Shipping an AI copilot in 8 weeks
We helped a B2B SaaS startup design and build a natural language copilot that lets users query their data, generate reports, and automate workflows, all through conversation.
Where they started.
NovaSaaS had a successful analytics platform but faced pressure to add AI. Competitors were launching "AI assistants" and "copilots." Their product team had a vision, let users ask questions in plain English and get charts, reports, and automated actions, but no in-house AI expertise. They needed an MVP in weeks, not months, to validate the concept before committing to a full build.
How we solved it.
We started with a 2-week discovery: we mapped their data model, API surface, and user workflows to identify the highest-impact copilot use cases. We prioritized "query my data" and "generate a report" as the first features.
We architected a RAG-based copilot: user questions are rewritten for retrieval, we fetch relevant schema and data context, and we generate SQL or API calls. Results are formatted as text, tables, or chart specs.
We built the chat UI and integrated it into their existing React app. We added streaming responses and citation of data sources for trust.
We deployed on their infrastructure with their LLM provider (they chose Anthropic). We kept prompt engineering and retrieval logic in version control for easy iteration.
We delivered an MVP in 8 weeks. We provided documentation and a handoff session so their team could extend the copilot.
The outcome.
MVP shipped in 8 weeks, from kickoff to production deployment with core features working.
3x increase in user engagement among beta users: users who tried the copilot came back 3x more often than non-users.
40% of support tickets deflected in the first month, users found answers through the copilot instead of opening tickets.
NovaSaaS has since hired an AI team and expanded the copilot; we provided transition support for 4 weeks.
Let's create your success story.
Every case study started with a conversation. Tell us about your challenge and we'll show you what's possible.