Case study
How Chili Piper utilized AI with bards.ai to streamline their sales operations at scale
Offices:
New York, United States
Company size:
51 - 200 employees
Industry:
Marketing & Revenue (SaaS platform)
Revenue:
$1 Billion
Chili Piper books 500 outbound sales meetings per quarter, a significant aspect of their workflow involves an SDR looking at each prospect form, filling it out, and reviewing the entire funnel for the account they are targeting.
They wanted to automate this process and save the SDRs 5 minutes per account …which adds up significantly, considering they manage 300 accounts per week.
Chili Piper is the all-in-one Demand Conversion Platform which consolidates Form Routing, Chat, Lead Distribution, and Scheduling. Their products are used by top global companies like: Pandadoc, Spotify, Airbnb, Gong, SurveyMonkey, etc.
Saved per week / per SDR
Scope of work designed with solutions in mind
The goal was to build an automated Prospect Form Flow Grabber that identifies forms on web pages, intelligently fills them in, and saves them as a visual component to be used in personalized prospecting emails. This tool uses advanced AI to identify the appropriate form fields, fill them out with relevant information, and capture the form submission process to streamline lead generation content for Chili Piper’s email campaigns.
This automation eliminates the need for manual form discovery, automatically fills the forms, and captures screenshots, significantly speeding up gathering lead information for outreach.
No time to Chillin'
Solution
We developed a Form Flow Grabber that addressed Chili Piper's challenges with the following key features:
Automatic Form Detection: The system scans web pages to detect forms, including those loaded through JavaScript, ensuring thorough discovery. To successfully identify the different forms, we relied on a hybrid approach using an AI agent applying Computer Vision techniques and a series of intelligent methods searching the HTML code of the page.
AI-Powered Form Filling: The solution uses advanced AI to intelligently fill out forms based on the context of the fields (e.g., name, company, email) to simulate real lead information.
Visual Confirmation: Screenshots of the forms before and after filling are taken, providing a visual record that can be used for internal review and verification.
Hittin' the road
Implementation roadmap
The project was divided into several phases:
WE LOVIN' IT
Challenges
Automated Form Discovery:
Finding and identifying forms across various web pages, including dynamically generated forms, was a critical challenge.
Intelligent Form Filling:
The tool needed to fill in forms with contextually appropriate information that would then be used to generate personalized email content.
Data Extraction for Email Content:
Once the forms were submitted, the system had to save screenshots and create GIFs to create resources for customized lead emails quickly and efficiently.
Bards.ai is the right choice.
Working with bards.ai team has been a remarkable experience. Their expertise, professionalism, and innovative approach truly set them apart. I wouldn’t hesitate to partner with them again in the future, and I highly recommend them to any company looking for a talented and committed AI team.
Alina Vandenberghe
CEO @ Chili Piper