PKO Factoring, as the first factor in Poland, uses artificial intelligence to educate about factoring. Virtual Expert is a tool that is available to everyone on the website www.poznajfaktoring.pl. It was created by combining the latest Azure OpenAI technology with the knowledge of PKO Factoring experts.
It will provide immediate answers to questions about factoring, basic requirements that must be met to use this service, and its impact on the company’s operations. It will help interested clients choose a solution that meets their needs and indicate how to contact a PKO Factoring Advisor. All this in real-time and with 24/7 availability.
What distinguishes it on the market?
– This is the first tool in the Polish market to educate about factoring. The educational mission is the overriding priority behind this technology.
– Using the latest Azure OpenAI technology combined with soft engineering. Many PKO Factoring employees were involved in creating the Virtual Expert, sharing their expert knowledge, and participating in product testing.
– You can talk to the Virtual Expert in both Polish and other European languages. He uses industry terms just as well as specialists.
How was it created?
- The process of creating the tool required gathering expert knowledge, i.e. documents on factoring, which were semantically vectorized. The text itself, as a collection of letters and words, was not enough. It had to be given context and meaning, which was helped by OpenAI Embeddings technology. It gives words, sentences, and paragraphs a vector representation that creates “meaning clouds”.
- After building a semantic knowledge base, ChatGPT-4 omni was connected to it. The goal was for the chatbot to be able to use the knowledge stored in the vector database in the most precise way possible after the user asked about a given factoring issue.
- It was also necessary to form a “chat persona”, or the “character” of the Virtual Expert. The idea was for it to answer questions in a precise, polite, simple, and understandable way for everyone.
- By adding so-called language chains, the Virtual Expert learned to combine events into response workflows. These are scenarios of how it should behave in the case of a sequence of events and questions that follow one after another.
- The result was the creation of technology that spreads the mission of education in the world of finance.
