Data and useful actions
Choose the records the assistant can read, the tools it can call and the outcome each workflow should deliver.
AI integration services for SaaS products
Your customers have a task to finish. Connect an AI assistant to the data and actions that help them finish it, without sending them out of your app.
COGNI.BUILD helps founders and product teams scope and implement that first useful workflow.
Illustrative workflow · a project management product
“Which projects need attention before Friday?”
The assistant helps the user move from finding the problem to preparing the next step. Your product remains the place where the work happens.
Retrieve deadlines, project status and relevant notes within the signed-in user’s access.
Explain which projects need attention, link to the source records and identify missing information.
Draft updates or proposed assignments using the product’s existing tools.
Show the proposed changes and require approval before writing to the product.
A generative AI integration involves more than a model call. We work through the boundaries that make the assistant useful in your product.
Choose the records the assistant can read, the tools it can call and the outcome each workflow should deliver.
Define user and tenant boundaries, limited tool access, approval requirements and behavior when access is denied.
Define representative tasks, check answers and actions, and plan for missing context, errors and handoff to a person.
Agree on monitoring, operating costs, maintenance responsibilities and how changes will be evaluated after launch.
Bring an existing product, a recurring task and a view of the data or tools involved. We can use those to discuss a bounded first implementation and the work it depends on.
Compare a packaged assistant, a custom integration and a hybrid approach in our build-versus-buy decision guide.
Our RAG example walkthrough uses synthetic labs to show how source access and evaluation affect an assistant. Explore the behavior and the production work it leaves open.
Start by reviewing your application architecture, authentication and available APIs. The first scope should identify the integration points and any changes your team must make. Compatibility depends on those details.
That is a design decision to make explicitly. List the approved sources, user permissions, tenant boundaries and information that must stay out of model requests. Review provider and retention requirements before implementation.
Separate implementation from monthly operation. Integrations, interface work, permissions and evaluation affect implementation; usage, model calls and supporting infrastructure affect ongoing costs. The worked cost example shows how those assumptions add up. It is not a project quote.
A product walkthrough, one candidate workflow, an engineering contact and representative examples that are appropriate to share. Scope access to development environments and data before granting it.
Decide ownership during scoping: deployment, monitoring, model changes, evaluation, support and incident response. The engagement should spell out which responsibilities stay with your team and which are included.
Tell us what your product does, where users get stuck and when you want to address it. We’ll use those details to start a useful conversation about scope.
Discuss an assistant for your product