Intelligent Assistant delivers actionable insights and alerts for Revenue Management platform users
The intelligent assistant for a Revenue Management platform helps companies and their employees receive actionable insights, proactive alerts, and recommendations directly in the tools they already use — Microsoft Teams, web, Telegram, and WhatsApp.
Organization:
Revenue & Pricing Management SaaS platform for enterprise.
Netherlands
The Revenue Management platform produces valuable insights and analytics from customer data — but users had to find them on their own,
digging through dashboards and reports instead of acting on the most important information first.
For an enterprise pricing and revenue team, an insight that goes unnoticed is revenue left on the table.
The client needed a way to proactively deliver prioritized insights, alerts, and recommendations to users
in the tools they already work in — without adding yet another dashboard to check.
Challenge
- Insights buried in dashboards. Users had to actively search for relevant analytics instead of being notified when something needed their attention.
- No prioritization. With a growing volume of insights, users could not easily focus on the top-priority information first.
- Scattered knowledge. Supporting information lived in SharePoint Online, Confluence, and Azure DevOps, outside the platform itself.
Solution
DevRain built an intelligent assistant that works alongside the Revenue Management platform and helps users daily,
delivering real-time, proactive notifications about insights derived from sales data.
- Proactive alerts and recommendations. The assistant notifies users about important insights instead of waiting for them to look.
- Self-configuration. Users configure their own KPIs, alerts, and data reports — no analyst involvement required.
- Unified knowledge. The assistant imports company data from SharePoint Online, Confluence, and Azure DevOps to keep answers up to date.
- Where users already work. Available in Microsoft Teams, web, Telegram, and WhatsApp.
The assistant leverages an agentic RAG architecture to dynamically select and utilize various tools tailored to the user’s intent.
It is powered by Google Gemini and Azure OpenAI and built with Microsoft Bot Framework and LangChain.
Business impact
- Insights reach users, not the other way around. Proactive alerts ensure top-priority information is acted on instead of discovered late.
- Lower barrier to analytics. Users get answers and reports conversationally in Teams, Telegram, or WhatsApp, without switching to the platform.
- Self-service configuration. KPIs, alerts, and reports are configured by end users themselves, reducing dependency on the platform team.
Technologies
Microsoft Azure
A cloud computing service created by Microsoft for building, testing, deploying, and managing applications and services.
Microsoft Bot Framework
A comprehensive framework for building enterprise-grade conversational AI experiences.
Microsoft SharePoint
A collaboration platform allowing organizations to create, manage, and share documents, information, and resources within a secure and centralized environment.
Tableau
A data visualization tool that is used for transforming raw data into an understandable format.
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