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Unlike web search, Data Retrieval is about accessing structured data within an organizational boundary.

In simple (and unsecure) ways, users uploading to a customGPT’s knowledge file can be a form of data retrieval.

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Example: Creating Personalized Client Strategies:

Tailoring email marketing campaigns based on individual client behaviors and preferences tracked in the CRM.

• Data Source: CRM Systems (e.g., Salesforce, HubSpot)
• Transformation: Integrating CRM data allows for the creation of highly personalized marketing strategies based on client history and interactions. This enhances client relationships and campaign effectiveness (personalized emails to each person based on external available content such as linkedin profile)

***last updated, November 21st, 2024***