Enterprise platform AI
Understanding a live CRM installation well enough to answer questions about it, document it, and safely change it. Thousands of objects, fields, automations and custom classes that nobody holds in their head.
The problem
- Sector
- Enterprise CRM tooling
- Corpus
- Live platform configuration
- Safety
- Production read-only
- Role
- Backend and AI
Consultants were spending days on manual archaeology to answer questions that should take seconds. What breaks if we make this field required. Which automations conflict on this object. What is no longer used anywhere.
AI helps here only under two conditions: it has to be grounded in the real configuration rather than general knowledge, and it must never be able to change production without being asked. Everything in the design follows from those two.
Architecture
Decisions worth defending
Generated output is validated, never trusted
Code is compiled and configuration checked against the live schema before anyone sees a deploy button. A model that invents a field name should fail a check, not somebody's Monday.
Answers are checked against the real installation
Every component name appearing in an answer is verified to exist. Anything unverifiable is flagged on the response rather than presented as fact, which turns a confident hallucination into a visible caveat.
Cache aggressively or the integration dies
Platform metadata endpoints are slow and rate limited. A naive crawler exhausts an organisation's daily API budget before lunch, which is the most common reason tooling like this becomes unusable at scale.
Stack
Backend
- TypeScript, NestJS
- PostgreSQL with pgvector
- Queued workers
- Prisma
Platform APIs
- OAuth with refresh
- Metadata and bulk APIs
- Snapshot diffing
- ERP connector
AI
- Grounded question answering
- Document generation
- Code generation
- Output verification
Safety
- Preview before deploy
- Validation gate
- Rollback path
- Change audit