About Case Study

About The Project

About The Project In the areas of human resources, research, and keeping up with the news, the task of digging through long documents to find key points has been a big challenge. This is where EchoSage steps in—a smart chatbot designed to tackle this issue. Using its advanced skills in summarizing texts, it can quickly highlight the essentials. Reports have shown that by leveraging such technology, organizations can save significant time and resources, improving efficiency. EchoSage’s ability to understand and condense information at an expert level means users get what they need fast, making it easier to stay informed and make decisions without wading through pages of information.

This case study outlines how we developed a custom-built CRM platform from scratch for George McPherson, the owner of Hales AC, Abraham AC, and Climate Control Services — three leading HVAC companies across Florida. The solution provides complete operational visibility, automated customer communication, and intelligent campaign management, integrating with SuccessWare APIs, GoHighLevel CRM, and Power BI to create a unified ecosystem for data-driven decision-making.

Team Size

2 Developers

Project Type

Custom CRM Development

Project Duration

10 Weeks

Completed Date

20-12-2024

Following

Technologies Used

The integration of advanced technologies in developing the AI chatbot EchoSage has led to significant improvements in its capabilities, efficiency, and user experience. Here’s a concise overview of the most impactful benefits:

LongChain

This technology underpins the chatbot’s exceptional performance in Document Dialogue, ensuring users can extract precise information from voluminous texts effortlessly.

Python

Python’s versatility and ease of use significantly reduced the time to market while ensuring high-quality outcomes.

VectorDB

This technology is foundational for the chatbot’s ability to quickly parse through and match vast datasets, ensuring prompt and relevant responses across all functionalities.

ChromeDB

ChromaDB enhanced the chatbot’s speed and real-time query handling, improving user experience.

Our Approach

Solution We Offered

Streamlining HR Processes:

EchoSage tackles the HR overwhelm by automating the resume screening process. Leveraging AI, it parses through an average of 250 resumes per job opening, accurately matching candidates to job specifications. This reduces the overlook rate of qualified candidates from 75% to near zero, ensuring a more efficient and fair recruitment process.

Simplifying Academic Research:

Faced with over 2.5 million new publications annually, EchoSage offers a lifeline to researchers. Its AI-driven summarization technology processes vast amounts of text, providing concise, accurate summaries of academic papers. This enables researchers to stay abreast of developments in their fields without the impracticality of reading every publication.

Curating News Efficiently:

To combat news fatigue from exposure to 100,000 words of information daily, EchoSage employs advanced NLP to curate and summarize news. It distills essential information into concise digests, allowing users to remain informed with minimal time investment, effectively navigating through information overload.

Enhancing Document Interaction:

In an era where 80% of business data is unstructured, EchoSage revolutionizes document interaction through its dynamic Q&A feature. It allows users to engage with documents via natural language queries, making unstructured data accessible and understandable, thereby improving comprehension and information retention.

Project Goals

01. Resume Screening

Automating the process of reading resumes and matching candidates to job requirements.

 

Providing concise summaries of academic papers or reports for quicker assimilation of knowledge.

 

Offering brief summaries of news articles, allowing users to grasp the essential facts without reading the entire piece.

Generating interactive Q&A sessions based on the content of a document, facilitating a deeper understanding through engagement. There must be no restrictions on the file size of a document and specific queries that can be placed asking for precise information.

  • Resume Screening

Challenges We Faced

HR Overwhelm

With an average of 250 resumes per corporate job opening, the manual screening process is inundated, leading to a 75% overlook rate of potentially qualified candidates.

Real-Time Technician Data Sync

SuccessWare API delays and inconsistencies made accurate technician tracking and automation triggers challenging.

Automation Timing & Workflow Dependencies

Coordinating bios, SMS/email alerts, and review requests across multiple APIs needed precise validation to avoid failures or duplicate sends.

Automation Timing & Workflow Dependencies

Coordinating bios, SMS/email alerts, and review requests across multiple APIs needed precise validation to avoid failures or duplicate sends.

Unified Campaign Insights

Different data formats from GoHighLevel and Power BI made it hard to combine marketing spend, conversions, and retention metrics into one dashboard

Unified Campaign Insights

Different data formats from GoHighLevel and Power BI made it hard to combine marketing spend, conversions, and retention metrics into one dashboard.

High Volume Communication Logging

Handling thousands of monthly emails, SMS logs, and technician events required a strong logging system to maintain performance and transparency.

Our Impact

The Result

EchoSage is an intelligent assistant designed to streamline information processing across multiple domains. For resume screening, it analyzes resumes against job descriptions and highlights the most qualified candidates by extracting key skills and relevant experience. In research summarization, EchoSage processes academic papers, capturing the thesis, methodology, results, and conclusion, and presents them in a concise summary. For news digestion, the bot identifies the five Ws—Who, What, When, Where, and Why—offering users a brief yet comprehensive overview of articles. Its document dialogue feature allows users to engage conversationally with content, providing accurate and contextually relevant answers to questions about the material.