Kipps.AI implements a RAG-orchestrated Sales Rep training and information retrieval platform.
Objective
To build a training and information retrieval portal for an India-based lending firm, integrating it with the existing LMS portal. Ease of usage without much technology knowledge by the users was of paramount importance.
Requirement
An Indian loan provider enterprise needed a solution to train its Sales Representatives efficiently on product, policy, and compliance updates. The firm required a system integrated with its existing training platform that would help Sales Reps stay informed about new products and changes in existing ones. The system needed to support both chat and voice interactions in multiple regional languages to ensure ease of use and accessibility across diverse teams.
Solution
Kipps.AI developed a RAG-based tool leveraging all product, policy, and compliance information. The solution integrated with the firm’s existing training platform, enabling interactive learning through chat and voice in various regional languages. Sales Reps could quickly access and understand product updates and policy changes in real-time. A key advantage was its user-friendly design, requiring no technical knowledge to operate. Sales Reps easily navigated the system without specialized training, making it accessible to all users. The tool provided accurate, context-specific information, reducing manual searches and misinformation. By supporting multiple languages, it ensured effective communication across diverse teams, promoting faster adoption of product knowledge and improving service quality.
Impact
The sales team saw an increase in morale, increasing productivity and conversions by up to 11% in the first five months of implementation. Customer engagement also saw an increase, enhancing the overall NPS.
