Custom assistant built on your data
Trained on your real data sources and tuned to your team's workflows — not a generic model with a custom system prompt.
AI Assistants & Knowledge Tools
AI that works inside the tools your team already uses every day.
- Investment
- $20,000 – $45,000
- Timeline
- 6–10 weeks
Overview
What this engagement is.
The most common reason AI tools fail inside an organization isn't the technology — it's the portal. When you ask your team to open a separate app to get help, they don't. They go back to doing it manually. We build AI assistants that live inside the tools your team already has open: Slack, Teams, email, or your internal dashboard. No new app, no adoption hurdle.
These aren't generic chatbots. We connect your assistant directly to your CRM, ERP, databases, and internal APIs — so when someone asks about a customer, a supplier, or an exception, the answer comes from your real data. The assistant is trained on your actual workflows, your terminology, and the specific kinds of questions your team asks most often.
What you can rely on
- Answers come from your data — no hallucinations about things it doesn't know
- Built to say 'I don't know' cleanly rather than guess confidently
- Works inside tools your team already uses — no adoption problem
- You control the data connections and can revoke access at any time
Deliverables
What you receive.
Integration into your existing tools
Deployed into Slack, Teams, or your existing internal surface. Your team never has to open a new tab.
Connected data sources
CRM, ERP, databases, internal APIs — we connect the systems your team queries most so answers are always grounded in real data.
Custom capabilities and commands
Report generation, exception flagging, draft responses, status lookups — built around the specific daily workflows of your team.
User testing with your actual team
Before launch, real users test it on real questions. We refine based on what they ask and where it falls short.
Process
What happens from here.
Free discovery call
Week 0
We learn how your team works, which tools they're in all day, and what kinds of questions they ask most. No commitment.
Integration mapping
Weeks 1–2
We map every data source the assistant needs to access and plan the integration approach for each — including security reviews and API access setup.
Build and data connection
Weeks 3–6
We build the assistant and connect it to your systems. Real data connections take longer than sandbox — you see a working demo with live data by week 4.
User testing and refinement
Weeks 7–8
Your team tests it on real questions. We tune the assistant's responses, expand its knowledge, and tighten the edge cases.
Deploy and monitor
Weeks 9–10
Go-live into your production workspace. We monitor the first two weeks and make adjustments before handing off.
Related experience
Where this approach has been applied.
Representative engagements led by our principal engineer. Client names withheld.
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Get started
Tell us about your team
Help us understand how your team works today and what an AI assistant could take off their plate.
- Reply within 1 business day. A direct response from a person, not an auto-responder.
- Free introductory call. A technical conversation to understand the actual problem. No sales pitch.
- Honest assessment. If this engagement is not the right fit, we will say so and suggest what would help.
- Written proposal. If we are aligned, you receive a plain-language scope, timeline and fixed price.