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B2B SaaS2025·5 months

Company-wide knowledge assistant for support ops

Overview

Replaced a browser-tab sprawl of Notion, Zendesk, and Salesforce with a single chat surface that answers rep questions in under two seconds. Every answer cites the source doc, confidence is surfaced inline, and low-confidence cases flow to a human reviewer queue before being cached as canonical answers.

What we delivered

  • Retrieval pipeline (Notion + Zendesk + Salesforce)
  • Streaming chat UI embedded in the rep console
  • Citation + confidence surface
  • Human reviewer queue
  • Evaluation harness (pairwise + rubric)
  • Model-provider fallback (OpenAI → Anthropic)

Stack

LangChain · pgvector · OpenAI API · Anthropic API · Next.js · Python


Duration: 5 months
Year: 2025
Industry: B2B SaaS

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