Latest / Agentic Conversations (formally mlops.community) / How Sierra AI Does Context Engineering
Transcript
- 0:00It is useful to understand energy levels and think about
- 0:03when light hits atoms, how electrons will change energy
- 0:07levels. But it is more accurate to think
- 0:09about the electron cloud, and so that what you sort of modeled
- 0:13with the web is probably more accurate.
- 0:15But decision trees and flow diagrams are still potentially
- 0:18useful constructs to think about how an agent should behave.
- 0:33The difference about AI is that instead of the software being
- 0:36super cheap, super fast, super reliable, it's actually quite
- 0:40expensive to run. Kind of slow, gets slower and
- 0:45slower the better the reasoning models get, and non
- 0:48deterministic. So it can be creative, it can be
- 0:50flexible, but it can also hallucinate.
- 0:53And so the methodology that you need at each of those different
- 0:57junctures in this flywheel that you're trying to build is pretty
- 1:01different from with traditional. Software.
- 1:03So it's like traditional software does this.
- 1:05Let's just take the opposite of all of those.
- 1:08A good example is like unit testing, right?
- 1:10So with unit tests, you run them once if they pass your good.
- 1:16With simulations, which is what we call our flagship testing
- 1:21product in Sierra, we might simulate a given conversation
- 1:255/10/15 times and then you'll look at what data changes
- 1:30happened as a result of the conversation, which is a similar
- 1:32methodology to what we published with Tao Bench, which is the
- 1:36open source framework for eval. But we'll also do using an LLM
- 1:40as a judge or a third agent. So you can have the user agent,
- 1:44the agent agent, and then the evaluator agent.
- 1:48And the evaluator agent will say, you know, did this
- 1:51conversation meet this checklist?
- 1:53And that's pretty different from unit tests or even integration
- 1:56tests in traditional. Software.
- 1:57Do you even put that in the CICD pipeline?
- 2:00You do, yes. So we have the concept of what
- 2:03we call critical simulations, which are simulations that run.
- 2:07You know when you actually will merge a commit to main or
- 2:11schedule a release or what have you.
- 2:13Feels like that could be really slow.
- 2:15It could be we have a high degree of parallelism, so if you
- 2:19have 300 simulations that you need to run, you're not waiting
- 2:22for them to run 1 after the other, they're going off and
- 2:25being executed in parallel and. When you say simulation, are you
- 2:29only talking about it for voice or are you talking about for
- 2:32everything? It's interesting you asked that
- 2:34question with voice first. I feel like most of the time I
- 2:37get that question, it's are you only thinking about it for chat?
- 2:40But it is both. So it's actually pretty
- 2:42interesting to listen to voice simulations.
- 2:45The way that they work is we'll have a library of background
- 2:50noise, library of voices, a library of all these sort of
- 2:54different and Tropic things that you can introduce to try to
- 2:57simulate what it would actually be like to get a phone call.
- 3:00And our customers are all over the world in all different
- 3:03environments and all different industries.
- 3:05Exactly. So you have people calling in
- 3:07from the car. You know, SiriusXM is one of our
- 3:11larger customers and people will call in because their radio is
- 3:14not working and they're in the car or by the, you know, on a
- 3:18busy street or something. And so you have the background
- 3:21noise, you have different accents, you have different
- 3:23microphone quality. Not everyone's talking into
- 3:25this, you know, magical podcast mic.
- 3:28And so you have to deal with all that.
- 3:29And our simulations have kind of gone through that punch list,
- 3:32you know, row by row and said, OK, we're adding this to the
- 3:36product. And then if you run it 5/10/15
- 3:38times over 3400 simulations, you have a pretty good idea that if
- 3:44those are all passing, your agent is doing what you would
- 3:46expect it to do. Do you also look at simulations
- 3:49a little bit like red teaming? Definitely.
- 3:52So there's I don't know if I would say there's two classes of
- 3:55simulations, but there are definitely.
- 3:58Somewhere it's just the happy path, Oh, I, I need to reset my
- 4:02radio cause the encryption keys expired.
- 4:05And so an API call goes out and a satellite beams down the new
- 4:10encryption keys. And you can listen to sports
- 4:12talk again or Howard Stern or whoever, whoever you like to
- 4:14listen to. But then there's also the more
- 4:17adversarial simulations where you're trying to, you know, we
- 4:21call it abuse the agent. And so we have a number of
- 4:25custom models that are just about detecting abuse.
- 4:28And those are often customer specific as well where, you
- 4:32know, some customers they might have a younger audience and
- 4:36things like self harm and bullying are top of mind.
- 4:39Some customers might have different audience and things
- 4:42like hacking into the system or top of mind.
- 4:44So you have to be pretty customer specific in how you
- 4:48think of it. The nice thing is this is a very
- 4:50valuable problem for our customers.
- 4:52And so they're deeply engaged with us and we've gone over the
- 4:56last six months or so making the entire product fully self-serve
- 5:00so that it's self-explanatory. You can get up to speed.
- 5:03And while it is this deep thought process, it's kind of up
- 5:06to you on the spectrum of how much you want to take that into
- 5:09your own hands, how much you want to work with Sierra's agent
- 5:12development team. How are you creating these
- 5:15nefarious simulations? There are three agents involved.
- 5:19There's the user agent, there's the agent itself, the AI agent,
- 5:24although they're all AI, and then there's the LOM as a judge.
- 5:27And so the user agent basically can take a system prompt as part
- 5:31of the simulation. But you don't have to massage it
- 5:34to get it to be like really bad. So I think to get it to be
- 5:39really bad you would and typically we won't have the
- 5:45really bad simulations as part of the the the run.
- 5:50You can also because. You want to catch that before
- 5:53it's out or trying to get to production.
- 5:55I think the honest reason is that you typically the list of
- 5:58really bad stuff, you just want to make it so not everyone has
- 6:02to look at that every couple minutes.
- 6:05And also, I don't think that AI models are that good at
- 6:10imagining some of the terrible things that people say, probably
- 6:15because, you know, the model providers have gotten out in
- 6:19front of that. That being said, we also have
- 6:22the concept of verbatim simulations where you can just
- 6:25hard code a script of what the user agent should say it when
- 6:30the AI agent says X. And so for those ones where you
- 6:35really want to test against, you know, some of this behavior that
- 6:38you definitely want to prevent against or, you know, prompt
- 6:41hijacking or these kinds of things, you basically will do a
- 6:45verbatim simulation instead of an AI user AI simulation.
- 6:50Does that make sense? Yeah, the really bad stuff.
- 6:53I'm not necessarily thinking really bad and like what humans
- 6:56are capable of. I'm just thinking really bad of
- 6:58like as a prompt hijacking type of thing where I'm just trying
- 7:04to get some data out of the model.
- 7:07If I know that I'm now dealing with an AI agent, let's see what
- 7:12I can get from it in that way. Maybe it's naive.
- 7:16I feel like the models that are out there today are not that
- 7:21good at trying to like hijack themselves.
- 7:24There's two things that come into play here as well.
- 7:27One is that the actual access to sensitive information is always
- 7:33safeguarded in a deterministic fashion show.
- 7:36So we'll have more traditional unit tests that will make sure
- 7:39that the access controls to a system are no different from
- 7:44what you would have if you were on the website, you know, logged
- 7:46in as a user as an example. So we don't leave it up to the
- 7:50model in any case whether to expose sensitive information, we
- 7:55leave that up to deterministic systems.
- 7:57How does that work? Like the connection between
- 8:01access and model. So often, let's say you go to,
- 8:07I'll think like Sonos for example, and you're logged in.
- 8:11The fact that you're logged in means that you have access to a
- 8:14set of data in Sonos's database, maybe the speakers that you've
- 8:17connected to the networks in your home, and the AI model also
- 8:22has access to that same information.
- 8:24So you would never be able to use the model to get information
- 8:28that isn't already available to you.
- 8:31You know, as a logged in user on the website.
- 8:33Yeah. So it's almost like as you log
- 8:35in then the model just has this sandbox of your world.
- 8:41Correct. And then if it needs to go and
- 8:43do something because you have a complaint, then it like gets out
- 8:46of your world or it. Well, if you have a complaint,
- 8:50that would be something you could do in your world as well.
- 8:52So the models, they're, they're taking action all the time, but
- 8:54they're not taking actions that you wouldn't have permission to
- 8:57do as a user. Yeah.
- 8:59And so then you're just protecting on the permission
- 9:01side of things like and that doesn't seem like it's like
- 9:05that's a tried and true thing that we've been doing in
- 9:08software. And that didn't necessarily flip
- 9:10like you were talking about back with that cycle of thing.
- 9:13It's not one of those slow, non deterministic.
- 9:16If you can make sure that the model doesn't have access to it,
- 9:19it just gets access to what it gets, then whether or not it
- 9:24gives the information is where things get wonky.
- 9:27That's exactly right. And you said earlier like, oh,
- 9:30so you're just kind of and doing the exact opposite of the
- 9:33software development life cycle. And I kind of just took it in a
- 9:36different direction because it's, that's actually not true.
- 9:39A lot of the times you need to do the exact same thing that's
- 9:41tried and true from traditional software development.
- 9:44Sometimes you need to do the opposite and sometimes you need
- 9:47more of a hybrid approach. So it's more of a first
- 9:50principles analysis of each of the different steps of kind of
- 9:54plan, build, test, release, optimize, analyze, plan, build,
- 10:00test, release, you know, etcetera, etcetera.
- 10:02But just kind of from the first principles of what's changed
- 10:05using AI systems along with deterministic systems as opposed
- 10:10to only deterministic systems. I wonder how different the
- 10:15simulations are for voice and for text, or if they are.
- 10:19I know that of course with voice you got to add in all these
- 10:23special things like you were saying, like noise, background
- 10:26noise. Also, I, I've talked at length
- 10:29with people about conversational design.
- 10:31You can't let somebody know that the models going off and doing
- 10:35something or you don't want to have somebody thinking that
- 10:40somebody hung up, the agent hung up because the model is off and
- 10:44doing something. So you want to give like cues
- 10:47and all that stuff. So I imagine that's one type of
- 10:50simulation and that you're only going to find invoice and then
- 10:54in text you have different types of simulation.
- 10:56And how do you see those two being different?
- 10:59It's a really good question and one that's very close to my
- 11:02heart. So because my personal story at
- 11:04Sierra was I spent the first nine months building agents with
- 11:07customers. So I mentioned SiriusXM because
- 11:10they're one of our larger customers that we're proud to
- 11:13work with, but also because I helped build the very first
- 11:16version of their agent. And then SiriusXM, you know, as
- 11:20large as they are over chat, they're even larger over voice.
- 11:23And so just seeing that kind of having it beat us over the head
- 11:27of hey, voice is actually the huge opportunity here, you know,
- 11:31LED me and a couple others from the team to start prototyping.
- 11:35What would it look like to build out a voice version of their
- 11:39agent and. So we iterated on that and
- 11:42eventually kind of moved up the hierarchy of needs from just
- 11:46being able to go back and forth to actually responding to verbal
- 11:51cues and interruptions. One example is an interruption
- 11:56is not actually a super objective thing.
- 11:59If you start talking right now, you might be agreeing with me,
- 12:02encouraging me, interrupting me, sort of telling me to go in a
- 12:06little bit of a different direction, but most.
- 12:09Automated systems today, if you say something they will just
- 12:13stop and start over no matter what you said and so we.
- 12:16So painful too as the user. Yes, yes.
- 12:19And so it actually feels like they're talking over you because
- 12:22you're like, you go, no, I go. And I don't know if you've
- 12:24everyone's had this where you're walking down the hall and
- 12:27someone's walking towards you and you're like.
- 12:29Who's going to move? And that's what it feels like,
- 12:32all the. Time dancing in the hallway.
- 12:34And like obviously once you get so deep in the matrix you notice
- 12:38everything. So as an example, the two of us
- 12:40were just talking at the same time, but it wasn't a problem.
- 12:44Another example is. If I pause.
- 12:48For a very long time, like I just did in the middle of a
- 12:50sentence. You know, to wait for me, but if
- 12:53I'm done speaking, you know that it's your turn to speak.
- 12:56And so context is so important, both was this an interruption
- 13:00and is it my turn to speak and it you can't just boil it down
- 13:04to a number of milliseconds. You need to actually think about
- 13:07what's being said and start planning your response.
- 13:10You know, before the other person's done talking.
- 13:13Everyone almost has their cadence.
- 13:15Their way that they talk is unique to them.
- 13:17And so I may give longer pauses and I may speak slower and I may
- 13:24not want to finish, but then actually I do finish or things
- 13:27like I speak. Weird, right?
- 13:29Right. And we all kind of have our own
- 13:32quirks when we speak. And you can't have a universal
- 13:38setting of all, right, well, the model is going to be like this.
- 13:41The model almost has to adapt to each individual way of speaking.
- 13:45But I haven't seen anywhere, and maybe you've messed around with
- 13:48this, where you can have the model interpret the first,
- 13:52whatever, 10 seconds and go, oh, OK, this person takes long
- 13:56pauses in the middle of sentences, or this person speaks
- 13:59a little bit slower. And so I'm going to give them
- 14:01more time between words, right? It's a really good point.
- 14:05At the very high level, you can do some of this for customer
- 14:09specific. As an example, you know, if a
- 14:12customer has mostly older callers, you might wait longer.
- 14:17If a, if a customer has a lot of authentication flows, you know
- 14:21that it takes a while to, you know, talk through your e-mail
- 14:24or your password or these kinds of things.
- 14:26So some of it is shared. That being said, I think to do
- 14:30it in a personalized manner like humans do, you probably will
- 14:35have the most success with some of the speech to speech models
- 14:38where the audio tokens themselves are the things that
- 14:42are being inferred upon. And so that actually all kind of
- 14:46gets boiled down into the training data.
- 14:49That being said, right now most of those systems for most
- 14:53production environments are just a little bit too hallucinatory.
- 14:58Our approach has been we built a modular architecture.
- 15:00So on the. Transcription side and on the
- 15:03synthesis side. And by the way, even if you're
- 15:06using the speech to speech model, you need transcription
- 15:08because you can't make an API call with a bunch of voice
- 15:11tokens and so we transcriptions part of the pipeline no matter
- 15:14what. But we do have support for
- 15:18models like, you know, the, the model that underlies the real
- 15:23time API, the GPT audio models, as well as the Gemini audio
- 15:27models, which are these kind of fully speech to speech models.
- 15:32And I think that's going to be the future.
- 15:34It's just being honest with you right now.
- 15:37The amount of hallucination that we've seen in our production
- 15:41tests is such that for the larger customers, the text to
- 15:45speech is still the most reliable way.
- 15:48Yeah. I've heard that from just about
- 15:50everybody I've talked to where it's like we want it with that
- 15:53speech language model, but we can't have it because it's just,
- 15:57I can't put that into production with any amount of confidence.
- 16:00Yeah. And I would I would go step
- 16:01further than we want it, which is.
- 16:03You know that I believe in it. I think if you and I were
- 16:06passing notes across the table right now, it would be a much
- 16:09less interesting and productive conversation.
- 16:12And that's basically what AI agents are doing.
- 16:14So we're willing to make the long term investment in our
- 16:17architecture where we support that out-of-the-box today even
- 16:20though it's not quite ready and we're following the open AI in
- 16:24particular just released a new real time audio model.
- 16:28And every time one of those things happens, we, you know,
- 16:31test it out, figure out are there.
- 16:34Places where we could use this. And obviously there's a risk
- 16:37tolerance and risk likelihood spectrum for each of our
- 16:41customers. So I think we will find that for
- 16:44certain languages, for certain customers, for certain use
- 16:46cases. This is going to be an
- 16:48absolutely magical experience and then over time it will kind
- 16:52of disrupt the text to speech approach.
- 16:54At least that's my personal belief.
- 16:55Do you have a pipeline that you'll run models through as
- 16:58soon as they come out just to see like, because obviously when
- 17:03you look at benchmarks, it's just a bunch of bullshit, right?
- 17:06We do. Some benchmarks are really cool
- 17:09as well, like we love our Tau bench benchmark.
- 17:11It's really cool when the Math Olympiad is won by an AI.
- 17:15But when it comes to putting systems in production for our
- 17:18customers, I think what you said is roughly accurate.
- 17:22We do immediately when a model comes out, we have a whole suite
- 17:26of evals that will run. But it's usually an iterative
- 17:29process because one model might be better if you prompt it in a
- 17:33different way or if you if you shot it in a different way or
- 17:36even if you fine tune it in a different way.
- 17:38So it's not you have a good instinct immediately, but it's
- 17:42often a multiple days, multiple weeks process to know if the
- 17:45ceiling of the new model is higher than the ceiling.
- 17:48You know, the local maximum that you've climbed to on.
- 17:51The previous model, so it's it's and then I would say also for
- 17:55voice. Language is a huge deal as well
- 17:59as like dialect and locale. So Brazilian Portuguese being
- 18:02different from Portugal Portuguese.
- 18:05And so you have to, we basically have a rubric and we have, you
- 18:10know, basically callers that we work with who can call in and
- 18:13test out each model. You know, because you need
- 18:17people that actually speak the language that can be in
- 18:19realistic scenarios or else you're going to most likely
- 18:23overfit to some data or, you know, not be representative.
- 18:26Yeah, my buddy was telling me how he was doing a bunch of
- 18:29simulations on the open AI real time and 1 funny thing that he
- 18:35found was when you speak English with an Italian accent or no
- 18:40when you spoke in Spanish with an Italian accent, it would
- 18:45switch to this like made-up language that was like a mix
- 18:49between Spanish and Italian. And when you spoke when you
- 18:52spoke English with a German accent, it would just switch to
- 18:56German and speak to you in German.
- 18:58And so it was like what is going on?
- 19:01I speak in English, you know I want it to be in English but it
- 19:04keeps switching to German. And at the end of the day,
- 19:07you're like, but is it the end of the world?
- 19:09Because if the German accent is there, that probably implies
- 19:14they speak German, and so why not just speak in German?
- 19:18Exactly. It's like, I don't know.
- 19:20Do you speak any other languages besides English?
- 19:22OK, so if you go to. A restaurant, let's say, and
- 19:27someone greets you in English, but they have an accent that
- 19:30suggests they speak Spanish or Portuguese.
- 19:32You do you kind of feel that urge of like, oh, I want to
- 19:34practice my Spanish or like, you know, could we have a discussion
- 19:38in another language? Wouldn't that be fun?
- 19:40And I guess that's sort of what's going on in the.
- 19:42Model. It's by chance, yeah.
- 19:47And on the simulation, I know that our mutual friend William
- 19:52has told me about how he uses heat maps to see where the
- 19:57agents are good and where they're bad.
- 19:59And this is like on the task completion side of things.
- 20:02Have you tried to do any of that with like, because that feels
- 20:05very orthogonal to simulation in a way.
- 20:08It's like you, you simulate things and you see where it's
- 20:11good, where it's bad. But then if it's an agent, maybe
- 20:14it's like, the next step is, can it do this?
- 20:16Can I actually like complete the tasks that we ask it to do?
- 20:20It's a really important piece of it is not just what did I do
- 20:23wrong, but how do I do it right next time.
- 20:25And I think without a clear understanding of where you went
- 20:28wrong, which I think maybe what you're getting at with the heat
- 20:31map, you can't really understand what the fix would be.
- 20:34So to give a few examples, sometimes the agent will go in
- 20:38the wrong direction because it doesn't have the right answer.
- 20:41Sometimes the standard operating procedure is wrong.
- 20:45Sometimes it was asked to reason about too many things at the
- 20:47same time, and so you want to know those things at the point
- 20:51where there's an error so that you can fix it most quickly.
- 20:54And in simple cases, the agent can fix it itself.
- 20:58So one example is a number of conversations from Sierra.
- 21:02It's remarkably low at this point with a lot of our agents,
- 21:06but a number of conversations end up getting transferred to a
- 21:09human, especially if there's something that you need to do
- 21:13that just requires oversight or regulated industries, etcetera.
- 21:17And so in those cases though, you.
- 21:20Can actually learn from what the human did post transfer and
- 21:24detect? Is there anything missing in my
- 21:26standard operating procedure? Is there anything missing in my
- 21:28knowledge base and have AI author draft article of, hey,
- 21:34you should, maybe you should add this knowledge we had, you know,
- 21:37150 different agents all mention this thing, but the AI agent
- 21:40doesn't seem to know about it yet.
- 21:42And sometimes it's like, no, no, I don't want the AI agent to
- 21:45know about that. And sometimes it's like, Oh
- 21:47yeah, I was missing. And it's remarkable how often
- 21:50it's the latter because a lot of the companies we work with, one
- 21:54of the things we hear a lot on our discovery calls is like.
- 21:56Oh, I don't know if I'm ready because my knowledge base isn't
- 22:00in a good place. And so our response to that and
- 22:04one of the reasons that we built this product is well, actually
- 22:08the best way to get your knowledge base in a good place
- 22:10is to launch an AI agent and just make sure that it's scoped
- 22:14appropriately. But you'll actually find the
- 22:16edges of what it knows and it. Our system, the Sierra platform,
- 22:20will create basically a prioritized list of the
- 22:23knowledge that your agent should have but doesn't have, or where
- 22:26it's a little bit off or implying the wrong thing.
- 22:29It reminds me of like the continuous integration where
- 22:32you're just, you're seeing where's the edge case?
- 22:34OK, cool. Now let's integrate that back
- 22:36into the knowledge base so that hopefully it's not an edge case
- 22:39next time. Yes.
- 22:40And I think there's two other things here.
- 22:42I know I'm doing a lot of twos. There's two other things here
- 22:47that are very, very important. One is it's a really important
- 22:51business problem for customers. So when you create the system
- 22:55that allows you to kind of pull in the right direction and just
- 22:58create that upward spiral of improvement, they're going to
- 23:02pull on it. So we have customers where they
- 23:04have, you know, 10 plus full time people evaluating
- 23:07conversations and looking for opportunities for improvement
- 23:10because it's such an important business problem.
- 23:13And then the other piece, I know it's not a business podcast, but
- 23:16I think it's kind of geeky too, is we have this outcome based
- 23:19pricing model where Sierra only gets paid when the agent just
- 23:23does the job well. And so you have the incentives
- 23:27on the customer side and you have the incentives on the
- 23:29Sierra side. And so as sort of a systems
- 23:32thinker, it's this very, very fun environment where if you
- 23:36create the system. The business incentives on both
- 23:40sides will just pull the agent in an upward spiral, and I think
- 23:43that's accountable for a surprising amount of our
- 23:46success. It's just that the incentives
- 23:48are so aligned and the table is set to improve the agent.
- 23:53I always love the idea of outcome based pricing but feel
- 23:58like it is insanely dangerous. Why do you say that?
- 24:03Because you, it's on you. And if your agent fucks up and
- 24:09then you don't get the outcome, you pay money like you eat that
- 24:13price of having. To deal with it.
- 24:15Yeah, exactly. Like there's a potential world
- 24:20where you don't get the outcome, but you end up spending money.
- 24:22Obviously. It's like we're talking sense
- 24:24here, potential, but at gigantic scale and you don't recognize
- 24:29there is a problem. Soon enough, you can burn
- 24:32through some cash. I think though, these are two
- 24:36correlated events in a way, which is it kind of turns a
- 24:40lagging indicator into a leading indicator.
- 24:42We'd actually rather know that sooner rather than later that
- 24:45our agent isn't performing well. We'd rather feel the pain of
- 24:49lighting money on fire so that we have to fix it.
- 24:51And then when it comes time to renew a contract a year from
- 24:54now, we actually might feel better about our relationship
- 24:57with our customers. So I think our NPS with our
- 25:00customers is much higher because of this, because we actually
- 25:03find out about issues and we have to fix them because we're
- 25:06feeling the pain of like a hole in our pocket in the moment
- 25:10instead of, you know, 12 months from now where they're like,
- 25:13hey, yeah, we, you know, it wasn't performing as well as we
- 25:15thought. Yeah, that's a great point.
- 25:17You're not going to get that conversation as often because
- 25:21you're going to be charging them when they have successful cases.
- 25:25I could see that. One thing that I've heard folks
- 25:29talk about a lot is that getting the, and especially in the
- 25:36customer success lane, getting it working for one or two people
- 25:44when they're coming in and complaining or doing something
- 25:46is not, I'm not going to say easy because it's, it's not
- 25:50easy, but it is doable. And then where it really gets
- 25:54hard is when you have to service a company that has millions of
- 25:59users and then the customer support is trying to service all
- 26:03of these tickets at scale. Have you, how do you think about
- 26:07like that? And is that right?
- 26:09Because I've heard it from folks.
- 26:11I I want to like Fact Check it real fast and then see what how
- 26:15you think about it. And you're talking about the AI
- 26:17agents or the human agents because we, we definitely see
- 26:20that on the human side where, you know, it's not a coincidence
- 26:23that so many of our customers are large consumer companies
- 26:27where they have millions of customers.
- 26:29I think, I think it's true that most of our customers have
- 26:32millions of their own customers. Most of our customers have over
- 26:36a billion dollars in revenue, so.
- 26:38That kind of stands to reason. If they're a consumer customer,
- 26:40they probably have millions and they see this scale such that
- 26:46the power of bringing in AI just changes the nature of their
- 26:49relationship with their customers, where previously
- 26:52maybe they had a strong incentive to hide their phone
- 26:55number on some backwater page of their.
- 26:57Website. Now they can plaster it on the
- 26:59front. That's so funny Offer.
- 27:01We've all seen that company, yeah.
- 27:03Yeah, or you're like trying to click through.
- 27:06Yeah. Yeah, yeah, it's like a meme at
- 27:08this point. And so I, I think when you think
- 27:11about, you know, the, the AI agent as kind of the analogy to
- 27:17the Internet website or the mobile app, it's also about the
- 27:22actual addressable market of contacts with a business growing
- 27:27because now you can provide a great experience to anyone who
- 27:30calls in. I think though, what you said
- 27:34about, you know, seeing just a different distribution when you
- 27:37get scale the stat, that's stuck with me a lot.
- 27:40I spent the first seven years of my career at Google and to this
- 27:44day something like 20% of all Google searches have never been
- 27:47made before. And that's because different
- 27:51things are happening everyday. New language changes, you know,
- 27:55the things people are curious about change, etcetera.
- 27:59And so you need a system that's actually like resilient because
- 28:02the same thing is true for our businesses.
- 28:04The reasons people are chatting in are going to change each day.
- 28:08You know, if someone is doing an interview in the SiriusXM
- 28:13studio, you're going to get different questions from a day
- 28:16where they had an outage or something like that.
- 28:19And so each day there's just different questions and you have
- 28:22to build a system that's truly resilient.
- 28:25And one of the things that I look back on Google really
- 28:29fondly about is just the amount of invention occurring in the
- 28:33company. You know, you'd go to the all
- 28:35Hands, which is called TGIF, and you would hear, oh, you know, we
- 28:40use machine learning to improve the way that cooling works in
- 28:43the data center. And it's saving us a billion
- 28:45dollars. It's a lot of money for an
- 28:47algorithm or like you know, they before the latest iterations of
- 28:52large language models, you know we are understanding search
- 28:55queries better. We created this Bert classifier
- 28:59or analyzer which can tell us, you know a lot more about the
- 29:02actual semantic meaning of a search query, not just the
- 29:05keywords that are in it. Or, you know, our data centers,
- 29:09they run 20° hotter than any other data centers because
- 29:12actually machines failing isn't a big deal for us because we
- 29:15have fail over different from everyone else.
- 29:18And so there's the sense of invention and, you know,
- 29:20building things and creating differentiation at the technical
- 29:23level, not just at the product and marketing level.
- 29:26And Sierra's the first experience I've had since then
- 29:29where I feel like because AI is moving so fast and because we
- 29:33just have some of the most genius thinkers in the world and
- 29:37and builders in the world, you have that feeling of we're
- 29:40inventing new things. And I think the, what we call
- 29:43our agent SDK, which is the software layer that our agents
- 29:47are built on, both the developer ergonomics and tooling and
- 29:51release cycle and kind of the what we call the agent
- 29:53development life cycle put into a product.
- 29:56But also the software constructs and the agent architecture
- 30:00itself are just novel and inventive and flexible.
- 30:04And I think it's, it's what I said I'm, I'm, I definitely feel
- 30:07a lot of just admiration for the team, but it's also being out on
- 30:12the experience curve ahead of some other companies.
- 30:15I think just building with customers from the beginning,
- 30:20starting early in 2023, less than six months after ChatGPT
- 30:23came out, and just getting reps with customers means that the
- 30:28abstractions that we have are a little bit less leaky, a little
- 30:32bit more robust for all the different things that that could
- 30:35come in. At least that's my theory.
- 30:38And then I think we have the right, sorry to ramble a little
- 30:41bit here, but I, I think we have the right layers of the stack
- 30:44where you have the platform, but then you also have the
- 30:47flexibility of agent development.
- 30:50So most of our agents at this point are being built in no
- 30:53code. Many of them are being built by
- 30:55our customers directly, but you still have that ability to
- 31:00express anything you need by dropping down into code and kind
- 31:04of just interoperating between the two.
- 31:07And I think that's where you want to be working with the
- 31:09customers we work with, where their business leaders might
- 31:12have the best understanding of the goal we're trying to
- 31:14achieve, the metrics we care about, the standard operating
- 31:17procedures. But then you still need to
- 31:19connect to AP is you need your engineering team to get
- 31:21involved. Sometimes you need to drop down
- 31:23and do something with, you know, not your chef's knife, but your
- 31:26paring knife. And so this platform was just
- 31:30thoughtfully architected by being so customer obsessed over
- 31:33the last 2 1/2 years that you know what we have as a reward,
- 31:38as a. System that can handle scale in
- 31:39that way. Thinking about 3 years ago when
- 31:43you started versus now and how much you've had to reinvent or
- 31:48try and create new or try and like test out and it's perpetual
- 31:54R&D in a way. I think that's exactly right.
- 31:57And if there's one thing that I feel like has helped me, you
- 32:02know, have more good ideas than I otherwise would have, it's
- 32:05spending those first nine months at the company, you know,
- 32:08working as an agent, product manager and agent engineer and
- 32:11just being so close to customers, feeling their pain,
- 32:15you know, having to tell them directly face to face when the
- 32:18agent did something they weren't expecting.
- 32:20Getting to celebrate and go out to dinner when it, you know, hit
- 32:23some business target. Those those experiences are kind
- 32:27of. You know, in my neurons in a way
- 32:29that I feel like it's just, I'm just so grateful for.
- 32:33And I think anyone building a startup, the the more you can
- 32:36kind of feel what your customers are feeling, the the more
- 32:39integrated your decisions will be.
- 32:41Huge win. I remember a conversation I was
- 32:44having with a buddy of mine who was saying, look man, we have
- 32:49found the biggest lift on our AI systems from just gathering the
- 32:54whole floor of the company together, no matter what their
- 32:58job role is, and having a labeling party and getting a
- 33:02bunch of pizzas. And we just get together and we
- 33:05look at the conversations that we've been having with the AI
- 33:09agent, the agent and the user, like real conversations.
- 33:13And everyone just labels across like 5 metrics.
- 33:16Did it do this? Did it do this?
- 33:18What it, what would you give it as a score?
- 33:20And by the end of it, the business side of the house
- 33:24understands the AI so much better.
- 33:27And they can say like, oh, yeah, OK, I see what's going on here.
- 33:31And then you catch all these anomalies that you probably, if
- 33:34it was only engineers looking at it, they would have never caught
- 33:38because it would seem like, yeah, that seems fine.
- 33:40But then you have the subject matter expert looking at it and
- 33:43they're going, why? What?
- 33:45No, we can't say this. We shouldn't be saying this,
- 33:47this doesn't make sense or it, or sometimes it's just like,
- 33:50this is stupid. No.
- 33:52So I I think about that and enabling the low code no code is
- 33:58almost like another way of doing that same thing.
- 34:02Yeah, it's exactly right. And I think what we've seen
- 34:04working with hundreds of customers now is when we bring
- 34:07together the business side and the technical side.
- 34:10I wouldn't say it's the only way you can get results, but it's
- 34:13certainly a heck of a lot easier.
- 34:15And it it's the only way you can get really like the best results
- 34:18because these two stakeholders are so involved.
- 34:21And we've done that enough Times Now where we have some of those
- 34:23repeatable processes to bring everyone in the room and make
- 34:27sure that all of the different viewpoints are represented.
- 34:31The other thing, this is kind of like a pinch me moment from
- 34:34working at Sierra, but I don't know if you're familiar with the
- 34:36book Unreasonable Hospitality. Yeah.
- 34:39Why have I heard of that though? I think.
- 34:43But why? Yeah, why?
- 34:44Why do I know that? It's not a, it's not a Greek guy
- 34:47that wrote it, is it? His name is Will Gadera.
- 34:50I'm not sure. His actual origins, he's from
- 34:53New York. He ran a restaurant called 11
- 34:56Madison Park for a while, which rose they got, you know, they
- 35:00became the number one restaurant in the world is the spoiler
- 35:03alert. Like the five Michelin star
- 35:05where it's like you could only get 3, how do you have 5?
- 35:10Right, right. And it's, you know, this
- 35:12beautiful ballroom environment in New York, but was kind of a,
- 35:17you know, pretty good middle of the road Bistro for a while.
- 35:20And he just, you know, along with the team there, took it to
- 35:23the next level in terms of service and hospitality.
- 35:26And he's one of our advisors at Sierra and helps a lot with our
- 35:30how we think about tone and language.
- 35:32And so it, it popped into my head because what you're saying
- 35:34is like, get the whole floor together and have an eval party
- 35:37or labeling party. We've also actually gotten to do
- 35:41that with him where he'll come in to the office and spend an
- 35:44hour just looking at conversations with us.
- 35:46And we say, you know, what would a three Michelin star restaurant
- 35:49do in this scenario? And of course, you know,
- 35:52sometimes they would do things that are not within the budget
- 35:55of our customers, but sometimes they would do things that are
- 35:57totally free. And so it allows us to think
- 36:00about aspirationally, how can we make an agent where it feels
- 36:03like it understands you, the way the person, the host who greets
- 36:08you when you go to 11 Madison Park or one of the best
- 36:10restaurants in the world and that kind of feeling of service.
- 36:14And I think that's one of the reasons why it's fun to work on
- 36:16is yes, there's the part of, you know, companies are hiding their
- 36:20phone number and we want to just bring it up to a baseline.
- 36:23But then there's also that part of how can we actually make the
- 36:26relationship that you have with your businesses that you know
- 36:29good and great and, you know, something that feels like you're
- 36:32going to a Michelin star restaurant.
- 36:35Do you remember any of the things that he said, like, oh,
- 36:38we could try this, or maybe they would be that they were the free
- 36:42ones, not the. Right expensive ones not going
- 36:45out. Let's.
- 36:45Fly them buying you dinner. Yeah, I do.
- 36:49I do. I remember it very vividly
- 36:50because one of the things that stood out kind of to your point
- 36:53actually, is that even though he at that point hadn't had as much
- 36:57experience with our technology, he had.
- 37:00Such an intuition of what a good answer would be.
- 37:03And so I, you know, had this picture of, you know, I
- 37:06understand each part of the stack and that helps me
- 37:08throughout the stack. But then I put him in this other
- 37:11category of just like savant at the one thing that matters.
- 37:15And so we're reading through a number of voice conversations
- 37:18and listening to them and hearing for different tone and
- 37:21awkwardness and the ability to kind of just.
- 37:27Connect and and drop the barrier.
- 37:31And what actually stood out to me is there was one message in a
- 37:34long, I think it was like a 45 minute conversation.
- 37:37And there was one message where the agent sounded really
- 37:41empathetic and like clearly connected with the user.
- 37:44And we're going through each and being hyper critical.
- 37:47And I think on that one, you know, it was less of the, I'm so
- 37:52sorry that this is frustrating and more like men.
- 37:56This sounds really tough, you know, like we've been working
- 37:59through this and we can't figure it out yet.
- 38:02And it was a very difficult technical troubleshooting for
- 38:05like a basically banking or like financial services application.
- 38:11So not an easy problem to solve. But what really stood out was
- 38:15that ability to just connect and be like, I hear you, I see where
- 38:18I see you, like let's try and figure this out.
- 38:22And the, you know, I would say, I would give us, you know, maybe
- 38:25a constructively like AB minus on the particular conversation
- 38:29that that we were reviewing. But in that particular message,
- 38:31it was like, that's what we want.
- 38:33And I think someone like Will and, and some of the people that
- 38:37have really good taste, which is a one of the few like
- 38:40appreciating assets, you know, in the labor market right now,
- 38:44maybe the that really good taste often comes out when you're like
- 38:50not necessarily criticizing all the bad things with being like
- 38:53that. That's.
- 38:53What we want? And so I was really impressed
- 38:56with his ability to kind of put his finger on those moments,
- 39:00those bright spots that we want to scale.
- 39:02So he tells you that and then what do you do?
- 39:04How do you incorporate a lot of that in in a way that it's not
- 39:07just like you're absolutely right.
- 39:10Right. So yes, this is where the full
- 39:12stack understanding becomes relevant.
- 39:13Again, that's. Classic.
- 39:16There's a number of different ways you could do this.
- 39:20We've had success or I should say one of the ways we've had
- 39:25success actually in this particular case is with fine
- 39:29tuning of models to phrase things in a certain way.
- 39:35The a lot of the base foundation models have been trained
- 39:38primarily for chat achieving AGI doesn't really care if it's
- 39:43written or spoken. And so I think where when you
- 39:46look at where the Frontier Labs are going, they're actually
- 39:48going sometimes in the opposite direction of a low latency
- 39:52conversational voice experience. And so having a little bit of
- 39:56control at the model level for style can help a lot on that
- 40:00particular problem. Now when we do have fine tuning,
- 40:04if it's with data, you know, that's in any way derived from
- 40:08the particular customer, then it's a customer specific model.
- 40:12And if it's more just, you know, general tone and style, it can
- 40:15be useful across customers. But you also have to balance the
- 40:18fact that anything that is being put in the weights could be
- 40:22regurgitated. And so you have to make sure
- 40:24that there's nothing in those weights that.
- 40:27Any of the users who would interact with those weights
- 40:30wouldn't be able to see. So the that process is, as you
- 40:34can imagine, much more labor intensive.
- 40:36And so it's really those specific circumstances like the
- 40:40style of voice where it's very specific, very high leverage,
- 40:43very important where it makes sense to kind of drop down to
- 40:46the weights. Most of the time I would say the
- 40:48solutions come at a higher. Level in the agent architecture
- 40:51or in some of the underlying task prompts, or, you know,
- 40:55changing the model itself, those kinds of things.
- 40:57Yeah, it's only when Will comes in for the day when he's like
- 41:00that piece right there, You're like, shit, I guess we're going
- 41:03to have to fine tune and you. Want to make sure it's durable
- 41:06too, because you know if if like style is something that most
- 41:10brands don't want to change too often, too markedly.
- 41:14Whereas if you're fine tuning this new promotional offer into
- 41:18your weights, then two weeks later when the promotion ends,
- 41:21your model is out of date. So the right tool for the job is
- 41:24definitely one of those things we think a lot about.
- 41:27This is probably a good segue into the ensemble of models and
- 41:31how you work with that. So it's actually mind blowing to
- 41:35look at one of the conversation traces with the Sierra agent.
- 41:40If I, if the CRS agent says hello, how can I help you today?
- 41:43And I say something like, oh, you know, my, I'll try not to
- 41:48use SiriusXM, you know, my groceries weren't delivered and
- 41:51I'm not sure where they were. You know what's going on here?
- 41:55Between me finishing talking and the agent responding, there
- 41:59might be 10/15/20 different models that get invoked.
- 42:04And some of them, you know, might be as as simple as like an
- 42:08embedding model to do retrieval, augmented generation.
- 42:11Some of them are frontier models, maybe even with some
- 42:14reasoning tokens to make sure that we're able to handle a
- 42:17complex reasoning space. Some of them are fine-tuned,
- 42:22fast but cheap classification models to just, you know,
- 42:25understand the task at hand. And it would be very slow to run
- 42:28these all in series. So sometimes there are certain
- 42:33models that need to return a token before the next model can
- 42:36start. But most of the time this is
- 42:38happening in parallel. And so I think what's really
- 42:41impressive is the ability of the agent architecture to break
- 42:46problems down into tasks that can be handled by different
- 42:49models and then selecting the right models for each of those
- 42:51tasks and doing it super quickly.
- 42:54And we call that whole process kind of our our constellation of
- 42:57models that we use to respond to a message in a way so feels
- 43:02really simple. But I think you know my Google
- 43:04background showing underneath the iceberg.
- 43:07There's just a lot going on between when you type something
- 43:10in or when you say something and when you get a response.
- 43:13OK, so this is wild, man. Tell me more about the way that
- 43:17you are. So you're doing everything
- 43:19async. It's basically you're gathering,
- 43:22it's that same input data, but then it just spurs out and
- 43:27there's a bunch of different variants of it.
- 43:29And you do have dependencies on certain parts of the this
- 43:35output, like does it already know the taken path?
- 43:38Because I can't imagine that it would know all right.
- 43:41Well, I how do I, how does it know that it needs a dependency
- 43:45and it needs like, I don't understand this, break it down
- 43:47for me more? So this is one of the reasons
- 43:49why I think voice is still an area where we're doing extremely
- 43:54interesting things from an engineering perspective and
- 43:56where we're still, you know, significantly ahead on a product
- 43:58perspective. And it's because latency is so
- 44:01important. So to give you an example,
- 44:04retrieval augmented generation, like if we need to access a
- 44:07knowledge base to answer a question, the agent will often
- 44:10make a decision to look up the knowledge before it even knows
- 44:14or a simultaneously while it's deciding whether it would be a
- 44:17good idea to use the knowledge. And so often times if you're
- 44:21just building something naively, you would think, oh, should I go
- 44:23look that up? OK, I'll go look that up now
- 44:26I'll give you the answer. But what an agent is doing,
- 44:29because it's tokens are, you know, more parallelizable and,
- 44:34you know, less expensive than ours.
- 44:36It's saying just in case I need to look something up, I'm going
- 44:38to go do that. Meanwhile, I'm going to use a
- 44:40smarter model to reason about whether it's an even a good idea
- 44:43to have gone and looked that up. And then if I decide yes I
- 44:47should have looked it up, then I already have the information.
- 44:50But you're using that as like a tool.
- 44:52It's a tool call that gets invoked.
- 44:55Yes, conceptually, yes. So the the look up tool would be
- 45:00running in parallel with a classifier to decide if the look
- 45:03up tool was even necessary. And.
- 45:04Then you already have the information and that's just very
- 45:07small microcosm, but there's tons of speculative execution
- 45:10throughout the each agent turn. And then you kind of like, you
- 45:15know, and this is one of the reasons why like that was not a
- 45:18term I was familiar with when I started working in Sierra.
- 45:21But we have a number of people that have, you know, worked on
- 45:24building compilers and, you know, very complex systems from
- 45:29scratch and kind of understand these concepts of software
- 45:32engineering. You know, our Brad, our CEO was
- 45:35one of the principal authors of Tornado, which is one of, I
- 45:38think the first, maybe still the most popular, like async driven
- 45:42Python web server. And so we have this, you know,
- 45:4620-30 years of software engineering history and
- 45:49conceptual understanding that was very new to me when I
- 45:52started, but it's like a kid in a candy shop for someone who's
- 45:55just kind of a geek. Yeah, that speculate.
- 45:58I haven't heard that, but it makes a lot of sense.
- 46:00Like it's better to have it and not need it and to need it and
- 46:05not have it. Right, right.
- 46:06That's exactly right. And our agents are always
- 46:09thinking that exact same thought.
- 46:11And the so then this is only for voice or this is for everything?
- 46:15Well, I don't think we would have been forced to build it
- 46:18this thoughtfully if it weren't for voice.
- 46:21But now everything is powered by this.
- 46:24And you know, sometimes, like e-mail, you probably don't need
- 46:28this, right? And you might just want to save
- 46:30the money on your little rag, look up and just wait.
- 46:34Because a 5 second e-mail response versus a three second
- 46:37e-mail response is not a very big deal.
- 46:40But in voice, 5 seconds and you know, 1.5 seconds are very
- 46:43different and so you want to make sure that you're doing
- 46:46everything in parallel. Yeah, because real time is it's
- 46:49always been a hard problem in ML in general.
- 46:52I know that when it's whether it's like real time fraud
- 46:54detection or real time recommender systems or now real
- 46:58time voice, it adds this level of complexity to an already
- 47:01complex thing. We were talking about how
- 47:03complex the voices and that like rich medium and but how we all
- 47:07have our own ways of talking. And now to add on to that, this
- 47:12whole piece of we need to make sure that we're getting the
- 47:16right information at the right time.
- 47:18Am I thinking about this correctly with decision tree
- 47:21type of thing like that? Style.
- 47:24I think conceptually, if a decision tree would be useful to
- 47:27a human, then it might be a useful concept to one of our
- 47:31agents. Similarly, if a standard
- 47:34operating procedure would be useful to a human, it might be a
- 47:36useful concept. But the ways that our agents are
- 47:40architected is probably more similar to how you and I would
- 47:44learn how to complete a task or how to help someone with a task,
- 47:48then sort of a decision tree in the sense of traditional
- 47:53software and some of the legacy chatbot systems.
- 47:56So it's useful concept in that it models a flow that you might
- 48:01want to follow. But a lot of times I think our
- 48:04agents are more correctly described as kind of goals and
- 48:07guardrails where you say, you know, the goal right now is to
- 48:12help the agent reset their radio or help them make a payment.
- 48:18And you mentioned fraud detection and recommender
- 48:21systems as other things were real time matters because
- 48:24there's often money involved and like click through rates matter
- 48:26a lot and conversion matters a lot.
- 48:28And that's true for a lot of voice conversations as well.
- 48:32So for example, if you're, you know, thinking about whether you
- 48:36want to maintain your subscription to a streaming
- 48:38service or whether you'd like to cancel and the agent can make
- 48:42you an offer for a 50% reduction for three months, but they take
- 48:47too long thinking it over, it starts to get frustrating.
- 48:49And you're like, you know what, I just want to cancel.
- 48:51So these things matter a lot. And so the goal might be, hey,
- 48:54you want to, you know, save the customer from canceling, but
- 48:59some of the guardrails there might be around the types of
- 49:01offers that you're allowed to provide and the experience that
- 49:05the customer should have and, you know, making sure you're
- 49:08telling the truth and only the truth and all that stuff.
- 49:11And so, you know, decision tree, flow diagram, etcetera.
- 49:15These are all useful concepts for just thinking about
- 49:17operations. The one that I think is the most
- 49:21aligned with our architecture is probably this Goals and
- 49:24Guardrails architecture. And it does make sense now, the
- 49:28constellation metaphor. In a way, it's like a web of
- 49:33different models in different ways, as opposed to some
- 49:35straight path that you take a decision tree on.
- 49:38This is going to go, you know, to the side.
- 49:41I won't say it'll go over people's head with the side, but
- 49:43I think like there's kind of the model of the atom where you have
- 49:47energy levels for each electron and then there's the electron
- 49:51cloud and it is useful to understand energy levels and
- 49:55think about when light hits atoms.
- 49:57How? Electrons will change energy
- 50:00levels, but it is more accurate to think about the electron
- 50:03cloud and so that what you sort of modeled with the web is
- 50:06probably more accurate. But decision trees and flow
- 50:09diagrams are still potentially useful constructs to think about
- 50:13how an agent should behave. And then we go back to the heat
- 50:16maps and that that makes a ton more sense of why those are so
- 50:23important. You have this web that's so
- 50:25intertwined and you want to know where things are going wrong and
- 50:29you're trying to debug That could quickly turn into a
- 50:32nightmare. That's right.
- 50:33And the, you know, ultimate expression of that is just the
- 50:35LLM itself, where, you know, there's some interesting
- 50:40research around model introspection, but in general,
- 50:42most developers don't know how LLM's made the decisions they
- 50:46made. And So what we've had to do is
- 50:50build a system where you know exactly why a decision was made
- 50:53and you can fix it without, you know, you can plug this hole
- 50:57without juice squirting out the other side.
- 50:59And so that's, I think, you know, the, the sort of special
- 51:02sauce, not to extend the juice metaphor too far, is kind of
- 51:06being able to have both at the same time.
- 51:09So with no code and code, how do those two mix and match?
- 51:14So when Sierra started, you're primarily a developer platform
- 51:18and most of the agents were built by employees of Sierra in
- 51:22collaboration with our customers.
- 51:25And as we've scaled, we found that a lot of these concepts,
- 51:28because we understand them from doing them hundreds of times,
- 51:32can be abstracted and actually implemented through no code
- 51:38tools as well. And so, you know, within the
- 51:40last six months, I'll call it, most of our agents are now being
- 51:44built in no code. But it is, you know, the fancy
- 51:48word I've learned in the last few months is isomorphic with
- 51:52the code. So you can go.
- 51:54It's never a one way door to choose to use code or choose to
- 51:57use no code. And what this means is someone
- 52:01from a customer service organization at one of our
- 52:03customer companies can go and build a journey themselves.
- 52:08And then they can say, oh, it would be nice for this
- 52:10particular tool to have it implemented in code because it
- 52:13actually needs to use an API in the specific way with streaming.
- 52:17And I just don't want to go through the process of, you
- 52:19know, wiring that up in no code. It will be much more idiomatic
- 52:22to just have my engineer write that thing and it will
- 52:25integrate. These folks are when you say
- 52:27tool, like we're talking a tool call for the agent, or we're
- 52:31talking like, oh, this tool, this program that I'm used to
- 52:34using as. A tool call for the agent.
- 52:36OK. There might also be areas where
- 52:39you, you know, most of this you at this point you can set up
- 52:42with no code, but a situation where you might have an
- 52:46integration and you already have built that integration out in
- 52:50code, but you want to store the metadata, you know, through like
- 52:54environment variables basically. And so what's happened over the
- 52:58last six months is this has gotten gone from being mostly
- 53:02something you do with our team to mostly something that our
- 53:05customers do on their own with the support of our team.
- 53:08And so we still have that kind of high touch consultative,
- 53:11highly accountable model because we think it's just effective.
- 53:16But we also offer the control and customizability that you
- 53:21mentioned at the beginning where it's just like here's the
- 53:23product, go for it. And so we've landed on kind of
- 53:26the best of both worlds where you can build an agent yourself,
- 53:29you can use our no code platform, you can also use our
- 53:31code platform as well. And you can use the two
- 53:33together. And it's kind of like the
- 53:35productized instantiation of what you said, which is when the
- 53:39customer experience org or the business org and the technology
- 53:44org are working so well together, we just tried to like
- 53:48make that a product instead, you know, having seen it work so
- 53:51well as a process. And so that's another thing
- 53:55where I think the technical depth and understanding of the
- 53:59code was necessary to make the no code project or product so
- 54:04robust and extensible. Yeah, because if you try to
- 54:07start talking to the business side of the house about like, Oh
- 54:12yeah, our evals are failing here, or like there's a certain
- 54:16level that they just don't care. And so I imagine you're
- 54:21abstracting a lot of things away from that type of user with the
- 54:27no code part. And you're allowing the software
- 54:31developer, if they want to figure out like, oh, let's go
- 54:34write a tool or let's figure out how to make this work in
- 54:38whatever way with this API, then they can do that.
- 54:41But for the most part, you're like, I just care about like,
- 54:46can I have it do this? Here's the, what did you call
- 54:49it? Goals and guardrails.
- 54:51Here's the goal. Here's the guardrails.
- 54:52That's all I want to give you. Yeah, it's exactly right.
- 54:55And we work with companies that have, you know, very robust
- 54:58change management processes and they have their own concept of
- 55:02releases or continuous integration and deployment.
- 55:05And so being able to fit into that on the code side, while
- 55:08also fitting into the quality assurance and review oftentimes,
- 55:12which involves, you know, large teams doing review, filing
- 55:16issues, making improvements has been a huge accelerator for the
- 55:20business. Because oftentimes, you know,
- 55:23when we were mostly a developer platform, we had companies we
- 55:27would sell to where they're like, hey, we really want our
- 55:29operations team to own this and we love your product, but just
- 55:33can't get on board with that. Over the last six months, now
- 55:36that we have, you know, equally good product for operations and
- 55:39CX teams that we have for developers, we've seen it be
- 55:43much more of a, you know, 2 thumbs up from all parts of the
- 55:47organization. Yeah, the amount of reviews that
- 55:50you need to have and the amount of like meetings that you have
- 55:54to align on. Somebody told me the other day
- 55:56they were like, man, launch a model with one click, like one
- 56:01click deploy and like you get laughed out of the room in the
- 56:05enterprise if you have that. Because the one click part is
- 56:09not the hard part. Like it's all those meetings and
- 56:11all that alignment and all of their reviews with the regular
- 56:14or the lawyers and the everybody that you have to talk with
- 56:18beforehand before you get to the click.
- 56:21That's the hard part. Right.
- 56:23And the business side as well usually has the outcome in mind
- 56:28that we're trying to drive here. And so having them on board,
- 56:32integrating with their change management processes is actually
- 56:35a huge accelerator for the deployment in a lot of cases
- 56:39where you can say, oh, things are moving so slowly, it's
- 56:41taking us months and months. But when you're actually on
- 56:44board with them, you get that same force, but in the other
- 56:47direction. And so we've had customers like,
- 56:51you know, one of the 10 largest businesses in the United States.
- 56:54We went from the, you know, basically first meeting with
- 56:58them to live in about 3 months. Wow.
- 57:02Wow, I think that's a good place to end it.
- 57:07Demetrius, thanks so much for having me.
- 57:09Yeah, this has been awesome. I really appreciate.
- 57:31It one thing I didn't have on the list is.
- 57:36Our, we just launched, we just announced year two of our APX
- 57:40program, which is our program for new grads kind of combines
- 57:44engineering, product management and entrepreneurship.
- 57:48That's pretty fun. So I helped kind of conceive of
- 57:51that program and get off the ground.
- 57:52And we have 5 people in the first year, they're amazing.
- 57:57So we're doubling down on it for the second.
- 57:59Year and they stayed at the company so.
- 58:02Yeah, they're, they're like 3 months in and it's a one year
- 58:05program. We had it as 18 months and then
- 58:08things were moving so fast that we were just like, OK, this can
- 58:12only be 12 months. No way dude.
- 58:15Wait, so this is somebody that got kind of gets to like
- 58:19parachute into meetings and is no.
- 58:23No, they're like a full time. The way it works is 6 months of
- 58:26product management, six months of engineering.
- 58:29Half the Apxs start on 1/2 start on the other and then they kind
- 58:32of flip and you're working directly with customers,
- 58:35building agents. And then you have kind of some
- 58:38very large customers that you're working with where you're
- 58:40filling that role, as well as some smaller customers where
- 58:44you're kind of the end to end entrepreneur doing all the
- 58:47coding, customer management, product management.
- 58:50And it's a really good group. I think because it's so
- 58:54multidisciplinary, it attracted a lot of people that want to be
- 58:56founders and that are just awesome.
- 58:58Yeah. And you get the chops, you get
- 59:00to learn while you're doing it. Yeah.
- 59:02How'd you think of that? So our two Co founders Brett and
- 59:07Clay were in the 1st and 3rd class of Google's APM program
- 59:11back in like 2002 or 2003. Yeah, didn't Brett create
- 59:16something with Gmail or some some?
- 59:19I think his Co founder created Gmail at a previous startup and
- 59:23he Co created Google Maps. That's it.
- 59:25Yeah, Maps. He was the one with maps, right?
- 59:28There's the he's told not enough podcasts.
- 59:32I probably don't need to because everyone asks him, but basically
- 59:35rewrote the whole front end, which was the I guess
- 59:38complicated part in a weekend after lots of different
- 59:42explorations. And I think is proud of the, you
- 59:45know, reduction in the binary size that they got out of that.
- 59:49Nice. So then you saw that they did it
- 59:51and you were like, why don't we do that?
- 59:53So it's so Brett and Clay were Class 1 and Class 3 and just
- 59:59remember it really fondly. And then I actually started my
- 1:00:02career at Google too, about 10 years later, also in the same
- 1:00:05program. And we have 10 or 11 people in
- 1:00:08Sierra who started as Apms at Google.
- 1:00:12So we had a lot of appreciation for that program, a lot of
- 1:00:14excitement, but then we also wanted to kind of reimagine it
- 1:00:18in the era of AI where you can be a bit more of a generalist.
- 1:00:23You want to be super technical, but you also want to put your
- 1:00:25product hat on and think. And we thought about what are
- 1:00:28some of the most successful people in these roles?
- 1:00:30It's future entrepreneurs that are going to go, you know, start
- 1:00:33their own company 24510 years from now, in Clay's case, 18
- 1:00:38years from now. And so we wanted to create a
- 1:00:41program that we thought kind of honored both of those
- 1:00:44influences. And that's why we have kind of
- 1:00:46APX. It's kind of just the
- 1:00:48multidisciplinary intersection of a lot of different things.
- 1:00:51A. Lot of times you get
- 1:00:54entrepreneurial folks that have so much ownership that they like
- 1:01:00have a lot of opinion on how things should be done.
- 1:01:03And then I've heard from friends who have not necessarily the
- 1:01:08same type of program, but the similar things where they're
- 1:01:12like, oh, we want like an entrepreneur type to come, but
- 1:01:16then after they have them for a while, they're like, actually,
- 1:01:18we don't want you to run the company.
- 1:01:21So do you see, like how do you battle with that kind of, oh,
- 1:01:25the extreme ownership? And I want to do it my way and
- 1:01:28I'm very opinionated. And this is how we need to do it
- 1:01:31because that entrepreneurial spirit versus I can't.
- 1:01:35But we're also, we have the boss already.
- 1:01:38You. You're not the boss.
- 1:01:40Yeah. I think there are two things
- 1:01:41that stand out a lot. 1 is kind of creating the systems and
- 1:01:45conditions where people can have that level of autonomy and
- 1:01:48ownership. It works pretty well at Sierra
- 1:01:50because as an enterprise company, we're working with a
- 1:01:54number of different customers. And so the each agent is kind of
- 1:01:59a place where you can have that autonomy and ownership and
- 1:02:02customer relationship building and user researching.
- 1:02:05And so I feel like there's kind of AI wouldn't call it a sandbox
- 1:02:09because it's in production, but there's a place where you can
- 1:02:11really, you know, where autonomy is working as intended.
- 1:02:15And then I think the other big piece is just having great
- 1:02:19leadership in the company where even if you yourself feel like a
- 1:02:22leader or someone with strong opinions, you have a level of
- 1:02:26respect for the direction of the company that thought that goes
- 1:02:28into it. And kind of certainly in my
- 1:02:31case, and I think in each of the AP XS case view, our founders
- 1:02:35view some of our early employees as role models that you kind of
- 1:02:37want to model yourself off of, which takes the edge off of kind
- 1:02:42of, you know, being more stubborn and those kinds of
- 1:02:45things. Because if you're objective
- 1:02:47about it, you know that you also need help, need to listen to
- 1:02:49people. Yeah, especially at that point
- 1:02:52in your career, I would hope. Yeah, yeah, I, I think.
- 1:02:57The humility, especially with respect to customers and also
- 1:03:01with respect to some people who have done it a few times before,
- 1:03:05that's a big reason I decided to start my career at a big
- 1:03:07company. You know, Google's full of some
- 1:03:10of the smartest people, and you can find the right people that
- 1:03:13you want to learn from. And I think one of the cool
- 1:03:15things about Sierra is you have the pace and size of a startup,
- 1:03:20but you also have the experience and accomplishments and wisdom
- 1:03:24of, you know, if you were to take the people that you'd like
- 1:03:27to work with at a company like Google.
- 1:03:29And so that's been really fun. Yeah, and higher percent
- 1:03:33likelihood of when you do get a mentor, it's a good one because
- 1:03:37if there's a lot of people, there's also a probably a bigger
- 1:03:42spectrum of what you can hit. Exactly.
- 1:03:44Yeah, you have to be selective in a large organization here,
- 1:03:48you probably will get lucky. Well, all right, let's let's
- 1:03:52talk a little bit about is this. A good height by the way.
- 1:03:55Yeah, that's perfect. I think it wait, keep talking.
- 1:03:58Yeah. Can you hear me?
- 1:04:00Yeah, I think it's perfect. OK.
- 1:04:01All right.