A sales and support platform for a distributed partner network

The task

A company running a distributed partner network needed a sales and support platform. The first job: partners and team leads could not quickly see who was inactive or what blocked the next level — the data sat in a back-office database and several internal APIs. Direct LLM access to the database was off the table: personal data, other teams and the schema had to stay closed.

What we built

• We built a chat and voice assistant: each question is routed to the client's internal APIs or to model-generated, read-only SQL against the back office, and answered in business terms.
• The model does not guess the schema: table descriptions and a relationship graph point it to the right tables and joins, and every generated query is logged for review.
• No query reaches the database unchecked: read-only access, a table whitelist, mandatory per-user scoping, blocked personal-data columns, response sanitisation and rate limits.
• On top of the database sits a network-analytics layer — team activity, sales-volume gaps, level blockers, reward forecasts — plus an admin panel with chat statistics, logs and promotions.
• The platform design also covers buyer and marketing modules: personal recommendations, repeat purchases, loyalty tiers, segmentation, and campaigns with A/B testing and push/email delivery.

Outcome

20 of 21

UAT checks passed on the client's live back-office database (reconciliation protocol); one partial — no last-activity date in the data

10 of 10

question categories from the assistant behaviour spec (~25 scenarios) implemented; one sub-item outstanding (checklist count)

6 layers

of data protection between the LLM and the database, from blocked personal-data columns to rate limits (counted in code)

48 of 48

analytics-layer tests passing: 33 functional with mocks, 15 end-to-end on a live SQL Server (per the project test report)

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