Supplier Assistant
A chat-based AI solution implemented for a leading real estate enterprise in India to streamline supplier interactions
Problem Statement – The enterprise works with a vast and diverse network of suppliers. Despite having a supplier portal in place, they faced an overwhelming volume of supplier queries, leading to significant manual effort in responding. Delays in responses resulted in supplier dissatisfaction and overall business slowdowns.
Solution – We deployed a comprehensive Agentic AI-powered solution leveraging Microsoft technologies to automate supplier query resolution. The solution not only provides responses based on standard operating procedures for supplier onboarding, eRFP bidding, GRN/SES creation, invoice and payment status, and PO tracking but also extracts real-time data from enterprise applications to deliver precise, contextual answers.
- Context-Aware AI Responses: Ensures queries are answered based on pre-configured documents relevant to the use case.
- Seamless Chat-Based Support: Responses are delivered directly in the chat interface, with appropriate replies for out-of-context queries.
- Real-Time Data Extraction: Retrieves invoice payment status and other key details from enterprise applications.
Technology Stack – Azure AI Search | Microsoft Copilot Studio | Azure OpenAI Cognitive Services | Microsoft Flow
This solution has significantly reduced manual effort, improved supplier satisfaction, and accelerated business processes.
HR Buddy
HR Buddy: AI-Powered Employee Support Chat Solution
Problem Statement – Employees frequently rely on the HR help desk for policy clarifications and essential documents like address proofs and employment certificates. Handling these inquiries manually is time-consuming, repetitive, and often leads to delays in response, impacting employee satisfaction.
Solution – We implemented a Generative AI-powered Agentic chat solution that enables employees to interact seamlessly via chat applications like MS Teams. The solution offers:
- Menu-based options & natural language input for effortless query submission.
- HRMS integration to provide instant responses for personalized requests (e.g., address proof letters).
- AI-driven knowledge search to quickly answer frequently asked HR policy questions.
Key Benefits
- 24/7 Support – AI-powered chatbots handle queries anytime, reducing response wait times.
- Contextual Understanding – Delivers precise and relevant answers based on user input.
- Seamless Integration – Connects with HRMS and other enterprise tools for real-time data retrieval.
- Process Automation – Automates repetitive tasks like data entry, approvals, and scheduling using RPA.
- Scalability – Manages multiple inquiries simultaneously without additional human effort.
With HR Buddy, organizations can enhance efficiency, improve employee experience, and streamline HR operations like never before.
Legal Assistant
Legal Assistant for NDA Review
Problem Statement – The legal team frequently reviews Non-Disclosure Agreements (NDAs), requiring them to read multiple documents, manually search for keywords, answer repetitive queries, and summarize key points – a time-consuming process that slows down efficiency.
Solution – Our Agentic AI-powered NDA Assistant streamlines the review process by enabling users to interact with NDA documents through a chat-based interface.
- Document Selection: Users can choose NDA files from the organization’s repository (e.g., SharePoint, folders).
- Natural Language Queries: Users can ask questions in plain language without complex searches.
- AI-Powered Analysis: The NDA Expert Agent, powered by OpenAI LLM, understands context and delivers precise, relevant answers.
- Instant Chat Responses: Answers are provided directly in the chat window, with document references for verification.
Key Benefits
- Simplified Legal Reviews – No more manual searching; just ask and get instant insights.
- Faster Information Retrieval – AI quickly finds and extracts relevant details.
- Context-Aware Responses – Ensures accuracy by understanding legal terminology and intent.
- Increased Productivity – Saves significant time, allowing legal teams to focus on critical tasks.
- Seamless Integration – Works with existing repositories, business systems, and databases.
With this AI-driven legal assistant, organizations can accelerate NDA reviews, reduce manual effort, and improve legal decision-making efficiency.
Invoice Docket Reader
Classify, Split, and Extract Data from Multi-Document Files
Organizations often receive multiple documents stitched together in a single file, making it challenging to classify, separate, and extract relevant data efficiently. Our proprietary AI-powered algorithms, combined with LLMs, automate this process seamlessly, ensuring structured data extraction and seamless integration with downstream workflows.
Use Case: Automating Invoice Processing for a Leading Fire Protection Systems Manufacturer
A Middle East-based manufacturer and supplier of fire protection systems faced inefficiencies in supplier invoice processing, leading to payment delays and an excessive workload for the accounts payable team. Key challenges included:
- Manual effort in matching invoices with PO line items.
- High volume of supplier follow-ups due to processing delays.
- Inter-Company Transfers (ICTs) requiring cost allocation to sister concerns based on PO details.
- Complex reconciliation, increasing the risk of errors and inefficiencies.
- Solution: AI-Driven Invoice Processing with Agentic Automation
We deployed an Agentic AI framework leveraging OCR, GenAI, RPA and our proprietary algorithms to streamline invoice processing.
- AI-Powered Document Classification – Automatically classifies and splits invoices from multi-document files.
- Smart Invoice-PO Matching – Ensures accurate reconciliation, even for partial invoices, reducing discrepancies and processing delays.
- Automated Inter-Company Transfers (ICTs) – Allocates invoices to sister concerns based on PO details for accurate financial postings.
- Workflow Automation – Handles approvals and manual inputs before BOT execution.
- Oracle Integration – Automates data entry and final payment confirmations.
- Diverse Format Compatibility – Supports multiple invoice types, vendor formats, and enterprise system integrations.
Business Impact & Outcomes
- 85% reduction in manual intervention for invoice processing.
- Processing time reduced from 20-25 days to 6-8 days, even for complex cases.
- Seamless invoice-PO matching, minimizing discrepancies and approval delays.
- Automated ICT allocation, ensuring accurate financial reconciliation.
- Enhanced audit trails for improved visibility into pending and processed invoices.
- Improved invoice aging tracking, helping finance teams identify and resolve delays.
- Stronger supplier relationships through faster processing and fewer manual interventions.
With AI-driven automation, the client achieved faster, more accurate, and scalable invoice processing, significantly improving efficiency and financial operations.
Financial Report Reader
Chat with Your Business Data – Agentic AI-Powered Solution
BOT Mantra introduces another marquee AI solution, empowering organizations to interact with their business data seamlessly through a chat interface.
Use Case: Accounts Payable & Accounts Receivable Data
- Business data from Accounts Payable (AP) and Accounts Receivable (AR) systems is extracted and made available as a structured data source.
- Users can ask questions in plain English via a chat window, without needing technical expertise.
- The Orchestrator Agent determines whether the query relates to AP, AR, or is out of scope and triggers the appropriate agent accordingly.
- AI-powered LLM interprets the user query, formulates a precise response, and generates a structured query for the RPA bot to retrieve data.
- Users receive instant responses within the chat interface, with the option to download results in Excel.
Security & Compliance – The solution ensures data privacy by keeping the entire data source within the organization’s secured environment. No business data is sent to the LLM, ensuring compliance with security policies.
Key Benefits
- Natural Language Queries – No need for complex searches; just ask in simple language.
- Instant Information Retrieval – Fetches relevant insights from business data instantly.
- Enhanced Productivity – Eliminates the need for manual data slicing or custom reports.
- Seamless Integration – Works with existing business systems, databases, and documents.
This AI-powered solution transforms the way businesses access, analyze, and act on their data, making decision-making faster and more efficient.
