An AI copilot for a sales operations team
We embedded a retrieval-grounded assistant into Lattice's CRM, turning scattered contract data into instant answers.
Project Overview
Lattice's sales team was drowning in data. Contract details lived in the CRM, pricing history in spreadsheets, and product specs across a dozen Confluence spaces. Reps spent hours each week hunting for answers before they could respond to prospects.
We embedded a retrieval-augmented AI assistant directly into their CRM sidebar. The copilot indexes contracts, pricing sheets, product documentation and historical deal data, then answers natural-language questions with cited sources.
Reps now get accurate, grounded answers in seconds instead of context-switching across five tools. This significantly increased sales velocity and reduced response times.
The system includes strict safety guardrails to prevent AI hallucinations, an administrative interface for managing indexed folders and documents, and user-level authorization checking to ensure confidential sales records are never leaked.
The Challenge
Build an AI assistant that answers complex sales questions accurately using scattered internal data, without hallucinating or exposing confidential deal information across team boundaries.
Our Solution
A retrieval-augmented generation pipeline built with LangChain and Pinecone. Documents are chunked, embedded and stored with metadata-based access controls. A React sidebar component renders answers with inline citations and confidence scores. The Python backend handles re-ranking, prompt engineering and audit logging.
Measurable Outcomes
Sales reps save an average of six hours per week on information retrieval. Answer accuracy reached 89% within the first month, verified against manual spot-checks. The project paid for itself in under three weeks through reduced time-to-quote alone.
Key Performance Indicators
Engineering Features
- Semantic RAG PipelineAdvanced document parsing and semantic embedding vector searches.
- Confidentiality GuardrailsVerification levels preventing cross-team document viewing.
- Inline Citation SystemReference links matching answers directly to base contract sheets.
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