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Business Operations, Sales · AI Agent, Automation, Chatbot
A production customer-service assistant that answers questions, performs approved actions, and transfers complex cases to employees.
Customers needed immediate support, but a basic FAQ chatbot could not use account context, perform actions, or recognize when a case required an employee.
I developed a grounded assistant with retrieval, CRM tools, approved actions, conversation memory, confidence controls, and human handoff. Administrators manage knowledge, prompts, permissions, and quality analytics.