Case Studies
Connect external data to LLMs, no matter the source.
"It is an absolute pleasure to work with the team at Carbon. Their product and APIs are super easy to use and integrate, and the team is super responsive and moves very fast. They set a very high bar for product and support."
Vishakh Hegde
CTO/Co-Founder
Inventive
Challenge
Responding to RFPs is a time-consuming and labor-intensive process. QnA libraries get outdated and need to be maintained. Teams often struggle with locating relevant information scattered across multiple systems, leading to inefficiencies and generic responses. Inventive recognized this need to use existing data in various sources and generate tailored, compelling responses.
Solution
Inventive partnered with Carbon to integrate their universal data retrieval engine into the Inventive platform. With Carbon's connectors, Inventive can now seamlessly access and sync data from multiple sources, including CRMs, databases, and knowledge management systems like Notion and Confluence. Key features of the integration include:
Automated data ingestion: Carbon helps with pulling data from connectors that are then processed in-house.
Secure and compliant: All data is encrypted at rest and in transit, and Carbon is fully SOC 2 Type II compliant, providing enterprise-grade security.
Customizable sync schedules: Clients can set custom sync frequencies for each connected data source, keeping the knowledge repository up to date.
Conclusion
By leveraging Carbon's data retrieval capabilities, Inventive has enhanced its AI Agents, enabling it to generate highly relevant and tailored RFP responses. Clients can now:
Import RFPs and receive compliant draft responses in seconds
Access a centralized knowledge repository with continuously updated information from various systems
Collaborate seamlessly with team members using permission controls
Trace the origin of each passage in the generated responses for transparency and compliance
The integration has led to significant improvements in RFP response efficiency and quality. Inventive's clients can now handle up to 3 times the RFP volume without additional staff while increasing win rates and average deal sizes.
Inventive's partnership with Carbon has revolutionized the RFP response process. By harnessing the power of Carbon's universal data connectors and retrievers, Inventive has enabled clients to focus on crafting winning proposals rather than getting bogged down in busywork. This collaboration demonstrates the value of combining AI-driven automation with seamless access to enterprise data.