Custom Integrations: Connect Any Business System
Connect your AI assistant to any business system with an API. CRM, ERP, ticketing, internal tools, and more.
Your AI assistant, connected to your systems
Out of the box, Plainsight connects to Microsoft 365 and your internal document libraries. But enterprises run on more than email and documents. They run on CRM, ERP, ticketing, and proprietary systems.
Custom integrations bring those systems into the AI conversation. Your team asks questions in natural language, and the AI queries your business systems in real time. Available on every plan, scoped during a consultation call.
What can be connected
CRM systems
Whatever you use for customer data
Pull customer data, deal history, and contact information into department conversations. Your sales team asks "What's the latest status on the Acme deal?" and gets a real-time answer.
ERP & finance
Whatever runs your operations and books
Query inventory levels, order status, or financial summaries. Finance asks "What's our outstanding AR over 90 days?" and gets structured data from your ERP.
Ticketing & support
Whatever your support team lives in
Surface ticket history, escalation patterns, and resolution data. Customer Service asks "What are the top 5 open issues for Acme?" and gets a live summary.
Custom APIs
Internal systems, proprietary databases, webhook endpoints
Connect any system that exposes a REST or GraphQL API. We build the integration during the onboarding consultation. Your data, your systems, your workflow.
How custom integrations work
Consultation
We discuss which systems you want to connect, what data should be accessible, and in which departments. Security and data flow are mapped before any development starts.
Build & test
Our team builds the integration using your system's APIs. We test in a staging environment to ensure data accuracy, performance, and security compliance.
Deploy & configure
The integration is deployed to the relevant department environments. Access controls ensure only authorised departments can query the connected system.
Monitor & maintain
Usage is tracked in the admin dashboard. If the external system's API changes, we handle the update. No action required from your team.
Security by design
Custom integrations run within your Azure tenant. API credentials are stored in your Azure Key Vault. Data flows directly between your systems. It never passes through our infrastructure.
Department-level access controls apply to integrations too. If only the Sales department should see CRM data, only the Sales environment has access to the CRM integration.
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Ready to see it in action?
Schedule a personalised demo and see how the Plainsight AI Assistant fits your organisation.