AI Agents

    AI agent integration: connect ERP, CRM, Microsoft 365, and your own software securely

    We integrate AI agents into ERP, CRM, Microsoft 365, and your own software. We validate clearly scoped use cases in a focused 30-day sprint. For mid-sized companies with usable interfaces and sufficiently well-maintained data. Whether your use case meets the requirements is something we are happy to clarify in a conversation. Just write to us via the contact form.

    Request an introductory call

    The problem

    Many AI projects don't fail because of the AI itself, but because of the integration: interfaces are undocumented, data is scattered across ERP, CRM, or SharePoint, and permissions for automated actions are unresolved. The result is an impressive demo agent that never goes live in daily operations.

    Suitable use cases

    • A tightly scoped process with usable interfaces, e.g. the Microsoft Graph API or a documented REST API
    • Sufficiently well-maintained data in ERP, CRM, SharePoint, or Microsoft 365
    • A team that can clearly name responsibilities and permissions for the use case
    • A process with a measurable goal that can be validated within a 30-day pilot project

    Not (yet) suitable

    • Systems without documented interfaces or with heavily fragmented, unstructured data
    • Processes where responsibilities and approvals are not yet resolved
    • The expectation of a fully autonomous agent with no human oversight from day one

    Scope

    • Technical assessment of the relevant systems, interfaces, and data sources
    • Integration design including the permission and security model
    • Development of the AI agent and connection to target systems, e.g. Microsoft 365, Azure, ERP, or CRM
    • Testing, audit logging, and a controlled rollout with real users

    Process

    1. First conversation

    Tell us briefly what it is about. We assess whether and how your use case can be technically integrated.

    2. Analysis and goal definition

    Analysis of interfaces, data quality, and permissions, a jointly defined goal, and a fixed-price proposal.

    3. Pilot project

    30 days. Development and connection to your systems, with weekly syncs until a validated first solution.

    4. Go live

    Handover, user training, and scaling the integration to additional processes.

    Data, security & integration

    Every integration gets a clear permission model, complete audit logging, and defined approval steps for critical actions. The solution runs in your environment, for example Microsoft Azure or self-hosted infrastructure, with hosting in the EU. EU AI Act requirements are considered from the pilot stage, not added afterwards.

    Billing

    We offer integration projects at a fixed price after a jointly defined goal – including technical assessment, goal definition, development, and integration plan.

    Scope and fixed price depend on the number and complexity of the systems to be connected and are defined bindingly before the project starts. Ongoing operation after the pilot is agreed separately and transparently.

    Case study

    Knowledge bot for service and field teams at BrühHaus

    A RAG-powered Teams bot answers questions from SharePoint documentation inside existing workflows – with source citations, no new logins.

    Read the full case study

    Frequently asked questions

    Can AI agents be integrated into existing ERP and CRM systems?
    Yes, if the systems offer usable interfaces and the relevant data is sufficiently well-maintained. We assess this together before any pilot project starts.
    How long does an AI agent integration take?
    A typical pilot project takes 30 days to a validated first solution, with weekly syncs. The path to ongoing production use then depends on data quality, system complexity, and internal approvals.
    What does integrating an AI agent into our systems cost?
    We offer integration projects at a fixed price after a jointly defined goal. We clarify scope and effort in a conversation.
    What prerequisites does our company need to meet?
    Usable interfaces, sufficiently well-maintained data, and clearly defined permissions for the chosen use case. If one of these is missing, we work out together how to establish it.
    Is the integration GDPR-compliant and EU-hosted?
    Yes. The solution runs in your environment, for example Microsoft Azure or self-hosted infrastructure, with hosting in the EU, a clear permission model, and complete audit logging. Microsoft 365 is a common starting point, but not a prerequisite. EU AI Act requirements are considered from the pilot stage.
    What happens if our systems don't have documented interfaces?
    We clarify this together in a conversation and during the analysis. In some cases interfaces can be added, or we choose a tightly scoped first use case that doesn't require them.

    Want the full background on why AI agent projects succeed or fail?

    Read the article
    Your next step

    What would you like to improve with AI?

    Tell us where you stand and what you want to achieve. Together, we will work out which kind of support fits your needs.

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    How can we help you?

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    What happens next

    1. You briefly describe your situation.
    2. You will receive a personal reply within two days.
    3. In the free, no-obligation introductory call, we usually take 30 minutes for your situation and possible next steps.

    Your contact: Nicolas Hoch, founder of Hoch-AI

    Prefer to book a call directly?

    Pick a free slot directly in the calendar, no enquiry needed.

    Book a free introductory call

    Or email us directly:nicolas@hoch-ai.com