Relevant
  • GDPR Compliant
  • HIPAA Compliant
  • ISO 27001
Background ImagePeriodix

AI sales assistant chatbot for lead generation

Response speed

+32% faster

Data foundation

Thousands of sales conversations

Engagement impact

+47% qualified leads
Client
Periodix
Headquarters
New York City, New York
Founded
2018
Company size
1-50
Industry
Sales enablement

THE CHALLENGE

How can a sales enablement platform scale personalized conversations and replicate the impact of top marketing experts?

  • llama-2
  • mistral

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THE SOLUTION

An AI sales assistant chatbot, designed to integrate seamlessly into the client’s lead generation platform

Custom-conversational-model-development

Custom conversational model development

We fine-tuned a Llama-2 model using high-performing sales conversations. This enabled the chatbot to replicate the communication style of experienced marketers and deliver persuasive, contextually relevant responses

Personalization-engine

Personalization engine

Our team designed a layer that dynamically adjusted tone and content for each account, ensuring every conversation felt tailored, not scripted.

Flexible-deployment-framework

Flexible deployment framework

We used Huggingface and LangChain to build a framework that supports seamless model updates and future AI upgrades without disrupting lead generation.

Seamless CRM integration

Our engineers connected the chatbot with the client’s CRM, enabling real-time data syncing and a clear record of customer interactions.

Optimized-conversational-flow

Optimized conversational flow

Advanced NLP techniques ensured the chatbot handled nuanced questions and long dialogues smoothly, maintaining both speed and human-like quality.

Data-security-and-compliance-v1

Data security and compliance

Encryption, monitoring, and role-based access protected sensitive customer data, aligning with GDPR and industry standards.

Background Image

THE RESULT

+47% qualified leads

The chatbot generated nearly half again as many sales-ready leads by holding conversations that felt personal and relevant.

3× more engagement

Interactions with the sales team tripled in six months, reflecting stronger prospect interest and deeper conversations.

32% faster response time

The system reduced the average response time by nearly a third, allowing sales teams to follow up more quickly and close more opportunities

THE CLIENT’S REQUEST

  • Build a conversational AI that mimics top marketing experts
  • Scale personalized conversations without losing quality
  • Integrate into existing lead generation workflows
  • Ensure compliance with strict data privacy standards

WHAT WE DID

✓ Trained Llama 2 on thousands of expert sales conversations

✓ Added a personalization engine to tailor replies at scale

✓ Deployed with Hugging Face and LangChain for flexibility and fast upgrades

✓ Embedded CRM integration, encryption, and audit controls; aligned with GDPR

“They have the skills to talk about complex things in the easiest way.”

Danil Yasynskyi,Founder & CEO

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