Case Studies | SaaS B2B

Wellbeing answers in plain language

Wellbeing Advice Assistant

About

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

Challenge

The proof of concept had three focus areas, each needed to turn a stored catalogue into a reliable conversational service.

Natural language over structured data

The client holds its course information in a structured store, but employees want to ask questions in plain English. The solution had to translate free-text queries into accurate answers grounded in the real catalogue rather than generic advice.

Keeping answers current

Courses are added, updated and removed over time. The knowledge behind the assistant had to stay in step automatically, so an answer never points at a course that has changed or gone away.

Permissioned and compliant access

Employees should only see the opportunities their employer actually offers, and the data had to sit in the EU with sensible resilience and encryption, all provisioned in a controlled, repeatable way.

Solution

There are two flows. On the administration side, the client manages course data through an Amazon API Gateway REST endpoint that invokes an AWS Lambda function to add, update or delete courses. Each change is written to Amazon DynamoDB and mirrored as a JSON file with access metadata in Amazon S3. A S3 event then triggers a second synchronisation step that keeps an Amazon OpenSearch Service vector index and the Amazon Bedrock Knowledge Base up to date, so the catalogue behind the assistant is always current.

2

AWS regions used, the client's site primary and Ireland for backup

6 months

Inactive course data tiered to Amazon S3 Glacier

IaC

Entire stack deployed reproducibly via AWS CloudFormation

By the numbers:

  • 2 - AWS regions used, the client's site primary and Ireland for backup
  • 6 months - Inactive course data tiered to Amazon S3 Glacier
  • IaC - Entire stack deployed reproducibly via AWS CloudFormation
Changes

Cloud Combinator delivered a scoped, architected proof of concept that meets the client's success criteria: exporting course data into permissioned storage, making it queryable in natural language through OpenSearch and Bedrock, and standing up a Lex pipeline that answers employee questions and logs each conversation.

  • Conversational accessEmployees can ask for wellbeing support in plain language and receive answers grounded in the client's real catalogue rather than generic guidance.
  • Always currentAdmin changes flow automatically from DynamoDB and S3 into OpenSearch and the Bedrock Knowledge Base, so answers reflect the live catalogue.
  • Permissioned by designAccess-control metadata ensures employees only see the opportunities their employer offers, with encryption at rest and EU data residency.
  • HandoverThe client received a CloudFormation-deployed environment, a working demonstration and documentation, ready to carry the service into continued development.

With a proven conversational layer over its catalogue, the client is positioned to make wellbeing support easier to discover and act on, and to extend the same natural-language approach across more of its service.

AWS Stack

Amazon Bedrock Knowledge Base

For generating grounded answers from the client's course information.

Amazon Lex

For the natural-language conversational interface with employees.

Amazon OpenSearch Service

As the vector index that retrieves relevant courses.

Amazon DynamoDB

For course records and conversation history.

Amazon S3

For course documents, with cross-region replication and lifecycle tiering.

Amazon API Gateway

And AWS Lambda for admin data management and query processing, deployed with AWS CloudFormation.

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