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Seraf

About the project

Seraf AI is an AI assistant built specifically for manufacturing companies and their front-office teams — sales, customer support, and coordination — letting them get instant answers to work questions without changing existing systems or involving IT, deploying in just 7 days. One of our developers worked on this project, contributing full-stack across multiple features.

Project Overview

The platform turns a manufacturer's scattered internal knowledge and disconnected systems — ERP, CRM, document storage, PLM/CAD — into instant, decision-ready answers for sales, support, and management teams, delivered through a single conversational assistant. Our contribution came from a single developer working full-stack across RBAC, document handling, bookmarks, and third-party integrations.

Project Goal

Project Goal

The goal of the project was to eliminate internal delays and knowledge loss in manufacturing front offices by giving teams instant access to pricing, specifications, technical know-how, and order data — without requiring a system overhaul or lengthy IT-led rollout. A key focus was placed on fast, on-premises deployment and deep integration with the tools manufacturers already use.

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Solution

Solution

Our developer contributed full-stack across RBAC, document and chunk intelligence (sharing, relation management, scoped chat, state sync), bookmarks with quick-question shortcuts, third-party integrations (QuickBooks, Google Drive, Notion), data migrations, chatbot performance optimization, and a feedback system with like/dislike controls and mailing integration.

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Key Challenges

  • Manufacturing front-office teams (sales, support, coordination) need instant answers, but company knowledge is locked across ERP, CRM, SharePoint, and PLM/CAD systems

  • Generating accurate quotes manually — accounting for pricing, discounts, and specifications — is slow and error-prone under time pressure

  • Most AI deployments require months of IT involvement and consulting fees before delivering value

  • Manufacturers need on-premises deployment so sensitive business and customer data never leaves their control

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Key Features

  • Instant Quoting & Technical Answers — Generates accurate quotes in seconds factoring in pricing, discounts, and specifications, and answers technical questions (like equipment recalibration) instantly.

  • Document & Chunk Intelligence — Loads and organizes documents with chunk-level sharing, relation management, and chunk-scoped chat, keeping document state and lists accurately synced after edits or deletions.

  • RBAC & Integrations — Role-based access control governing team and user permissions, paired with integrations into Intuit/QuickBooks, Google Drive, Notion, ERP systems (SAP, NetSuite, Acumatica), CRM (Salesforce, HubSpot), and Microsoft SharePoint/OneDrive.

  • Bookmarks & Feedback Loop — Bookmark functionality with quick-question shortcuts, plus a feedback system with like/dislike controls and mailing integration to continuously improve response quality.

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Features Overview

Investment Portfolio Management

A full-stack investment management platform — track deal flow, manage portfolio companies, generate white-labeled LP reports, and give stakeholders secure portal access, all from a single unified system.

Features overview
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Tech Stack

Built on a Python backend with a React and TypeScript frontend, PostgreSQL for data storage, AWS infrastructure, Stripe for billing, and OpenAI powering the conversational AI layer.

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Metrics

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Days to deploy

Designed for on-premises deployment within 7 days, with no consultants or dedicated IT support required to get started.

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Developer, full-stack

A single developer from our team contributed full-stack — across RBAC, document/chunk handling, bookmarks, integrations, and data migrations.

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Systems integrated

Connected the assistant to ERP (SAP, NetSuite, Acumatica), CRM (Salesforce, HubSpot), SharePoint/OneDrive, and additionally Intuit/QuickBooks, Google Drive, and Notion.

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On-premises deployment

Built to run on-premises so manufacturing data and customer information are never shared with third parties.

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