Custom AI integration
Put AI inside the workflow your team already uses.
A fixed-scope production workflow connected to your CRM, ERP, databases, and operating tools—with explicit permissions, failure handling, and an owned handover.
$10,000 to $35,000 · Milestone-based · Scope agreed before build starts
Representative systems map
Workflow control path
- 01
Source signal
Verified input
- 02
AI decision
Bounded task
- 03
System action
Approval + recovery
Access
Scoped
Action
Approved
Fallback
Owned
Who this is for
For operations leaders and founders who need AI inside the business-not beside it.
Best fit for mid-market B2B teams in logistics, healthcare ops, insurance, or SaaS with heavy data and manual handoffs. Buyers are usually a VP of Operations, COO, or founder who can open doors to systems and process owners.
- Your team is drowning in manual processing of internal data.
- You want AI inside the tools people already use-not a separate chat window nobody opens.
- You need agents or RAG connected to real CRM, ERP, or proprietary databases.
- A simple ChatGPT wrapper will not survive compliance, permissions, or multi-step work.
- Operations or product leadership owns the problem, not just a side experiment.
Engagement boundary
What this build is—and is not.
One production workflow connected to the tools your team already operates.
NotOpen-ended AI strategy
NotA standalone chatbot
NotA full replacement for your internal engineering team
What you get
A production-minded build, not a weekend prototype.
- Discovery of the real workflow, data sources, and decision points worth automating
- Architecture for a secure multi-agent or RAG system tied to your systems of record
- Integration into agreed databases, APIs, CRM, or ERP surfaces
- Permission boundaries, audit-friendly logging, and failure handling for production use
- Milestone demos with clear acceptance criteria
- Handover notes so your team can operate and extend the system
Representative workflow handover
System-of-record control map
- 01
Source signal
Verified input
- 02
Permission check
Scoped access
- 03
AI task
Bounded decision
- 04
System action
Approval before write
- 05
Recovery
Owned handoff
How delivery works
Clear milestones. No open-ended build theatre.
Pricing sits between $10,000 to $35,000 depending on system access, number of integrations, compliance needs, and how much of the workflow is in scope. We lock the first milestone before code starts.
Milestone 1
Map the workflow, data access, risks, and definition of done
Milestone 2
Build the core agent or retrieval path against real systems
Milestone 3
Harden controls, test failure paths, and ship the first live slice
Milestone 4
Handover, operating guidance, and next-priority roadmap
Industry applications
See how the scope changes by operating context.
Claims accuracy, traceability, and controlled handoff
Custom AI Workflow Integration for Insurance
Claims and underwriting teams lose time moving data between systems, while sensitive customer information raises the cost of mistakes.
Read the operating briefLoan decisions that remain explainable and reviewable
Custom AI Workflow Integration for Microfinance
Loan teams spend too much time reconciling records and assessing risk across disconnected systems.
Read the operating briefApproved language, action limits, and complete traceability
Custom AI Workflow Integration for Debt Collection
An AI agent contacting debtors must stay within approved language, actions, and compliance rules.
Read the operating briefRepeatable delivery without hidden production risk
Custom AI Workflow Integration for Agencies
Your team can build AI demos quickly, but client projects stall when integrations, testing, and production controls are missing.
Read the operating briefFrequently Asked Questions