Vertex SaaS Application: AI Agent Chatbot Generator with Knowledge Base and Lead Collection

Information TechnologyProfessional ServicesSaaSAI/MLAI AgentChatbotRAGAutomationWeb ScrapingData ExtractionData AnalysisBusiness IntelligenceContent GenerationWeb DevelopmentDatabaseCloudSaaSDocument ManagementAppointment BookingLead Generation

Overview

Vertex AI Agent Platform is a powerful SaaS application that empowers businesses to build, manage, and deploy customizable AI-powered agent chatbots in minutes. The platform offers robust knowledge base management, URL/data extraction, lead collection, scheduling integration, and easy embedding for web or future social channels—all in one scalable solution.

Vertex AI Agent SaaS platform is an end-to-end solution for businesses to launch and control AI chatbots tailored to their needs. Users can create multiple AI agents, upload and vectorize documents, scrape website data, and easily integrate agents on websites or social platforms, all while ensuring secure user and lead management.

Key Features

Role-based user management with secure JWT authentication for Admins and Users.
Easy creation and update of AI chatbot agents with fully customizable appearance, start messages, and branding.
Document upload (PDF, CSV, DOCX) and domain scraping to build and expand knowledge bases.
Knowledge base processing with FAISS vector database for instant, context-aware response retrieval.
Direct integration with OpenAI and Azure OpenAI for agent intelligence and querying.
Automated lead collection: AI agent asks custom questions, collects & stores data for sales or engagement.
Integrated Google Calendar for direct scheduling and appointment booking via chat, with instant email notifications.
Website embedding via iframe/script and future-ready plans for WhatsApp, Facebook, Instagram integration.
Admin control panel for knowledge base management, document/URL handling, and analytics.

Technologies Used

Python FlaskPostgreSQLLangchain FrameworkAI AgentAzure OpenAIOpenAIFAISS Vector DatabaseGoogle Calendar APIReact.js (Frontend & Chat Widget)JWT AuthenticationAzure VM Deployment

Challenges

Combining flexible AI agent configuration, secure multi-tenant user management, robust knowledge base operations, and seamless scheduling into one scalable application required deep backend/frontend integration. Ensuring fast, reliable search across documents and URLs, while supporting custom branding and smooth onboarding for non-technical users, was also a major priority.

Solution

Leveraged Flask APIs and PostgreSQL for solid backend architecture. Used FAISS and Langchain for rapid knowledge retrieval. Integrated with Azure OpenAI/OpenAI for agent intelligence. React.js delivered a responsive UI and embeddable chat widget, while Google Calendar and email APIs streamlined user scheduling.

Results

Vertex platform gives organizations the ability to deploy enterprise-level AI chatbots with minimal effort, driving lead generation, client engagement, and knowledge management—all from a single dashboard. The platform is designed to scale, adapt to new channels, and empower any business to leverage conversational AI in daily operations.

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