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Optimized document management and partner support through integrated conversational AI.
Built a virtual assistant for procurement and operational support to streamline B2B partner communication, delivering fast responses and secure document access via time-bound links.
01. Problem
Managing relationships with a large automotive parts partner ecosystem generates a high daily volume of requests. Frequent inquiries on procurement processes, supplier approvals, and corporate document updates placed significant strain on internal teams.
Traditional support workflows for these repetitive demands created operational bottlenecks and slowed information delivery. In parallel, there was a security challenge: enabling fast sharing of sensitive documents and policies with partners while maintaining long-term control over access and permissions.
Traditional support workflows for these repetitive demands created operational bottlenecks and slowed information delivery. In parallel, there was a security challenge: enabling fast sharing of sensitive documents and policies with partners while maintaining long-term control over access and permissions.
02. Assessment
DB’s assessment indicated that an AI-powered self-service channel was the optimal strategy to achieve operational scale without losing partner proximity. The technical team identified the critical need to connect the assistant to the company’s extranet via API, ensuring responses always reflected the most up-to-date database state.
To address secure document sharing, the solution required an AI engine capable of generating dynamic, time-restricted URLs for controlled file access.
To address secure document sharing, the solution required an AI engine capable of generating dynamic, time-restricted URLs for controlled file access.
03. Solution
DB designed and implemented an AI-powered virtual assistant focused exclusively on B2B business contexts. The solution established a fast, accessible communication layer, acting as a first line of support for partner interactions.
It was engineered to retrieve data transparently via API and return complex information with clear source attribution. For document management, the assistant automates the generation of time-bound links, enabling secure partner access to procurement files and guidelines with controlled expiration windows.
It was engineered to retrieve data transparently via API and return complex information with clear source attribution. For document management, the assistant automates the generation of time-bound links, enabling secure partner access to procurement files and guidelines with controlled expiration windows.
Benefits achieved
Agile and close B2B communication
Implemented an always-on, efficient communication channel to strengthen partner relationships and trust.
Document management optimization
Intelligent automation of document retrieval and delivery, significantly reducing support team workload.
Data security and governance
Automated generation of time-bound links for document sharing, ensuring secure external access with controlled expiration.
Real-time API integration
Continuous synchronization with the corporate extranet ensures all responses and data sources remain consistently up to date.