Connect AI to your business systems
We connect your chosen AI application to the business systems a specific task depends on, using Model Context Protocol (MCP) where supported. A customer briefing is one example: the assistant retrieves the account history, outstanding tickets, and order updates, then prepares a reviewable summary. We configure the connections, permissions, and exception handling around your actual workflow.
How we put it to work
Step 1 of 4
Connect the records your team needs
We review the task, select supported connectors, and test access with the accounts your team will use. A customer briefing might need CRM records and order status, but no permission to change prices or issue refunds.
Your teamApproves the systems, data scope, and user permissions.
Step 2 of 4
Retrieve evidence for the request
AI interprets the question and requests relevant information through the approved MCP connections. We preserve source references and flag ambiguous customer matches, missing records, and unavailable systems before presenting a conclusion.
Your teamConfirms the customer match and checks important source records.
Step 3 of 4
Prepare a briefing someone can check
AI organizes the retrieved facts into open issues, recent changes, and proposed follow-ups. Unsupported details stay unresolved. The reviewer can return to the source rather than relying on a confident-sounding answer.
Your teamChecks the briefing and decides which follow-ups are appropriate.
Step 4 of 4
Add actions only when the review process works
If the pilot justifies write access, we add a narrowly defined action such as creating an approved follow-up task. The business system verifies authorization; failed or repeated requests must not silently create duplicate work.
Your teamApproves the action; an administrator can revoke the connection.
What your first engagement includes
- 01Review your setupConfirm existing features, data access, and system compatibility.
- 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
- 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
