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Klinea — Ecosistema privado de inteligencia artificial conectado al conocimiento empresarial

Development of a private artificial intelligence environment for Klinea, deployed on Microsoft Azure and integrated into Microsoft Teams. The solution connects SharePoint documentation, SQL databases, Pipedrive business information, and other internal systems using a RAG architecture, respecting Active Directory and SharePoint corporate permissions. The project also incorporates specialized AI agents for different operational and business needs.

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The challenge

Transform dispersed information into accessible, secure, and actionable knowledge

Klinea works with large volumes of technical, documentary, commercial and operational information distributed among different corporate systems.

Teams needed to query SharePoint documentation, SQL database data, Pipedrive business information, and other internal resources without having to manually search across multiple platforms.

The challenge was to develop an artificial intelligence capable of understanding natural language questions, locating the right information, and providing answers based on the company's real data.

In addition, the solution had to operate within a private environment, maintain control over the data, and respect each user's permissions using Active Directory and SharePoint.

The project also had to allow the creation of different specialized agents, prepared to solve specific needs in areas such as engineering, quality, production, operations, purchasing, commercial or document management.

The solution

An enterprise AI ecosystem deployed in a private Azure environment

  • Private environment in Microsoft Azure
  • AI assistant built into Teams
  • RAG Architecture
  • SharePoint integration
  • Connecting to SQL Databases
  • Pipedrive Integration
  • Active Directory permissions
  • Specialized AI agents
  • Automation of actions

KEY FEATURES

What the app can do

  • Conversational assistant in Microsoft Teams

    Users can ask questions from Teams and receive answers without leaving their usual collaboration environment.

  • Intelligent search using RAG

    The system locates the relevant information in corporate documents and systems before generating each response.

  • Querying SharePoint documentation

    Access to procedures, technical documentation, policies, templates, reports, and internal files.

  • SQL Data Query

    Connection to databases to answer questions about operational information, production, projects or other indicators.

  • Business insights from Pipedrive

    Access to customer data, opportunities, business tracking, and activity statuses recorded in the CRM.

  • Corporate Permissions Control

    Apply Active Directory and SharePoint-based permissions to protect information on a per-user, group-, or department-by-department basis.

  • Specialized agents by area

    Creation of agents adapted to quality, engineering, production, purchasing, commercial, regulation or project management processes.

  • Answers with business context

    AI uses internal information to offer more accurate, useful answers that are aligned with the company's reality.

  • Traceability and security

    Access control, sources consulted, system activity and operation of the different agents.

  • Scalable architecture

    An environment ready to incorporate new sources, agents, integrations and automations as Klinea's needs evolve.

Gallery

Inside the product

PROCESS

How we did it

  • Analysis and definition

    We understand your challenge, requirements and goals to define the scope.

  • UX/UI design

    We prototype the experience and the design of each screen.

  • Development

    We build the software with secure, robust and scalable technology.

  • Testing (Q&A)

    We validate quality, performance and security before release.

  • Launch and support

    Go-live and ongoing product evolution.

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