Database

  • SQL Database (PostgreSQL)

Deployment and Scaling

  • Docke
  • Kubernetes

Cloud Services

  • AWS Cloud Services (EC2, S3, ACM, Route53, Simple Email Service, WAF)

Project management
Project Management

  • Azure DevOps

Demo Video