Challenge
New users churned before they found value, and 'how do I…' tickets piled up — yet off-the-shelf chatbots couldn't safely touch private, per-customer CRM data or keep one company's records from leaking into another's.
40%
All case studies
A custom RAG copilot built into their CRM — 40% more daily active users
Their CRM held everything customers needed, but the answers were buried across accounts, notes, and tickets. We built a retrieval copilot into their product that answers in plain language from each customer's own data — and they own it outright.
+40%
Daily active users
-50%
Support tickets
<2s
Answer, with sources
100%
On their own stack
Approach
We agreed on one goal — make the product easier to get value from — then designed a retrieval system that answers using each customer's own CRM data, with strict isolation between tenants and citations on every answer.
Implementation
A RAG copilot built into their app: it retrieves from each customer's accounts, notes, and history, answers with cited sources, respects every permission rule, and runs on their own infrastructure. We shipped a working version first, hardened it for production, and handed it over as fully theirs.
Results
Daily active users rose 40% as people got answers instead of digging, 'how do I' tickets fell by half, and the copilot became the feature their sales team now leads with — owned outright and running on their own stack.
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