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IndustryBuild TimePlatformSolution We Provided
SAAS1.5 yearsWeb ApplicationAI-based software development services 

About Our Client

Our Mississippi-based client is one of our oldest and most reliable partners. The client heads a renowned roofing company with a legacy spanning over 50 years. With its origin in Mississippi, today, this company provides comprehensive roofing solutions to residential and commercial properties across multiple states in the United States.

Running a company with 500 employees and managing multiple vendors and contractors simultaneously is difficult. There are too many factors involved. To streamline their operations and alleviate challenges, they approached us to help them with a software solution.

We have worked with our most reliable client-cum-partners for the last four years, helping them tackle challenges effectively with innovative solutions.

This case study will discuss one of the two solutions we delivered to them. We will look into a WhatsApp-based AI chatbot that enables our clients and stakeholders to retrieve business analytics information in seconds. 

Before we dive into the details of this chatbot, we must give you a brief insight into the other solution we delivered: a roofing management software from which this bot retrieves data. In a way, this software serves as the foundation of the AI chatbot we delivered.

Let’s get a quick overview of the roofing management software we delivered to our client.

Project Background

The chatbot we will discuss today is interlinked with the roofing management software we first delivered to the client. Let me take you through the journey.

Our client first approached us to create roofing management software. This software would act as a centralized platform for their roofing business, helping them manage various internal operations digitally.

They were facing significant challenges in managing their company amidst burgeoning market demand. Some of the key challenges they cited were:

  • They had been managing all the internal processes, such as lead and customer order management, proposals, bidding, etc., in an Excel sheet. This traditional practice of managing operations left room for errors.
  • In the absence of a central channel for finding out the availability of the subcontractors, managing live projects and labor had become challenging and time-consuming.
  • The lack of transparency in service delivery made it hard to track project completion.

Our client required a web app that provides a centralized platform to monitor and control all the processes associated with roofing services–from bidding and proposal documentation to purchase orders and sub-contractor management.

Advanced reporting is one of the most notable features of this roofing management software. It enables the stakeholders to track key business analytics such as sales, project completion time, purchase order spending, earnings, and more.

This was a brief overview of roofing management software, on the backdrop of which the solution we now will be discussing was built. So, let’s move ahead and shift our attention to the key focus of this case study–WhatsApp-based AI-powered data retrieval chatbot.

WhatsApp-Based AI-Powered Data Retrieval Chatbot

After we delivered the roofing management software and long-term satisfactory outcomes, our client felt the need to leverage Artificial Intelligence. They decided to invest in an AI solution: a chatbot that retrieves data from the roofing management software database to provide quick business insights to the stakeholders. 

You must have encountered customer service chatbots, wherein you type your queries and problems, and the chatbot responds. Similarly to those chatbots, the data retrieval chatbot we developed responds to user queries by fetching relevant information from the database.

Now, allow us to present some of the key requirements the client highlighted when they approached us for WhatsApp-based AI chatbot development.

Client Requirements

Our client highlighted the following requirements:

  • AI chatbot development for WhatsApp.
  • This chatbot should have access to the roofing management software database to retrieve the information the user demands.
  • The chatbot should facilitate quick chat.

We will discuss the solution we delivered in detail next.

Solution We Delivered

Space-O technologies (AI) designated a full-stack developer to work on the WhatsApp-based AI data retrieval chatbot development. Our developer took five days to build and deploy this AI chatbot for action.

Our team preferred the following technologies to develop the data retrieval AI chatbot:

  • Laravel was used to create the backend of the AI chatbot. Our developer preferred it for its developer-friendly features that enable rapid development and easier integration with third-party APIs.
  • WhatsApp’s 360dialog was used for the bot’s integration with WhatsApp Business API to enable it to receive and send messages. This tool allows for easier integration of the bot with AI models and roofing management software’s database.
  • OpenAI ChatGpt 3.5 was used to decipher user queries, call the function for those queries to the database, and retrieve the necessary information. 
  • PostgreSQL was the preferred database from which AI could fetch the necessary business insights requested by the user and for data management and storage. It was preferred because of its structured data storage architecture, enabling AI to fetch information easily and respond quickly to user queries.

Using the above technologies, our developer created the WhatsApp-based AI-powered data retrieval chatbot for the roofing management company. Let’s quickly summarize the solution we delivered for a better understanding:

WhatsApp-based AI data retrieval chatbot allows users to effortlessly retrieve essential business insights from their business database via WhatsApp. The AI bot fetches information from the database integrated with the roofing management software we previously discussed. 

When a user asks for information related to business analytics, the chatbot, with natural language processing (NLP), first understands the message and then calls a function to initiate a search for the metric requested. Once the information is fetched, the AI responds to users’ queries.

It’s time to discuss the key ways the AI chatbot we delivered helped our client fetch critical information in minimal time.

Key Outcomes

The WhatsApp-based AI-powered data retrieval chatbot enables business stakeholders to access information regarding business analytics effortlessly. Let’s check out some key results the AI bot delivered:

  • It has made retrieving business analytics information more accessible and quicker. Instead of a laptop for accessing roofing management software to retrieve key insights, stakeholders can now access the information on WhatsApp.
  • Retrieving business insights from the chatbot takes 1/10 of the total time to retrieve information from the website.

Do these results intrigue you to invest in custom AI software? Hire our expert AI developers and get your dream solution on track.

Before diving into the key functionalities of the chatbot, let’s quickly summarize the technologies and tools we used to build the AI data retrieval chatbot.

TechnologyUse
LaravelBack-end development 
360dialog – WhatsAppTo facilitate messaging
OpenAI GPT-3.5To communicate with users and provide them with the required information 
PostgreSQLDatabase management

Now, allow us to highlight some of the key features of the WhatsApp-based AI-powered data retrieval chatbot for roofing management software.

Key Functionalities

The WhatsApp-based AI-powered chatbot boasts a range of features, making user interactions smoother and important information accessible at their fingertips at all times. Here are some of its key features:

  • WhatsApp Interface: Stakeholders can access this chatbot directly from their regular messaging app, mitigating the need to download and accommodate another app.
  • Quick Chats: The chatbot enables quick chats by initiating small text queries, such as “Q4 total leads,” “revenue Q4,” etc.
  • Quick Data Retrieval: Chatbots enable quick data retrieval for stakeholders, with artificial intelligence taking negligible time to understand user inputs, fetch the data, and respond with accurate insights.

Get Quick Insights Into Your Business Analytics With AI-Powered Data Retrieving Chatbots

A custom AI-powered data-retrieving chatbot can significantly impact your business, just like it did for our roofing services client. Such an in-house AI data-retrieving chatbot allows employees and various business stakeholders to fetch information regarding key business insights in minimal time. 

Investing in custom AI data-retrieving chatbots is particularly useful for e-commerce, retail, healthcare, pharma, manufacturing, and real estate sectors. It can help you and your employees keep tabs on inventory status and other parameters that ensure your business runs smoothly and caters to your customers’ needs.