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Solution

AI Chatbot

AI assistants configured around approved business knowledge and integrated with websites, WhatsApp, CRM, helpdesk and other business applications.

Secure AI chatbot integration connecting a business website, WhatsApp, approved knowledge, CRM, helpdesk and a human support desk
SYSTEM ACTIVE
AI ORCHESTRATION · AI Chatbot

Scope

What is engineered

  • Conversation design and grounded knowledge configuration
  • Website and WhatsApp Business deployment
  • CRM, helpdesk and business-application integration
  • Lead capture, routing and human escalation
  • Privacy controls, testing, analytics and maintenance

Engineering Outcome

A governed assistant that answers from approved sources, completes permitted workflows and hands complex conversations to a person with context intact.

Scope this solution

Architecture

AI chatbot integration architecture

Website and WhatsApp conversations pass through controlled orchestration to approved knowledge and business systems, with explicit limits and a human route for anything uncertain or consequential.

  1. 01 · Channels

    Each channel has defined consent, identity, tone and escalation behaviour.

  2. 02 · Orchestration

    Third-party AI platforms are selected for the workload and reached through a controlled server-side integration.

  3. 03 · Approved knowledge

    Website contentPolicies and FAQsProduct dataInternal documents

    Answers are grounded in reviewed sources, with permissions respected and unsupported questions refused or escalated.

  4. 04 · Business systems

    Read and write actions are allowlisted, validated and logged; read-only access is the default.

  5. 05 · Handoff & assurance

    Human handoffConversation summaryQuality testingAnalytics and monitoringPrivacy and retention

    People receive context, unknown answers are not invented, and operating quality is reviewed after launch.

Method

Delivery sequence for this solution

  1. 01

    Discover

    Inventory the current environment, measure real usage and record constraints, dependencies and risk.

  2. 02

    Design

    Produce a topology, sizing model, addressing plan and security model before anything is procured.

  3. 03

    Deploy

    Build in a controlled sequence with change windows, coexistence and a defined rollback point.

  4. 04

    Harden

    Apply baselines, encryption, segmentation, abuse controls and least-privilege administrative access.

  5. 05

    Validate

    Test against the design: failover, call quality, restore, load behaviour and access control.

  6. 06

    Support

    Hand over documentation and runbooks, then maintain patching, monitoring and capacity over time.

Security Posture

Hardening applied at every layer

Firewall

Default-deny rule base, segmentation between voice, server and user zones, logging to a retained destination.

VPN / Secure Access

MFA on administrative access, per-role routing, short-lived credentials and revocation procedure.

PBX / Cloud / Virtualization

Hardened baselines, TLS/SRTP for voice, patch cadence, isolated management network and least-privilege service accounts.

Applications

Identity governance, conditional access, scoped chatbot tools, approved knowledge boundaries, privacy controls, staged mail authentication and audited administrative roles.

Related

Technologies and industries

Industries

FAQ

AI Chatbot questions

Can the chatbot work on both our website and WhatsApp?
Yes. Both channels can use the same approved knowledge and routing rules while retaining channel-specific consent, templates and escalation behaviour.
Which AI platform do you use?
OpenAI, Anthropic Claude, Google Gemini and Microsoft Copilot Studio can all be integrated. Selection follows the workload, data-handling requirements, existing ecosystem and budget rather than a fixed vendor preference.
Can it connect to our CRM or helpdesk?
Yes, where the system provides an API or supported connector. Leads, summaries and tickets can be created with only approved fields, and consequential actions can require human confirmation.
Will it make up answers?
The assistant is grounded in approved sources, tested against known questions and told to refuse or escalate when evidence is missing. That reduces but cannot completely remove model error, so it is not given unchecked authority.
Do you build your own AI model?
No. We configure and integrate established third-party AI services. The value is in the knowledge, controls, workflows, testing and operations around the model.
How is chatbot pricing determined?
By channels, conversation volume, knowledge sources, integrations, handoff workflow and implementation complexity. Provider usage charges vary, so the estimator is indicative and a firm proposal follows discovery.

Discuss a ai chatbot deployment

Share your environment and objectives. You will get an engineering response covering scope, approach and considerations.