AI Agents

Photo: AI Agent, Hannah AI - Client Relations

Hannah AI

AI Agent, Change Management

Turn client insights into business growth

Hannah is Human Pilot's intelligent client relations AI agent that transforms vast client data into meaningful relationships. It synthesizes insights from CRM systems, communication records, feedback channels, and usage metrics to proactively strengthen client partnerships.

Key Capabilities:

  • Analyzes client health using comprehensive data from Salesforce and HubSpot

  • Creates action plans from NPS scores, support tickets, and engagement metrics

  • Identifies growth signals through usage patterns and feature requests

  • Generates strategic insights from meeting recordings and email sentiment

Connected to your full client ecosystem, Hannah delivers predictive relationship intelligence that turns data points into opportunities. It represents the convergence of deep client understanding and proactive relationship management.

Foundation:

GPT-4o with fine-tuning on customer service

  • Additional Components:

    • Salesforce API integration

    • HubSpot API for CRM

    • DialogFlow for conversation management

    • Custom sentiment analysis models

    • Email analysis tools

    • Meeting transcription and analysis (Fireflies, Otter, Gemini)

Primary Data Sources:

  • Organizational Data

    • Org charts

    • Role descriptions

    • Team structures

    • Reporting relationships

    • Communication channels

  • Training Resources

    • Learning management systems

    • Training materials

    • Skill assessments

    • Certification requirements

    • Educational resources

  • Change Impact Data

    • Stakeholder analyses

    • Impact assessments

    • Readiness surveys

    • Adoption metrics

    • Resistance patterns

  • Communication Templates

    • Change announcements

    • Status updates

    • Training communications

    • Feedback forms

    • Success stories