The full case study
AI-powered sales platform, step by step
On this page · 8 sections
About the business
The story of this project started when a client from the US-based tech company with 80+ members came to us.
The client already had several successful and profitable sales and business automation solutions. So in 2023 he decided to build one more software powered by AI.
His idea was to create a smart platform to automate and interconnect various sales solutions. And we helped him to gather all requirements and build MVP of this AI-powered solution.
Our goal was to release an MVP, help our client with its support, and then transform that MVP into a fully-fledged product.
Project tasks
- Complete a holistic discovery to prepare functional and non-functional requirements, prioritize features, and create product roadmap.
- Design and build an MVP of a sales platform with a basic but solid AI-powered feature set and perform its quick market launch.
- Provide support and maintenance and keep improving MVP. The end goal is to scale it and expand its functionality according to clients’ feedback
Project team
- Project Manager
- Business Analyst
- 2 UX/UI designers
- 4 Front-end developers
- 3 Back-end developers
- Software Architect
- 3 QA engineers
- DevOps specialist
1 month for Discovery & Design
8 months for MVP development and launch
Application features
We added a set of advanced features to help platform users store all data and knowledge in one place, and manage it effortlessly.
CRM
Track and manage all customers information
AI helpdesk
Automate responses to customers requests
Workflow builder
Customize workflow and manage tasks online
Automation
Automated creation of documents and reports
AI knowledge base
Organize business knowledge and Q&A
Advanced analytics
Access and track all critical metrics
AI-powered helpdesk
We developed an AI-powered helpdesk to empower platform users to filter, organize, manage and respond to customers queries faster and with less effort.
AI assists users with support tickets resolution by providing response suggestions. It can also improve written responses by making them longer or shorter, summarizing the issue, adding necessary action items.
To make helpdesk even smarter and put customer support to a whole new level we also added a set of complimentary options:
- live notifications
- custom communication
- messages scheduling
- smart search
AI knowledge base
Our goal was to create a convenient solution to store all company data and knowledge and enhance it with AI to recognize questions and find them in the base, generate personalized answers, and gather customer feedback.
AI helped us to turn knowledge base into a dynamic storage of company data where it’s easy to:
- search and find all necessary Q&As
- update the data in a couple of clicks
- organize all data and gather insights
- use the data to generate instant responses to queries
Development approach
To build this AI-powered sales platform and make it easy to use and maintain, we’ve used a set of proven technologies. They helped us ensure that the platform is stable and has high performance. Here is what we used:
- TypeScript for both front-end (React) and back-end (Node.js) parts to make source code stable and decrease future maintenance costs.
- React to speed-up front-end development and code maintenance.
- Amazon AWS was selected as the primary cloud service provider as the most cost-efficient and scalable solution.
- Amazon Aurora DB was used as a main database for high performance, availability and scalability.
- Swagger was used for API documentation and testing.
- We’ve also created a robust REST API as the main communication gateway between product parts.
Outcome
Our team accomplished a great deal in just 9 months. We performed a thorough product discovery process, finalized the requirements, and built an MVP of the web platform to test our client’s idea.
The MVP was successfully launched and tested by users, who provided additional feedback for further improvements and platform scaling. At the same time, we developed a hybrid mobile app that utilizes the benefits of the React tech stack to speed up the development process. The product has gained traction among its users and already generated solid cash flow. Currently, we are working with our client to scale this MVP and add new advanced features.
3.5K active MVP users and the number keeps growing 3X increased headcount in the client company 2X faster and better customer service and queries management
