- Cake is utilizing the eesel AI chat over their guides, blogs, and podcasts, embedded straight on their site.
- The AI chat is helping founders, employees, and investors find key information in regards to equity planning as well as company structuring.
- The AI chatbot has expedited manually searching for information as well as navigating the Cake Equity website.
Cake Equity is a software platform that helps businesses manage equity. Their equity platform is intuitive and is targeted towards fast-growing startups. Their platform is designed to help startups raise capital and create a culture of shared success, which motivates everyone in the company at all levels.
Cake’s implementation of eesel AI into their website was out of their need to streamline access to knowledge. By allowing their agents, clients (both current and potential), access to instant answers through a chatbot, they could expedite certain stages of the customer journey and focus on the real meat of client interactions.
How does AI change the recipe?
Cake’s put an eesel AI chat into the Resources section of their website in order to streamline the navigation of their site and allow for questions to be instantly answered. The AI bot has been trained to answer questions regarding equity management, company valuations, and startup financing topics. It references its knowledge base in order to also answer questions related to equity grants, SAFE notes, 409A valuations, share class creation, stock-based compensation, and employee equity surveys.
With the bot being able to answer these questions, founders, employees, and investors gain instant access to key pieces of information whenever they want. The bot also provides practical resources like templates, guides, and educational materials, all things that startup operations may need. By giving easy access to these items, when clients do interact with Cake agents, there isn’t any time wasted and they can begin working on what really matters.
Results of AI baked into their process
The addition of eesel AI to the Cake website as a means to provide instant and accurate information allows the “context” stage of client meetings to be bypassed. Customers can self-serve questions from their resource hub, and instead bring the real questions to the agents.
Another benefit is the quality of life that customers get with the bot. Instead of waiting for an agent to get back to them or having to search the entire site themselves for answers, they have a handy AI chatbot to help them out.
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