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AI Integration
Claude + ChatGPTMCP Protocol2-4 Week Delivery

AI Integration Services

Your AI Reads Prompts—But It Can't Read Your Customer Records

40%
Ops Cost Reduction
Typical AI workflow automation replacing manual content/data tasks
$0.003/1K
Claude Haiku Cost
Per token -- AI features affordable at scale on Anthropic API
6-16wk
Integration Timeline
AI feature build -- from spec to production including fine-tuning
$30-150K
Build Cost
AI-powered feature set integrated into existing platform
What AI Integration Actually Fixes—And What Copy-Paste Doesn't

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.

專案失敗的原因

Your team is copying data into ChatGPT and then manually pasting the results back into your actual systems It's the worst of both worlds -- you're doing extra work just to use a tool that's supposed to save you work. And honestly, that's not automation. That's just a different kind of manual labor with an AI in the middle.
Your AI chatbot can answer "what are your business hours?" But the moment a customer asks "where's my order?" or "can I book for Tuesday?" -- it falls apart And customers notice. Fast. Nothing kills trust in AI faster than a bot that sounds helpful but can't actually do anything useful.
You've got five systems -- maybe Salesforce, QuickBooks, a custom ERP, a scheduling tool, and Shopify -- and none of them talk to each other So when you ask AI for help, it's working completely blind. The recommendations it gives you are based on general knowledge, not your actual inventory numbers, your real customer history, or what's actually happening in your business today.
You called a traditional AI consulting firm and they quoted $500K and 12 months But here's the real kicker: by the time that project launches, your competitors will have had working AI for a full year. Markets move fast. That 12-month timeline isn't just expensive -- it's a competitive liability.
Your staff is burning roughly 3 hours every single day on admin tasks -- data entry, report pulling, status checks, routing emails That's 780 hours per year, per employee. For a team of five in Dallas or Denver or wherever you're based, that's nearly 4,000 hours annually. Gone. AI handles most of that in seconds.
So you tried building AI features in-house Your developers are smart -- but they've never built production AI integrations before, and there's no shame in that. It's a genuinely different discipline. The problem is that learning curve plays out on your live systems, with your real customer data. That's where security gaps appear, where edge cases get missed, and where things break in ways that are hard to explain to clients.

合規

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.

我們構建的內容

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

我們的流程

01

System Audit

We 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.
Week 1
02

Connection Architecture

Before 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.
Week 2
03

Build and Connect

We 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.
Week 3-4
04

Train and Tune

After 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.
Week 5-6
05

Launch + Monitor

Production 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.
Week 7-8
Claude APIOpenAISupabasepgvectorVercelElevenLabsTwilioStripeHubSpot APIShopify APISlack API

常見問題

AI 整合成本多少？

一旦我們了解您的範疇，定價相當直接。連接到您網站和常見問題資料庫的簡單 AI 聊天機器人費用為 $8,000 到 $15,000。將 AI 連接到單一系統（您的 CRM 或 Shopify 商店）的費用為 $15,000 到 $40,000。跨 3 到 5 個工具的多系統整合並包含工作流自動化的費用為 $40,000 到 $100,000。具有自訂 RAG、多個部門和合規要求的企業構建的費用從 $100,000 到 $250,000。在進行 1 週發現衝刺後，所有固定價格。無時薪帳單驚喜。

您可以將 AI 連接到哪些系統？

老實說，如果它有 API 或資料庫，我們就能將 AI 連接到它。在生產中，我們已將 Claude 和 ChatGPT 與 Shopify、Salesforce、HubSpot、Slack、SAP、Oracle、PostgreSQL、MongoDB、Epic、Cerner、FedEx、DHL、Stripe、Twilio 和許多其他系統整合。沒有人在您的行業之外聽說過的自訂 ERP？通常沒問題。問題實際上不是我們是否能連接到您的系統——而是首先連接什麼才值得。

這與只是使用 ChatGPT 有何不同？

開箱即用的 ChatGPT 對您的業務一無所知。它不知道您的客戶、您的庫存、您的定價或您的政策。我們的整合通過將 AI 直接連接到您的實時數據源來解決這個問題。因此，護士無需將患者資訊複製到聊天視窗並希望 AI 提供有用的輸出，她只需說「安排與 Patel 醫生的後續預約」——AI 會檢查 Epic 日曆，找到週四的時段，並預約。這就是區別。

AI 整合對我的數據安全嗎？

是的，這是我們認真對待的事情。所有數據保留在您的基礎設施中。我們使用具有企業級加密的 Claude API——不是消費者 ChatGPT 產品。對於醫療保健客戶，我們構建符合 HIPAA 的系統，並簽署並執行 BAA。對於金融客戶，我們遵循 FCA、SEC 和 PCI DSS 要求。AI 在記憶體中處理數據，不會在會話之間儲存數據。您的數據不會離開您的系統。

AI 整合需要多長時間？

時間表取決於範疇，但這是一個現實的分解：簡單的 AI 聊天機器人需要 2 到 3 週。單一系統整合（例如，將 AI 連接到您的 CRM）需要 3 到 4 週。包含工作流自動化的多系統整合需要 6 到 10 週。具有合規要求和團隊培訓的企業部署需要 10 到 16 週。而且您在整個過程中每週都看到工作演示，而不只是在最後。

AI 可以採取實際行動還是只能回答問題？

兩者都可以，這種區別很重要。我們構建 AI 代理，在您的系統內採取實際行動——預約、更新 CRM 記錄、處理退貨、發送電子郵件、重新路由貨運、生成報告。使用 MCP 協議和函數調用，AI 不僅可以聊論應該發生的事情。它實際上執行工作流程。對於任何敏感的事情，都有人工控制，所以您永遠不會完全飛盲。

您使用什麼 AI 模型？

我們主要使用 Anthropic 的 Claude API——在推理、遵循指示和處理長上下文視窗方面，它確實比大多數替代方案更好。對於特定用例，我們還引入 OpenAI 的 GPT-4o。文件處理和語義搜索在 pgvector 嵌入上運行。語音整合使用 ElevenLabs。我們不受限於一個廠商，這很重要——因為適用於波士頓醫療保健排程系統的正確模型不一定是適用於奧斯汀電商退貨工作流程的正確模型。

您提供代理商白標 AI 整合嗎？

是的，這是一個乾淨的商業模式，適用於想要提供 AI 但不想從頭開始構建 AI 實踐的代理商。您以自己的品牌向您的客戶銷售 AI 功能。我們構建整合、連接系統，並處理後端的所有技術複雜性。您銷售並支持客戶關係。典型的代理商加價為 40 到 60 百分比。我們已為擁有 50 多個客戶的代理商構建白標 AI 解決方案——設定模型後擴展效果很好。

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