Make AI work with the systems your business runs on.
Connect AI to your CRM, business software and data so it can complete the work between them. Commerit’s AI integration services bring conversations, documents and system actions into one connected workflow, so your team spends less time moving information and more time using it.
From a customer request to a completed task.
An AI that cannot reach your systems can only talk. Connected to them, it finishes the job. Follow one request from the first message to the handover.
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Manually It waits in an inbox until someone is free to read it.
Connected AI reads the request the moment it arrives, on the channel the customer chose.
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Manually Someone searches the CRM to work out who this is and where things stand.
Connected AI retrieves the relevant record and has the full context before it replies.
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Manually Staff write back, wait for an answer and chase again.
Connected AI asks for exactly what is missing and keeps the conversation moving.
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Manually Every file is opened and checked by hand.
Connected AI reads the document, extracts the required fields and flags anything that needs review.
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Manually The details are retyped into the system, one field at a time.
Connected AI updates the fields you have agreed and records what it did.
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Manually Someone has to remember to follow up tomorrow.
Connected AI follows up on its own and hands over to your team, with the context, wherever judgment or approval is needed.
Illustrative example
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If your team works in it, AI can work with it.
We connect AI to the CRM, the channels, the documents and the products your business already runs on, so one conversation can read, decide and act across all of them.
We review the available APIs, permissions and technical constraints before confirming how an integration will work.
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Your CRM and operational software
Connect customer conversations and document processing to the records your team works from. Depending on the available system access, AI can retrieve information, update agreed fields, create notes and tasks, and pass work to the appropriate person.
- HubSpot
- Pipedrive
- Odoo
- GoHighLevel
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Your communication channels
Connect WhatsApp, phone, webchat or email to the processes behind the conversation. An assistant can collect information, check progress and continue a workflow using the customer’s existing context, rather than leaving your staff to transfer everything manually.
- Voice
- SMS
- Webchat
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Your documents and business knowledge
Connect AI to approved documents, knowledge bases and databases. We build retrieval and processing workflows that help the system find relevant information, extract required fields and identify situations that need review.
- Creditor documents
- IDs and bank statements
- Knowledge bases
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Your customer-facing products
Add AI capabilities to an existing application or service. That might mean helping users search information, complete an application, receive recommendations or take an action inside the product they already use.
- Search
- Recommendations
- Applications
Works with the software you already run
CRMs, payments, messaging and automation tools. If it has an API, an export or a connector, we can work with it.
- HubSpot
- Pipedrive
- GoHighLevel
- Stripe
- Shopify
- Odoo
- Airtable
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- Calendly
- Google Sheets
- Google Calendar
- Zapier
- Make
- Typeform
How we deliver an AI integration.
Six stages, from the first workflow map to an integration your team relies on every day.
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Understand the workflow
We map what starts the process, the steps involved and where your team spends time. Together, we choose a clear first use case and define the result the integration should achieve.
A clear first use case and the result it should achieve.
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Review your systems and data
We assess the tools involved, available APIs, access permissions and information quality. This reveals what can be connected directly and where additional development or preparation is needed.
What can be connected directly, and what needs preparation.
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Define the actions and controls
We agree what the AI can read, what it can change and when a person must approve the next step. We also define how missing information, conflicting records and unsupported requests should be handled.
Agreed rules for what the AI reads, changes and escalates.
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Build the connections
We develop the links between the AI, your data sources and your business software. This includes the workflow logic that determines which action happens next and how the result is recorded.
Working connections between the AI and your systems.
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Test the complete process
We test representative requests from start to finish, including exceptions. We check the information retrieved, the actions taken and the resulting records with your team before expanding live use.
A process checked end to end with your team.
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Support and improve the integration
After launch, we review performance and address issues as they appear. We refine the workflow as your processes, software and business requirements change.
An integration that keeps up as your business changes.
Integrations already working in client businesses.
Two integrations running every day, connected to the CRM each business already used.
A WhatsApp assistant collects application information and documents, follows up with applicants and updates Odoo.
An AI receptionist looks up customer records in Debt Manager, handles routine requests and transfers calls with the relevant context.
Clear rules for what AI can access and do.
Connecting AI to your systems only works if you stay in control of it. Every integration runs on rules we agree with you first.
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Access appropriate to the task
We define the information and system permissions required for the workflow. Access should match the work the integration is authorised to perform.
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Business rules around system changes
We specify which records and fields can be updated, which conditions must be met and which actions require approval.
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A route for exceptions
Missing information, an unavailable system or an uncertain result needs a defined response. We design the workflow so those situations can be surfaced for review or handled through an agreed fallback.
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Visibility into the workflow
We establish the logging and review information needed to investigate problems and assess performance. Your team should be able to understand what happened and where intervention is needed.
Questions about AI integration.
What teams usually ask before connecting AI to their systems.
Can you connect AI to the software we already use?
Often, yes. We first check the system’s APIs, permissions and available ways to exchange data. We then confirm what is feasible and explain any limitations before defining the build.
What if our software does not have an API?
We assess whether another supported method is available, such as scheduled imports and exports or an existing connector. Some systems impose significant restrictions, so we establish those constraints early.
Can we start with one workflow?
Yes. A focused first integration gives us a clear process to test and a practical way to assess its value. Further workflows can be added as priorities become clearer.
Can you connect an AI assistant we already have?
We can review the assistant and the systems it needs to work with. The assessment identifies whether it can be extended directly or whether parts of its logic or architecture need to change.
How long does an integration take?
The timeline depends on the number of systems, the access they provide, the condition of the data and the actions involved. We outline the implementation stages and expected timing after reviewing the workflow.
What happens after launch?
We work on a subscription basis, with ongoing support and development defined around the integration. That allows us to address issues and adapt the workflow as your systems and requirements evolve.
Show us the workflow you want to improve.
Tell us which tools your team uses, where information gets copied between them and which steps keep needing someone’s attention. We’ll help you understand where AI integration could make the process work better.
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