{"id":216912,"date":"2026-05-04T11:41:33","date_gmt":"2026-05-04T15:41:33","guid":{"rendered":"https:\/\/www.hajim.rochester.edu\/senior-design-day\/?p=216912"},"modified":"2026-05-04T11:41:33","modified_gmt":"2026-05-04T15:41:33","slug":"voice-enabled-rag-based-ai-agent-for-paychex-product-recommendations","status":"publish","type":"post","link":"https:\/\/www.hajim.rochester.edu\/senior-design-day\/voice-enabled-rag-based-ai-agent-for-paychex-product-recommendations\/","title":{"rendered":"Voice Enabled RAG-Based AI Agent for Paychex Product Recommendations"},"content":{"rendered":"\n<div style=\"max-width: 720px; margin: 40px auto; display: flex; align-items: center; justify-content: center; gap: 40px; flex-wrap: nowrap;\">\n  <img decoding=\"async\" src=\"https:\/\/www.hajim.rochester.edu\/senior-design-day\/wp-content\/uploads\/2026\/04\/4618-GIDS-Wordmark-V1-FINAL.jpg\" alt=\"Goergen Institute\" style=\"max-height: 40px; width: auto; flex-shrink: 1;\">\n  <div style=\"width: 1px; height: 50px; background: #ddd; flex-shrink: 0;\"><\/div>\n  <img decoding=\"async\" src=\"https:\/\/www.hajim.rochester.edu\/senior-design-day\/wp-content\/uploads\/2026\/04\/image-4.png\" alt=\"Paychex\" style=\"max-height: 75px; width: auto; flex-shrink: 1;\">\n<\/div>\n\n\n\n<div style=\"max-width: 720px; margin: 20px auto 50px auto; padding: 0 40px; font-family: Georgia, serif; text-align: center;\">\n  <div style=\"font-family: sans-serif; font-size: 11px; color: #b8935a; text-transform: uppercase; letter-spacing: 3px; margin-bottom: 16px;\">Capstone Team<\/div>\n  <div style=\"width: 40px; height: 1px; background: #b8935a; margin: 0 auto 16px auto;\"><\/div>\n  <div style=\"font-size: 18px; color: #1a1a1a; font-weight: 400; line-height: 1.7; letter-spacing: 0.3px;\">\n    Baichuan Duan &nbsp;\u00b7&nbsp; Lexiang Yang &nbsp;\u00b7&nbsp; Shixin Lin &nbsp;\u00b7&nbsp; Zhengyang Zhu\n  <\/div>\n  <div style=\"font-family: sans-serif; font-size: 11px; color: #888; margin-top: 14px; letter-spacing: 2px; text-transform: uppercase;\">\n    University of Rochester \u00d7 Paychex &nbsp;\u00b7&nbsp; April 2026\n  <\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-post-date\"><time datetime=\"2026-04-19T18:15:14.294Z\">April 19, 2026<\/time><\/div>\n\n\n<style>\n.elegant-hero {\n  max-width: 720px;\n  margin: 40px auto;\n  background: #003B5C;\n  color: #f5f5f5;\n  padding: 80px 50px;\n  font-family: Georgia, 'Times New Roman', serif !important;\n  position: relative;\n  overflow: hidden;\n}\n.elegant-hero::before {\n  content: '';\n  position: absolute;\n  top: 0; left: 0; right: 0;\n  height: 2px;\n  background: linear-gradient(90deg, transparent, #d4af37, transparent);\n}\n.elegant-hero .eyebrow {\n  font-family: sans-serif;\n  font-size: 11px;\n  letter-spacing: 4px;\n  text-transform: uppercase;\n  color: #d4af37;\n  margin-bottom: 24px;\n}\n.elegant-hero h2 {\n  font-size: 44px;\n  font-weight: 400;\n  line-height: 1.15;\n  margin: 0 0 24px 0;\n  color: #f5f5f5 !important;\n  letter-spacing: -0.5px;\n  font-family: Georgia, 'Times New Roman', serif !important;\n}\n.elegant-hero .lede {\n  font-size: 18px;\n  line-height: 1.7;\n  color: #c9d4dc;\n  font-style: italic;\n  max-width: 640px;\n  margin: 0;\n}\n.elegant-hero .divider {\n  width: 40px;\n  height: 1px;\n  background: #d4af37;\n  margin: 32px 0;\n}\n<\/style>\n<div class=\"elegant-hero\">\n  <div class=\"eyebrow\">A Capstone Project \u00b7 Spring 2026<\/div>\n  <h2>Listening Between the Lines of a Sales Call<\/h2>\n  <div class=\"divider\"><\/div>\n  <p class=\"lede\">How a team of graduate students built an AI that hears what clients really mean \u2014 and surfaces the right Paychex product at the right moment.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<p>This capstone project, sponsored by Paychex, Inc., developed a voice-enabled AI recommendation agent that listens to real-time sales conversations and suggests relevant Paychex products to sales representatives. The system combines real-time speech transcription, pain-point detection, and retrieval-augmented generation (RAG) to deliver timely, grounded product recommendations during live customer interactions.<\/p>\n\n\n\n\n\n<style>\n.refined-stats {\n  max-width: 720px;\n  margin: 40px auto;\n  display: grid;\n  grid-template-columns: repeat(4, 1fr);\n  gap: 1px;\n  background: #e8e8e8;\n  border: 1px solid #e8e8e8;\n  font-family: Georgia, serif;\n}\n.refined-stats .cell {\n  background: #fafafa;\n  padding: 40px 20px;\n  text-align: center;\n}\n.refined-stats .num {\n  font-size: 44px;\n  font-weight: 300;\n  color: #003B5C;\n  line-height: 1;\n  letter-spacing: -2px;\n  margin-bottom: 12px;\n  white-space: nowrap;\n}\n.refined-stats .lbl {\n  font-family: sans-serif;\n  font-size: 10px;\n  letter-spacing: 3px;\n  text-transform: uppercase;\n  color: #888;\n  font-weight: 500;\n}\n.refined-stats .accent {\n  color: #b8935a;\n}\n@media (max-width: 600px) {\n  .refined-stats { grid-template-columns: repeat(2, 1fr); }\n}\n<\/style>\n<div class=\"refined-stats\">\n  <div class=\"cell\"><div class=\"num\">187<\/div><div class=\"lbl\">Products<\/div><\/div>\n  <div class=\"cell\"><div class=\"num\">11<\/div><div class=\"lbl\">Categories<\/div><\/div>\n  <div class=\"cell\"><div class=\"num\">87<\/div><div class=\"lbl\">Pages<\/div><\/div>\n  <div class=\"cell\"><div class=\"num accent\">&lt;200<span style=\"font-size: 20px;\">ms<\/span><\/div><div class=\"lbl\">Latency<\/div><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Background<\/h2>\n\n\n\n<p>Paychex is a leading provider of human capital management solutions in the United States, offering payroll and HR services to nearly 800,000 business clients every day, Paychex handles hundreds of thousands of sales and service interactions, each of which represents an opportunity to recommend relevant products. However, sales representatives often need to multitask during live calls, making it easy to miss high-value recommendation opportunities. Our project addresses this challenge by building a real-time AI copilot.<\/p>\n\n\n\n<style>\n.mag-pull {\n  max-width: 720px;\n  margin: 50px auto;\n  padding: 0 40px;\n  font-family: Georgia, serif;\n  text-align: center;\n  position: relative;\n}\n.mag-pull::before, .mag-pull::after {\n  content: '';\n  display: block;\n  width: 60px;\n  height: 1px;\n  background: #c9a961;\n  margin: 0 auto;\n}\n.mag-pull::before { margin-bottom: 24px; }\n.mag-pull::after { margin-top: 24px; }\n.mag-pull .mark {\n  font-size: 48px;\n  color: #c9a961;\n  line-height: 1;\n  font-family: Georgia, serif;\n  margin-bottom: 12px;\n}\n.mag-pull .quote-text {\n  font-size: 24px;\n  line-height: 1.5;\n  color: #2c2c2c;\n  font-weight: 400;\n  font-style: italic;\n  margin: 0 0 20px 0;\n  letter-spacing: -0.3px;\n}\n.mag-pull cite {\n  font-family: sans-serif;\n  font-size: 11px;\n  letter-spacing: 3px;\n  text-transform: uppercase;\n  color: #888;\n  font-style: normal;\n}\n<\/style>\n<div class=\"mag-pull\">\n  <div class=\"mark\">&#8220;<\/div>\n  <p class=\"quote-text\">Every conversation is a door that opens only once. Our system makes sure no one walks past it without noticing.<\/p>\n  <cite>\u2014 Project Philosophy<\/cite>\n<\/div>\n\n\n\n<div class=\"wp-block-coblocks-hero alignfull coblocks-hero-319143751490\"><div class=\"wp-block-coblocks-hero__inner hero-center-left-align has-padding has-huge-padding\" style=\"min-height:500px\"><div class=\"wp-block-coblocks-hero__content-wrapper\"><div class=\"wp-block-coblocks-hero__content\" style=\"max-width:560px\">\n<h4 class=\"wp-block-heading\">Learn More<\/h4>\n\n\n\n<p>Learn more about Paychex, the sponsor of this capstone project, and the Goergen Institute for Data Science, where the project was conducted.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.paychex.com\">\n    <em>Paychex Official Website<\/em>\n  <\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-outline is-style-outline--1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.hajim.rochester.edu\/dsc\/\"><em>GIDS Official Website<\/em><\/a><\/div>\n<\/div>\n<\/div><\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Timeline<\/h2>\n\n\n\n<style>\n.timeline {\n  max-width: 680px;\n  margin: 50px auto;\n  font-family: Georgia, serif;\n  position: relative;\n  padding-left: 40px;\n  border-left: 1px solid #ddd;\n}\n.timeline .event {\n  position: relative;\n  padding-bottom: 40px;\n}\n.timeline .event::before {\n  content: '';\n  position: absolute;\n  left: -46px;\n  top: 6px;\n  width: 11px;\n  height: 11px;\n  background: #fff;\n  border: 2px solid #b8935a;\n  border-radius: 50%;\n}\n.timeline .when {\n  font-family: sans-serif;\n  font-size: 11px;\n  letter-spacing: 2px;\n  text-transform: uppercase;\n  color: #b8935a;\n  margin-bottom: 6px;\n}\n.timeline .what {\n  font-size: 18px;\n  color: #1a1a1a;\n  margin-bottom: 6px;\n  font-weight: 500;\n}\n.timeline .detail {\n  font-size: 14px;\n  color: #666;\n  line-height: 1.6;\n  font-family: Georgia, serif;\n}\n<\/style>\n<div class=\"timeline\">\n  <div class=\"event\">\n    <div class=\"when\">February 2026<\/div>\n    <div class=\"what\">Foundation<\/div>\n    <div class=\"detail\">Defined project scope, built the initial data pipeline, and validated the vector knowledge base.<\/div>\n  <\/div>\n  <div class=\"event\">\n    <div class=\"when\">March 2026<\/div>\n    <div class=\"what\">Text-Based Agent<\/div>\n    <div class=\"detail\">Developed the RAG pipeline with intent detection and grounded product recommendations.<\/div>\n  <\/div>\n  <div class=\"event\">\n    <div class=\"when\">April 2026<\/div>\n    <div class=\"what\">Voice Integration<\/div>\n    <div class=\"detail\">Integrated real-time speech transcription with pain-point detection and confidence-based triggering.<\/div>\n  <\/div>\n  <div class=\"event\">\n    <div class=\"when\">Late April 2026<\/div>\n    <div class=\"what\">Delivery<\/div>\n    <div class=\"detail\">Finalized the system, documentation, and handoff to the Paychex Data Science team.<\/div>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Data<\/h2>\n\n\n\n<p>Our knowledge base draws from two complementary sources. A Python crawler harvested 87 product pages from Paychex.com, which we cleaned with regex filters to strip navigation, footers, and marketing noise. In parallel, the Paychex team provided an authoritative catalog of 187 products across 11 categories.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">System Pipeline<\/h2>\n\n\n\n<p>The system is built on a two-tier streaming architecture, inspired by production sales copilots like Gong and Chorus. Product data from the Paychex website is scraped, cleaned, chunked, and stored in a ChromaDB vector database. During live calls, dual-channel audio capture separates the customer and representative voices and sends each stream to Voxtral for real-time transcription. A Fast Path scores every customer utterance in under 100ms using lexical keywords and embedding-based semantic similarity, maintaining a rolling pain-point state that accumulates weak signals over time. When the rolling state crosses a threshold, a Slow Path runs asynchronously in the background \u2014 an LLM verifies the context, and if confidence is high enough, GPT-4o-mini generates a grounded product recommendation via the RAG pipeline. If confidence is moderate, the system surfaces a clarifying question instead.<\/p>\n\n\n\n<style>\n.pipeline-refined {\n  max-width: 720px;\n  margin: 50px auto;\n  font-family: Georgia, serif;\n}\n.pipeline-refined .label {\n  font-family: sans-serif;\n  font-size: 11px;\n  letter-spacing: 3px;\n  text-transform: uppercase;\n  color: #888;\n  text-align: center;\n  margin-bottom: 30px;\n}\n.pipeline-refined .tier {\n  border-top: 1px solid #e8e8e8;\n  padding: 30px 20px;\n}\n.pipeline-refined .tier:last-child {\n  border-bottom: 1px solid #e8e8e8;\n}\n.pipeline-refined .tier-label {\n  font-family: sans-serif;\n  font-size: 10px;\n  letter-spacing: 2px;\n  color: #b8935a;\n  text-transform: uppercase;\n  text-align: center;\n  margin-bottom: 24px;\n}\n.pipeline-refined .flow {\n  display: flex;\n  align-items: center;\n  justify-content: center;\n  gap: 0;\n}\n.pipeline-refined .step {\n  text-align: center;\n  padding: 0 14px;\n  flex: 1;\n  max-width: 200px;\n}\n.pipeline-refined .step .num {\n  font-family: sans-serif;\n  font-size: 10px;\n  letter-spacing: 2px;\n  color: #b8935a;\n  margin-bottom: 8px;\n}\n.pipeline-refined .step .name {\n  font-size: 14px;\n  color: #1a1a1a;\n  font-weight: 500;\n  letter-spacing: -0.2px;\n  line-height: 1.4;\n}\n.pipeline-refined .arrow {\n  color: #b8935a;\n  font-size: 14px;\n  font-weight: 300;\n  flex-shrink: 0;\n}\n@media (max-width: 600px) {\n  .pipeline-refined .flow { flex-direction: column; }\n  .pipeline-refined .arrow { transform: rotate(90deg); padding: 8px 0; }\n}\n<\/style>\n<div class=\"pipeline-refined\">\n  <div class=\"label\">System Pipeline<\/div>\n  <div class=\"tier\">\n    <div class=\"tier-label\">Fast Path \u00b7 runs on every utterance \u00b7 &lt; 100ms<\/div>\n    <div class=\"flow\">\n      <div class=\"step\"><div class=\"num\">01<\/div><div class=\"name\">Dual-Channel Capture<\/div><\/div>\n      <span class=\"arrow\">\u2014\u2014<\/span>\n      <div class=\"step\"><div class=\"num\">02<\/div><div class=\"name\">Speaker-Labeled Transcript<\/div><\/div>\n      <span class=\"arrow\">\u2014\u2014<\/span>\n      <div class=\"step\"><div class=\"num\">03<\/div><div class=\"name\">Rolling Pain Scoring<\/div><\/div>\n    <\/div>\n  <\/div>\n  <div class=\"tier\">\n    <div class=\"tier-label\">Slow Path \u00b7 triggered only on threshold cross \u00b7 async<\/div>\n    <div class=\"flow\">\n      <div class=\"step\"><div class=\"num\">04<\/div><div class=\"name\">LLM Verifier<\/div><\/div>\n      <span class=\"arrow\">\u2014\u2014<\/span>\n      <div class=\"step\"><div class=\"num\">05<\/div><div class=\"name\">Vector Retrieval<\/div><\/div>\n      <span class=\"arrow\">\u2014\u2014<\/span>\n      <div class=\"step\"><div class=\"num\">06<\/div><div class=\"name\">Recommendation Card<\/div><\/div>\n    <\/div>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Key Features<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dual-channel audio capture for native speaker separation<\/li>\n\n\n\n<li>Two-tier architecture: Fast Path scoring + Slow Path reasoning<\/li>\n\n\n\n<li>Rolling pain-point state that accumulates weak signals over time<\/li>\n\n\n\n<li>Lexical keywords combined with embedding-based semantic scoring<\/li>\n\n\n\n<li>Confidence-gated output with clarifying questions as fallback<\/li>\n\n\n\n<li>Non-blocking async pipeline with cooldown and dedup logic<\/li>\n<\/ul>\n\n\n\n<style>\n.features-minimal {\n  max-width: 720px;\n  margin: 50px auto;\n  font-family: Georgia, serif;\n}\n.features-minimal .header {\n  text-align: center;\n  margin-bottom: 40px;\n}\n.features-minimal .header .label {\n  font-family: sans-serif;\n  font-size: 11px;\n  letter-spacing: 3px;\n  text-transform: uppercase;\n  color: #888;\n  margin-bottom: 12px;\n}\n.features-minimal .header h3 {\n  font-size: 28px;\n  color: #1a1a1a;\n  font-weight: 400;\n  margin: 0;\n  letter-spacing: -0.3px;\n  font-family: Georgia, serif !important;\n}\n.features-minimal .list {\n  border-top: 1px solid #e8e8e8;\n}\n.features-minimal .feat {\n  display: flex;\n  align-items: center;\n  gap: 24px;\n  padding: 22px 0;\n  border-bottom: 1px solid #e8e8e8;\n}\n.features-minimal .feat .mark {\n  font-family: Georgia, serif;\n  font-size: 14px;\n  color: #b8935a;\n  font-style: italic;\n  min-width: 40px;\n  letter-spacing: 1px;\n}\n.features-minimal .feat .name {\n  font-size: 17px;\n  color: #1a1a1a;\n  font-weight: 400;\n  letter-spacing: -0.2px;\n}\n<\/style>\n<div class=\"features-minimal\">\n  <div class=\"header\">\n    <div class=\"label\">Key Features<\/div>\n    <h3>What the System Does<\/h3>\n  <\/div>\n  <div class=\"list\">\n    <div class=\"feat\"><div class=\"mark\">I<\/div><div class=\"name\">Dual-Channel Audio Capture for Native Speaker Separation<\/div><\/div>\n    <div class=\"feat\"><div class=\"mark\">II<\/div><div class=\"name\">Two-Tier Architecture: Fast Path Scoring + Slow Path Reasoning<\/div><\/div>\n    <div class=\"feat\"><div class=\"mark\">III<\/div><div class=\"name\">Rolling Pain State with Time-Decaying Signals<\/div><\/div>\n    <div class=\"feat\"><div class=\"mark\">IV<\/div><div class=\"name\">Lexical and Embedding-Based Semantic Scoring<\/div><\/div>\n    <div class=\"feat\"><div class=\"mark\">V<\/div><div class=\"name\">Confidence-Gated Recommendations with Clarifying Fallback<\/div><\/div>\n    <div class=\"feat\"><div class=\"mark\">VI<\/div><div class=\"name\">Non-Blocking Async Pipeline with Cooldown and Dedup<\/div><\/div>\n  <\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">DEMO<\/h3>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"720\" style=\"aspect-ratio: 1280 \/ 720;\" width=\"1280\" src=\"https:\/\/www.hajim.rochester.edu\/senior-design-day\/wp-content\/uploads\/2026\/04\/demo-video.mp4\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Tech Stack<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Python<\/li>\n\n\n\n<li>Web Scraping<\/li>\n\n\n\n<li>OpenAI API (GPT-4o-mini, text-embedding-3-small)<\/li>\n\n\n\n<li>Mistral Voxtral Transcribe v2 Realtime<\/li>\n\n\n\n<li>LangChain<\/li>\n\n\n\n<li>ChromaDB<\/li>\n<\/ul>\n\n\n\n<style>\n.tech-grid-refined {\n  max-width: 900px;\n  margin: 50px auto;\n  font-family: Georgia, serif;\n}\n.tech-grid-refined .header {\n  text-align: center;\n  margin-bottom: 40px;\n}\n.tech-grid-refined .header .label {\n  font-family: sans-serif;\n  font-size: 11px;\n  letter-spacing: 3px;\n  text-transform: uppercase;\n  color: #888;\n  margin-bottom: 12px;\n}\n.tech-grid-refined .header h3 {\n  font-size: 28px;\n  color: #1a1a1a;\n  font-weight: 400;\n  margin: 0;\n  letter-spacing: -0.3px;\n  font-family: Georgia, serif !important;\n}\n.tech-grid-refined .grid {\n  display: grid;\n  grid-template-columns: repeat(4, 1fr);\n  gap: 1px;\n  background: #e8e8e8;\n  border: 1px solid #e8e8e8;\n}\n.tech-grid-refined .card {\n  background: #fafafa;\n  padding: 28px 20px;\n  transition: background 0.3s ease;\n}\n.tech-grid-refined .card:hover {\n  background: #ffffff;\n}\n.tech-grid-refined .card .tier {\n  font-family: sans-serif;\n  font-size: 10px;\n  letter-spacing: 2px;\n  text-transform: uppercase;\n  color: #b8935a;\n  margin-bottom: 10px;\n}\n.tech-grid-refined .card .name {\n  font-size: 17px;\n  color: #1a1a1a;\n  font-weight: 500;\n  margin-bottom: 6px;\n  letter-spacing: -0.2px;\n}\n.tech-grid-refined .card .desc {\n  font-family: sans-serif;\n  font-size: 12px;\n  color: #888;\n  line-height: 1.5;\n}\n@media (max-width: 700px) {\n  .tech-grid-refined .grid { grid-template-columns: repeat(2, 1fr); }\n}\n<\/style>\n<div class=\"tech-grid-refined\">\n  <div class=\"header\">\n    <div class=\"label\">Technical Stack<\/div>\n    <h3>Built With<\/h3>\n  <\/div>\n  <div class=\"grid\">\n    <div class=\"card\">\n      <div class=\"tier\">Language<\/div>\n      <div class=\"name\">Python<\/div>\n      <div class=\"desc\">Core runtime and orchestration<\/div>\n    <\/div>\n    <div class=\"card\">\n      <div class=\"tier\">Language Model<\/div>\n      <div class=\"name\">GPT-4o-mini<\/div>\n      <div class=\"desc\">Intent analysis and recommendation<\/div>\n    <\/div>\n    <div class=\"card\">\n      <div class=\"tier\">Speech Model<\/div>\n      <div class=\"name\">Mistral Voxtral<\/div>\n      <div class=\"desc\">Real-time voice transcription<\/div>\n    <\/div>\n    <div class=\"card\">\n      <div class=\"tier\">Embedding<\/div>\n      <div class=\"name\">text-embedding-3-small<\/div>\n      <div class=\"desc\">Semantic vector representation<\/div>\n    <\/div>\n    <div class=\"card\">\n      <div class=\"tier\">Framework<\/div>\n      <div class=\"name\">LangChain<\/div>\n      <div class=\"desc\">Pipeline orchestration<\/div>\n    <\/div>\n    <div class=\"card\">\n      <div class=\"tier\">Vector Store<\/div>\n      <div class=\"name\">ChromaDB<\/div>\n      <div class=\"desc\">Semantic product retrieval<\/div>\n    <\/div>\n    <div class=\"card\">\n      <div class=\"tier\">Data Processing<\/div>\n      <div class=\"name\">Pandas<\/div>\n      <div class=\"desc\">Data cleaning and transformation<\/div>\n    <\/div>\n    <div class=\"card\">\n      <div class=\"tier\">Version Control<\/div>\n      <div class=\"name\">Git &amp; GitHub<\/div>\n      <div class=\"desc\">Collaboration and deployment<\/div>\n    <\/div>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Team Members<\/h2>\n\n\n\n<style>\n.team-refined {\n  max-width: 720px;\n  margin: 50px auto;\n  font-family: Georgia, serif;\n}\n.team-refined .label {\n  font-family: sans-serif;\n  font-size: 11px;\n  letter-spacing: 3px;\n  text-transform: uppercase;\n  color: #888;\n  text-align: center;\n  margin-bottom: 30px;\n}\n.team-refined .lead-row {\n  display: flex;\n  justify-content: center;\n  border-top: 1px solid #e8e8e8;\n  padding: 40px 0 30px 0;\n}\n.team-refined .members-row {\n  display: grid;\n  grid-template-columns: repeat(3, 1fr);\n  gap: 20px;\n  border-bottom: 1px solid #e8e8e8;\n  padding: 30px 0 40px 0;\n}\n@media (max-width: 600px) {\n  .team-refined .members-row { grid-template-columns: 1fr; }\n}\n.team-refined .person {\n  text-align: center;\n}\n.team-refined .name {\n  font-size: 18px;\n  color: #1a1a1a;\n  font-weight: 400;\n  letter-spacing: 0.3px;\n  margin-bottom: 6px;\n}\n.team-refined .role {\n  font-family: sans-serif;\n  font-size: 11px;\n  color: #888;\n  letter-spacing: 1.5px;\n  text-transform: uppercase;\n}\n.team-refined .dot {\n  width: 4px;\n  height: 4px;\n  background: #b8935a;\n  border-radius: 50%;\n  margin: 10px auto 0 auto;\n}\n.team-refined .lead-name {\n  font-size: 22px;\n}\n<\/style>\n<div class=\"team-refined\">\n  <div class=\"label\">The Team Behind This Project<\/div>\n  <div class=\"lead-row\">\n    <div class=\"person\">\n      <div class=\"name lead-name\">Zhengyang Zhu<\/div>\n      <div class=\"role\">Project Manager \u00b7 Data Scientist \u00b7 AI Engineer<\/div>\n      <div class=\"dot\"><\/div>\n    <\/div>\n  <\/div>\n  <div class=\"members-row\">\n    <div class=\"person\">\n      <div class=\"name\">Baichuan Duan<\/div>\n      <div class=\"role\">Data Scientist \u00b7 AI Engineer<\/div>\n      <div class=\"dot\"><\/div>\n    <\/div>\n    <div class=\"person\">\n      <div class=\"name\">Lexiang Yang<\/div>\n      <div class=\"role\">Data Scientist \u00b7 AI Engineer<\/div>\n      <div class=\"dot\"><\/div>\n    <\/div>\n    <div class=\"person\">\n      <div class=\"name\">Shixin Lin<\/div>\n      <div class=\"role\">Data Scientist \u00b7 AI Engineer<\/div>\n      <div class=\"dot\"><\/div>\n    <\/div>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Acknowledgements<\/h2>\n\n\n\n<p>We would like to thank our sponsors at Paychex \u2014 Daniel Card, Daniel Riggi, Jing Zhu, Ledion Lico, Michael Lyons, and Shubham Tamhane \u2014 for their continuous guidance and support throughout the project. We are also grateful to our instructors, Dr. Ajay Anand and Dr. Cantay Caliskan, for their mentorship.<\/p>\n\n\n\n<style>\n.mag-pull-new {\n  max-width: 720px;\n  margin: 50px auto;\n  padding: 0 40px;\n  font-family: Georgia, serif !important;\n  text-align: center;\n  position: relative;\n}\n.mag-pull-new::before, .mag-pull-new::after {\n  content: '';\n  display: block;\n  width: 60px;\n  height: 1px;\n  background: #c9a961;\n  margin: 0 auto;\n}\n.mag-pull-new::before { margin-bottom: 24px; }\n.mag-pull-new::after { margin-top: 24px; }\n.mag-pull-new .mark {\n  font-size: 48px;\n  color: #c9a961;\n  line-height: 1;\n  font-family: Georgia, serif !important;\n  margin-bottom: 12px;\n}\n.mag-pull-new .quote-text {\n  font-size: 24px !important;\n  line-height: 1.5 !important;\n  color: #2c2c2c !important;\n  font-weight: 400 !important;\n  font-style: italic !important;\n  margin: 0 0 20px 0 !important;\n  letter-spacing: -0.3px !important;\n  font-family: Georgia, serif !important;\n  border: none !important;\n  padding: 0 !important;\n  background: none !important;\n}\n.mag-pull-new .quote-text::before,\n.mag-pull-new .quote-text::after {\n  content: none !important;\n}\n.mag-pull-new cite {\n  font-family: sans-serif !important;\n  font-size: 11px !important;\n  letter-spacing: 3px;\n  text-transform: uppercase;\n  color: #888 !important;\n  font-style: normal !important;\n}\n<\/style>\n<div class=\"mag-pull-new\">\n  <div class=\"mark\">&#8220;<\/div>\n  <p class=\"quote-text\">Each conversation represents a meaningful opportunity to cross-sell and upsell relevant products.<\/p>\n  <cite>\u2014 Paychex Project Brief<\/cite>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Resources<\/h2>\n\n\n\n<div style=\"\n  max-width: 720px;\n  margin: 56px auto;\n  padding: 0 20px;\n  text-align: center;\n  font-family: Georgia, 'Times New Roman', serif;\n  color: #222;\n\">\n\n  <div style=\"\n    height: 1px;\n    background: #e5e5e5;\n    margin: 0 auto 36px auto;\n    width: 100%;\n  \"><\/div>\n\n  <div style=\"\n    font-family: Arial, Helvetica, sans-serif;\n    font-size: 12px;\n    letter-spacing: 4px;\n    color: #9a9a9a;\n    text-transform: uppercase;\n    margin-bottom: 18px;\n  \">\n    Project Repository\n  <\/div>\n\n  <h2 style=\"\n    margin: 0 0 10px 0;\n    font-size: 28px;\n    font-weight: 400;\n    line-height: 1.3;\n  \">\n    Paychex Sales Voice Agent\n  <\/h2>\n\n  <div style=\"\n    color: #b68b45;\n    font-size: 16px;\n    margin: 8px 0 22px 0;\n  \">\n    \u2022\n  <\/div>\n\n  <p style=\"\n    max-width: 620px;\n    margin: 0 auto 28px auto;\n    font-family: Arial, Helvetica, sans-serif;\n    font-size: 15px;\n    line-height: 1.8;\n    color: #555;\n  \">\n    Explore the project source code, implementation details, and development materials in our GitHub repository.\n  <\/p>\n\n  <a href=\"https:\/\/github.com\/ChrisZ19\/-Paychex-Sales-Voice-Agent-\"\n     target=\"_blank\"\n     rel=\"noopener noreferrer\"\n     style=\"\n       display: inline-block;\n       padding: 13px 28px;\n       border: 1px solid #c49a5a;\n       color: #222;\n       background: transparent;\n       text-decoration: none;\n       font-family: Arial, Helvetica, sans-serif;\n       font-size: 12px;\n       letter-spacing: 2px;\n       text-transform: uppercase;\n       transition: all 0.2s ease;\n     \">\n    View on GitHub\n  <\/a>\n\n  <div style=\"\n    width: 60px;\n    height: 1px;\n    background: #c49a5a;\n    margin: 36px auto 0 auto;\n  \"><\/div>\n\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Capstone Team Baichuan Duan &nbsp;\u00b7&nbsp; Lexiang Yang &nbsp;\u00b7&nbsp; Shixin Lin &nbsp;\u00b7&nbsp; Zhengyang Zhu University of Rochester \u00d7 Paychex &nbsp;\u00b7&nbsp; April 2026 A Capstone Project \u00b7 Spring 2026 Listening Between the&hellip;<\/p>\n","protected":false},"author":20732,"featured_media":240392,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[4452,4542,16042,4562,4512,4752],"tags":[],"coauthors":[25732,25752,25762,25772],"class_list":["post-216912","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-current-year","category-accessibility","category-artificial-intelligence","category-audio","category-dsc","category-machine-learning"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Voice Enabled RAG-Based AI Agent for Paychex Product Recommendations - Senior Design Day<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.hajim.rochester.edu\/senior-design-day\/voice-enabled-rag-based-ai-agent-for-paychex-product-recommendations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Voice Enabled RAG-Based AI Agent for Paychex Product Recommendations - Senior Design Day\" \/>\n<meta property=\"og:description\" content=\"Capstone Team Baichuan Duan &nbsp;\u00b7&nbsp; 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