Unlocking the Future of Sales with AI: Lessons from Building Omega
Building an AI agent is thrilling but often complicated. At Netguru, our internal AI sales agent, Omega, aimed to streamline sales processes and provide real-time support within Slack. Here’s what we learned throughout this transformative journey:
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Purpose of Omega:
- Reduce repetitive tasks
- Centralize information from various tools
- Enhance sales workflows
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Key Features:
- Generating call agendas
- Summarizing discovery calls
- Suggesting proposal features
- Tracking deal momentum
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Lessons Learned:
- Iterative Development: Testing real workflows revealed that failure is part of success.
- Context Management: AI can’t just absorb raw unstructured data.
- Visual Processing: Ignoring visual elements leads to incomplete insights.
Navigating these challenges taught us that building a successful AI agent isn’t just about the technology; it’s about understanding the context and refining through feedback.
💡 Interested in optimizing your sales process with AI? Share your thoughts below!
