AI Inside The Tools You Already Use
We connect AI directly to your CRM, helpdesk and messaging tools, so it writes the notes, drafts the replies and flags what needs attention inside the systems your team already has open. Nothing new to log into, and access limited to exactly what each connection needs.
Overview
AI appears inside the CRM, helpdesk and chat your team already has open, not in another tool to remember.
Notes, summaries and updates are written into the right record automatically.
Each connection is scoped to the data and actions it requires and nothing beyond, and every change is logged.
Because there is nothing new to learn, people actually use it.
Most AI projects stall at the same place: the tool works, but nobody wants a new tab. Your sales team lives in the CRM, support lives in the helpdesk, and everyone lives in chat. An AI that sits somewhere else gets tried twice and then forgotten.
The AI has to be where the work already happens.
We connect it directly to the systems your team uses every day. It writes the call summary into the CRM record, drafts the reply inside the helpdesk ticket, and posts the alert in the channel your team is already watching. Nothing new to log into, no copying between windows, and access limited to exactly what each connection needs.
AI appears inside the CRM, helpdesk and chat your team already has open, not in another tool to remember.
Notes, summaries and updates are written into the right record automatically.
Each connection is scoped to the data and actions it requires and nothing beyond, and every change is logged.
Because there is nothing new to learn, people actually use it.
CRM & Business App Integrations
We connect AI to the systems you run, in both directions, so information flows to it and results flow back.
Call notes, email summaries and lead details are written into the right contact and deal records, and follow-up tasks are created for you.
Tickets are summarised, tagged and prioritised on arrival, and suggested replies appear in the editor for your agent to send or adjust.
AI that works in Slack, WhatsApp and your inbox — surfacing the thing that needs attention instead of making people go and look for it.
Data flows both ways between your systems and the AI, so a change in one place shows up in the other without anyone re-entering it.
Least-privilege access, credentials kept out of prompts, and an audit log of every record the AI reads or changes.
Where It Plugs In
If it has an API or a supported integration, we can connect to it. These are the categories we are asked about most.
Writes summaries and notes, enriches records, creates follow-up tasks.
Summarises and tags tickets, drafts replies, routes to the right queue.
Posts alerts, answers questions in-channel, drafts replies in your inbox.
Pushes validated data into the ledger or ERP and reads back the status.
Not on the list? If your system has an API, we can connect to it. We will tell you early if it does not.
How We Work
The risky part of an integration is the access, not the code. These six steps are how we connect AI to your systems without opening more than we need to.
We list the systems involved, where the data lives, and which integrations exist already so we build on them instead of around them.
We decide exactly what each connection may read and change, and set it up with the narrowest permissions that do the job.
We map what moves where, in which direction, and what happens when two systems disagree about the same record.
We build the integration against your systems, with logging of every read and write from the first day.
We run it against a copy of your data first, so a mistake costs a test record instead of a customer record.
It goes live for one team, then widens. We watch the logs and fix the rough edges as real usage comes through.
Production-grade tooling, connected to the CRM, helpdesk and chat tools your team already works in.
Why us?
We work with the systems already in place instead of asking you to replace them to make the AI fit.
Narrow permissions per connection and a log of every read and write, so you always know what the AI touched.
Every integration runs in a sandbox first, so mistakes happen on test records, not yours.
Keep Going
Most teams start with one of these and add the next once it is running.
End-to-end automation for the repetitive processes your team still runs by hand.
View DetailsAgents that carry out multi-step work across your tools, not just answer questions.
View DetailsExtraction, classification and validation for invoices, forms and contracts.
View DetailsChatbots, automation and custom AI tools — the full list of what we build.
Browse ServicesTell us which systems your team lives in. We'll show you where AI can plug in, and what access it would need.