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Stepwise AI Assistant

An assistant for your Sales and Customer Service teams - save costs and boost your performance by 31%!
Let’s talk about your business
INTRO
PROCESS
BENEFITS
ACTION PLAN
CONTACT
INTRO PROCESS BENEFITS ACTION PLAN CONTACT

What if you could boost performance of your Sales & Customer Support team by 31%?

01
INTRO

How much tasks can you automate with AI?

According to Goldman Sachs, your Office and administrative tasks, Legal, Business Operations, and Sales activities are the first to be automated with AI. For this purpose, we built an application called Stepwise AI Assistant!

Task that can be automated with AI by roles/jobs

Source: Goldman Sachs Global Investments Research (March 2023)

02
SOLUTION

What is Stepwise AI Assistant?

It is an internal chat interface for your Sales & Customer Service employees – integrated with your communication tool (Slack, Teams, etc.) or available from a web browser.

Provide your teams with Stepwise AI Assistant to:

  • AI Knowledge – deliver quick replies to their questions about products and offer,
  • AI Training – support them during onboarding and provide regular training,
  • AI Composer – help them compose and summarise emails and offers for your clients.
03
SOLUTION

Modules

Knowledge Base

Knowledge Base

Use your favourite cloud system, like Google Drive, to add new files, remove the old ones, and direct to new external sources like websites - our system will instantly update the Knowledge Base in the background for you,
Chat Interface

Chat Interface

Stepwise AI Assistant is available through a web interface or in your favourite business messaging app, like Slack or Teams - add him to your conversation to ask questions, request knowledge summaries or composition of your communication with a client,
Reporting

Reporting

Provide statistics on the tools' usage, the most frequently asked questions, the quality of replies, and ways to improve your teams' training.
Retraining

Retraining

Providing feedback by users to received replies from the chat interface to retrain the tool and make it even smarter for further conversations.
Configuration & Tuning

Configuration & Tuning

Tuning the tool to provide you with better replies and control costs through various "knobs" - longer conversation history, larger context sizes of your content, better semantic splitting of your documents, more in-depth replies etc.
Integration through a Chrome Plugin

Integration through a Chrome Plugin

Use a Chrome plugin to seamlessly integrate with your current solutions, allowing you to access the Stepwise AI Assistant directly through the interface of your existing chat or customer support apps.
04
BENEFITS

You can save at least $100k/year

With at least 10 people in your team, you can save €100k 
a year by boosting your current team with AI instead of hiring more sales and customer support people.

Automate boring tasks

According to Goldman Sachs, you can automate up to 31% of your sales team's tasks, especially boring and repetitive ones. Like searching for answers, reviewing technical specifications, writing emails and offers, etc.

Quicker response time

Reply quicker to clients’ requests, questions and solve their problems on the spot by your Customer Service team. Make sure your sales team is the first to send their offers to potential clients. Before your competition.

Sell proactively

Once you free up the time of your Sales & Customer Support teams, you can refocus them on providing excellent customer care and proactively sell more through cross- and up-selling, as well as through being a great business partner that has time for your prospect & accounts.
05
WHY?

Why is it better than a standalone ChatGPT?

Stepwise AI Assistant addresses the limitations of using ChatGPT for business purposes through the use of RAG (Retrieval Augmented Generation) architecture. We still use it, but we add many easy-to-use functionalities around it to fit the needs of folks from sales and customer support teams.

  • Your data is kept secure and private in your Knowledge Base, and only small fragments are sent to Generative AI platforms to generate results. This way, you protect your sensitive data.
  • Save costs with smart integration with ChatGPT – use smaller chunks of data passed to the system to cut costs of using ChatGPT,
  • Quicker and more accurate replies with your product and offering content in the Knowledge Base,
  • Provide your content from various sources – websites, PDF files, text files, repositories,
  • Easily update your knowledge base – no need to fine-tune your whole ChatGPT instance from scratch when even the smallest update is necessary;
  • Show the best source of knowledge used in a reply for team members to dig deeper and indicate reference materials to clients,
  • ChatGPT has alternatives! Remember that there are plenty of LLMs out there, some of which are open source. Let’s check which model is better for your company.
06
ARCHITECTURE

How it works?

It first imports files to build a Knowledge Base that keeps your data inside your organisation. Whenever your team members ask questions, the knowledge base goes through to provide external LLMs, like ChatGPT, with the minimum amount of data necessary.

Reply: The warranty period for product X is 24 months