CRM-ASSISTANT
An assistant inside the CRM that only sees what your role may see.
Can we take back a fan that was made to order?
No. Made-to-order fans (status “on order” at the time of sale, custom voltage or coating) cannot be returned. The 24-month warranty still applies to them.
SOURCE · RETURNS AND WARRANTY POLICYDoes Atlas Construction have overdue invoices?
I couldn’t find Atlas Construction in your customer list. According to the system, this customer exists but is assigned to another sales manager — Olga Brandt. You would need to check with her for details on their invoices.
LISTS AND NUMBERS ARE INSERTED BY CODE. NOTHING TO REPORT MEANS NO MODEL CALL AT ALL.
THE PROBLEM
Sales and service staff answer customer questions by digging through a knowledge base, a catalog and the CRM. An assistant can do that in seconds — as long as it never shows a manager someone else’s customer, never invents a product code, and doesn’t pay for the same answer twice.
WHAT I BUILT
- Knowledge-base search that mixes vectors and BM25; the sources under each answer are attached by code, not written by the model.
- Nine read-only CRM tools for the catalog, customers and orders. The model decides when to call them; the tools decide what it may see.
- A morning briefing assembled from the database: tasks, shipments, overdue invoices. The model writes one sentence on top and isn’t called at all when there is nothing to report.
- An answer cache per role and a usage log with tokens and cost for every request.
HOW IT’S CHECKED
- Access is enforced in code, not in the prompt. A sales manager sees only their own customers and orders; a service engineer gets no customer data and no prices. A refusal shows up as a red DENIED step in the inspector.
- Product codes in an answer are checked against what the tools actually returned in this request; anything else is flagged.
- Every briefing line is tagged DB or MODEL, so it’s obvious which part the model wrote.
- Follow-ups and other languages are rewritten into a standalone English question before the search, so the knowledge base is searched with the full question.
WHAT THE DEMO SHOWS
Northwind Air, a fictional distributor of ventilation equipment: 46 fans, 8 customers, 22 knowledge-base articles and three roles — sales manager, service engineer, head of sales. 36 recorded model answers replay without an API key.
