Case Study: Optimizing Corporate Knowledge Management Using AI Chatbots

In brief

Boosha AI has developed an AI chatbot to aggregate, synthesize, and distribute corporate knowledge within a pension institution. This chatbot serves as a unified knowledge center, improving accessibility to information and significantly reducing search time, improving the quality and efficiency of customer interactions and internal processes.

Case Study Details

1. Introduction

A pension provider needed to improve corporate knowledge management and distribution to optimize customer interactions and internal processes. The goal was to develop an AI chatbot that could centralize, synthesize, and distribute business information quickly and efficiently.

2. The Challenge

The main challenge was to create a system that could aggregate the vast knowledge accumulated within the institution, making it easily accessible and usable by employees. The system had to reduce search time and improve the effectiveness of the answers provided to customers.

3. The Solution

Boosha AI has developed an AI chatbot, called “Insider,” which serves as a virtual assistant for information search and analysis. This chatbot aggregates, synthesizes and distributes corporate knowledge, improving accessibility to information and reducing search time. The process consists of two main steps:

  1. Centralization and Knowledge Synthesis:
    The AI chatbot centralizes and synthesizes the entity’s information, making it easily accessible through an intuitive interface.
  2. Immediate Answers to Inquiries:
    The chatbot provides immediate answers to employee questions, offering summaries, links and contacts to information and procedures gathered over time.

Technology Used: The solution was developed using the Augmented Generation Retrieval pattern. Key features include:

  • Chat (multi-turn) and Q&A interfaces (single turn).
  • Quotes and thought process rendered for each response.
  • Indexing and retrieval of documents.
  • Content retrieval even from documents containing images.
  • Automation of login and data access.

4. Insight: Accessibility and Transformation of Corporate Knowledge.

Goal: To improve the quality and efficiency of customer interactions and internal processes in a social security institution.

Process Details and AI Implementation:

  • Descriptive Improvement:
    • Centralization and synthesis of entity knowledge for faster and more efficient access.
  • Automation:
    • Using an AI chatbot to aggregate information and provide immediate responses to requests.
  • Advantages:
    • Drastically reduced search time, more effective onboarding of new resources, better utilization of the knowledge base, and better conveyed procedures.

Output:

  • Insider:
    • An advanced chatbot that serves as a virtual assistant for researching and analyzing information, offering summaries, links, and contacts to information and procedures created and collected over time by agency employees. Insider allows employees to ask questions about benefits, internal policies, job descriptions and roles.

Modes of Interaction:

  • Simple interaction by typing questions to quickly access business knowledge and receive relevant answers.

5. The Benefits

  • Reducing Search Time:
    • The AI chatbot has significantly reduced the time it takes to find relevant information.
  • More Effective Onboarding:
    • The system improved the onboarding of new resources, providing quick access to the information needed.
  • Better Exploitation of Knowledge:
    • The chatbot facilitated better exploitation of the existing knowledge base, improving the effectiveness of internal procedures.

6. Conclusions

The implementation of the AI chatbot for enterprise knowledge management has radically transformed the operational efficiency of the welfare agency. The AI solution centralized and synthesized information, improving accessibility and reducing search time. This use case demonstrates how artificial intelligence can be used to optimize and simplify corporate knowledge management, facilitating innovation and improving business efficiency.

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