LLM
InsightGenie: Natural Language Query Engine for Sales & Ops Dashboards
InsightGenie is an NLQ-powered assistant designed to help business teams quickly access and interpret sales, operations, and performance data without writing SQL or using complex BI tools. By translating natural language queries into actionable insights from internal dashboards, InsightGenie empowers non-technical users to make data-driven decisions faster.
US
HEALTH & FITNESS
4 people
1 month
01.
Challenges
Enabling natural language access to complex sales and operations data without requiring SQL or BI tool knowledge.
Supporting real-time querying across multiple dashboards and data sources including CRM, ERP, and spreadsheets.
Maintaining data access control and role-based permissions to ensure secure querying and visibility.
Generating visual responses like charts and summaries instantly based on natural language input.
Integrating with communication tools like Slack and Teams for seamless query flow in daily workflows.
Allowing multilingual queries to support global sales and operations teams.
Reducing dependency on data teams by auto-interpreting user intent and surfacing relevant KPIs.
Providing audit trails of user queries to support compliance, review, and usage optimization.
02.
Solution
Enabled natural language access to complex sales and operations data without requiring SQL or BI tool knowledge.
Supported real-time querying across multiple dashboards and data sources including CRM, ERP, and spreadsheets.
Maintained data access control and role-based permissions to ensure secure querying and visibility.
Generated visual responses like charts and summaries instantly based on natural language input.
Integrated with communication tools like Slack and Teams for seamless query flow in daily workflows.
Allowed multilingual queries to support global sales and operations teams.
Reduced dependency on data teams by auto-interpreting user intent and surfacing relevant KPIs.
Provided audit trails of user queries to support compliance, review, and usage optimization.
OUR INPUT
Prompt Engineering & Query Structuring
Hybrid development
Sales/Operations Data Annotation
Fine-tuning on BI Conversations
Real-Time Data Source Integration
Multi-Step Query Management
Localization of Metric Terminology
Escalation Rules for Unanswerable Queries
RESULT
We’re proud of making InsightGenie a key driver of data clarity and accessibility for our clients. Its natural language capability ensures agile decision-making and consistent operational growth across sales and business units.
Our FeaturesApp Functionality
Natural Language Query UI/UX for Sales & Ops
Prompt engineering tailored to dashboard KPIs
Domain-specific data tagging and field adaptation
Fine-tuning models on company-specific sales conversations
Retrieval-augmented analytics generation
Multi-turn query context awareness
Multilingual dashboard prompt support
Safety nets with fallback intents and escalation workflows
Real-time learning loop with drift detection for metrics
What we offersHOW WE DID IT
Technologies we Used
Creation Process
Stakeholder Interviews & Use Case Prioritization
- Conducted discovery sessions with HR, legal, and internal support teams to identify high-impact queries and recurring employee pain points.
- Collected HR documents, legal policies, SOPs, and region-specific compliance material; organized, annotated, and structured them for ingestion.
- Developed an intent framework aligned with HR policies, designed dialogue flows with support for multi-turn conversations and escalation paths.
- Implemented RAG pipelines to connect LLM to real-time policy data, ensured access control, and enabled version tracking for source content.
- Collaborated with legal teams for validation, embedded safeguards for risky edge cases, and logged interactions for auditability.
- Ran scenario-based testing with HR users, collected feedback on clarity and tone, and refined prompts, logic, and model behavior.
Data Corpus Curation & Structuring
- Collected and cleaned internal sales reports, funnel metrics, CRM notes, and forecast templates to build a unified data corpus.
- Standardized datasets using tagging for product lines, regions, timeframes, and deal stages to ensure precise grounding during query responses.
Intent Framework & Dialogue Flow Design
- Mapped natural language queries to intents such as lead status, quota attainment, sales velocity, and campaign performance.
- Designed conversation flows that support drill-down follow-ups, nested queries, and escalation for unsupported queries.
Secure Retrieval-Augmented Generation Setup
- Integrated InsightGenie with live dashboard APIs and BI platforms using secure and authenticated connectors.
- Enabled retrieval-augmented generation with context-aware responses, real-time access controls, and version tracking for audit reliability.
Contact UsAccelerate Your Business with LasyaAitech
Partner with our expert software development team to bring your vision to life. Delivering innovative solutions and ensuring your project’s success every step of the way!
What are the key benefits of partnering with LasyaAitech?
We provide end-to-end software development services, from initial concept to deployment. Whether it's web development, mobile apps, or integrating cutting-edge technologies like AI, our solutions are tailored to your unique business needs, ensuring high performance, scalability, and exceptional user experiences.
How does your software development process work?
We follow a structured approach, starting with an in-depth consultation to understand your requirements. Our team then drafts a clear project roadmap, ensuring transparency and regular updates throughout development. From prototyping to testing and deployment, we work collaboratively to bring your vision to life.
Can LasyaAitech help us scale our existing software or migrate to new technology?
Absolutely! We specialize in upgrading existing systems, improving performance, and enabling seamless migration to modern technologies. Our team ensures minimal downtime and a smooth transition tailored to your growth objectives.
Why should I choose LasyaAitech over other software development companies?
With a proven track record of delivering successful projects like MailBluster and ThemeWagon, we combine technical expertise with a client-first approach. Our agile methods and attention to detail ensure we exceed expectations and deliver measurable results.
How do you ensure the security and scalability of your solutions?
We prioritize security at every stage of development, implementing industry-best practices to protect your data and systems. Our solutions are designed to be scalable, allowing your business to grow without limitations, ensuring long-term success.
