Shashank
← All work

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

CONNECT CRAWL UNDERSTAND ANSWER VALIDATE DEPLOY OAuth connect sandbox first Metadata crawl cached · versioned Relationship graph impact traversal Configuration index retrievable Conflict analysis ranked findings Answers & artefacts docs · config · code Compile & verify against live schema Sandbox deploy with rollback nothing reaches production without an explicit, per-action approval
Production read-only by default · Component names verified to exist · Full change audit

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
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