Verto AI - AI-Powered Customer Support SaaS (Case Study)

February 2, 2026

Verto AI is a modern AI-powered customer support platform that enables businesses to deploy an intelligent chatbot trained on their own knowledge base, manage customer conversations, and escalate complex queries to human agents.

Built as a reusable SaaS starter kit for AI customer support systems.


Chat Start ViewChat Response View

🚩 Problem

Customer support teams face:

  • High volume of repetitive questions
  • Slow response times
  • High operational costs
  • Limited automation

Most businesses want AI chatbots, but existing solutions are either expensive, hard to customize, or lack deep knowledge-base integration.


🎯 Goal

Build a platform where organizations can:

  • Upload their documents
  • Instantly deploy an AI chatbot
  • Answer customer questions accurately
  • Escalate complex cases to humans
  • Manage everything from a dashboard

✅ Solution

I designed and built a multi-tenant AI-powered SaaS platform that provides:

  • AI chatbot using Google Gemini
  • RAG-based knowledge retrieval
  • Embeddable website chat widget
  • Admin dashboard for conversation management

🧱 Core Features

AI-Powered Chat

  • Google Gemini 2.5 powered responses
  • Context-aware conversations
  • Automatic human escalation
Conversation View

Knowledge Base

  • File upload
  • Document chunking
  • Embeddings storage
  • Semantic search
Knowledge Base View

Customer Widget

  • Embeddable JavaScript snippet
  • Custom greetings & suggestions
  • Persistent sessions
  • Responsive UI
Widget Customization View

Admin Dashboard

  • Organization-based multi-tenancy
  • View / resolve / escalate conversations
  • Widget customization
  • File management
Setup ViewBilling View

🏗 Architecture

Monorepo using PNPM workspaces and Turborepo.

Applications

  • apps/web → Admin Dashboard
  • apps/widget → Chat Widget
  • apps/embed → Script Loader

Packages

  • packages/backend → Convex schema & AI logic
  • packages/ui → Shared components

🔧 Tech Stack

Frontend

  • Next.js 15
  • Tailwind CSS
  • Shadcn UI
  • React Hook Form + Zod
  • Jotai

Backend

  • Convex (DB + serverless)
  • Convex RAG
  • Convex Agent

AI

  • Google Gemini 2.5

Auth

  • Clerk

Monitoring

  • Sentry

🔁 Data Flow

  1. Admin uploads documents
  2. Documents are chunked & embedded
  3. User sends message from widget
  4. Query searches embeddings
  5. Context injected into prompt
  6. Gemini generates answer
  7. Optional human escalation

🧩 Database Design

  • organizations
  • users
  • conversations
  • messages
  • knowledge_documents
  • embeddings
  • widget_config

Each entity is scoped by organization.


⚙️ Key Technical Challenges

Multi-Tenancy

Each organization must have isolated data and configuration.

Solution:
All tables scoped by organizationId.


Real-Time Messaging

Need instant updates between widget and dashboard.

Solution:
Convex real-time subscriptions.


Accurate AI Responses

LLMs hallucinate without context.

Solution:
RAG pipeline with document embeddings.


Embeddable Widget

Should work on any site.

Solution:
Script loader that injects iframe-based widget.


📈 Result

  • Fully functional SaaS MVP
  • Production-ready architecture
  • Reusable starter kit for client projects

💡 Learnings

  • Designing AI systems requires strong data pipelines
  • RAG dramatically improves accuracy
  • Monorepo architecture improves reuse

🔮 Future Improvements

  • Sentiment analysis
  • Multilingual support
  • Voice messages
  • CRM integrations


� Need Something Similar?

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