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AI technologies for sales and service
We develop AI solutions based on cutting-edge technologies and integrate them into existing system environments in compliance with data protection regulations. This results in applications that can be operated securely and support real-world business processes.
AI is part of the
system landscape – not a standalone system
AI only truly delivers value when it works in tandem with existing data, processes and systems. That is why we strategically integrate AI into ERP, CRM and service processes and link it to existing information, roles and workflows.
Putting an LLM to use in the workplace
We help companies integrate large language models (such as ChatGPT, Perplexity, Gemini, Claude, etc.) into their sales and service processes in a targeted manner.
Our focus is not on a specific model, but rather on its effective use in each specific use case.
We evaluate and recommend suitable models and ensure that they:
- meet the technical requirements
- can be operated in compliance with data protection regulations
- are integrated into existing system landscapes
Depending on your needs, we also coordinate hosting models – ranging from cloud solutions to managed hosting models.
Combining AI with business knowledge
For AI to be used effectively in B2B, it must be able to access company-specific information. This is exactly where RAG (Retrieval-Augmented Generation) comes in.
RAG combines language models with internal data sources such as
Not a black box, but controlled access to knowledge.
The AI does not access data indiscriminately, but rather uses defined sources and structures. This ensures that the basis for the responses remains transparent at all times.
Controlled access to company data
For AI to be used effectively in the B2B sector, it must be able to access company data while adhering to existing rules governing permissions, data protection and system logic. We therefore implement AI in such a way that it operates within defined access and permission frameworks and is designed from the outset to meet data protection and operational requirements.
In doing so, we define among other things:
- Target processes and automation logic
- Data sources and information structures
- Roles of AI and employees
- Integration points with existing systems
Platforms like avanta ensure that AI does not access data in an uncontrolled manner, but instead operates within clearly defined structures.
Structured use of unstructured knowledge
Vector databases provide the technical foundation that enables AI to efficiently process large amounts of unstructured information.
Unlike traditional databases, vector databases enable semantic search.
This means that content is found not only by keywords but also by meaning.
They thus form the basis for AI to quickly identify relevant information and use it in the right context.
AI is becoming an integral part of real-world business processes
To ensure that AI not only provides information but also actively supports processes, it is integrated into existing workflows and connected to other systems. To achieve this, we use automation and orchestration platforms, such as n8n. These platforms enable us to link AI with other systems and control processes in a targeted manner.
Typical use cases:
- Forwarding and prioritizing requests
- Automated generation and processing of information
- Triggering processes based on events
- Integration of AI with ERP, CRM and other systems
This creates a seamless process, for example:
1. The request is detected.
2. AI processes the content and the context request is being processed.
3. Relevant systems are integrated.
4. Actions are triggered automatically.
How AI is integrated into processes
These technologies demonstrate their full potential when used in combination.
The query is recognized and interpreted (LLM)
Relevant information is retrieved (RAG + vector database)
Access is controlled via existing systems (ERP / avanta)
Processes are triggered automatically (e.g., n8n)
Free initial consultation
During the free initial consultation, you’ll describe your project, goals and expectations to us. We’ll provide an initial professional assessment and present you with concrete approaches for implementation.
30 minutes – details about the web conference will be provided upon confirmation
About ECOPLAN
ECOPLAN develops and integrates AI technologies for sales, service, and after-sales in the B2B sector. The focus is on the integration of modern AI approaches with existing system landscapes and business processes.
The technologies used include large language models (LLM), RAG architectures, vector databases and automation and orchestration platforms.
These technologies are not used in isolation but are specifically combined and integrated into ERP, CRM and service processes.
A particular focus is on controlled and data-protection-compliant access to corporate data.
Platforms such as avanta ensure that AI applications operate within existing role, authorization and system logic.
The goal is to make AI a usable, integrated component of operational business processes – from information processing to the automated execution of workflows.
Common AI technologies in use
Typical components of an AI architecture at ECOPLAN include:
