CRM assist and next-best-action
Summarize history, suggest next steps and draft follow-ups inside the CRM record.
Services
AI Integration
We integrate language models and AI services into ERP, CRM, support desks and internal apps — with guardrails, logging and evaluation so the feature survives production.
Connect LLMs and AI services into the software you already run.
- Secure access to the right documents and records
- Logging, cost controls and quality evaluation
- UI and API surfaces that fit the host product
Problem
AI pilots die at the API key
Teams paste prompts into chat tools, but production needs auth, data access rules, observability, cost control and a place for humans to review mistakes.
Connect LLMs and AI services into the software you already run.
Solution
Production AI inside existing systems
AmexSoft wires models into the applications operators already use, with retrieval, permissions, evaluation and fail-safe paths — not a separate toy interface.
Secure access to the right documents and records
Logging, cost controls and quality evaluation
UI and API surfaces that fit the host product
Use cases
Where this shows up in the business
Concrete operating scenarios this service is designed to cover.
Knowledge answers in support tools
Ground replies in approved documentation with citations and escalation when confidence is low.
Document extraction into business systems
Parse invoices, forms or contracts and write validated fields into the systems that need them.
Stack
Integrations and systems
Typical connection points — scoped to what the engagement actually needs.
- OpenAI, Anthropic and other model providers
- Vector stores and search indexes
- CRM, ERP and helpdesk APIs
- Identity, secrets and environment controls
- Observability stacks and audit logs
Delivery
Implementation process
A controlled path from discovery to a system operators can trust.
01
Use-case and risk review
Choose a workflow with clear value and define data boundaries, failure modes and human review points.
02
Architecture and evaluation harness
Design retrieval, tools, logging and a small evaluation set before connecting to production data.
03
Integrate, measure, harden
Ship behind a controlled surface, measure quality and cost, then expand traffic carefully.
Results
Business outcomes
What changes when the work stops depending on ad-hoc effort.
AI features that live inside daily tools
Traceable prompts, responses and tool calls
Lower risk of silent wrong answers
Cost and quality visibility after launch
Proof
Related case studies
Demo solutions and concepts that illustrate this capability. They are not published client results.
Sales & CRM
AI Sales Agent
Qualifies inbound leads, answers product questions from your knowledge base, and books follow-ups into the CRM.
View solutionFinance & admin
Invoice & Document Processing
Extracts fields from invoices and PDFs, validates against your rules, and prepares clean records for accounting systems.
View solutionCustomer support
AI Customer Support
Handles common support intents with grounded answers, escalation paths and ticket summaries for human agents.
View solutionFAQ
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Related services
Explore adjacent capabilities and keep the path into an audit clear.
Ready to scope this for your operations?
Book an AI Automation Audit. Leave with a process map, prioritized opportunities and a recommended pilot.