We set up AI that works alongside the software you already use. It reads, drafts the busywork, and does nothing without your OK. Start with one task, then grow from there. Nothing about your current software has to change.
Your current software stays exactly as it is. The AI works alongside it in six steps, and a person approves anything before it changes your records. Follow one incoming request through all six. Scroll to take it apart, or click any part for more.
The six steps below follow a general example. Pick your industry, or type your own, to see it in your words.
Simplified drawing. Each part is something we build, test and hand over to you.
It gets view-only access to the software you already use: your main business system, customer records and shared files. For this request, it reads the customer's email and pulls up their account.
Can look, can't change anythingIt searches your rules, past cases and team guidelines for what applies to this request, and nothing else.
Your data doesn't train AI modelsThe AI writes a draft: what the request is, what your rules say to do and a reply ready to send, with its reasons written out so they can be checked.
Suggests, never acts on its ownYour team lead reviews the draft and approves it, edits it or rejects it. Later, simple cases within limits you set can go through on their own.
Nothing happens without approvalOnce approved, the result is saved into your business system the normal way, just as if your team had entered it.
Only after approvalEvery step is logged: what it read, what it suggested, who approved it and what changed.
Always onThree stages. You only move to the next one after the last one has proven itself, so the AI takes on more only as fast as you're comfortable with.
One task. You approve everything.
It reads and suggests, and a person approves every action. About six to eight weeks at a fixed price, with a full record of what it did so you can decide what comes next.
You approve every actionSimple cases run on their own. Your team handles the rest.
Cases within limits you set go start to finish; anything unusual comes to your team. More tasks can be added using the same connections, rules and records.
You set the limitsOne AI helper for the whole business.
New tasks are switched on, not built from scratch. Your team sets the rules and sees everything on one screen. Your current software stays; the AI does the legwork.
You set the rulesFive good places to start. In each one, the AI reads from software you already use and hands a person a finished draft.
Inbound email, forms and attachments
What it is, how urgent it is, who should handle it, and what's missing
Confirms it or sends it elsewhere
The case, and who it's assigned to
PDFs, scans, statements and contracts
The key details, each linked to where it found them
Double-checks anything it's unsure of
The details, saved with the document attached
Ledgers, invoices, purchase orders and payouts
What matches, what doesn't, and why
Sorts out the mismatches
Matched records and a list of what didn't match
The inbox, case history and policy terms
Replies based on the customer's history
Edits and sends
The reply, saved to the customer's file
Manuals, how-to guides and past cases
Answers for your team, showing where each one came from
Flags a wrong answer
The fix, so it gets it right next time
If your business has rules to follow, you need to be able to explain every decision. So safety isn't added at the end. It's there from day one.
It runs in accounts your business owns. Your data stays where you want it.
Your accounts · your keysIt can look but not change anything unless you allow it. Each connection is limited to the one task it's for.
Limited accessNothing is saved to your systems until a person, or a limit you set, allows it.
A person decidesEverything it looks at, suggests and saves is written down, with the reason and the name of whoever approved it.
Full history for every caseYour data is used for your work only. And we can switch AI providers at any time, so you're never stuck with one company.
Not tied to one AI companyBefore launch we test it for accuracy and try to trick it into leaking data. After launch we keep an eye on it, and write it all up so your auditors can follow.
Tested · watched · written upFour steps, in order. We stop at each checkpoint until you sign off, so nothing goes live that you haven't seen.
We learn one task from start to finish: the software involved, how often it comes up, who approves it and what could go wrong. You get a one-page plan with a fixed price.
CheckpointWe set it up for that one task, with a person approving every action, and measure it against how things work today.
CheckpointWe check security, test it thoroughly and write clear instructions. Then, looking at its track record together, we decide which simple cases it can handle on its own.
CheckpointWe run it, improve it and add to it, or hand it over to your team. Either way, you own everything we built.
◆ Checkpoint · you approve before the next step starts
Agreed in writing before we start.
No hourly surprises.
Everything we build, from day one.
Taking new projects now.
We designed, built and launched a complete system for a tightly regulated industry. Every project gets the same care.
A checkout and store-management system for licensed dispensaries. Every sale checks the customer's ID, their daily limit and the product batch automatically, with customer data locked down and a full history of every sale. The AI helps the staff; it never holds up a sale.
We're taking three first projects at a lower founding price, in exchange for letting us share how it went. Same fixed price, same safety standards. Claim a spot →
Tell it about one job your team does by hand, and it lays the job out step by step. Or play the person who checks the AI's work on a sample case. Try it opens in a new tab, so you keep your place here.
Tell us about one task that eats up your team's time. We'll come back with where AI could help, what it would touch and what it wouldn't, and a first project to talk through on a call.
A short weekly email on the AI news that matters to businesses like yours, checked by a person before it goes out, plus our own notes on the OTC Blog. Pick either or both. See the latest.
The news email comes on Mondays, blog posts when we publish, plus a few short tips on putting AI to work. Confirm by email; unsubscribe anytime. Privacy