Distribution Chat Bot

This PoC provides a chat interface that uses LangChain and Agents for a RAG based chatbot fed with distribution documents.

Target Users

Business Users
Sales Representatives
Client Service Representatives

Industry Verticals

Enterprise
Sales
Marketing
Client Service

Business Benefits

Enhanced operational efficiency
Reduced processing time
Improved accuracy and consistency
Better resource allocation

How It Works

The Distribution Chat is an intelligent conversational interface that allows users to easily access information from insurance distribution documents without having to search through extensive files. This solution leverages advanced AI technologies through a Retrieval Augmented Generation (RAG) approach, which combines the power of large language models with a knowledge base built from uploaded distribution documents.How it works:

1. When you upload documents and ask a question, the system searches through a database of distribution-related content to find the most relevant information.

2. The system uses two AI frameworks (LangChain and LangGraph) with intelligent agent-based orchestration to process your query and dynamically route it to the right tools for retrieval.

3. The AI then generates a comprehensive, contextually relevant response based on the retrieved information rather than just general knowledge.

4. The system maintains conversation history, allowing for follow-up questions and a more natural dialogue experience.

This solution demonstrates how AI can be practically applied to streamline distribution processes and enhance internal knowledge workflows through intelligent, tool-aware conversations.

Technical Highlights

Retrieval Augmented Generation (RAG)

Agents

LangChain

LangGraph

Hello! I’m here to help with any questions you have about insurance distribution rules and processes. How can I assist you today?

Max

Executive Summary

The objective of this PoC is to develop and validate a conversational chatbot that assists distribution and sales teams in accessing information from distribution-related documents. It enables users to upload relevant materials and interactively query them, reducing manual search efforts and delivering real-time, document-grounded responses.

Background and Business Problem

Distribution teams often work with scattered documentation—such as underwriting guidelines, policy manuals, and training materials—which can be time-consuming to search and reference. This PoC addresses the challenge by providing a unified interface that enables quick retrieval of accurate answers from uploaded documents.

Justification for the PoC

This PoC leverages modern AI technologies such as agent-based orchestration, LangGraph, LangChain, and Retrieval-Augmented Generation (RAG) to process questions and dynamically route them to the appropriate tools. It empowers distribution teams to make informed decisions by using their own documents as a trusted knowledge base.

Description of how to start services and run if they aren't up and running.

1. Start Ollama
2. Start Distribution Chat service