Agree what the AI can access.
Choose the necessary sources and permissions. Document the provider, credentials, data sent and storage so the team understands the full path.
Practical AI consulting
Make AI useful in the work your team already does.
Help your team find information, prepare work and handle repetitive tasks. We start with one real workflow, test where AI is useful and build the checks, integrations and support it needs to work in your business.
Prepare the next customer conversationIllustrative workflow
Selected source context
Account notesOpen casesMeeting notes
Customer handover
Draft for reviewThe renewal review is approaching. The customer wants to discuss its service requirements.
Source: account notes
A service issue remains open. Confirm the current status before the call.
Source: open cases
Question to confirm: who will join the renewal discussion?
Source: meeting notes
The account owner checks the sources and decides what to use.
For operational teams
Put the relevant information in front of the next person.
Useful context is often spread across business systems, documents and conversations. We help connect the approved sources and turn that context into something a person or process can use.
A first workflow might prepare a handover, suggest a request category or extract defined information from text. We agree the inputs and the checks before using the result in the operation.
Summaries and handovers
Bring the important context together, retaining sources, unresolved questions and the next action.
Classification and field preparation
Suggest useful categories or values from unstructured information, with rules and review around the result.
Access to approved knowledge
Help staff ask questions of defined information sources, with appropriate access and a route for uncertain answers.
Customer story · ECI Partners
Read the ECI Partners storyECI Partners describes putting AI to use through EKWIS AI, with tools that check and enrich contact and company data and bring together information on investment opportunities.
For technical teams
Give developers a better starting point.
AI can help turn a request and its technical context into an implementation brief, prepare an initial change and suggest tests. Developers still need to understand the output, review it and decide whether it is ready.
We help teams work through tool access, repository context, review habits and release checks so the assistance fits their delivery process.
Explore the Salesforce delivery process
Illustrative delivery workflow
From support request to an implementation brief.
- The request
- “Account owners need more time to prepare for renewals.”
- AI-assisted preparation
- Bring together the request, current reminder Flow and relevant contract fields. Draft the proposed behaviour and test scenarios.
- Developer review
- Check the assumptions, access, exceptions and impact on existing automation.
From an idea to a working process
Choose a worthwhile job. Prove it. Build it into the operation.
Start with enough scope to learn something useful. Widen the workflow when the results and operating requirements justify it.
- 01
Choose a starting point
Review the repeated work, available information and people involved. Decide whether AI is a sensible next step and what a useful result would look like.
- 02
Test representative examples
Include difficult cases as well as straightforward ones. Check output quality, failure behaviour and expected usage, then agree which results need a person.
- 03
Build and support the workflow
Connect the approved systems, implement the checks and prepare the people who will run it. Make monitoring, exceptions and future changes part of the handover.
A readiness session can help you identify the first workflow worth exploring.
Request a readiness sessionClear checks and ownership
The result needs someone who can act on it.
We make it clear what information the workflow can use, what the response must contain, how it is checked and who handles exceptions. People remain accountable for design, security, testing and release decisions.
Make review part of the workflow.
Use structured responses and deterministic checks where appropriate. Provide a clear review or exception route when the result is uncertain or the action needs approval.
AI inside Salesforce
A Salesforce use case may start with EKWIS AI.
EKWIS AI is our SaaS product for adding controlled AI actions to Salesforce Flow. It is available to existing EKWIS customers through a guided private release, but remains one delivery option rather than the starting point for every AI conversation.
See an EKWIS AI example