Background
After a factory buys the system, someone has to set it up around the factory’s own documents and habits: adding fields, building print templates, writing formulas. That work falls on sales and customer success colleagues, and it takes a lot of time.
How it works
- Upload the customer’s existing spreadsheets and documents, or say in a sentence what you need;
- the agent generates fields, print templates and formulas, and writes them into the system once a person confirms;
- colleagues didn’t know what to type into a blank prompt box, so I turned the common cases into ready-made forms.
Result
Colleagues used it at customer sites to work out requirements and build print templates. The templates came out “close enough”, which saved them a lot of time.