jsherry

This may be a naive question. But is there a way to embed a chat bot like this that only queries the data we feed it, and not the universe of other stuff in gpt? Like I don’t want people using the chatbot in our product to query a good strawberry shortcake recipe. We just want them to query about data we allow it to query which is native to our business.

Is this feasible? Thx.

I’m shocked at all the suggestions to get a lawyer as step one. Yes you will need a lawyer at some point to get the terms into writing but what you need is business advice to prepare you for a convo w your employer.

That sort of advice is hard to provide without thorough context but few things to think about:

1. How key are you the sales process? If technical due diligence is a big part of the sales process then you have leverage. 2. Are you a key employee that the acquirer will want to put under contract for a couple years to ensure continuity? If so, you have leverage. 3. Do you generally get along w your employer? If so, you have soft leverage.

As an earlier commenter said, it’s all about leverage, leverage, leverage. No (or almost no) owner is going to give you a significant portion of his or her windfall because it’s “the nice thing to do”. This will only get done if you have leverage and the courage to use it.

P.s. there are all sorts of expensive tax implications here too when it comes to ownership transfer. Lawyers and accountants will be needed but not until you’ve neared some agreement in principle.

In short: Hubspot.

Much of the marketing automation we do now flows through a single system which tracks user activity end to end with minimal integration work. For example, this means that if a user signs up to receive a white paper it's much easier for us to customize the messaging based on their individual history. It can be done by integrating separate systems together but it gets messy.

I should add that I think we benefited hugely by doing things "the hard way" to start. By learning each and every digital marketing discipline separately we were much better equipped to deploy a big box solution like Hubspot in the end.

I'm more than happy to go deeper on this if you wish. Ping me at jsherry at cbinsights dot com.

CB Insights | Lead QA Engineer | NYC | Onsite | Visas Welcome

CB Insights is seeking an experienced QA engineer to build out our automated testing suite and ultimately build a team to own all aspects of QA.

By way of background, CB Insights is a National Science Foundation backed software-as-a-service company that uses data science, machine learning and predictive analytics to help our customers predict what's next—their next investment, the next market they should attack, the next move of their competitor, their next customer, or the next company they should acquire.

The world's leading global corporations including the likes of Cisco, Salesforce, Castrol and Gartner as well as top tier VCs including NEA, Upfront Ventures, RRE, and FirstMark Capital rely on CB Insights to make decisions based on data, not decibels.

If interesting, please contact me (Jonathan) directly at [email protected].

Thanks.