In partnership with ScaleReady, Brand & Bot developed an AI-powered sales assistant and product specialist capable of analyzing over 1,000 documents to deliver instant answers and document citations, enhancing their sales pipeline performance and internal efficiency.
Working closely with ScaleReady's team, Brand & Bot developed an audit-ready, citation-backed AI layer to interface with a repository of artifacts including PDF product specifications, user manuals, training video transcripts and regulatory documentation. The solution not only parses information accurately and quickly, but it also serves as a sales automation tool managed by product specialists that accelerates sales cycles and removes the need for manual document searching.
The problem we solved for ScaleReady
ScaleReady is a joint venture between Bio-Techne and Wilson Wolf. Bringing together proven tools and technologies for cell culture, cell activation, gene editing, and cell processing, ScaleReady provides leading therapeutic developers with the most simple, scalable, and versatile manufacturing platform in the industry.
ScaleReady's G-Rex specialists needed fast, citable, trustworthy answers about product specs, compatibility, protocols, and process. The answers existed, spread across more than a thousand documents, and finding one meant already knowing where to look. G-Rex specialists needed a way to find information quickly, using natural language, that provided accurate, data-driven answers that could be used during sales calls, to reply to customer emails and support future content needs.
What Brand & Bot built
A retrieval-augmented assistant designed to prioritize accuracy over fluency. A scalable ingestion pipeline indexes the full document library of over 1,000+ assets and docs. Anti-fabrication guardrails sit between the model and the response, so when the sources do not support a claim, their internal AI assistant says so instead of producing something plausible.
Every answer traces back to a document a person can open and read. The review ecosystem is reproducible, which means ScaleReady's own team can audit what the assistant said and why it said it. Their people operate it. We trained them on it.
How we built it
Brand & Bot kicks off every project with working prototypes and rapid discovery sessions, which allow us to validate key assumptions upfront, like the priority UX and build architecture approach. We then stress test these prototypes and technical plans with real users and business scenarios to find gaps quickly, before the full build starts.
In this case, we originally assumed the Sales Assistant could be built using a single AI agent approach, with multiple custom skills and inputs underneath it to handle the parsing and output of these documents. Our iterative testing and prototyping approach quickly revealed the need for a multi-agent architecture capable of ingesting, structuring, and serving complex data. We learned this by hooking the agentic prototype up directly to the prototyped conversational interface and testing with internal users, allowing us to flexibly approach the experience and architectural decisions before we committed to the assumed approach.
What changed for ScaleReady post launch
G-Rex Specialists can now access accurate, compliant answers instantly via chat, completely eliminating manual searches. Without time spent on manual lookup, sales cycles are visibly reduced and time-to-asset was cut significantly.
The questions people ask their AI Sales Assist also turned out to be a customer insight channel on its own. The most commonly asked questions are now traceable and identify opportunities to create new content on the website and through social that help grow G-Rex's market share.
Do you have 1000+ documents and data stored across various formats? Let us help streamline your business and build a knowledge store and assistant for your company ASAP.
Submit a note here or email us (heyo@brandandbot.com) & we'll be in touch with a prototype soon.
