AI & RAG
Answer rep questions in Slack from indexed Dropbox collateral
Listens for questions in a Slack sales channel, retrieves the most relevant collateral passages from Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerRep asks a question in Slack channelSlack
- ActionEmbed the question with OpenAIOpenAI
- ActionRetrieve top passages from PostgresPostgres
- LogicGate on retrieval confidence
- ActionGenerate grounded answer with citationsOpenAI
- OutputReply in Slack thread with source linksSlack
What it does
Gives reps an in-Slack assistant that answers product and pricing questions using only your approved sales collateral. It embeds the question, finds the closest passages in the Postgres index, and asks OpenAI to compose a grounded answer with citations back to the Dropbox source files.
When to use it
Use it when reps keep pinging sales engineers or product marketing for answers that already live in decks and one-pagers. It deflects repetitive questions and keeps answers consistent with sanctioned material.
How it works
- 1A mention or message in the designated Slack channel triggers the run.
- 2OpenAI embeds the rep's question.
- 3A retrieval step pulls the top matching passages from the Postgres collateral index.
- 4A logic step checks retrieval confidence and, if nothing relevant is found, returns a graceful 'not in collateral' reply.
- 5OpenAI generates a grounded answer constrained to the retrieved passages.
- 6The bot posts the answer in-thread with links to the source Dropbox files.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect DropboxFiles and folders.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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