FDC Sales Quotation Bot

Overview

The FDC Sales Quotation Bot is an intelligent sales automation platform built for an Airia client. It revolutionizes the quotation process by integrating WhatsApp Business API with legacy accounting systems, reducing quotation creation time from 5 minutes to less than 1 minute.

Key Features

Self-Learning Cheque Processing

Developed an AI pipeline that automates cheque settlements with a unique feedback loop:

• System learns user-verified mappings (e.g., “ABC” on cheque → “BCD Private Ltd” in ledger)
• Achieves 95%+ accuracy in extracting critical data (Party Name, Amount, Date)
• Continuously improves with each verification

RAG Pipeline for Product Identification

• Implemented Retrieval-Augmented Generation using PostgreSQL (pgvector) and OpenAI
• Achieves 99% accuracy in product identification from natural language queries
• Handles complex product catalogs with ease

WhatsApp Integration

• Seamless integration with WhatsApp Business API
• Processes 100+ quotations daily
• Enables 24/7 automated sales operations

Technical Architecture

Backend Stack

• FastAPI: High-performance async Python framework
• LangChain: AI orchestration and chain management
• PostgreSQL + pgvector: Vector similarity search for product matching
• OpenAI: LLM for natural language understanding

Key Workflows

# RAG Pipeline for product identification
async def identify_product(query: str):
    embedding = await openai.embed(query)
    matches = await pgvector.similarity_search(embedding, top_k=5)
    return await llm.rank_and_validate(matches, query)

Impact & Results

Metric	Before	After	Improvement
Quotation Time	5 mins	<1 min	80% reduction
Cheque Data Accuracy	Manual	95%+	Automated
Product Identification	Manual	99%	AI-powered
Daily Processing	Limited	100+	24/7 automated

Technologies Used

FastAPI LangChain PostgreSQL pgvector OpenAI WhatsApp Business API Python Redis