Case Studies
Selected automation systems, Airtable workflows, and internal tools with real-world constraints and outcomes.
Circle DM AI chatbot
Embedded an AI chatbot directly into Circle community DMs so members can access an assistant without extra authentication. Since we know which Circle user is messaging the bot, we can retrieve billing details and context from other integrated platforms such as Airtable.
The chatbot runs on a server connected to Circle in real time and uses the API to create and edit DMs. Circle is rolling out an enterprise plan with AI chatbots at $400/mo, but this custom solution is more flexible because we control the prompting and tools.
Overall trend:
- Keep business data well structured and high quality
- Turn it into a vector DB (for example via OpenAI APIs)
- Point the chatbot to the vector DB and let it become your knowledge base
Off-the-shelf knowledge base + AI chat works well for semi-public docs, but this case needed a custom solution because the bot knows who is speaking and access is gated by paid community membership.
