Case Studies | SaaS B2B

Turning member handbooks into instant answers

PoC - Intelligent Handbook Query

About

A SaaS B2B business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

The challenge had three focus areas that the proof of concept needed to address.

Scattered handbook knowledge

Each campus maintained its own member handbook, and the useful detail was buried in lengthy PDFs. Members needed a way to ask a direct question and get a direct answer, rather than scanning documents or waiting for a reply from the office.

A human bottleneck for routine queries

Campus managers and administrators fielded a steady stream of repetitive questions and viewing requests. The system had to handle the

Trustworthy, current and safe answers

An assistant is only useful if members can trust it. Answers had to be grounded in the actual handbooks, stay current as documents were updated, and be protected against misuse of the underlying model.

Solution

An administrator uploads a member handbook to an Amazon S3 bucket. That upload triggers an AWS Lambda function that ingests the document into an Amazon Bedrock Knowledge Base, where it is converted to embeddings and stored in an Amazon OpenSearch vector store. Keeping ingestion event-driven means the assistant always reflects the latest version of each handbook with no manual re-indexing.

5

Campus member handbooks unified into a single conversational assistant

3

User groups served: members, administrators and campus managers

100%

Infrastructure deployed as code with AWS CloudFormation

By the numbers:

  • 5 - Campus member handbooks unified into a single conversational assistant
  • 3 - User groups served: members, administrators and campus managers
  • 100% - Infrastructure deployed as code with AWS CloudFormation
Changes

The proof of concept met its acceptance criteria, demonstrating that Amazon Bedrock Knowledge Bases are a suitable foundation for a member-facing handbook assistant and giving the client a working reference for a future production build.

  • Grounded answersMembers can query handbook content in natural language and receive responses drawn directly from the source documents.
  • Automatic freshnessA new or updated handbook dropped into Amazon S3 re-syncs the Knowledge Base automatically, so answers stay current with no manual re-indexing.
  • Clean escalationThe assistant recognises when a member needs a person and can route the request to the campus manager, with booking and lead capture designed to flow into the client's HubSpot CRM.
  • Safe by designA guardrail check on incoming prompts, plus Amazon Cognito authentication on the front end, keeps the assistant scoped to legitimate member use.
  • HandoverCloud Combinator delivered the working solution with a demonstration, supporting materials and documentation so the client's team could evaluate a production rollout.

With the approach validated, the natural next step (projected) is a fully branded production deployment in the client's own AWS account, extending the assistant across every campus and completing the live email and SMS escalation and HubSpot integration proven in the proof of concept.

AWS Stack

Amazon Bedrock Knowledge Bases

And Agents for grounded, conversational answers and task automation.

Amazon OpenSearch Service

For the vector store that powers semantic retrieval.

AWS Lambda

For event-driven ingestion and serverless task logic.

Amazon S3

For handbook storage and static front-end hosting.

Amazon API Gateway

And Amazon CloudFront for secure request routing and global content delivery.

Amazon Cognito

For member authentication on the front end.

Amazon Lex

For natural-language query handling.

Amazon SES

And Amazon Pinpoint for email and SMS escalation to campus managers.

AWS CloudFormation

To deploy the whole stack as repeatable infrastructure as code.

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