Lumi - A Pre-sales AI agent

Lumi - A Pre-sales AI agent

Nieve Consulting
Nieve Consulting
Started 7 months ago
Industry Agnostic
AI Agent

Summary

A Pre-sales GenAI agent designed to effectively describe the company's products and services, answer inquiries, collect information about potential clients, and schedule meetings with sales representatives for further engagement.

Description

The Lumi AI Agent is a pre-sales generative AI assistant designed to optimize customer interactions at the early stages of engagement. Lumi effectively describes the company’s products and services, answers customer inquiries, and collects essential information about potential clients. By doing so, it reduces the need for human intervention in the initial stages of the sales process, freeing up sales representatives to focus on qualified leads and deeper conversations.

The AI agent also gathers prospect availability and informs human sales agents so they can follow up  , allowing seamless handoffs between Lumi and human agents once prospects are ready for detailed discussions. Lumi leverages natural language processing to ensure that interactions are conversational and personalized, enhancing the customer experience.

Lumi's backend architecture allows easy management of the company’s product and service data, which the AI agent can query in real time, ensuring up-to-date and accurate responses to customer queries. It also employs OpenAI models to improve the quality of text inputs and summarize lengthy conversations before passing them on to human representatives for a smooth transition.

Technologies used

AWS CDK
Generative AI
Lang Chain
Lang Graph
Next.js
OpenAI API
React
Typescript
Vercel AI SDK

Consultants involved

Daniel Arroyo