Have you ever looked at something and thought, “I like that but it’s not quite what I need?”

We get it, and we’ve got a solution. Rebellion Marketing was approached by a US company to design and create an AI integration like no other.

One of the main problems the company was facing was the reliance on the owner to help drive effective sales. While it had worked over the years, like all businesses it was time to amend their sales approach.

Within this, they identified several issues within the sales pipeline. The time it took to pull detailed references from the whole catalogue of material the business had, from books, podcasts, training videos, presentations and more. The process was overly complex and required several weeks of manual searching.

Their client base is well established and also well known within their industry. It was essential that they ensure a streamlined process to support the growth and sales of the company and maintain these relationships within their client base.

To Rebellion, the solution was clear. AI needed to play an integral role in the creation of the software. However, with current AI once using a prompt to create these proposals the software would pull from across the internet. This means the results will vary and not pull from the vast resources available within the business itself.

With this in mind, the team at Rebellion used similar technology that drives AI tools such as ChatGPT and Bard but adapted it to pull data and information from a private and personal database.

This resulted in initial work to create and collate all data into a format which the AI can then use and pull from. Categorising the data as well as creating transcriptions of the videos, podcasts, and other audio were crucial for making this solution use the wealth of resources this company had.

Not only did the solution need to pull data into a format which would be easily used and manipulated for sales proposals. It was important to include the various sources listed at the bottom of the proposal documents for further reference.

The system was built with an administration function, which allows the administrator to add and remove users. View credits, costs, and activities from each user. As well as customised with different AI functionalities as and when required.

Uploading the required data to create a private database was critical. It needed to be easy and ecient to upload the content in its original format. Several elds needed to be added, from le type to locations for the AI to transcribe and use the le to inform the creation of responses.

Due to the sensitive nature of the system, there were various precautions taken into account. Such as built-in protection for intellectual property, as well as admin users or standard users. To a standard user, the interface looks like a chatbot and functions as one. The user is able to interact with the system and when prompted pull from a personal catalogue of information and references to create their proposal.

Due to the customisation within this feature, this solution can be used as a standalone website, or integrated within a personal interface. The options are endless. Taking an agile approach to project management was key to ensuring the right deadlines were met. With a design and completion of this project being 8 weeks; 2 of which were focused heavily on testing.

A fully functioning bespoke AI integration that can be customised for optimal usage. Pulling from a catagorised and automatically transcribed data base in order to create personalised and detailed sales proposals within hours. Along with links to references used within the proposals.

Full development of this solution has meant there is no other solution on the market. We continue to evolve and develop this program where there is the potential to launch to market.

From weeks of manual labour to create a sales proposal to using bespoke AI software to categorise, curate, and reference data in one functional document within hours. That’s the power of AI.