Case Study · Sales Enablement

A Multi-Agent Sales Assistant for Banks & Acquirers

An international holding active in financial services and payment acceptance gave its sales and marketing teams one AI workspace to prepare business proposals, handle objections and answer customer queries, grounded in the company’s own knowledge.

Sales AI · Internal workspace
The Sales AI assistant answering a product question, with the source documents and key insights listed in a table

One conversational gateway to corporate knowledge

Ragsense built an AI-powered sales enablement platform on a multi-agent architecture that connects in real time to the company’s knowledge repositories: SharePoint document libraries, email archives and structured data in private SQL databases. All sources are consolidated and indexed, so every employee gets accurate, contextual answers through a single conversational interface.

Sales AI · Support Center
The Sales AI Support Center listing five tools: Sales Assistant, Search Documents, Battlecards, Handle Objections and Check Certifications

Quick answers or deep research, orchestrated on demand

Depending on the nature and complexity of each request, the platform dynamically orchestrates AI agents for rapid retrieval or deeper analytical research: detailed technical product specifications, structured sales arguments, website copy, or targeted searches across extensive certification and compliance databases.

Specialized agents

Five AI agents in one unified workspace

Each agent is tailored to a specific sales task. Access to agents and datasets follows role-based permissions aligned with the organization’s internal access policies, with Microsoft 365 single sign-on.

  • Sales Assistant: answers on products, services and offerings
  • Search Documents: presentations, datasheets and webinars across SharePoint
  • Battlecards: competitive intelligence and product comparisons
  • Objection Handler: talk tracks, follow-up questions and proof points
  • Certification Tool: product certifications and security bulletins
An Objection Handler answer in Italian with a quick response, talk track, follow-up questions and proof point
The Certification Tool listing certifications expiring in 2025 with product, approval, body and expiry date
30,000

Documents ingested

200+

Sales questions answered daily

5

Specialized agents

4

Working languages

Multilingual

Every team works in its own language

Automatic language detection identifies the language of each query and answers in kind. Users across international markets interact naturally in their preferred language, with consistent response quality.

  • Automatic detection of the query language
  • Answers grounded in source documents, whatever their language
  • Sources cited with every answer
A question asked in Japanese, answered in Japanese with a table of accessibility features and their source documents
Quality governance

Review, evaluate, improve

A built-in conversation viewer and evaluation module lets administrators review anonymized interactions, monitor response accuracy and flag cases that need human validation or escalation.

  • Review queue prioritizing negative feedback and flagged answers
  • Answers rated correct, partial or incorrect
  • User feedback turned into test cases in one click
The evaluation review queue with user comments and correct, partial and incorrect ratings
Index monitoring

Full visibility on data sources and search infrastructure

Dedicated dashboards show the real-time status of every ingested source and supervise indexing and performance across the search and vector databases, OpenSearch and Qdrant. Troubleshooting is faster and the knowledge base stays reliable.

The Ragsense Index Service listing SharePoint documents with their ingestion and Qdrant indexing status
Scheduled syncing

Knowledge that stays up to date

Background jobs crawl SharePoint and refresh product catalog data on a regular schedule. Administrators see each job’s status, next run and history, and can trigger a run at any time.

The scheduler showing the SharePoint crawl and catalog refresh jobs with their status and next run

Ready to see it in action?

Schedule a personalized demo and discover how Ragsense can transform the way your organization works with AI.

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