AI Copilot Custom Workflow Actions for CRM and CMS Integration
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Solution Overview
Problem
Businesses face challenges in obtaining relevant information from disparate data sources and systems, requiring complex and time-consuming tasks such as querying APIs, data extraction, transformation, and synchronization, which hinders efficient marketing and customer engagement strategies.
Innovation Solution
A multi-service business platform system that integrates AI/ML capabilities with CRM and CMS systems to automate content development, analyze online content, and generate personalized search engine strategies using machine learning models like word2vec and doc2vec to enhance search engine rankings and online presence.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If businesses use traditional methods to obtain information from disparate data sources (querying APIs, data extraction, transformation, synchronization), then they can retrieve relevant information, but the process becomes complex and time-consuming
Solution Approach 1:
The patent introduces an intermediary system that acts as a mediator between disparate data sources and the business application. This intermediary automatically extracts, transforms, and synchronizes data from multiple sources, providing relevant information without requiring complex manual querying or data transformation processes. The intermediary handles the complexity of data integration internally while presenting simplified, ready-to-use information to the business logic.
2Productivity
If businesses manually query APIs and transform data from separate databases, then they can obtain relevant information, but the process becomes complex and time-consuming
Solution Approach 1:
The system enables self-service data processing where the intermediary automatically performs data extraction, transformation, and synchronization without requiring manual intervention. The system autonomously queries multiple data sources, transforms the data into the required format, and synchronizes it with the business application, thereby improving productivity while reducing the perceived complexity for end users.
3Reliability
If businesses use complex data extraction and transformation processes, then they can obtain relevant information from disparate sources, but the tasks become time-consuming
Solution Approach 1:
The intermediary performs preliminary data extraction, transformation, and validation actions before the business application requires the information. By pre-processing and preparing data from disparate sources in advance, the system ensures that when the business logic needs the information, it is already available in the correct format and verified for accuracy, thereby maintaining reliability while reducing the actual processing duration at the point of need.
Data Source
AI summary
Techniques are provided for implementing an artificial intelligence and machine learning (AI/ML) copilot (e.g., an AI/ML concierge). The AI/ML copilot receives a natural language command through a chat interface. The natural language command is parsed using AI/ML parsing functionality to determine a desired outcome. Programming code is generated for execution to achieve the desired outcome. The programming code is executed to generate content related to the desired outcome. The programming code interacts with objects within the CRM database in order to generate the content. In this way, the content is displayed through the chat interface.