Where it started.
Reps were spending 40% of every day writing follow-ups and summarising calls, and leadership wanted AI — but one hallucinated price quote in a customer email would have ended the project. The bar wasn't 'impressive demo', it was 'never wrong about our data'.
How we built it.
Retrieval over real deal context, not free-form generation: the copilot only writes from CRM facts it can cite, and every draft goes through the rep before it sends. We shipped it inside the Salesforce UI they already lived in — no new tab, no new habit, no training deck.
Sales reps were spending 40% of their day writing follow-up emails and summarising calls. We built a CRM-integrated copilot that reads deal context, drafts responses, and flags stale deals — without touching their existing workflow.
What shipped.
- ✓71% reduction in email response time
- ✓3× more follow-ups per rep per day
- ✓Deployed in 6 weeks
- ✓Zero hallucinations on customer data
Year
2025
Category
AI · LLM
Tech
- OpenAI GPT-4o
- Python
- FastAPI
- React
- Salesforce API
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