Professional Services for Agentic AI Integration
These are custom integration, architecture, and consulting engagements engineered around real-world business systems. We integrate transactional Agentic AI into Salesforce, HubSpot, Zoho, legacy SQL databases, and proprietary POS platforms — governed under NIST guidelines with full SOC-2 and HIPAA compliance.
Strategy Before Technology: How We Engage
Every business runs on a unique blend of legacy software, custom workflows, and team cultures. We never pitch pre-packaged scripts for complex operational problems. Every professional services engagement begins with a rigorous discovery meeting to map your data architecture, identify revenue leakage points, and design a deployment blueprint.
Discovery & Systems Audit
We review your active CRM (Salesforce, HubSpot, Zoho), phone trunk lines, POS systems, and API endpoints to identify friction and lost revenue.
Custom Agent Architecture
We engineer the transactional agent prompts, fallback protocols, database schema syncs, and private LLM boundary rules under NIST guidelines.
Operational Deployment
Agents are integrated directly into your live business workflows with step-by-step test simulations and automated fail-safes before public launch.
Governance & Observability
Continuous tracing, sentiment tracking, monthly prompt tuning, and executive brief reporting to ensure measurable ROI.
Specialized Integration Capabilities
Explore our core consulting practices for enterprises, multi-location operators, and growing mid-market companies.
Enterprise CRM & POS Integration
Connect transactional Voice & Chat AI agents into your existing Salesforce Service Cloud, HubSpot Enterprise, Zoho One, Toast POS, OpenTable, or ServiceTitan instance without replacing software.
- Bi-directional contact & ticket sync
- Real-time calendar availability lookup
- Zero data migration or workflow disruption
NIST AI Risk Governance & Compliance
Deploy AI safely. We architect Zero Trust AI controls that enforce prompt injection defense, private LLM boundaries, complete execution audit trails, and signed HIPAA Business Associate Agreements (BAAs).
- NIST AI RMF Playbook alignment
- Private LLM zero-data-retention
- SOC 2 Type II audit report reviews
Transactional Voice AI Engineering
Go beyond basic voicebots. We build conversational voice receptionists that query inventory, process payments, qualify buyers, and execute multi-step database mutations with sub-second latency.
- Ultra-realistic neural speech synthesis
- Live telephony SIP & WebRTC trunking
- Intelligent human warm-transfer fallbacks
Multi-Location & Franchise Rollouts
Standardize AI customer engagement across dozens or hundreds of store locations. Centralized corporate brand controls paired with localized menus, operating hours, and staff schedules.
- Corporate brand voice compliance
- Multi-unit reporting & ROI rollups
- White-glove franchisee onboarding
Custom API & Webhook Development
Have a proprietary SQL database, ERP, or legacy ticketing system with no public integration? We engineer custom REST/GraphQL middleware and webhooks to connect your system seamlessly.
- Custom middleware connectors
- Rate-limiting & error retry queues
- SOC-2 compliant encrypted payloads
Fractional AI Director & Architecture
Gain senior AI practitioner expertise without hiring a $300k+ enterprise AI officer. We sit on your steering committee, evaluate vendor claims, govern prompt risks, and drive ongoing adoption.
- Monthly roadmap prioritization
- Vendor evaluation & sanity checks
- SLA backed support and tuning
Book Your Free AI Systems & Integration Discovery Session
In 30 minutes, we will assess your current CRM and communications ecosystem, outline high-ROI agent opportunities, and provide a clear, fixed-price or phased implementation blueprint.