Service
AI Integration Services for UK Businesses: Connect AI to Your Own Data
AI integration services connect an AI model to the systems where your data lives, so it can read, answer and act with real context. HAeX does this for UK businesses with ChatGPT, Claude, your CRM, email, documents and accounts. Price is scoped on a call.
- We connect only what the task needs.
- Permissions follow your people.
- Every build has a UK GDPR and data flow note.
It has three parts: a model, a source of data and a way to act. Integration joins them, so the AI knows your business and can do something useful.
What does AI integration mean?
You are already paying for AI that cannot see your data. It can write a polite email, but it does not know your client or your price list. Integration fixes that.
Is AI integration right for my firm?
Yes, if your team already uses AI tools by hand, copying facts in and out. That is a sign the AI needs a direct line to your data.
It is less useful if you have no records to connect or no one using AI yet. In that case start with AI Automation or training.
AI integration
What can you connect to what?
We connect AI models to the tools your team already uses.
CRM:
the AI reads a client history before it drafts a reply.
Email and calendar:
it sorts, summarises and suggests.
Documents:
it answers questions from your own files.
Accounts:
it reads invoices and flags odd entries.
Your own APIs:
it calls the systems you built.
For Claude in particular, see Claude AI integration. For ChatGPT in a team, see the ChatGPT Enterprise rollout.
Here is a worked example with assumed figures. It is not a client result.
What does a worked example look like?
Say a support person opens the CRM, reads the history, then writes a reply, at 10 minutes per ticket. They handle 30 tickets a week, so 5 hours. An integration reads the ticket and the history, and drafts the reply. The person edits and sends in about 3 minutes.
We can work through this with your own details on a free call.
Which AI should we connect: ChatGPT, Claude or another?
Pick by task, data rules and cost. We use OpenAI and Claude, and we tell you why we chose each.
| Question | What to weigh |
|---|---|
| Long documents? | Check context size and cost |
| Where is data processed? | Check provider terms and region |
| Writing tone? | Test both on your examples |
| Cost at your volume? | Estimate before you commit |
We keep the design flexible, so you can swap a model later without a rebuild.
If your team already works in Microsoft 365, our Microsoft Copilot rollout page covers that route.
Who can the AI see?
Only what the person asking may see. We pass the user's permissions through, so the AI never shows a document to someone who could not open it.
We also limit what the AI can change. By default it reads and drafts. Writing back to a system needs a clear rule, and often a person's approval.
How does a project run, step by step?
It runs in four steps.
- 1
Discovery call (30 minutes)
You list the systems and the task.
- 2
Audit and quote
We check access, permissions and connections, then quote in writing.
- 3
Build (2 to 6 weeks)
We build, test on real cases and show you every action.
- 4
Run and improve
We monitor, fix and tune after launch.
A connection can break, a permission can be too wide or the AI can mislead. Each has a fix.
What could go wrong?
We test permissions first, add alerts for failed runs and log every AI action. A person approves anything that changes a record. Where a task needs more judgement, see AI agents.
Is it safe under UK GDPR?
It can be. Every build has a UK GDPR and data flow note, a DPIA where needed, and named sign off points.
We state which provider sees which data, where it is processed and what is kept. A data processing agreement is part of that check. For a policy and risk review, see AI governance and compliance.
What do AI integration services cost, and what is next?
Price depends on the number of systems and the permissions involved. We scope it on a free call and quote in writing.
Bring a list of the tools you use and the task you want help with. Accountants often start with email and document links. For self hosted options, see our n8n agency page. For custom builds, see AI development.
Questions that come up
What is the difference between AI integration and automation?
Automation runs fixed steps. Integration gives an AI model access to your data so it can help with open tasks.
Can ChatGPT connect to our CRM?
Yes, through the CRM's connection and a controlled build. We set permissions and logging.
Is my data used to train the AI?
That depends on the provider's terms. We check them and record the answer in your data note.
Can we switch AI models later?
Yes. We design the build so a model can be swapped.
Do you integrate with older systems?
Often yes, through exports or RPA. See our RPA consultant page.
Who maintains the integration?
You can, with our guide, or we can under a care plan.
What happens on the call
- 1
You list the systems and the task
- 2
We say what to connect first and what to leave alone
- 3
You leave with a short list of what to automate first and a rough idea of cost
Prefer to talk first? Ring 07435 708864.
What you now know
- What AI integration means
- Whether it fits your firm
- What we can connect
- What a week looks like with and without it
- Which AI model to choose
- Who the AI can see
- How a project runs
- What can go wrong
- How we handle UK GDPR
- What it costs and your next step
Connect AI to the systems you already use
The first call is free. We tell you what we would connect first and who could see what.