Artificial intelligence and automation
How artificial intelligence gets into a company without becoming a toy: assistants trained on your own documents, agents that answer the phone, processes that stop being manual.
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Frequently asked questions
Costs and timelines7
- Can AI compare contracts or quotes?Yes. AI can compare contracts or quotes when it has the necessary sources and integrations. The feature is…
- Can AI create draft quotes?Yes. AI can create draft quotes when it has the necessary sources and integrations. The feature is scoped…
- How much does a custom AI chatbot cost?There's no single price for a custom AI chatbot. The cost depends on scope, complexity, content or data,…
- How much does an AI voice agent cost?There's no single price for an AI voice agent. The cost depends on scope, complexity, content or data,…
- How much does an internal company AI cost?There's no single price for an internal company AI. The cost depends on scope, complexity, content or data,…
- How long does it take to build an AI solution?Timelines depend on scope, the amount of content or data, integrations, feedback, and testing. AI projects…
- I create quotes by hand: can I automate them?Yes. We can turn the price lists, formulas, and rules you currently use for quotes into a configurator or…
Voice agents and phone calls9
- Can you build AI voice agents?Yes. We can build AI voice agents. We define sources, allowed actions, permissions, integrations, and…
- Can an AI agent answer the phone?Yes. An agent can answer the phone if it's connected to the necessary systems and the action is allowed by…
- Can an AI agent make phone calls?Yes. An agent can make phone calls if it's connected to the necessary systems and the action is allowed by…
- Can a voice agent schedule appointments?Yes. An agent can schedule appointments if it's connected to the necessary systems and the action is allowed…
- Can a voice agent qualify a customer?Yes. An agent can qualify a customer if it's connected to the necessary systems and the action is allowed by…
- Can a voice agent update the CRM?Yes. An agent can update the CRM if it's connected to the necessary systems and the action is allowed by the…
- Can a voice agent recognize when to hand off to a human?Yes. An agent can recognize when it needs to hand off to a human if it's connected to the necessary systems…
- Can you build AI with your brand's tone of voice?Yes. We can build AI with your brand's tone of voice. We define sources, allowed actions, permissions,…
- I get a lot of repetitive calls: can an AI agent answer them?Yes. An AI voice agent can answer repetitive calls, identify the reason, collect data, provide approved…
Assistants for each department13
- Can you build an internal AI assistant for employees?Yes. We can build an internal AI assistant for employees. We define sources, allowed actions, permissions,…
- Can you build an AI assistant for the sales department?Yes. We can build an AI assistant for the sales department. We define sources, allowed actions, permissions,…
- Can you build an AI assistant for administration?Yes. We can build an AI assistant for administration. We define sources, allowed actions, permissions,…
- Can you build an AI assistant for customer care?Yes. We can build an AI assistant for customer care. We define sources, allowed actions, permissions,…
- Can you build an AI assistant for HR?Yes. We can build an AI assistant for HR. We define sources, allowed actions, permissions, integrations, and…
- Can you build an AI assistant for purchasing and vendors?Yes. We can build an AI assistant for purchasing and vendors. We define sources, allowed actions,…
- Can you build an AI assistant for inventory?Yes. We can build an AI assistant for inventory. We define sources, allowed actions, permissions,…
- Can you build an AI assistant for technicians?Yes. We can build an AI assistant for technicians. We define sources, allowed actions, permissions,…
- Can you build an AI assistant for leadership and management?Yes. We can build an AI assistant for leadership and management. We define sources, allowed actions,…
- Our sales reps forget follow-ups: how can I automate them?A CRM can automatically create tasks and reminders when a lead comes in, changes stage, or sits idle too…
- Customer care keeps answering the same questions: what can I automate?Repetitive FAQs can be handed to an assistant that uses an approved knowledge base and collects data before…
- Sales and admin don't communicate: can software help?Yes. Shared software can move opportunities, quotes, orders, documents, and statuses from sales to admin…
- Is it better to automate sales, admin, or customer care first?It depends on where the biggest avoidable cost is. If you're losing leads, we start with sales; if documents…
Chatbots for your website and customers8
- What is a company's "second brain"?The "second brain" is an AI connected to your company's knowledge and, when authorized, to its systems. It…
- How do you train a chatbot on company documents?Usually the model isn't "trained" from scratch: you build a knowledge base with approved documents, index the…
- Can a chatbot answer using only approved sources?Yes. A chatbot can be configured to answer only from an approved knowledge base, and to state when it can't…
- How do you reduce a chatbot's hallucinations?Hallucinations can't be eliminated completely, but they can be reduced by combining controlled sources,…
- Can you build a chatbot for the website?Yes. We can build a chatbot for the website. We define sources, allowed actions, permissions, integrations,…
- Can you build a chatbot for a private area?Yes. We can build a chatbot for a private area. We define sources, allowed actions, permissions,…
- Can AI answer FAQs around the clock?Yes. AI can answer FAQs around the clock when it has the necessary sources and integrations. The feature is…
- What's the difference between a chatbot and an AI agent?A chatbot converses; an AI agent can also take actions. For example, a chatbot can explain a service, while…
AI on company documents9
- Can AI search in PDF and Word files?Yes. AI can search in PDF and Word files when it has the necessary sources and integrations. The feature is…
- Can AI read emails and attachments?Yes. AI can read emails and attachments when it has the necessary sources and integrations. The feature is…
- Can AI classify documents?Yes. AI can classify documents when it has the necessary sources and integrations. The feature is scoped with…
- Can AI extract data from documents?Yes. AI can extract data from documents when it has the necessary sources and integrations. The feature is…
- Can I approve the sources the AI uses?Yes. Sources can be selected and approved by you, organized by department, version, and access level. The…
- How do you update the AI's knowledge?Knowledge is updated through a controlled ingestion process: new document versions, removal of outdated…
- I have too many documents and can't find anything: can AI help?Yes. We can build a company knowledge base where AI searches semantically across authorized documents and…
- Vendors send documents by email: can I automate collecting them?Yes. A dedicated mailbox or portal can capture attachments, match the vendor and order, classify the…
- How do you create a single source of company data?A single source starts by defining which system owns customers, products, orders, documents, and other data.…
Analysis, data and reporting4
- Can AI create automatic reports?Yes. AI can create automatic reports when it has the necessary sources and integrations. The feature is…
- Can AI analyze KPIs?Yes. AI can analyze KPIs when it has the necessary sources and integrations. The feature is scoped with…
- Can AI query a database?Yes. AI can query a database when it has the necessary sources and integrations. The feature is scoped with…
- Can you connect AI to a CRM, ERP, and databases?Yes. We can connect AI to a CRM, ERP, and databases. We define sources, allowed actions, permissions,…
Process automation8
- What can artificial intelligence automate in a company today?Today, AI can support document search, classification, data extraction, summarization, customer care, lead…
- Can AI trigger workflows?Yes. AI can trigger workflows when it has the necessary sources and integrations. The feature is scoped with…
- Can AI send notifications?Yes. AI can send notifications when it has the necessary sources and integrations. The feature is scoped with…
- Can AI send automatic follow-ups?Yes. AI can send automatic follow-ups when it has the necessary sources and integrations. The feature is…
- What's the difference between automation and an AI agent?Traditional automation follows rules and conditions defined deterministically. An AI agent can interpret…
- What's the difference between generative AI and a traditional workflow?Generative AI produces or interprets unstructured content such as text, voice, or documents; a traditional…
- I want to automate a procedure but don't know if I need AI: how do I figure that out?First, we ask whether the step really requires understanding text, voice, or documents. If it's a fixed rule…
- How do you choose the first process to automate?Choose the process with high frequency, cost, or error rate and reasonably clear data. We measure current…
Integration with your systems7
- Can AI write data into a business management system?Yes. AI can write data into a business management system when it has the necessary sources and integrations.…
- Can you connect AI to calendars and bookings?Yes. We can connect AI to calendars and bookings. We define sources, allowed actions, permissions,…
- Can you connect AI to email?Yes. We can connect AI to email. We define sources, allowed actions, permissions, integrations, and…
- Can you connect AI to WhatsApp through compatible integrations?Yes. We can connect AI to WhatsApp through compatible integrations. We define sources, allowed actions,…
- Can you connect AI to ticketing and help desk?Yes. We can connect AI to ticketing and help desk systems. We define sources, allowed actions, permissions,…
- I want a CRM that truly follows my process: is that possible?Yes. A custom CRM can follow your process's stages, roles, follow-ups, documents, quotes, and automations…
- I want to connect my website, CRM, and AI: how is that designed?We design a single flow: the website captures the lead, the CRM maintains the relationship, and AI reads or…
What AI can and cannot do33
- What is a custom business AI?A custom business AI is a system designed around your company's specific data, rules, tools, and goals. It…
- Can AI automatically fill in fields?Yes. AI can automatically fill in fields when it has the necessary sources and integrations. The feature is…
- Can AI qualify leads?Yes. AI can qualify leads when it has the necessary sources and integrations. The feature is scoped with…
- Can AI ask different questions based on the answers?Yes. AI can ask different questions based on the answers it receives when it has the necessary sources and…
- Can AI recommend the right service?Yes. AI can recommend the right service when it has the necessary sources and integrations. The feature is…
- Can AI schedule appointments?Yes. AI can schedule appointments when it has the necessary sources and integrations. The feature is scoped…
- Can AI hand off the conversation to a human operator?Yes. AI can hand off the conversation to a human operator when it has the necessary sources and integrations.…
- Can AI summarize a conversation before handing off to a human?Yes. AI can summarize a conversation before handing off to a human when it has the necessary sources and…
- Can you build multilingual AI?Yes. We can build multilingual AI. We define sources, allowed actions, permissions, integrations, and…
- Can I decide what the AI must never say?Yes. We can define banned topics, statements that require a fallback, words or promises to avoid, and cases…
- How is sensitive data handled?We handle sensitive data based on the use case and applicable requirements. We minimize what the system can…
- Can AI models be used in a private cloud?Yes, in compatible projects you can use AI services in dedicated cloud environments or with…
- Can AI run on a local server?Yes. Some models can run on a local server or on-premise infrastructure, without sending content to a public…
- When does a local AI make sense?A local AI makes sense when privacy, latency, continuity, data control, or integration with internal systems…
- What hardware is needed for a local AI?The hardware depends on the model, quantization, number of users, context length, and desired speed.…
- Does a local AI eliminate all recurring costs?No. A local AI can reduce or eliminate some provider usage-based costs, but hardware, energy, maintenance,…
- Can you build multiple AI agents that work together?Yes. We can build multiple AI agents that work together. We define sources, allowed actions, permissions,…
- How do you measure the return on an AI project?The return is measured by comparing a baseline with indicators before and after the project: time per task,…
- How do you test an AI system before using it?Testing covers answer accuracy, correct use of sources, permissions, edge cases, malicious input, integration…
- Can AI work without human supervision?It can perform some tasks autonomously, but the level of autonomy needs to be proportionate to the risk.…
- Which AI activities should keep human control?Human control should be kept mainly over activities with economic, legal, security, or access impact,…
- How do you limit the AI's access to data?Access is limited through identity, roles, permissions, source separation, department filters, and action…
- How are actions performed by AI logged?Actions can be logged with entries containing the user or agent, timestamp, requested operation, tools…
- Our departments use different data: how can I centralize it?You need to define a single source for each piece of information. We map which departments create customers,…
- I want automatic bookings: what do I need?You need a calendar or business management system with reliable availability, rules on duration/resources,…
- Customers keep asking about order status: can I build a portal?Yes. A customer portal can show order status, documents, tracking, deadlines, and communications using data…
- AI isn't mentioning my brand: where do I start?Start with a baseline on questions a customer might ask ChatGPT, Gemini, or Perplexity. We check whether the…
- I want an AI that knows the whole company: what data is needed?You need reliable, authorized sources: procedures, manuals, price lists, documents, CRM, databases, and…
- I want a private AI: dedicated cloud or local server?The choice depends on data sensitivity, performance, IT skills, costs, and the models needed. A dedicated…
- How do you know if an AI project will have ROI?AI ROI is measured on a concrete use case: cost per ticket, response time, qualified leads, appointments,…
- How do you avoid digitizing a broken process?Before digitizing, we redesign the process. We eliminate duplicate steps, clarify responsibilities, and…
- How do you keep information from getting stuck in private chats?Chats should stay communication, not an archive. We set up a CRM, ticketing, or business management system as…
- How do you build a digital ecosystem that grows over time?We start by building a modular foundation: identity and website for the outside, a central data source for…
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