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Case Study

GenAI

Customer Success Copilot

Customer success teams were spending too much time searching for account context and next actions.

Project Details

Type

GenAI

Solution Focus

A copilot that summarizes account history, surfaces risks, and recommends follow-up actions.

Architecture

RAG over customer notes, activity streams, and help-center content with controlled outputs.

Technology Stack

Angular, NestJS, OpenAI, MongoDB, Vector DB

Impact

Helped teams prepare faster for customer calls and follow-ups.

Capabilities

RAG summariesFollow-up actionsAccount context

Next Step

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