CaveauAI
RAG-powered AI intelligence layer that indexes client interactions and provides citation-backed answers through natural language queries.
CaveauAI is the artificial intelligence layer within the CaveauCRM ecosystem. It provides three core capabilities: a RAG (Retrieval-Augmented Generation) knowledge base, automated client health scoring, and natural language query processing.
RAG Knowledge Base
Every client interaction — support tickets, invoices, meetings, deal updates — is automatically ingested into the CaveauAI knowledge base. Content is chunked, embedded, and stored with full metadata provenance (client ID, timestamp, source system, event type). This allows natural language queries like "What happened with Client X last quarter?" to return citation-backed answers referencing specific tickets, invoices, and meetings.
Health Scoring
CaveauAI calculates weekly health scores (0-100) for all active clients based on ticket volume and severity, response time adherence, invoice payment history, and engagement frequency. Scores are classified as green (70-100), amber (40-69), or red (0-39) with specific deduction and bonus reasons.
Natural Language Queries
Users can query the knowledge base in plain English. The system embeds the query, retrieves relevant chunks, assembles context with citations, and generates a response through Claude with specific references to source interactions.