I’m working on a Solar CRM platform and would like to integrate an AI-powered interactive chatbot to assist all users (Dealer, Admin, Designing (Aurora), Project Team).
Just fyi…I just started learning AI, Till now I worked as a Test lead (mostly manual testing)
Dear @dahiya,
Great initiative.
Start by defining user-specific queries, then build with tools like Dialogflow or Rasa.
Use RAG if you need document-based responses.
Integrate step by step into your CRM.
Let me know if you want a quick roadmap.
Dear @Girijesh
Would love to get that quick roadmap if you have a few pointers to share. Thanks again! 
Dear @dahiya,
Here is the roadmap.
1. Plan:
Define user queries → Build basic bot (Dialogflow/Rasa) → Embed in CRM
2. Connect:
Link bot to CRM backend (FastAPI/Flask) → Enable live data responses
3. Enhance:
Add RAG with LangChain + ChromaDB → Answer from internal docs
4. Personalize:
Detect user roles → Customize replies → Integrate Aurora API
5. Launch/Deploy:
Test with teams → Collect feedback → Refine & deploy fully
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Keep Learning AI with DeepLearning.AI - Girijesh