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How AWS Sales uses generative AI to streamline account planning

  • AWS Sales personnel create in-depth account plans (APs) for customers annually, requiring significant time investment.
  • To streamline this process, an AI-powered account planning assistant was introduced, leveraging Amazon Bedrock.
  • The assistant aids in generating draft content, synthesizing data, performing quality checks, and allowing customization.
  • Users have reported a reduction in time spent on creating APs, enabling them to focus on higher-value activities.
  • Key components utilized in building the assistant include Amazon Bedrock, AWS Lambda, DynamoDB, Glue jobs, and SQS.
  • Data is managed effectively through the RAG architecture of Amazon Bedrock for content generation.
  • Security measures like AWS IAM are incorporated to ensure data security and compliance.
  • A custom web frontend enhances user experience by integrating the assistant directly within the CRM system.
  • Future enhancements include deeper integration, personalization, collaboration features, and enhanced recommendations.
  • The AI-powered assistant has significantly improved the efficiency of creating APs for AWS Sales teams.

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