AI models
Choose a model around the task, deployment, and data requirements.
Connect model APIs to the business context and tools the workflow needs.
Discuss this integrationGive your AI agents the context and tools to be useful. We connect business systems, knowledge, and models around the work your team needs to get done.
Access and approvals defined for the task
Examples of platforms and interfaces we can assess for your project. Each integration is scoped to your systems and access requirements.
6 integration categories
Choose a model around the task, deployment, and data requirements.
Connect model APIs to the business context and tools the workflow needs.
Discuss this integrationBring relevant records and approved knowledge into the workflow.
Retrieve selected records or documents, with access and source updates defined.
Discuss this integrationHelp your team work with the customer context already in your CRM.
Look up customer context and prepare scoped record updates for review.
Discuss this integrationConnect requests, knowledge, and handoffs to the support process.
Retrieve ticket details, prepare responses, and pass context to your support team.
Discuss this integrationBring notifications and approvals to the channels your team uses.
Route summaries, requests, and approval notifications to the right people.
Discuss this integrationAssess internal tools and services through their available interfaces.
Design custom connections around documented interfaces and scoped permissions.
Discuss this integrationPlatform names identify example technologies. They do not imply partnership or a prebuilt connector. Availability depends on API access, permissions, and your account plan.
A useful integration is more than a connection. It brings together the right information, a defined action, and a clear decision about what the agent can do.
Retrieve the relevant business record
Draft the proposed update
Ask the responsible person
Apply the approved change
Choose the access, actions, and ownership before putting an integration to work.
Review APIs, account requirements, data sources, and the workflow you want to support.
Agree on authentication, allowed actions, review points, and how exceptions are handled.
Connect the agreed systems and test expected behavior, failures, retries, and access limits.
Document the setup, ownership, and maintenance needed as your systems evolve.
These are technologies we can assess for a custom integration, rather than a catalog of installed connectors. Feasibility depends on available APIs, account plans, permissions, and the workflow you want to build.
Yes, we can assess other tools and internal systems. We review the available API, authentication, data formats, and access limits before proposing an implementation.
Often the aim is to connect the tools you already use. Discovery establishes what can be integrated directly, where an intermediary is needed, and whether any changes to the existing process are necessary.
We define access around the agreed task: required records, allowed operations, credentials, and review points. Actions that need a person’s judgment can be routed through approval before execution.
We assess the model against the task, deployment requirements, cost, and data handling needs. The integration architecture can separate the model from business tools to make future changes easier.
Tell us what your team uses and what you want to connect.
We’ll help you assess a practical integration path.