- Requirements & Process Flow:
- Application Interface: An interface by which the customer can interact with.
- Crunchbase: getting the companies data into the interface by filtering:
- Getting JSON from Crunchbase based on customer-preferences such as:
- Company size
- Domain(s) of operation.
- Personal details of C-level execs (CTO, CMO, etc..)
- Based out of (location).
- Series of funding (if it's a startup), etc...
- Details of the social media profiles (main focus on LinkedIN) of the execs is taken.
- Getting JSON from Crunchbase based on customer-preferences such as:
- LinkedIN: Using the linkedin profile urls of the execs, the following should be extracted:
- Name.
- Current position.
- Location
- Previous Experience.
- Education, etc...
- Knowledge Graph and database:
- Using all of the data collected above, a knowledge graph should be shown in the Application.
- The details should be stored in neo4j AuraDB.
- Zoho CRM:
- Using the personal details of the execs, leads should be created.
- The mail context from LLM is used to send an email to the lead.
- Based on the reply, the conversation is taken forward.
- Workflow is automated to continue the conversation (with required permissions from employees, and monitoring).
- If lead is interested, then move onto negotiations for:
- Product requirements.
- Pricing
- Support, etc..
- LLM, embeddings and vector storage:
- The context extracted above should be stored in a database and then embeddings created.
- The model embeddings are also to be taken.
- A framework (like langchain) is to be used to build this RAG application and knowledge graph.
- The LLM uses this context and then creates a hyper-personalized mail context.
- Products required (all are paid):
- Crunchbase: for getting company and execs' personal data.
- Zoho CRM: A CRM to manage marketing, sales and mail conversation with the leads.
- LinkedPro: An extension to scrape, extract and obtain LinkedIN profile data of the execs and populate as leads in ZOHO.
- OpenAI / Gemini (for LLM).
- Costs for the products (with upfront investment). Link Pricing details of various Softwares.
- Product that isn't paid:
- AuraDB: for storing and managing neo4j graph database in the cloud.
- Products that are optional to be used:
- Crunchbase Databoost and apptopia (even more company data) link.
- Further questions:
- Should LLM-generated emails be extended for logistics, inventory and financials?
- Should the mails be monitored with the use of a email-marketing, analytics tool such as Mailchimp?