Process flow for the BI Assistant. Colors denote task ownership: green indicates UI, blue indicates OpenAI, and red indicates PubNub.
Process flow for the BI Assistant. Colors denote task ownership: green indicates UI, blue indicates OpenAI, and red indicates PubNub.
AI: PubNub
To amplify my impact as a one-person team, I built two products leveraging OpenAI’s o1-mini API to improve operations, enable sales, and empower business leaders:
Sales Assistant
BI Assistant
Sales Assistant
The Sales Assistant allows for sales reps to ask about a newly assigned lead, and it would provide the rep with 1) a summary of the prospect based on all data we had on them in our system, prioritizing messages they sent us and product usage, 2) a summary of the account they were associated based on a web crawl and our internal data, and 3) a personalized draft email they could use for outreach.
BI Assistant
The BI Assistant allowed for business leaders to ask intermediate questions to get quick answers, therefore reducing reliance on me for simpler tasks. Once prompted, the assistant asks ChatGPT to generate SQL queries and Python scripts that answer the question. Then using the response, the assistant pulls our internal data using the SQL and processes it in Python and displays it using plotly.
Due to privacy policies at PubNub, all analysis had to be done on PubNub systems without sending any sensitive data. Another possible iteration would be to send the data to OpenAI for analysis and synthesis.
Other
I also used AI in other capacities, from using ChatGPT to help refine ideas and fast-track building data pipelines to using ML and NLP in data analysis.