AI consulting services that end in something running.
AI consulting services should end with something running, not a slide deck. We do AI integration services: custom AI built as agents and automations inside the tools you already use, like your CRM, email and accounting software. A person on your team approves anything that goes out, and every agent is documented, so you're never locked in.
Most AI consulting for small business is a strategy deck nobody opens again.
Big AI strategy consulting engagements are built for a company with an innovation team to hand the deck to. A small business doesn't have one, so the deck sits in a shared drive somewhere, unopened after the kickoff.
We skip straight to building. The review picks the one or two agents worth building first, we build them inside tools you already run, and you're using them before the invoice for a bigger engagement would even land.
One customer request, handled.
Where the line falls between the agent and the person who still checks it.
From a new message to a logged conversation.
- Machines run it: Message read
The agent reads the new request as it comes in.
- Machines run it: Account matched
Looked up against the CRM record on file.
- Machines run it: Reply drafted
A response written from the account's history.
- People keep it: Reply approved
Someone on the team checks it before it sends.
- Machines run it: Reply sent
Delivered from the same inbox the client already uses.
- Machines run it: Conversation logged
Saved to the CRM record, no copy-paste.
Sample AI agents for business.
What each one connects to, what it does, and what a person still checks.
| Agent or integration | What it connects | What it does | A person checks |
|---|---|---|---|
| Intake reply agent | Website form, email, CRM | Reads a new lead and drafts a first reply | Every draft before it sends |
| Meeting notes agent | Calendar, CRM | Turns a call transcript into a CRM update | The summary, once a day |
| Invoice matching integration | Email, QuickBooks | Reads a supplier invoice and drafts the bill | Every bill before it posts |
| Support triage agent | Help desk, Microsoft 365 | Sorts new tickets and flags the urgent ones | Anything flagged urgent |
| Weekly report agent | HubSpot, QuickBooks, ad accounts | Builds a scorecard from every tool | The owner, once a week |
Built on the tools you already run.
We pick the model and the platform that fit. You own every account.
- OpenAI
- Anthropic Claude
- Microsoft Copilot
- Zapier
- Make
- n8n
- HubSpot
What this isn't.
Plain answers to the things owners worry about most.
Questions about AI consulting and integration.
What is AI consulting?
AI consulting is figuring out which parts of your work an AI agent should run, what a person still needs to check, and which tool fits. We do it as a fixed-scope review, not an open-ended retainer.
What does AI integration mean for a small business?
It means agents and automations built inside the tools you already pay for, like your CRM or email, instead of a separate AI implementation services project layered on top.
Are AI agents safe to use with customer data?
Every agent runs on tools you already control, and its data use is written down: what it reads, where it's stored, and who checks it. Nothing goes into a personal AI account.
What's the difference between AI consulting and AI development?
AI development builds a new product from scratch. We do AI consulting and integration: agents and connections inside the software you already run. If you need a new product built, a product studio is the better fit.
What does it cost?
The review is a fixed fee, quoted before we start. Each build is fixed scope, usually 4 to 10 weeks, priced before any work begins.
Start with a two-week review.
Fixed fee. You finish with a ranked plan of what to fix first, what it saves and what it protects.
Prefer email? Write to hello@satsumahq.com