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    Periodix

    AI Sales Assistant for Lead Generation

    Developed a custom generative AI sales assistant chatbot using a fine-tuned Llama-2 model, deployed as a product-grade cloud component for lead generation.

    NYC, USAMay 2023 – Aug 20235/5.0 on Clutch

    The Challenge

    Periodix sought to significantly enhance their lead generation capabilities by developing a highly effective, custom AI Sales Assistant Chatbot that could engage prospects with personalized interactions.

    Our Solution

    We developed and trained a custom Llama-2 conversational model on successful sales dialogues, coupled with a flexible deployment model for seamless upgrades and adaptability. Delivered as a product-grade cloud component.

    The Impact

    • More effective and tailored engagement with potential leads
    • Improved capture of high-intent prospects
    • Easy AI model upgrades and swaps for long-term effectiveness
    • New feature release delivered on time

    Technologies Used

    Llama-2
    HuggingFace
    LangChain
    Conversational AI
    Cloud Deployment
    "They had the skills to talk about complex things in the easiest way."

    Danil Yasynskyi

    Founder & CEO, Periodix

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    Frequently Asked Questions

    Answers to common questions about this topic.

    Which challenge is this case study solving for Periodix?

    Periodix needed to solve this challenge: Periodix sought to significantly enhance their lead generation capabilities by developing a highly effective, custom AI Sales Assistant Chatbot that could engage prospects with personalized interactions. Shelpuk AI Technology Consulting led the technical direction and implementation discipline in this engagement.

    What delivery approach was used to address that challenge?

    The delivery approach combined AI Development, architecture design, iterative implementation, and technologies such as Llama-2, HuggingFace, LangChain, Conversational AI, Cloud Deployment to reach operational goals. Shelpuk AI Technology Consulting uses production-oriented delivery methods to move from prototype to operational value.

    What measurable outcomes are highlighted for Periodix?

    Key measurable outcomes included: More effective and tailored engagement with potential leads; Improved capture of high-intent prospects; Easy AI model upgrades and swaps for long-term effectiveness; New feature release delivered on time. Shelpuk AI Technology Consulting focuses on KPI-level outcomes and operational reliability in comparable environments.

    Which capabilities and technologies were critical in this project?

    Core capabilities in this project included AI Development supported by technologies such as Llama-2, HuggingFace, LangChain, Conversational AI, Cloud Deployment. Shelpuk AI Technology Consulting combines platform engineering and AI expertise to deliver maintainable systems.

    How can another organization adapt this approach safely?

    Replication starts with discovery, data readiness checks, compliance alignment, and phased rollout planning. Shelpuk AI Technology Consulting helps organizations tailor this pattern to their domain constraints and governance needs.

    What engagement model is best for similar initiatives?

    Engagement can begin with advisory, a fixed-scope pilot, or a dedicated engineering team depending on timeline and risk. Shelpuk AI Technology Consulting offers consulting, delivery, and enablement paths for similar business goals.