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, including product data sheets, operating manuals, CAD drawings, and spare parts lists, were scattered across SharePoint. Sales reps often needed 20 to 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, above all 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, so 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.
Contact
Tell us briefly where your documents live and who needs them. We will tell you what can be connected and how quickly a comparable setup would be running for you.
Send us a note or book a short meeting.