Jordan LeeKnown customer
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Voice
Message
Email
Integration platform + engineering delivery
Automate the work between your systems.
CXFabric combines an integration platform with an engineering team to connect communications, AI, CRM, data, and private systems. We design, build, and deploy the working automation in your environment.
AI WorkerEligibility case prepared
Active
- Context retrieved
- Policy checked
- Decision recorded
One real-time example
A conversation starts the work. CXFabric completes the outcome.
Voice, messaging, and email can become immediate business action. CPaaS carries the interaction, iAnswer, our conversational AI product built on CXFabric, understands the request, and CXFabric controls the workflow across CRM and business systems.
Communication layerCPaaS
Session, media, channel events, and routing.
CXFabric conversational AI productiAnswer AI
Speech, intent, prompts, response, and handoff.
Execution and control layerCXFabric
Context, policy, workflow state, system actions, recovery, and evidence.
Human reviewWhen policy or confidence requires it
Customer recordJordan Lee
Matched
- Identity and context retrievedCRM profile + appointment history
- Availability confirmedScheduling system checked in real time
- Appointment movedRecord, calendar, and owner synchronized
- Outcome recordedResponse and execution evidence retained
Automation use cases
Start with work people do by hand. Connect the steps that should happen next.
A useful automation begins with a recognizable job, the systems it crosses, and a clear outcome. These are the kinds of workflows our team can design, build, and operate with you.
Featured workflow
Refund eligibility with a governed AI Worker.
See the whole job as one visible workflow, from request and transaction context through policy, approval, human review, and evidence.
- Gather context from the customer and order systems.
- Apply policy outside free-form model reasoning.
- Escalate exceptions with the evidence attached.
- Record the decision and downstream outcome.
A practical automation pattern
Different work arrives. The delivery pattern stays accountable.
A workflow can begin with a conversation, an intake event, or a legacy transaction. CXFabric connects the context, systems, and rules so the next piece of business work is prepared, visible, and ready to complete.
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MeetingCustomer conversation endedTranscript, duration, commitmentsNew
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OnboardingNew customer approvedIntake, documents, assigned ownerReady
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Legacy systemTransaction receivedPrivate record and business rulesQueued
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CRM follow-up createdSummary, billable time, and tasks attachedDone
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Onboarding work assignedRecords, documents, and ownership preparedReview
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Modern service response deliveredLegacy rules applied through a governed API pathReady
What we deliver
From enterprise AI architecture to the API call that makes it work.
Choose a team to see the kind of operational integration we can design and deliver, with AI, business rules, people, and system actions connected in one visible workflow.
Integration in progress
Turn every recorded meeting into accountable CRM work.
We are building a Plaud-to-CRM integration that saves transcripts to the correct customer record, measures meeting duration for billing, and turns commitments in the conversation into follow-ups and assigned tasks.
- Preserve the conversation with transcript, summary, speakers, timestamps, and meeting context.
- Capture billable time using the actual meeting duration and customer-specific billing rules.
- Keep work moving by creating CRM notes, tasks, reminders, and follow-up actions.
Enterprise AI architecture
Define the operating responsibilities. Then turn them into working systems.
For larger AI initiatives, we help teams define runtime, knowledge, authority, system reach, recovery, and evidence, then translate that architecture into an implementation that can be deployed and operated.
Runtime and state
Governed reach
Work trace
Why CXFabric
A delivery platform built by integration engineers.
We use CXFabric to make custom integration work visible, reusable, testable, and supportable, without forcing your process into a generic software template.
Visual orchestration + code
Design the process visually. Extend the exact step that needs code.
Start with readable workflows and packaged connectors, then move into source only where customer-specific logic, API behavior, or data handling demands it.
- Model the full workflow with triggers, branches, approvals, retries, and handoffs.
- Customize connector behavior without moving the entire implementation into code.
- Test with real inputs while preserving controls, logs, and an explainable execution path.
1export async function resolveRequest(input) {
2 const context = await cxf.context(input);
3 return connector.execute({
4 customerId: context.customer.id,
5 authority: "approved"
6 });
7}Deploy where the work runs.
Shared cloud, private cloud, VPC, or customer-managed infrastructure.
See every execution.
Follow live runs, historical logs, failures, retries, and the resulting system action.
Extend without starting over.
Combine packaged connectors, private APIs, MCP, webhooks, and custom code.
Deployment controls
Ship into the customer environment.
Promote workflows across dev, stage, and production while keeping credentials, roles, runtime boundaries, and release ownership visible.
Execution visibility
Watch runs as they happen.
Use real-time designer logs and historical execution logs to see data movement, connector output, failures, retries, and audit history.
Where we help
Start with one business problem. Build only what the outcome requires.
Apply the delivery model to a specific operating environment, customer product, or architecture challenge.
CC
Contact center automation
Connect CCaaS, IVR, routing, CRM, ticketing, messaging, analytics, and customer data.
AIiAnswer AI worker
Turn calls, meetings, notes, and job updates into records, tasks, billing drafts, reminders, and follow-up.
BPOBPO and partner programs
Standardize repeatable operations while preserving customer-specific systems, rules, and environments.
ARCHEnterprise AI architecture
Connect models, governed knowledge, authority, workers, and system actions into a responsible operating architecture.
200+ connectors
Connector ecosystem
Connect to the systems you already use. Build custom API paths when you need more.
Use packaged connectors for common platforms. Use custom API, MCP, webhook, and private-system connectors for everything else.
Salesforce
HubSpot
Microsoft
Twilio
RingCentral
OpenAI
AWS
Stripe
QuickBooks
Mailchimp
Cal.com
Zoom
Square
Xero
RedisHow to get started
Start with one workflow. Get to a working result quickly.
You do not need a transformation program to begin. Show us one process, the systems it crosses, and what a successful outcome should look like. We will turn it into a scoped delivery path.
One real process
A clear scope
One accountable team
Show us the workflow
Walk through the manual steps, systems, rules, exceptions, and the outcome that matters.
Map the delivery
We define the integrations, data, controls, deployment boundary, scope, and definition of done.
Build, deploy, and support
We implement and validate the workflow, deploy it in the agreed environment, then hand it over or continue operating it.
Bring us one real process
Tell us what happens today. We will show you what to automate next.
Share the systems involved, the manual steps, and the result you need. We will review the workflow and recommend a practical first implementation.