Enterprise Cross-Sell AI Chatbot
Built at an enterprise consulting firm
Overview
Built an internal AI chatbot in Microsoft Copilot Studio for a large enterprise. The chatbot helps different teams identify cross-sell opportunities for their clients by searching a centralized database using Azure AI Search with cosine similarity matching. When a team member describes a client need, the chatbot surfaces which other teams could help — improving inter-team collaboration and revenue capture.
The Problem
Teams across the enterprise worked in silos and missed cross-sell opportunities. When a client had a need outside one team's specialty, there was no systematic way to discover which other teams could help.
My Approach
Built a Copilot Studio chatbot connected to Azure AI Search. Indexed team capabilities and service descriptions. When users describe a client situation, the chatbot uses cosine similarity to find the most relevant teams and surfaces cross-sell opportunities with context. Natural language interface makes it accessible to all employees.