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An AI Specialist at Universal Containers (UC) is building with no-code tools only.

An AI Specialist at Universal Containers (UC) is building with no-code tools only. They have many small accounts that are only touched periodically by a specialized sales team, and UC wants to maximize the sales operations team's time. UC wants to help prep the sales team for the calls by summarizing past purchases, interests in products shown by the Contact captured via Data Cloud, and a recap of past email and phone conversations for which there are transcripts.

Which approach should the AI Specialist recommend to achieve this use case?

A.

Use a prompt template grounded on CRH and Data Cloud data using standard foundation model.

B.

Fine-Tune the standard foundational model due to the complexity of the data.

C.

Deploy UC's own custom foundational model on this data first.

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