A mid-sized industrial machinery manufacturer wanted to give their sales and service teams faster access to product information. With the ORAI Agent and a simple SharePoint connection, the solution was live in just 3 weeks.
A mid-sized industrial machinery manufacturer with around 800 employees faced a classic challenge: Hundreds of technical documents – product data sheets, operating manuals, CAD drawings, and spare parts lists – were scattered across SharePoint. Sales reps often needed 20-30 minutes to find the right information for customer inquiries. Field service technicians had limited access to current specifications while on-site.
The ORAI Agent was implemented as a chat interface for all product-related questions. Employees can now ask in natural language: "What are the torque specifications for the X500 series?" or "Show me the spare parts list for machine Y." The agent searches all connected documents in real-time and delivers precise answers – including source citations and direct links to the original documents.
The implementation was surprisingly straightforward – especially thanks to the native SharePoint integration.
SharePoint connection established, document structure analyzed, initial indexing of product documents.
Domain-specific vocabulary trained (product names, technical terms), testing phase with 5 key users from sales and service.
Brief training for all teams (30 min each), go-live for sales and service, feedback loop established.
“I used to spend 30 minutes on a complex product inquiry. Now I have the answer in seconds – and the agent even shows me the source in the document.”
Why the implementation was so easy
The key advantage: No data migration was required. The ORAI Agent connects directly to the existing SharePoint structure. New or updated documents are automatically indexed – the knowledge base stays current at all times. The IT department only needed to configure permissions and set up the connector. Total effort on the customer's side: less than 2 person-days.
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