AI-Powered Internal Search Bot for B2B Customer Service & Sales

Optimizing sales and customer support with AI-driven knowledge retrieval

Overcoming inefficiencies in sales and customer service.

A B2B company with over a decade of historical data faced inefficiencies in both customer service and sales. Their teams struggled to quickly access relevant information, and the company needed a streamlined, AI-driven solution to improve information retrieval for both teams.

What We Did

AI Internal Searchbot Creation, Training, Integration, and Management

The Challenge

The client faced three primary challenges:

Long Response Times

Website visitors often lacked sufficient understanding of the products, leading to low-quality sales leads.

Slow Sales Process

Sales reps spending too much time searching for product details, case studies, and pricing information.

Poor Data Organization

A disconnected knowledge base spread across emails, PDFs, and outdated CRM entries.

The Solution

Commexis developed a custom internal AI search bot that leveraged the company’s existing data, structured and unstructured, to provide instant, context-aware answers.

Data Structuring & AI Integration

We ingested years of product manuals, support tickets, sales presentations, and CRM data into an AI model capable of understanding natural language queries.

Dual-Purpose Bot for Sales & Customer Service

Sales reps could instantly retrieve case studies, pricing models, and competitor comparisons to enhance prospecting.

Customer service teams gained a smart FAQ assistant capable of resolving common issues without escalation.

Seamless Knowledge Base Integration

The bot connected with existing tools like Zendesk to keep information up to date in real time.

The Results

By turning years of untapped data into an AI-powered search assistant, the company significantly improved operational efficiency across both sales and support.

Search Time Reduced

50% reduction in time spent searching for sales-related documents.

Quicker Response Times

30% faster response time for customer service inquiries.

Reduced Ticket Escalations

Improved self-service resolution rates, escalations by 40%.

Higher sales efficiency

Reps spend more time on selling rather than searching for information.

Key Takeaways

The implementation of an AI-powered internal search bot transformed the company’s approach to information retrieval, boosting efficiency across sales and customer service. Here are the most impactful lessons from this project:

AI-Powered Internal Tools

Can drastically improve efficiency by eliminating time wasted searching for information.

Well-Structured Knowledge Base

Ensure both customer service and sales teams have real-time access to critical data.

Dual-Ese AI Solutions

Serve multiple departments, maximizing ROI and adoption.

Seamless Integrations

Connect with existing systems to ensure that information stays up to date.

Looking Forward

With the success of the AI-powered search bot, the company is now exploring additional AI-driven optimizations, including:

Proactive AI recommendations for sales reps based on customer interactions and historical data.
Automated workflow enhancements to streamline repetitive customer service tasks.
Expanded AI integration with marketing and business intelligence tools to unify company-wide data.

By continuously leveraging AI, the company aims to further improve customer experience, sales effectiveness, and overall operational agility.