Personalization · Matching PlatformProduction Deployment

SmartGuy

How AZK.AI designed an automated B2B recommendation engine to vector-match corporate network members based on real-time activity and service constraints.

5x
Matching Velocity
Replaces slow manual directory searches with real-time vector matches
24/7
Active Monitoring
Constantly logs listing updates and matches compatible users
30%
Better Engagement
Increased network messaging activity between partners

Client Challenge

Large B2B business networks fail to match compatible members efficiently. Standard directory interfaces rely on manual grid searches, checkmarks, and message threads, which suffer from poor conversion rates. Member profiles, service capabilities, locations, and historical transaction activities are rarely analyzed as unified vectors to suggest high-value networking pairings.

Objectives

  • Develop an automated B2B profile scoring and similarity matching platform.
  • Map click behaviors, search queries, and listings to build accurate user embeddings.
  • Trigger real-time notifications to connect matching network partners.

Solution Design

We built a real-time recommendation core using Next.js, NestJS, and Pinecone vector similarity databases.

The platform monitors member actions, profile settings, and service postings. When updates occur, a NestJS microservice calls OpenAI embeddings to construct profile vectors and indexes them into Pinecone. A similarity scoring loop checks matches across active members and trigger email alerts to connect partners.

Implementation Process

01

Phase 1: Ingestion Setup

Monitored user transaction history and listing postings to log behavioral metrics.

02

Phase 2: Embedding Generation

Configured OpenAI model scripts to vectorize user profile data on update triggers.

03

Phase 3: Connection Alerts

Built alert microservices in Redis to notify partners upon matching similarity scores.

Results & Business Outcomes

5x Faster Member Connections

Rather than sorting through directory pages manually, members receive tailored compatible recommendations daily.

30% Messaging Increase

By providing clear business compatibility scores, click-through rates and member messages grew by 30%.

Technology Stack

Next.jsNestJS BackendOpenAI APIMongoDBRedis CacheAWS ECS

System Architecture Flow

01
Activity Stream Ingestion

Monitors and logs real-time user click behaviors and listings.

02
Vector Profile Creation

Constructs business and service profile embeddings using OpenAI.

03
Pinecone Similarity Match

Compares profile vectors using cosine similarity scoring rules.

04
Action Hook Alerts

Automatically triggers alert flows to connect matching partners.

SmartGuy Connection Dashboard

Simulated user interface showing recommended B2B matching profiles, vector scores, and contact actions.

smartguy.ai/dashboard/matches
Recommending active partners

Matched Partner: Apex Development

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Software consulting firm seeking Next.js engineers. Compatibility score matches your service profile.

Matched Partner: Summit Legal

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Compliance consultancy looking for automated document processing tools.

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