World's Fair 2025
Building Alice’s Brain: an AI Sales Rep that Learns Like a Human - Sherwood & Satwik, 11x
Overview
This talk details the development of Alice's Brain, an AI sales representative's knowledge base designed to learn and operate more like a human. The system shifts from a manual context-pushing model to an automated one where the AI proactively pulls and utilizes relevant seller information. This approach aims to improve personalization and efficiency in sales outreach.
Who should watch
- AI Engineers and Builders
- Product Managers
- Those building AI agents that require extensive, dynamic knowledge bases
- Teams looking to improve sales development representative (SDR) automation
- Individuals interested in RAG (Retrieval Augmented Generation) pipelines and vendor selection
Key takeaways
- An AI Sales Development Representative (SDR) like Alice can automate lead sourcing, engagement across channels, and meeting booking, sending significantly more outreach than human counterparts.
- The system evolved from a manual "library" for sellers to push context to Alice, to a proactive "knowledge base" where Alice pulls information.
- The knowledge base pipeline involves parsing diverse resource types (documents, images, websites, audio, video) into a usable format, typically markdown.
- Vendors like LlamaParse for documents/images, Firecrawl for websites, and Cloudglue for audio/video were selected for their parsing capabilities and support.
- Chunking strategies are crucial for breaking down parsed markdown into semantically meaningful pieces for embedding and storage in a vector database.
- Pinecone was chosen as the vector database for its similarity search capabilities, ease of use, bundled embedding models, and customer support.
- The retrieval process has evolved from traditional RAG to agentic RAG and now deep research RAG, where agents create and execute plans involving multiple retrieval steps.
- A 3D visualization of the knowledge base vectors is used to provide transparency and reassurance to customers about the AI's understanding of their products.
Notable quotes
*Parsing is the process of converting a non-text resource into text.*
*RAG is retrieval augmented generation.*
*RAG is complex. It was a lot harder than we thought it was going to be.*
Unofficial community note. Prefer the recording for nuance.