Creating Business Advisory with AI con IA 

The Innovative Alliance: CxOForum and myCloudDoor 

In a world where the speed of business is constantly accelerating, CxOForum has set out to redefine the paradigm of business mentoring and advisory through an innovative alliance with myCloudDoor. Together, they have developed a cutting-edge tool: a virtual assistant and advisor powered by Artificial Intelligence (AI), designed to offer precise and personalized responses via WhatsApp. This project, which promises to revolutionize the way CxOForum partners access information and advice, is currently in its Minimum Viable Product (MVP) phase, laying the groundwork for what is already and will be the future of business consulting. 

The Need to Innovate 

CxOForum, known for its commitment to creating value through collaboration and knowledge sharing among business leaders, identified the need for a digital assistant that could provide instant and accurate advice to its partners. The vision was clear: to create an expert virtual consultant in the form of a WhatsApp bot that not only answered questions efficiently but also offered recommendations based on a vast repository of historical documents and knowledge accumulated by the community. 

A Revolutionary Approach 

The solution proposed by myCloudDoor breaks with traditional approaches. Instead of being limited to the constraints of a finely-tuned AI model, which would require costly and extensive training with CxOForum's documents, myCloudDoor proposed a more dynamic and scalable solution. 

The key to this innovation lies in Retrieval Augmented Generation (RAG). This technique is essential for integrating structured and unstructured data into Large Language Models (LLM), enabling the generation of specific and contextualized responses by transforming data, retrieving relevant fragments, and combining them with queries to generate answers. To overcome token limitations and handle extensive documents, the texts are fragmented, improving the efficiency of the queries. myCloudDoor also uses the "Chain-of-thought" technique, which involves guiding the model to break down complex problems into smaller steps and provide both intermediate reasoning steps and the final solution. Chain-of-thought is inspired by arithmetic reasoning, where natural language reasoning is used to build an argument that leads to the final answer. This helps the model tackle multi-step problems more effectively. Additionally, with the generation of "embeddings" or vector representations of documents, the bot can access and understand the community's vast knowledge base with unprecedented accuracy and agility. 

Technology and Architecture 

To bring this ambitious project to life, a robust architecture based on cutting-edge technology was designed. A custom library, developed in NodeJS, forms the backbone of the bot, facilitating seamless integration with WhatsApp. At the heart of the system, Chain-of-thought and Azure OpenAI provide the necessary intelligence to generate and understand document embeddings, while a custom Azure LogicApp handles user queries, ensuring quick and relevant responses. 

Special attention has been given to security, generating various systems to make it robust and reliable. 

The advisor bot offers two service levels: a free version, "Ana Murof," providing access to public domain documents, and a premium version, "David Davis," offering a wider range of resources, including exclusive documents. This differentiation allows CxOForum to offer a scalable service tailored to the needs of its partners. 

Challenges and Opportunities 

The development of this AI assistant presents unique challenges, especially in terms of maintaining agile response times and ensuring the accuracy of responses in a specialized context such as business advisory. However, the ability to review and analyze the bot's search results offers significant opportunities to continuously improve the quality of the advice provided. 

Cost and Feasibility 

A crucial consideration for CxOForum and myCloudDoor has been the financial feasibility of the project. The proposed solution promises to be economically viable, with a carefully calculated infrastructure cost estimate to ensure the sustainability of the service without compromising the quality or speed of responses. 

Towards a Future of AI-Enhanced Advisory 

The collaboration between CxOForum and myCloudDoor represents a step forward in utilizing AI technology to enhance business advisory services. By combining CxOForum's rich knowledge base with myCloudDoor's advanced technology, this project not only promises to transform the experience of CxOForum partners but also set a new standard in digital business consulting. 

At the intersection of technological innovation and business knowledge, the virtual assistant and advisor from CxOForum and myCloudDoor is poised to be a pioneer in the world of business advisory, demonstrating the power of AI to empower leaders and facilitate informed decisions in today's dynamic business environment. 

Jose Luis Ferrete - Cloud Developer at myCloudDoor. 

Patricia Rodríguez Vaquero - Data Engineer at myCloudDoor. 

Juan Francisco Otth - Cloud Services Director - LATAM at myCloudDoor.