Your AI Can't See Your Data. That's Why It Can't Do Your Job.
If you're a founder who's tried to build an AI workflow and hit the wall at 'how does it access Salesforce,' you've found the missing piece.
You use ChatGPT for drafting emails and brainstorming. But what if AI could read your CRM, check your inventory, book appointments, process insurance claims, and answer customers -- automatically? We connect Claude and ChatGPT to your existing business systems so AI stops being a chatbot and starts being an employee. Not a science project. Not a 6-month R&D initiative. A working AI integration in 2 to 4 weeks that plugs into the tools you already use.
Your sales rep opens ChatGPT, pastes in a customer email, asks for a reply draft, copies the output into Salesforce, then manually checks three other tabs to confirm inventory before hitting send. That's not automation--that's just more steps. AI integration connects Claude or ChatGPT directly to your CRM, ERP, Shopify, scheduling tools, and databases via secure APIs and Model Context Protocol. The AI reads your actual customer records, sees your real inventory counts, checks your live appointment calendar, and acts--books the slot, processes the return, updates the ticket, sends the notification. No copy-paste. No tab-switching. Your team asks a question, the AI pulls from your systems and does the work. This matters for regulated industries. Healthcare data stays encrypted with BAAs in place, built to HIPAA requirements. Financial integrations follow FCA and PCI DSS frameworks. Your data never leaves your infrastructure. AI processes in memory and doesn't store it. Same agentic architecture you see in enterprise deployments--scoped and priced for your business, not theirs.
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How We Build This Right
Every safeguard, built in from Day 1.
AI Customer Service
Imagine customer support that actually pulls up the order, checks your Shopify inventory, processes the return in Salesforce, and closes the ticket -- without ever transferring the customer to a human. That's what this looks like in practice. Claude-powered support connected directly to Shopify, Salesforce, HubSpot, and your ticketing system. It reads order history, checks inventory in real time, and resolves issues end to end.
AI Internal Assistant
Instead of digging through dashboards or waiting for your analyst to pull a report, you just ask. In Slack or your own dashboard -- "what were returns last week in the Chicago region?" or "summarize yesterday's sales call notes." Connected to your actual database, it pulls real answers. KPIs, documents, meeting summaries, report data -- all through plain language queries.
AI Workflow Automation
Most AI tools give you suggestions. This actually does the work. Books the appointment. Routes the lead to the right rep. Processes the claim. Updates the record in your CRM. Sends the notification. And for anything sensitive -- approvals, financial transactions, exceptions -- there's a human-in-the-loop control layer so nothing runs fully unsupervised unless you want it to.
RAG Document Intelligence
Got thousands of contracts, policy documents, procedure manuals, or compliance records sitting in folders? We ingest all of it into pgvector embeddings so your AI can run semantic search across the entire library. Ask a question, get a specific answer -- with citations back to the exact source document. No more "I think it's somewhere in the 2022 policy update."
AI Voice and Communication
Phone, SMS, email -- we connect AI across every channel your customers actually use. ElevenLabs voice integration for phone systems that sound natural, Twilio SMS for appointment reminders and follow-ups, AI-generated email responses tied to your real business logic. Not generic templates. Responses that know the customer's history, their open tickets, their last order.
Agentic Commerce
ChatGPT is increasingly how people shop. And if your Shopify product data isn't structured for AI to read and act on, you're invisible in those conversations. We optimize your product descriptions, data architecture, and Agentic Commerce Protocol setup so customers can literally buy through an AI conversation. It's a new channel -- and it's growing fast.
What We Build
Purpose-built features for your industry.
Reads your CRM, ERP, inventory, and scheduling systems in real-time via API
Your AI assistant sees Customer #4821 has two open tickets and hasn't reordered in 90 days--then acts
Books appointments, processes returns, updates records, and routes notifications autonomously
Your Chicago clinic's AI checks Epic, finds Dr. Patel's Thursday opening, and books the patient without staff intervention
Deploys in 2–4 weeks with working demos every week--not 12-month consulting timelines
Your team stops burning 780 hours per year per employee on data entry and status checks
Maintains HIPAA, FCA, and PCI DSS compliance for regulated healthcare and finance workflows
Your contracts get drafted with your actual boilerplate, shipments reroute when FedEx flags delays
Runs as white-label for agencies--your brand, your clients, our engineering and support
Your agency clients pay you 40–60% margin while we build and maintain the integrations under your brand
Uses Model Context Protocol and function calling to act inside your systems, not just respond
Your AI processes insurance claims, analyzes return patterns, and automates workflows across your entire operation
Built on a Modern, Secure Stack
Our Development Process
From discovery to launch. Quality at every step.
System Audit
Week 1We start by mapping what you've already got -- your tools, your APIs, your data flows, and where the actual pain is. Then we identify the highest-ROI integration opportunities, the ones that pay back fastest. You walk away from discovery with a concrete integration plan and a fixed-price quote. No vague estimates, no "it depends" non-answers.
Connection Architecture
Week 2Before we build anything, you see exactly what we're building. We design the API connections, data pipelines, MCP server configuration, and security layers in a technical blueprint. You review it, ask questions, request changes, and sign off. Development doesn't start until you're confident in the plan.
Build and Connect
Week 3-4We build the integration, connect it to your live systems, and test it with your real data -- not synthetic test cases. Everything gets deployed to a staging environment first so your team can interact with it, break it intentionally, and verify it handles your actual workflows before it touches production.
Train and Tune
Week 5-6After the build, we don't just hand it over and disappear. We fine-tune AI responses, optimize prompts, and add edge case handling for the weird scenarios that always come up in real use. Your team tests with real situations. You give feedback. We refine until it's right.
Launch + Monitor
Week 7-8Production deployment comes with error monitoring, usage analytics, and 30 days of free support -- because the first month is always where the interesting edge cases surface. After that, an ongoing optimization retainer keeps the system tuned as your business evolves and AI models improve.
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