Using AI in my SaaS CRM which I want to re-distribute

I have a CRM system which I am going to re-distribute at some point. I have a few jobs I would like to be able to use AI for and would like to know if anyone can give me some pointers please?

So first job is our CRM is for sales people and part of the job is finding products which we have stored in our unique way. Can I point AI to my data and tell it what I want or what I expect as the results from data I enter in search fields and then the AI create me code that I can use that also can be trained?

Start looking into embeddings and vector storage/databases. This is how you educate the AI on your content. LangChain and LlamaIndex are two libraries that make it real easy to create a proof-of-concept around this without knowing all the technical details.

1 Like