Category Archives: OpenAI
A “Headless” approach to business applications leveraging custom UI
With the advent and advancement of AI and vibe-coding taking center stage, a wonderful possibility has opened up. This isn’t something new – it was always possible in theory, but it was a long shot to actually achieve. “Headless” is a common term used to describe this idea: While this opens up realistic possibilities and promising gains, it must be taken with a grain of salt and done the right way – weighing the outcomes against the risks. Not knowing the right approach gives way to disruption, putting reliability at risk. What Goes Into Building a Headless Business Application Interface Here’s how we approach designing workflows for the headless approach: Our Preferred Approach for Microsoft Business Applications At this point, Microsoft hasn’t announced a headless offering, so we built our own. Here’s what we chose, and why: If the “Headless” Approach Is So Easy, Should Everyone Do It? Here are a few things to consider: To conclude, a headless approach to business applications has opened up a ton of possibilities. But it has to be implemented with caution and the right advisory support -not as a DIY shortcut just because the UI/UX can be described to AI and built quickly. Done the right way, a headless approach preserves the integrity of your core systems, delivers genuine value for your use cases, and becomes an intentional addition to your existing stack – not just another UI you now have to maintain. Build a UI that works the way your team does – without putting your core systems at risk. Connect with us at transform@cloudfronts.com to get started.
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Using Open AI and Logic Apps to develop a Copilot agent for Elevator Pitches & Lead Qualification
In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects. To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation. Challenge Sales professionals routinely face challenges such as: These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects. How It Works Platform Data Sources CloudFronts SmartPitch pulls information from the following knowledge sources: AI Integration Key Features MQL – SQL Summary Generator Users can request MQL – SQL document which contains The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX. HTTP Request to Logic App At Logic App we used ChatGPT API to fetch company and client information Extract the company location from the company information, and similarly, extract the industry as well. Render it to custom copilot via request to the Logic App. Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions. Generative AI can also be instructed to directly create a formatted json based on parsed values. This formatted Json can be passed to converted to an actual Json and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person. This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry. This triggers an auto download of the MQL-SQL created as a PDF file on your system. Content Search Users can ask questions related to – Users can ask questions like “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume. –Security & Governance Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions. To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com
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Using Open AI and Logic Apps to develop a Copilot agent for Elevator Pitches & Lead Qualification
In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects. To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation. Challenge Sales professionals routinely face challenges such as: These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects. How It Works Platform Data Sources CloudFronts SmartPitch pulls information from the following knowledge sources: AI Integration Key Features MQL – SQL Summary Generator Users can request MQL – SQL document which contains The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX. HTTP Request to Logic App At Logic App we used ChatGPT API to fetch company and client information Extract the company location from the company information, and similarly, extract the industry as well. Render it to custom copilot via request to the Logic App. Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions. Generative AI can also be instructed to directly create a formatted json based on parsed values. This formatted JSON can be passed to converted to an actual JSON and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person. This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry. This triggers an auto download of the MQL-SQL created as a PDF file on your system. Content Search Users can ask questions related to – 1. Case Study FAQ: Helps users ask questions about client success stories and project case studies, retrieves relevant information from a knowledge source, and offers follow-up FAQs before ending the conversation. Cloudfronts official website is used for fetching Case Studies information. 2. Opportunities: Helps users inquire about past projects or opportunities, detailing client names, roles, estimated revenue and outcomes. 3. SOPs: Provides quick answers and summaries for frequently asked questions related to organizational processes and SOPs. Users can ask questions like “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume. Security & Governance Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions. To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com
