Commercial discovery
We start with the pipeline and receivables: where quotes stall, follow-up dies, invoices sit, or collections go cold. You leave with 3–5 processes ranked by cash recovered and hours returned.
Short timeline · any system
Any system can be connected to AI. In the short term.
CRM, chat, invoicing, scheduling, collections, costing, and operations: we connect the model to what you already run, in the short term.
AI in your software
We wire AI into the software you already run.
The model quotes, collects, schedules, and invoices on the systems you already run. That is how AI enters daily operations.
What a company actually buys
The bridge between AI and daily work — sales, collections, care, operations — on the systems you already pay for. Delivered in weeks.
Agents on any system
If it has an API, webhook, mailbox, or export, it can be wired in the short term. CRM, ERP, helpdesk, storefront, calendar, billing, spreadsheet. The agent reads, writes, and fires actions. A person steps in to sign or when the case is ambiguous.
RAG for selling and collecting
RAG means retrieval-augmented generation: the assistant searches your price lists, credit policy, discounts, contracts, and collection scripts first. Answers cite the source.
Chat and customer care
WhatsApp, web, voice, or the desk you already have. The agent quotes, takes orders, books appointments, checks balances, and escalates to a human with context, in your brand voice.
Invoicing, scheduling, and costing
Issue or look up invoices, book visits, estimate costs, move inventory or work orders. AI operates on the system you already have. Master data stays where it lives today.
Copilots for the team
For salespeople, collectors, and ops leads: account summary, next step, follow-up draft, aging alert. Internal productivity first; the public channel once the rail is trustworthy.
Any system. Yours included.
If the company already runs it, it can be wired in. Bring yours.
CRM and pipelineChat and service deskWhatsApp and socialElectronic invoicingERP and accountingScheduling and appointmentsE-commerce and ordersCosting and quotesInventory and WMSCollections and receivablesHelpdesk and ticketsSpreadsheets and reports
What RAG means
RAG: the model searches your company rules before it talks to a customer
RAG adds a search step. It opens your price list, collections policy, contract, or account history first, then answers, with a citation.
Three steps, on the floor and in receivables
Retrieve
The question — price, terms, balance, discount, appointment — is searched across your files and systems: commercial policy, ERP, billing, CRM. Only what belongs to that account or product comes in.
Augment
Those snippets are attached to the prompt. The model does not “remember” your company. It has this turn’s commercial rule in front of it.
Generate
It drafts the follow-up, quote, or collection reminder in your brand voice, and points to the clause or the document. If there is no evidence, it does not close the deal blind.
Without RAG
“The usual discount is 15% at 30 days.” It sounds right, but it does not match your price list and finance will not sign it.
With RAG
“Price list v.6, tier-A customers: 8% from $4,000, net 15. Account current per the ERP.” There is a source. There is a log. You can collect on it.
It pays off when sales and collections ask the same thing all day and the answer lives in a PDF, an ERP, or a credit policy.
Where your competitors are already buying time
We start with sales and collections because that is where cash shows up. The same pattern applies to any flow that still copy-pastes between systems.
Sales and quoting
The agent builds the proposal with live prices and stock, drops it in the CRM, and flags the salesperson if margin falls outside policy.
Collections and receivables
Reminders, payment matching, aging priority, a script for the collector. The human negotiates. AI does not let the invoice go cold in an inbox.
Chat and customer care
Order, balance, complaint, “when does it arrive?”. It queries the system and escalates with the full thread.
Invoicing
Issue, look up, correct, or push into the billing tool you already have. AI operates on that system.
Scheduling
Appointments, site visits, installs, demos. It crosses calendars, routes, and availability, then confirms on the channel the customer already uses.
Costing and operations
Estimates, work orders, inventory, shop-floor reports. Any operational process with a system behind it is a candidate. If there is an API or a file, there is a rail.
We pick the model. We wire the process.
OpenAI, Claude, Gemini, Azure, Bedrock, Vertex. We pick for cost, latency, data residency, and Spanish quality. The value is wiring your operation.
OpenAIAnthropic ClaudeGoogle GeminiAzure OpenAIAWS BedrockGoogle Vertex AI
In the short term
The system that hurts
We pick one flow with real volume — usually sales or collections. We measure cycle time, leakage, and where a person must sign.
Live in weeks
One agent in the CRM, chat, or billing tool you already use. Logs, costs in view, rollback. Week by week until the team prefers it to the spreadsheet.
Then the rest of the operation
Same recipe: care, scheduling, costing, the floor. Training and cost per transaction. The code and the commercial rules belong to the company.
If you cannot audit it, you cannot collect with it
Useful AI leaves a trail: which price it quoted, against which list, who approved the discount.
We wire the model to the company’s systems — the ones you already have, or the ones we need to build — and we measure sales cycle, days sales outstanding, and cost per conversation.
Frequently asked questions
Do I have to replace the CRM or invoicing tool?
No. We connect the model to the CRM, collections, chat, invoicing, or scheduling you already run, if there is an API, webhook, mailbox, or export.
What is RAG?
Retrieval-augmented generation: the assistant searches your price lists, policies, and contracts first, then answers with a citation. The walkthrough is higher on this page.
How soon is something running?
In the short term, on one real-volume flow — usually sales or collections — on software you already pay for. Weeks, not a year-long programme.
How do you quote this?
By the flow to connect, not by “adding a chatbot.” Quote or WhatsApp.
Get an integration quote
Any system can be connected. On a call we pick the first one.