Connect the work, not just the software
Connect modern platforms, ERPs and legacy tools around your business rules and exceptions. Design a clear handoff, verify supported access and add an assistant only where permissions and approval can be controlled.
Act across tools without losing control
Connect a request to an approved action, with authentication, confirmation and a path for partial failures.
Systems / approval gateway
Interactive sample · fictional data · no systems connected
SUNNY / 01
Existing ERP
Permissions
Human approval
CRM record
Existing ERP
Read-only lookup prepared
CRM record
No changes without approval
Audit trail
No changes without approval
Proposed: update a sample customer reference. Check permissions, review the diff, then approve.
From data to understanding
The numbers are a starting point. Explore what they mean, what deserves attention and what still needs your business knowledge.
Inspect the current sample facts [S1]
[S1] Fictional ERP to CRM workflow: read-only lookup, permission check, proposed customer-reference change, human approval, confirmation and audit. Awaiting approval; no writes allowed. No real tool called. Actual API compatibility, permissions and rollback remain unknown.
Checking whether live AI is configured. No model request is made.
Ready for your scenario
Receive a request to update a customer record.
How it connects
Illustrative examples with invented data—not a live product, customer result or connected system. Controls let you explore the process; they do not run a business operation.
An assistant can help express intent, integrations execute permitted actions, and the CRM remains the source of customer records. No live vendor connection is implied.
One connected workflow across your tools
- CRM-to-operations handoffs
- Assistant access to approved business information
- Reviewed actions across existing systems
What a focused engagement can include
- A workflow and permission map
- A feasibility check for the chosen tools
- A limited connector with approval and recovery rules, if feasible
Where does switching tools slow you down?
Choose a familiar situation to reveal a sample workflow and three checks you can use now. No contact details required.
A guided questionnaire, not AI chat. Answers stay on this page; nothing is sent or saved. Please leave out confidential information.
Where AI fits—and where it may not
Explore assistant connectors, APIs or MCP where supported. Start with limited read access; require explicit approval for consequential writes and keep an audit trail.
What needs checking first
Integration support varies by vendor, API, plan and authentication model. Connecting systems does not grant access to private chatbot histories.