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AI Insights and Natural-Language Search for a B2B Tool

Plain-language questions, automatic insights, recommendations and auto-tagging, added to a data-rich tool without rebuilding it.

Built for
Freelance work for a B2B software company

The challenge

The tool held years of valuable data, but getting answers out of it meant knowing exactly where to click or waiting for an analyst. People used it less than they could, and trends and problems in the data went unnoticed until they were expensive.

What we did

Instead of replacing the product, we added AI features on top of it. Users ask questions in plain language over the database and CSV files, the team receives a weekly summary of key metrics and anomalies by email or Slack, the tool suggests the next best action, and tickets, leads and documents are tagged automatically.

What we built

  • “Ask your data”: plain-language questions over the database and CSVs
  • Weekly email and Slack summaries of key metrics and anomalies
  • Next-best-action recommendations for sales, inventory or maintenance
  • Automatic tagging and classification of tickets, leads and documents

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