AI-powered knowledge platform & decision support solution for a leading IT firms India’s consumer field sales force

Introduction & Problem Statement

Consumer Sales teams (In-store promoters, store managers, partners sales reps, etc) managing product sales often face delays in resolving consumer finance-related queries – from checking EMI eligibility to understanding partner scheme terms. These queries typically flow via emails, WhatsApp messages, or manual lookup, which is time-consuming and inefficient.

Given their wide product range, multiple financing partners, and ever-evolving policy documents, there is a clear need for a conversational AI Assistant trained on the knowledge bank of consumer financing offers and policies that can answer finance-related queries instantly and accurately, reducing operational bottlenecks, accelerating sales cycle and increasing partner and consumer experience.

Solution Overview

CORESight – text-based AI Decision Support Assistant trained specifically on their documentation and policies related to customer financing options.

Key features:

• LLM-Powered AI Assistant: Contextualized on their consumer financing SOPs, FAQs, and query logs.
• Web UI: Available on web interface for quick access by various teams.
• Partner-Specific Schemes: Contextual answers based on financing partner.
• Real-Time Resolution: Answers eligibility questions, SOP clarifications, scheme rules, escalation paths.
• Retrieval-Augmented Generation (RAG): Uses curated knowledge base to improve reliability.
• Feedback Loop: Learns from user interactions to improve response quality.

Core Modules and Technical Features

• LLM Integration: OpenAI/Gemma/Mistral-based models contextualized with their finance domain.
• Prompt Engineering: Finance-specific prompt design with fallback logic.
• Knowledge Base: SOPs, FAQs, partner rules, finance workflows.
• Query Logs & Training Data: Uses past WhatsApp/email/CRM queries to train model.
• Streamlit based web UI: Web UI for easy access.
• Role-Based Access: Secured login.
• Feedback Module: Built-in thumbs-up/down for continuous learning.

Requirements from the brand

Data Inputs

• Partner Guidelines
• Internal SOPs & FAQs for product finance
• WhatsApp/email/CRM query logs from past 6 months
• Scheme approval rules (tenure, DP, eligibility, product type)

Support

• SPOC from finance operations/training
• Clarification sessions on edge-case queries
• Escalation matrix for exceptions

Deliverable to the brand

• CORESight: AI Decision Support Assistant trained on Consumer Financing documentation for them
• Secure Access via Browser for users
• Portal to upload policy and transactional data
• Automated Weekly Report and Monthly review

Commercial Terms

• One-time set-up fees (includes model set-up, vector database creation, report format set-up): INR 12,00,000/-
• Monthly fees: INR 4,30,000/- (includes weekly model enrichment)
• LLM usage fees: INR 250/- per user per month fixed for 6 months
• GST extra
• Price validity: 2 weeks

Implementation and system configuration period:

• One time set-up: 4-5 weeks from PO
• Accuracy will improve as system gets enriched with data and feedback