AI-Powered Business Insights Platform Case Study

Challenge

Our Singapore-based client helps businesses navigate complex climate regulations and tailor strategies for cost optimization. They needed an AI solution that analyzes their customers’ data and provides actionable insights.

Therefore, the client approached TatvaSoft with a detailed list of requirements, including automating workflows such as report generation and developing multiple AI agents tailored to domains like research and marketing. Additionally, they required secure data handling and seamless integration of various AI models to provide personalized recommendations that keep businesses compliant and profitable.

Key Challenges

The AI development project assigned by the client was complex. We were tasked with creating an AI-driven solution to help them navigate carbon regulations, gain competitive insights, and identify cost-saving opportunities. It involved addressing multiple challenges simultaneously, including:

Building an online platform that seamlessly integrates with various AI models, AWS services, and third-party APIs.
Delivering AI agents for specific domains such as research, marketing, and report generation, enabling real-time interactions.
Ensuring GDPR compliance while handling sensitive financial data.
Providing administrators with the ability to compare multiple large language models (LLMs), like DeepSeek and OpenAI, for content generation.

Expertise

LLMs

OpenAI • Anthropic • DeepSeek • Ollama Server (deepseek-r1:70b, llama 3.3: latest, gwen 2.5:72b)
Search & Content Tools

Google Gemini • Serper API • NewsAPI • Goose • Newspaper3k
Automation

n8n • Landbot • Twilio • ElevenLabs
Vector Database

Pinecone
Deployment

AWS EC2 • Amplify • Code Build • Code Pipeline • S3 buckets • CloudWatch • RDS

Solution

The client’s requirements were clear—they wanted a comprehensive AI solution. TatvaSoft delivered by developing a platform that includes marketing AI agents, research AI agents, and an energy efficiency calculator to address their needs.

Key features are listed below:

CXO Offerings

DashboardFor centralized analytics and system monitoring.
Marketing AI AgentTo compare multiple AI models for content generation using RAG.
Research AI AgentThis AI model carries out the research process using Google Gemini, NewsAPI, and Serper. Upon finding, it stores relevant data in Pinecone DB.
Energy Efficiency Savings Calculator To estimate savings and scenario-based costs.

Admin Module

Users ManagementA set of features to help the admin manage users, generate reports, approve documents, and perform scenario calculations.
Plan & Vouchers ManagementHandles users’ subscriptions and vouchers.
Knowledge base ManagementThis feature helps in AI model training by uploading and processing relevant files.

Frontend Features

CMS Static SiteHosts informational pages regarding various services catered by the business.
Login & Free Tailored ReportAI-assisted form filling, AI Agent call-based Q&A, and automated report generation.
Post-Login FeaturesSecure document upload, AI-generated reports, and chat-based Q&A.

Additionally, our experts leveraged AWS services for GDPR-compliant data handling, processing, and storage. ElevenLabs was used to collect conversational data, and Twilio facilitated voice-based lead generation. Meanwhile, n8n helped automate workflows such as email dispatch, report generation, and form processing. And that’s not the end of it.

Result

TatvaSoft successfully delivered an advanced AI solution featuring automated regulatory compliance, cost optimization, secure data handling, 24/7 business analysis, and multi-LLM flexibility. The client gained numerous benefits, including faster insights, improved lead generation, increased user engagement, and scalable, risk-free adoption of our AI-powered business insights platform.