AutoFy Tech

Applied artificial intelligence

AI that runs in your stack — agents, RAG, and systems your team will actually use.

Most AI projects stall at a clever chat window. AutoFy Tech builds the layer underneath: retrieval over your documents, tools that can take action in CRM and email, and guardrails so the model cannot invent policy. The point is fewer hours on repetitive work — with models that can reason over your business, not just trigger a Zap.

AutoFy Tech AI work is practical. Teams already automate email, follow-up, and scheduling. The next question is whether the system can read SOPs, answer like a coordinator, and still log the outcome in the CRM. That is the line between a chatbot toy and an AI business system.

We design for operators. A founder should be able to explain the workflow on a whiteboard: which inbox, which knowledge source, which action, which human approval. We pick models for the job — not whatever launched last week — and we keep prompts, evaluations, and costs visible. If a task is deterministic, we automate it without a model. If it needs language, we add a model with tools, not a blank chat box.

Security is part of the build. Customer data stays in your cloud where possible. We use retrieval so the model cites your documents instead of improvising. We log prompts and outputs for review. We do not train public models on your private corpus unless you have a written reason to. Healthcare, finance, and agencies have different constraints; we scope access and retention before we write code.

Delivery is senior-led. You are not paying for a swarm of juniors wrapping an API key in a landing page. You get architecture, integration, and a handover your team can run — including the unglamorous parts: fallback when the model is down, rate limits, and a way to add new documents without a developer every time.

AI Solutions services

Eight offers, one practice. Start with the gap that is costing you the most — we will not sell you the other seven until they are useful.

01

AI Automation

Replace repetitive judgement calls with model-assisted workflows that still have an owner.

AI automation is for the work that is too messy for a simple if-this-then-that rule but too expensive for a person to do all day: classifying inbound mail, drafting replies from a knowledge base, extracting fields from PDFs, summarising calls into CRM notes, triaging support. We map the current process, mark where a human must remain in the loop, and only then introduce a model. The automation still lives in your CRM, middleware, or a small service we host — so you can see every run. Failures retry, alert, and fall back to a queue. We do not pretend a language model is a workflow engine.

02

AI Agents

Goal-directed agents that use tools — CRM, calendar, email, search — with explicit limits.

An agent is not a personality. It is a loop: observe, choose a tool, act, check. We build agents that can look up a contact, book a slot, update a deal, or fetch a policy paragraph, and we bound them with allow-lists. Multi-step agents get traces so you can see why they did something. We avoid open-ended “do my job” agents for production; those belong in a sandbox. Production agents have a single job, a success definition, and a human escalation path. That is how you deploy something your operations lead will trust on a Monday morning.

03

AI Chatbots

Site and WhatsApp chat that answers from your content and can hand off to a person.

Chatbots fail when they bluff. Ours retrieve from approved sources, refuse when they are unsure, and collect a lead or a ticket instead of hallucinating a price. We implement web widgets, WhatsApp, and help-desk sidekicks. The conversation is logged to your CRM. After-hours chat is how many companies cover demand without a call centre. We design the greeting, the qualifying questions, the booking handoff, and the analytics so you know containment rate versus deflection theatre.

04

AI Integration

Put models next to the software you already pay for, instead of adding another dashboard.

AI integration means the model is a citizen of your stack: HubSpot, Salesforce, or your CRM for contacts, Slack for approvals, Google Drive or Notion for files, Stripe for billing context, your database for facts. We handle auth, webhooks, and mapping. We also handle the unsexy contract: what happens when the vendor API changes, when tokens expire, when a field is empty. Integration is usually more of the project than the prompt. That is why we keep software development and AI in the same studio.

05

RAG Systems

Retrieval-augmented generation so answers come from your documents, with citations.

RAG is how you stop the model inventing policy. We chunk and embed your manuals, contracts, product docs, and FAQs; retrieve the right passages; and require the model to answer from those passages. We tune chunk size, metadata filters (brand, locale, product line), and re-ranking when recall is weak. Evaluations use a question set your team writes — real tickets, not trivia. Citations are shown to the user or stored for auditors. When the corpus is stale, retrieval is worse than a simple bot; we include an update path so adding a PDF is an operations task, not an engineering project.

06

AI Knowledge Bases

A living internal wiki the model can read — and your people still can.

A knowledge base that only a model can use will rot. We structure sources so humans edit in Notion, Git, Confluence, or a simple CMS, and the retrieval index follows. Ownership, review dates, and “source of truth” labels matter more than the vector database brand. We often start by turning the ten documents everyone already asks Slack about. Then we connect the assistant to Slack or the intranet. The win is time-to-answer for staff, not a moonshot “company brain.”

07

AI API Integration

Production wrappers around OpenAI, Anthropic, Gemini, and open models — with cost controls.

Calling a model from a prototype is easy. Calling it from production means retries, timeouts, streaming, prompt versioning, PII redaction, and budget caps. We build the API layer your app team can depend on: one internal endpoint, many providers if you want failover, logging for evals. We help you choose when a small open model is enough (classification, extraction) and when a frontier model is worth the invoice. You keep the keys in your account unless you explicitly want us to host.

08

AI Business Systems

End-to-end systems: intake, decision, action, and reporting — not a single widget.

An AI business system is what you have when chat, retrieval, automation, and a database share a design. Example: inbound lead → qualify → write CRM note → draft proposal section → notify sales. Another: support ticket → retrieve SOP → draft reply → human approve → send → close. We architect these as products with roles, audit logs, and SLAs. This is the closest thing to a “business OS” we will sell — because it is your OS, not a rented black box. It is also where our automation and software practices join the AI work so you are not stitching three vendors together.

Why this work pays

Hours back without lowering the bar

Drafts, classification, and lookup happen in seconds. Humans keep the decisions that carry risk.

Answers grounded in your documents

RAG and knowledge bases beat a generic chatbot that has never read your pricing sheet.

Visible runs, not magic

Every agent action can be traced. That is how operations, not just engineering, learns to trust the system.

Built to sit in CRM and chat

We integrate with the CRM, inbox, and APIs you already run — not a second dashboard your team will ignore.

How we work

  1. 01

    Discover

    We pick one painful workflow, name the owner, and list the systems of record. If we cannot draw it, we will not automate it with a model.

  2. 02

    Identify the gaps

    Data access, messy SOPs, missing CRM fields, and policy questions surface here. Some “AI projects” end as CRM hygiene. That is a successful discovery.

  3. 03

    Design the loop

    Retrieval sources, tools, approvals, and failure modes. You sign off on what the agent is allowed to do.

  4. 04

    Build and evaluate

    We ship a thin vertical slice, score it on your question set, then expand. Cost per run is tracked from day one.

  5. 05

    Handover and iterate

    Your team gets runbooks. We stay for a period of tuning as real traffic teaches the system what the sandbox did not.

A typical first engagement is a four-to-eight-week vertical slice: one channel, one corpus, one CRM write, evaluations on a question set your team writes. That slice is how we learn whether retrieval quality, tool design, or change-management is the real constraint. Only then do we talk about a broader “AI layer” across the company.

We decline projects that require the model to impersonate a licensed professional, to scrape competitors in a way that violates terms, or to send unsupervised commercial messages. We also decline “wrap an API key in a landing page” work that a junior freelancer should do in a weekend. If the problem is a workflow with an owner, data, and risk, we are the right studio.

Costs are treated as a product constraint. We show tokens per successful run, cache where it is safe, and use smaller models for classification. Leadership should see a unit cost next to a unit of work saved — hours of coordinator time, tickets deflected, notes written — not a mysterious cloud invoice.

Handover includes prompt and retrieval runbooks, access diagrams, and a list of what will rot if nobody updates documents. AI systems fail quietly when the corpus dies. Naming the document owner is part of go-live, not a footnote.

Related practices

AI Solutions FAQs

Tell us the workflow that is wasting the most hours.

A 30-minute strategy call is enough to see whether the first slice is SEO, software, AI, or automation — and what should wait.

Book a strategy call