How We Use It
OpenAI's models — particularly GPT-4o and the Embeddings API — play a key role in several of our AI implementations. We use OpenAI where its specific capabilities give a clear advantage: structured data extraction via function calling, semantic search using text embeddings, and real-time voice interaction through the Realtime API. OpenAI's ecosystem of tools integrates cleanly with the automation platforms and CRMs we work with every day.
GPT-4o for Structured Extraction
GPT-4o's function-calling capability lets us extract structured data from unstructured text with high reliability. We use this in CRM workflows to parse inbound emails, call notes, or web form submissions and map them to exact CRM fields — eliminating manual data entry for your team.
Text Embeddings & Semantic Search
We use OpenAI's text-embedding models to power semantic search across your CRM data, knowledge base, or document library. Unlike keyword search, embeddings find results based on meaning — so searching 'customer unhappy with onboarding' surfaces relevant records even if those exact words don't appear.
Realtime Voice API
OpenAI's Realtime API enables low-latency voice AI agents — we use it to build inbound phone agents, post-call summary tools, and voice-driven CRM update workflows. Your team can update deal stages and log call notes by speaking, not typing.
Fine-Tuned Models
For clients with large volumes of historical data, we fine-tune OpenAI models on your own examples — support ticket resolutions, sales email responses, or product recommendations. The result is AI output that reflects your brand voice and institutional knowledge, not generic training data.
Batch Processing & Automation
OpenAI's Batch API allows cost-effective, large-scale processing — we use it to run AI analysis across thousands of CRM records, historical emails, or support tickets without real-time latency constraints. Ideal for one-off enrichment projects or nightly data quality runs.
Multi-Modal Capabilities
GPT-4o can process images alongside text — we use this to extract data from scanned documents, invoices, business cards, and presentation screenshots, feeding structured results directly into your CRM without manual transcription.
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Other Technologies We Use
AI Implementation
Talk to our AI specialists about how OpenAI can be integrated into your business — from quick wins to full deployment.