Case Study
Here's the Case-Study of some of our works we'd like you to see...
Intelligent Sales Data Analysis Agent for the Furniture Industry
A leading furniture industry enterprise utilized a CRM platform to manage critical sales operations, including customer relationship management, order processing, and lead tracking. While the system effectively supported day-to-day activities, it lacked the flexibility to efficiently retrieve and analyze data in response to evolving user needs.
This is a multi-tenant application, designed to serve multiple client entities within a shared infrastructure while maintaining strict data isolation.
The Challenge
The client’s sales and operations teams frequently required access to dynamic data insights, ranging from sales performance reports to lead conversion analysis. However, the traditional approach of creating predefined reports for each new requirement was labor-intensive and unsustainable.
Further complicating the situation, data was scattered across different formats and platforms, including:
- SQL Server databases
- CSV files
- Vector databases
This fragmentation created significant roadblocks in aggregating, interpreting, and visualizing data in real time. Additionally, there was no user-friendly way for non-technical staff to interact with this information efficiently.
The Solution
To overcome these limitations, we developed and deployed a Sales Data Analysis Agent powered by Retrieval-Augmented Generation (RAG) and OpenAI’s Large Language Models (LLMs) in which only tenant-specific data will be shared with the agents.
Key solution components included:
Data Architecture Mapping: Unified data from structured (SQL Server) and unstructured (CSV, vector) sources into a single, searchable framework.
RAG-Based Architecture: Enabled real-time, context-aware data retrieval using semantic search and vector indexing across multiple data sources.
Natural Language Query Interface: Leveraged open-source frameworks such as LangChain and LlamaIndex to build an intuitive interface for querying data in natural language.
LLM Integration: Integrated OpenAI's advanced models to interpret natural language queries and generate accurate, context-relevant responses eliminating the need for manual report development.
This AI-driven solution empowered the client’s sales and admin teams to effortlessly interact with their data and uncover key business insights.
The deployment of the Sales Data Analysis Agent brought transformative benefits to the client's operations:
Enhanced Accessibility: Teams could instantly retrieve critical sales insights using natural language queries, without relying on technical support.
Improved Decision-Making: Real-time access to consolidated, relevant data improved sales forecasting, strategy formulation, and team productivity.
Scalability and Flexibility: The system could evolve with business needs, supporting new data sources and questions without requiring major updates.
This implementation marked a significant shift toward data-driven decision-making, boosting the organization’s agility, responsiveness, and competitive edge in the furniture retail sector.
Technology Stack
