B2B SaaS
Internal copilot across support, CRM, and product docs
Internal copilot for a growing SaaS team — answers support questions, drafts CRM updates, and summarizes customer calls over Slack and the app.
~40%
ticket deflection on tier-1 support
100%
call summaries structured into CRM
Hours
saved per rep per week
Challenge
Knowledge was scattered across Notion, Zendesk, Salesforce, and Gong. Reps repeated the same research, and managers had no visibility into recurring issues.
Approach
- Connected sources with permission-aware retrieval per user
- Agent with scoped CRM write access, dry-run + approval gates
- Session-history pipeline classified intents and surfaced top issues weekly
- Deployed privately on Azure with token-level cost attribution
Outcomes
Approval
gates on every CRM write
Per-user
cost attribution and quotas
Stack
Azure OpenAI
LangGraph
pgvector
Temporal
Langfuse
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