AhziBook a review
Forward-deployed AI systems

Turn one manual workflow into an agent your team can inspect, approve, and operate.

Ahzi maps the system boundary, builds the agent and its tools, and leaves behind the tests, approval path, and runbook needed for a release decision.

Book a workflow reviewSee the build steps

Platform integration options

Examples of model, CRM, cloud, and open-model systems that connect through versioned interfaces inside a customer-owned harness.

  • OpenAI
  • Anthropic
  • Salesforce Agentforce
  • Google Gemini
  • Microsoft Copilot
  • AWS Bedrock
  • Meta Llama
  • Mistral AI
  • Cohere
  • Perplexity

Names and logos identify integration targets, not sponsorship, certification, reseller status, or formal partnerships. Scope and implementation depth depend on project requirements.

What the first review produces
  • A named trigger, owner, and exception path
  • The records, tools, and writes inside the boundary
  • Evidence for a build, prerequisite, or no-build decision
Three colleagues at a glass wall, hand-drawing a process flow of boxes and arrows while one of them explains a step.
The build

From one named workflow to a system your team operates.

Four steps, run in order. You bring the workflow and hold the decisions; Ahzi builds the agent, its controls, and the evidence around it.

  1. Scope one workflow

    Ahzi builds
    Trace one workflow from its trigger to the decision it ends in.
    You provide
    Name the workflow owner and open representative records.
    You end up with
    A written boundary: the trigger, the records, the allowed actions.

  2. Prove the risky part

    Ahzi builds
    Test the assumption most likely to break before any build starts.
    You provide
    Confirm which actions need approval and which stay forbidden.
    You end up with
    A build, fix-a-prerequisite, or stop decision with its evidence.

  3. Build the agent and its controls

    Ahzi builds
    Build the agent, its tools, the approval gate, and the exception route.
    You provide
    Review the approval interface and sign off on the action list.
    You end up with
    A working agent inside the boundary, with every action traced.

  4. Hand over the operating system

    Ahzi builds
    Wire the evaluation cases, release gate, runbook, and rollback path.
    You provide
    Take ownership of thresholds, exceptions, and the release call.
    You end up with
    Your engineers run it, extend it, and decide when it ships.
Two colleagues at a desk, one pointing at a monitor showing a queue of task rows with status indicators beside a small node diagram.
Workflow walkthroughs

Run these workflows from event to accountable action.

Each one lists its own steps, its controls, and the evidence it leaves.

Every workflow below runs the same five stages in this order.

  1. TriggerA named business event starts the run.Event source
  2. ContextThe agent reads only the records you approved.Source links
  3. Tool workScoped tools assemble the proposed change.Step trace
  4. CheckpointA named owner approves anything consequential.Approver identity
  5. OutcomeThe write, evidence, and exception route land together.Audit record
Salesforce and CRM intake

A supervised service triage path

Complete missing case context, route the work, and govern the CRM update.

  1. Intake event
  2. CRM context assembly
  3. Policy and ownership check
  4. Human-approved record action
  5. Reconciliation and audit
Starting state
Requests arrive with incomplete details, forcing the service team to search account history before it can classify or assign the work.
System map
Intake channel to CRM case and account to entitlement and routing policy to service queue, with an approval record and audit store alongside the write.
Agent behavior
The agent completes permitted context, classifies the request, proposes a route, drafts follow-up questions, and calls only the actions assigned to this workflow.
Human controls
The service owner defines eligible queues and writes, approves customer-record changes, edits proposed language, and can stop or reroute the run.
Exception path
Missing entitlement, conflicting account state, or an unsupported request stops the write and opens a service-owner review item with source context attached.
Decision evidence
Representative intake cases, permission tests, accepted and rejected approval paths, before-and-after reconciliation, and exception ownership support the release decision.
Field service dispatch

An owned field service dispatch path

Prepare a dispatch decision across service systems while keeping commitments and exceptions owned.

  1. Work-order event
  2. Site, asset, and entitlement context
  3. Parts and schedule check
  4. Dispatch owner approval
  5. System updates and reconciliation
Starting state
Dispatchers reconcile work orders, customer context, asset history, parts, and schedules across systems before they can commit the next action.
System map
Intake and CRM to field service records, entitlement, inventory, and scheduling to an approved dispatch action, with exception and audit records beside each update.
Agent behavior
The agent assembles the work-order context, checks entitlement and parts constraints, proposes a dispatch plan, and stages only the permitted updates.
Human controls
The field service owner defines eligible assignments and updates, approves customer commitments, resolves exceptions, and can cancel or reroute the plan.
Exception path
Missing parts, conflicting asset records, coverage gaps, or a customer constraint stops the update and opens an operations review with source context.
Decision evidence
Representative routine, urgent, incomplete, rescheduled, and rejected jobs, plus schedule checks, accepted updates, and exception ownership support release.
Contracts and document data

A source-linked contract data pipeline

Extract source-linked contract terms, route conflicts, and verify the full population.

  1. Document intake
  2. Text and page extraction
  3. Clause normalization
  4. Domain exception review
  5. Population verification and publish
Starting state
Terms live across inconsistent files, while manual copying and sample review leave the full data population unverified.
System map
Document repository to native or selected OCR to extraction and normalization to staging and exception queues to a controlled data target and audit store.
Agent behavior
The pipeline detects whether OCR is required, extracts the target terms, normalizes values, links every field to its source, and classifies uncertainty.
Human controls
Domain owners set the schema and materiality rules, adjudicate flagged fields, approve the export, and can rerun the affected population.
Exception path
Unreadable pages, absent fields, conflicting clauses, and invalid normalized values enter review before any target record is written.
Decision evidence
A field-level reference set, source coverage, exception tests, record counts, deterministic cross-checks, and the reviewer ledger support publication.
Revenue operations

A source-linked revenue decision path

Replace spreadsheet reconciliation with a source-linked renewal or forecast decision.

  1. Revenue event
  2. CRM, contract, and billing context
  3. Source reconciliation and calculation
  4. Revenue owner decision
  5. Approved updates and audit
Starting state
Revenue teams copy CRM, contract, billing, support, and planning inputs into spreadsheets before they can resolve a renewal or forecast decision.
System map
CRM, contract, billing, support, and capacity records to a reconciled decision packet to governed planning and CRM actions, with conflicts held for review.
Agent behavior
The agent reconciles the approved inputs, identifies source conflicts, prepares the renewal or forecast decision, and stages permitted CRM and planning updates.
Human controls
Revenue operations owns the source hierarchy and calculations, approves forecast and ownership changes, and controls customer-facing follow-up.
Exception path
Conflicting dates, values, ownership, stage, or customer context holds the recommendation and routes a cited conflict packet to the revenue owner.
Decision evidence
Representative new, renewal, incomplete, override, and rejected cases, source-priority checks, calculation tests, approvals, and reconciliation support release.
Embedded product and internal copilot

An embedded copilot with a release gate

Ground the copilot, constrain its tools, and hold every release to an owned gate.

  1. User intent
  2. Approved retrieval
  3. Tool and policy plan
  4. Owner gate or safe refusal
  5. Release evaluation and feedback
Starting state
A useful prompt or prototype exists, but the application lacks version comparison, tool constraints, and regression gates.
System map
Product interface to identity and approved knowledge to model and tool gateway to application action, with tracing, evaluation, and release controls around the path.
Agent behavior
The copilot retrieves approved context, cites the relevant source, plans an allowed tool call, records intermediate decisions, and surfaces uncertainty.
Human controls
Product owners choose the sources and evaluation cases, approve consequential actions, control the feature flag, and own rollback and incident response.
Exception path
Restricted topics, missing evidence, unavailable tools, or a failed release scorer produce a safe refusal or owner escalation instead of a partial action.
Decision evidence
Versioned evaluation cases, step-level traces, deterministic checks, calibrated review, override tests, regression results, and an operating plan support rollout.
Agent release operations

A versioned agent release gate

Turn traces and failures into a repeatable ship, hold, remediate, or rollback decision.

  1. Release candidate
  2. Representative case run
  3. Step and result scoring
  4. Release owner decision
  5. Deploy, hold, or rollback record
Starting state
A demo appears useful, but the team lacks a versioned case set, comparable traces, owned thresholds, and an explicit rollback decision.
System map
Release candidate and baseline to representative cases and trace capture to scoring and review queues to the deployment gate and rollback record.
Agent behavior
The evaluation runner compares the baseline and candidate, scores final and intermediate steps, classifies regressions, and prepares the release decision.
Human controls
Product and domain owners calibrate the rubric, own threshold changes, approve the release state, and retain rollback authority.
Exception path
A failed threshold, missing trace, unowned regression, or rollback gap holds the release and creates a remediation item with the failed evidence attached.
Decision evidence
Versioned cases, baseline comparison, step-level traces, deterministic checks, calibrated review, regression ownership, and rollback triggers support the gate.
Core offerings

AI transformation from system design through team ownership.

Senior AI engineering for production agents and custom development, grounded in two decades of Salesforce and cross-stack delivery. Ahzi builds custom harnesses and business-specific model systems, then trains your team to evaluate, release, and extend them.

SelectWorkflow Selection ReviewChoose a workflow with a clear owner, boundary, and release decision.
Best fit
Operations, product, or CRM owners choosing where an agent should enter a real process.
What Ahzi builds
Ahzi traces one process from trigger to decision, tests the riskiest assumption, and defines the smallest useful agent boundary.
Systems and data
The review stays read-only across representative records and process artifacts.
Ownership and controls
The workflow owner approves the boundary, names forbidden actions, and signs the build or no-build decision.
Deliverables
  • Candidate workflow map with a named trigger and owner
  • System, data, permission, and exception boundary
  • Representative evaluation plan and first release decision
Explore the workflow selection review
A person sitting back with a coffee, watching a dashboard on a second monitor where work moves through stages.
Relevant delivery experience

Proof from shipped work. Controls for the next build.

Delivery evidence sits beside the permissions, approvals, evaluation, and rollback path.

Delivery proof

Completed contract intelligence delivery

Contract data at population scale

Ahzi has run contract intelligence across more than 5,000 agreements with population-level verification.

Salesforce and cross-stack delivery

AI connected to real enterprise systems

Two decades of custom software work, including Salesforce delivery across CRM, applications, APIs, data platforms, and cloud infrastructure, shape how Ahzi connects AI to existing systems.

Live Ahzi toolchain

Operator-owned AI tooling

Internal MCP tools, review queues, benchmarks, evaluation runners, and custom agent harnesses run Ahzi operating workflows.

Enterprise operating experience

Enterprise delivery context

AI delivery inside a utility-scale enterprise informs the permission, ownership, exception, and release controls used in the build process.

Build controls

  • Context boundary: approved sources and purpose-specific access
  • Action boundary: reversible tools and approval for consequential writes
  • Quality boundary: representative cases, deterministic checks, and domain review
  • Operating boundary: trace capture, exception ownership, release gate, and rollback path
Start the conversation

Bring one real workflow. Choose how to start.

Book a live 30-minute review, or send the workflow context first. Both paths start with the owner, system, bottleneck, and decision boundary.

Book a live review

Choose an available time for a focused 30-minute Google Meet.

01

What to bring

Bring one owned workflow, the system it runs through, and the current bottleneck.

02

What we will do

Map the trigger, reads, writes, owner, exception path, and first decision.

03

What you leave with

Leave with a build direction, a prerequisite to fix, or a reason to stop.

Booking details

  • 30 minutes on Google Meet
  • Weekday availability in Eastern Time
  • At least 24 hours of notice
  • No sales deck required
View live availability

Opens the Ahzi booking page in Google Calendar. Available times are shown in your local time zone.

Send the workflow details to Ahzi.

Name the trigger, system, owner, handoff, and action that needs a stronger control. Submitting sends the details to the Ahzi inbox.

Include the business result and the system underneath it.

Your details go directly to Ahzi, with no third-party form service or analytics scripts in between. Sanitized campaign source stays in this browser tab and is sent with the request. If the request cannot be delivered, it falls back to an email draft on your device.