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CASE STUDYSAAS / B2B SOFTWARE · REAL TIME MEETING AI ASSISTANT

Nurix

AI sales intelligence delivered two ways: a desktop assistant giving reps live meeting guidance and account research, plus an enterprise AI voice and chat agent platform on AWS.

43Weeks operated
2k+Hours of work
4Engineers

The brief

Enable large enterprises to embed AI-driven intelligence seamlessly into existing sales and customer engagement workflows — specifically: equipping sales reps with real-time AI assistance during live meetings and account research before meetings, while simultaneously powering enterprise-scale AI voice/chat agent campaigns for financial services clients (ABCL, Cholamandalam) with full call orchestration, data logging, and agent-builder tooling.

What we built

Two distinct but related product lines were built and iterated:

  • A Mac/Windows Electron desktop app for sales reps — featuring live meeting AI guidance with real-time transcription, floating 'Ask AI' window, post-meeting TLDR/insights, AI-powered account and stakeholder research, multi-source news aggregation, calendar sync, offline data pipeline, notification centre with FCM, Mixpanel analytics, and a full automation QA framework with CI/CD.
  • An enterprise AI voice/chat agent platform — featuring multi-lambda AWS call trigger orchestration (campaign-manager → SQS → Lambda), pre/post-call AI workflows for ABCL and Cholamandalam, SMS tool-calling with LLM instructions, a no-code agent builder with conversation flow configuration, HITL support, GCP call dump and transcript pipelines, and a comprehensive document intelligence POC across 10+ OCR/extraction providers including Mistral, Qwen2.5-VL, Google Document AI, and AWS Textract.
⊛ Live in production

Mac desktop app shipped through multiple production releases (0.5.6, 0.5.7+) with Windows build additionally validated. ABCL call trigger and GCP dump pipeline in production with backfilled historical data (Feb–Apr 2026). Post-call and pre-call AI workflows live for ABCL D2C agent. Agent builder platform with prompt builder and STT in active release cycle. SMS tool-calling resolved and monitored in production.

How it was built, phase by phase.

8 workstreams across 43 weeks of operated delivery

  1. (001)STABILIZEWeek 1 – Week 22

    Mac Desktop App (Electron) – Build, QA & Iteration

    Continuous regression, bug-fix, and feature-delivery cycle for a cross-platform (Mac + Windows) Electron desktop application that sits at the heart of the Nurix sales-intelligence product.

    ✓ Stable Mac and Windows desktop app shipped through multiple versioned releases (0.5.6, 0.5.7+) with regression coverage across all core modules.

    Electron JSGitHubJiraVS CodeFirebaseLottie
  2. (002)BUILDWeek 1 – Week 12

    Notification Centre & Settings System

    Comprehensive in-app notification infrastructure covering meeting triggers, FCM-based push notifications, bulk notification settings, and a notification panel with TLDR integration.

    ✓ Full notification centre shipped with FCM integration, meeting triggers, settings module, and TLDR panel in expanded notification view.

    Firebase FCMElectron JSPython DjangoJira
  3. (003)BUILDWeek 1 – Week 22

    Automation Test Framework & CI/CD Pipeline

    Custom Selenium/Python-based automation framework with Page Object Model (POM), bulk upload test generation, CI/CD integration, and coverage across web and desktop app flows.

    ✓ Reusable automation framework covering account creation, notification, bulk upload, calendar sync, and live meeting flows with CI/CD integration.

    PythonSeleniumGitHub ActionsVS CodeGoogle Meet APIJira
  4. (004)BUILDWeek 2 – Week 14

    Account & Stakeholder Research Module

    AI-powered account intelligence layer that aggregates secondary research, stakeholder data, Google News, and local data sources to build pre-meeting account profiles.

    ✓ Account research module with stakeholder profiles, news aggregation, and local data source integration validated and released.

    Python DjangoGoogle News APIGitHubJira
  5. (005)BUILDWeek 5 – Week 22

    Live Meeting Assistant – Real-Time AI Guidance & Transcription

    In-meeting AI overlay that provides live transcription, real-time guidance, TLDR summaries, and an 'Ask AI' floating window during active calls — the core differentiator of the product.

    ✓ Live meeting assistant with real-time transcription, AI guidance overlay, and Ask AI floating window delivered and handed over to client team.

    Electron JSFirebaseSTT modelEmbedding modelMCPLottie
  6. (006)BUILDWeek 6 – Week 19

    Post-Meeting Insights & TLDR Engine

    Automated generation of post-meeting summaries, TLDR panels, and actionable insights surfaced in both the desktop app and web app after meetings conclude.

    ✓ Post-meeting insight and TLDR panel available in both Mac desktop and web app, with copy functionality and menu bar access.

    Electron JSPython DjangoFirebaseMixpanel
  7. (007)INTEGRATEWeek 7 – Week 13

    Calendar Sync & Offline Data Pipeline

    Calendar integration layer (Google/Outlook sync) and offline data synchronisation pipeline ensuring meeting data is available even without connectivity.

    ✓ Calendar sync and offline data sync pipeline stabilised with async DI pipeline integrated into regression coverage.

    Python DjangoGoogle Calendar APIElectron JSFirebase
  8. (008)INTEGRATEWeek 9 – Week 19

    Mixpanel Analytics Integration

    End-to-end product analytics instrumentation across the Mac desktop and web app, including helper utilities, event tracking, and validation testing.

    ✓ Mixpanel analytics fully instrumented across Mac app and web app with helper utilities and validated event coverage.

    MixpanelElectron JSPython Django

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