NEW Client Intelligence System (Save 19 Hours)



AI Summary

  • Introduction to a client intelligence system using firecrawl.dev.
  • Allows users to chat with an agent about any website.
    • Example: Querying a coffee company (e.g., grind.co.uk) about careers or product prices.
  • Vectorization of email flow:
    • Validates incoming emails against a client database.
    • If a client, vectorizes and stores information in a RAG database.
  • Meeting management:
    • Vectorizes meeting notes and stores them in the same RAG database.
  • The chatbot utilizes memory from Pine Cone, accessing all previous meetings, emails, and website information through a simple inquiry.