Hi everyone,
I’m working on an internal SaaS tool used by Sales and Account teams. It’s built on a React frontend and a Java backend, and it pulls account, usage, support, and license data from Salesforce.
The goal is to integrate OpenAI via API to act as an AI for Sales … providing things like account health summaries, renewal risk, feature under-utilization, and next-best actions.
Our current approach is:
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We generate a structured account summary (JSON/text) from Salesforce + internal metrics
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Send that to OpenAI via API
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Receive back risk, insights, and recommendations to display in the UI
We are not planning to train any custom models and are not using RAG for phase-1 since our data is already structured (dashboards, KPIs, usage metrics).
I’d really appreciate any guidance on:
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Best practices for prompt design for this kind of account analysis
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How to keep responses consistent & reliable
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Things to watch out for in enterprise SaaS integrations
Thanks in advance,excited to learn from the community.