Business system integrations
API and sync work that connects your ERP, CRM, ticketing, RMM, phone system, and meetings, so data stops moving by hand.
DocHub is the platform we built to run ECXSystems: tickets, clients, CRM, and records. Its agent, built on Anthropic's Claude, is how our engineers, dispatchers, and accounting staff get answers and get work done. It reads from the systems below, acts only with permission, and asks before it changes anything.
Imagine what problems your agent can solve.
Four open tickets across three of your accounts are at risk today. Two have already missed first response.
| Account | Ticket | Pri | SLA | Waiting on |
|---|---|---|---|---|
| Fabrikam | #48213 Line 3 HMI login fails | P1 | Breached 22m | Engineer |
| Contoso Health | #48202 New hire laptop | P3 | Breached 1h 05m | Engineer |
| Contoso Health | #48190 VPN drops for billing | P2 | 41m left | Client |
| Northwind | #48177 Label printer offline | P2 | 2h 10m left | Engineer |
Want me to post this list to #dispatch and message the assigned engineers?
FAB-FS01 is online in the RMM, but the file-share check has failed since 9:42 AM: port 445 stops answering while ping and the management page still respond.
CPU has been above 95% for 20 minutes, and a Windows update installed at 9:38 without the restart it asked for. Ticket #48231 opened automatically from the alert and is unassigned.
Contoso Health has $9,720.00 more than 60 days past due, on two invoices:
| Invoice | Dated | Days past due | Open |
|---|---|---|---|
| INV-10482 | Jul 1 | 100 | $4,860.00 |
| INV-10531 | Aug 1 | 69 | $4,860.00 |
Both are the monthly managed-services invoice. Their last payment, on Sep 3, was applied to June.
Northwind, Q3 2026: 142 tickets (down 12% from Q2), 96% of SLAs met, 61.5 engineer hours. Most tickets were printing and user access; both dropped after the August print-server rebuild.
Four workstations go out of warranty by December, so I listed them as a replacement recommendation.
DOCXNorthwind-Q3-2026-Review.docxECX template · 6 pagesXLSXNorthwind-Q3-2026-Data.xlsx4 sheets · rerunnableExample companies and people are fictional.
Buying AI licences is easy. Getting a measurable result from them is where most businesses get stuck. These are the problems we hear most, and what changes when we take them on.
Data moves on its own between your ERP, CRM, ticketing, and phone system. Staff stop re-keying, and the agent has one accurate picture to work from.
We build for daily use from the first version, around your staff, your data, and the way your team already works.
The agent works inside your rules. It sees only what each person is allowed to see, and nothing changes without approval.
We run it for you as a managed service: monitoring, fixes, model updates, and new workflows as your needs grow.
You get a short, ranked list of the tasks costing you the most time, with the expected return on each, before anything is built.
Take the readiness check to see where you stand and where to start.
We support law enforcement and CJIS-regulated organizations, and every agent we build is held to that standard. Here is what that means for your business.
API and sync work that connects your ERP, CRM, ticketing, RMM, phone system, and meetings, so data stops moving by hand.
An assistant in Teams, Slack, or Rocket.Chat that looks things up, drafts, and files work in your systems, with approvals.
Secure connectors (MCP servers) that let Claude, Copilot, or ChatGPT reach your internal data, with scoped and logged access.
Transcripts, emails, and PDFs turned into structured records, tickets, or CRM updates, with a review step.
Quarterly reviews, management digests, and operational reports built from data you already have, on a schedule.
Business licences for Claude or Copilot, data controls, an AI use policy, shared prompts and skills, and role-based training.
Ten quick questions on the five things that decide whether an AI project succeeds: your data, your integrations, your processes, your controls, and who owns it. You'll see where you stand and where to start, with no login.
For owners, operations leaders, and IT. Your answers stay in your browser unless you choose to send them.
Tell us the task your team repeats every week. We'll show you what an agent connected to your systems could do with it, and what it would take.