back_office_ops · saas · workflow
PDI Technologies builds enterprise-grade RAG system (PDIQ) for internal knowledge access on AWS
Internal teams at PDI Technologies could not efficiently access organizational knowledge scattered across disparate systems including websites, Confluence pages, SharePoint sites, and other data sources, with no unified searchable interface for employees.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Scheduled crawler trigger
Amazon EventBridge maintains and executes the crawler scheduler.
Tools used
Amazon S3Amazon Nova MicroAmazon Nova ProAmazon Titan Text Embeddings V2Amazon Cognito
Outcome
PDIQ improved accuracy approval rate from 60% to 79%, empowered support teams to resolve customer queries significantly faster, increased customer satisfaction scores (CSAT) and net promoter scores (NPS), and reduced operational costs through serverless architecture.
Results
Volume60% to 79%
Cost replacedminimizing operational overhead and cost
Grounding & classification
Source type: technical build writeup
37 fields verified against source quotes, 13 dropped as unverifiable.
chatbotdocument aienterprise searchknowledge searchragsummarizationknowledge basepolicy documentmetric backednamed customerproduction runtime claimedvendor confirmedworkflow describedretailsoftwareaccuracy improvementcost reductioncustomer satisfactionemployee productivityresolution time reductiontechnical build writeupback office opscustomer supportknowledge searchdocument to recordextract classify routerag answering