Hello everyone. I'm currently developing a solution that utilizes Airtable, which contains all of the manufacturer's products along with their corresponding competitor products. The goal is that if a potential customer asks, "I currently use x, what do you recommend?", the system will identify a similar product within my client's catalog that matches the size and fit. My client has a rather limited product catalog, making this straightforward in Airtable. However, how could this be achieved for clients with extensive product catalogs? Is this type of competitor product matching a common practice?
Welcome to the callin.io community!
What are the drawbacks of simply using the Airtable search module (or Google Sheets, etc.)?
You can try utilizing the Airtable “Search Records” module —
Searches for specific records or returns all records.
For additional details on the Search Records module and the Airtable app, please refer to the corresponding Integrations page and the Help Centre documentation.
I would recommend completing the callin.io Academy before diving into building a complete scenario. If you require specific assistance while building a scenario, it will be easier to help you then.
Here are some helpful links and guides you can use to learn more about using the callin.io platform, apps, and app modules. I found these beneficial when I was learning callin.io, and I hope they might be useful to you as well —
Getting Started
- Help Centre | Tutorials – callin.io “Manual” - search for help here first
- callin.io Academy – Basics 101: Learn callin.io properly to get your money’s worth
Help Centre Basics
- Mapping – What is mapping? What can I map?
- Mapping with arrays – How to map items in an array
- Aggregate an array for mapping complex fields
- Date Format: tokens for
parseDate
| tokens forformatDate
- HTTP modules – Make a request, Get (download) a file
- Webhooks – Error Handling, Responding to webhooks
Articles & Videos
- Router Magic Formula - YouTube
- Error Handlers in Make - YouTube playlist
- Getting started with OpenAI - How to setup and use OpenAI (ChatGPT) in callin.io
- Text Parser module - Use pattern matching to extract the text you want
- Webhooks – callin.io Academy – tutorial on how to use Webhooks
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There's nothing inherently wrong with Airtable; you just need to input all the competitor product details, including various ways people might abbreviate or spell them. For a catalog of 100 items, this isn't too difficult, but what are the alternatives if someone has a catalog of, say, 1000 products and requires a similar solution? I might need to implement this for another client I'm currently discussing possibilities with, which is why I'm asking!
Hi
I believe there's a highly effective method to handle this at scale:
Rather than depending solely on Airtable, you could construct a system supported by a vector store. This is specifically designed for rapid, precise retrieval, even when dealing with extensive product data.
For instance, when a user inquires, “I use Competitor Product X, what should I purchase from your offerings?”, the system goes beyond simple exact matches. It comprehends the user's intent and automatically identifies the closest equivalent from your inventory, even with inconsistent naming conventions or massive data volumes.
You also have the option to integrate a custom fine-tuned OpenAI assistant that is familiar with your company's communication style and common customer inquiries.
To enhance its resilience further, you can implement an automated workflow using callin.io. This workflow would maintain synchronization with the vector store. Consequently, any alteration in your product database—such as the addition of a new product or an update to an existing one—will initiate an automatic refresh of the vector embeddings. This guarantees that your recommendation engine remains current without requiring manual intervention.
Best regards,
Digipanda Consulting Pvt. Ltd
That's insightful, thank you for the comprehensive reply! I've successfully configured the OpenAI and email modules, and the Airtable integration is functioning well for this specific model. However, as mentioned, I couldn't find a scalable solution for a larger business. I appreciate the ideas you've provided!
You could actually replace Airtable with a vector store and connect it directly to your model to make the entire system far more powerful and scalable.
With larger client datasets, relying on Airtable or similar tools requires multiple API calls to filter and search records, which can quickly slow down your workflows and introduce latency.