You want to know where AI can help
You hear about it everywhere, but you’re not sure which tasks in your business are a good fit, or where to begin.
AI consulting for small businesses: integration, training and strategy
Useful AI, with a person making the call. Our AI consulting helps small businesses put AI to work in practical ways: find the tasks where it can help, set it up in your tools and train your team to use it with good judgment. Permitted information and human approvals are defined before anything goes live.
When to bring AI into your business
AI gets a lot of attention. The right starting point is still a concrete question about your work.
Your team already uses it, each in their own way
Some people use it every day, others never. Nobody is quite sure what information can be shared with it or how to check its answers.
One specific task takes up too much time
Sorting requests, drafting first versions, finding information in your documents: AI assistance could prepare the work, as long as someone approves it.
You’re torn between a tool, an assistant and an agent
Options keep multiplying and the terms blur together. You want a clear opinion before paying for a subscription or starting a project.
AI audits, integration and team training
Three areas you can hand us separately or one after another: audit and strategy, integration and implementation, team training. Each project is scoped before work begins.
AI audit and strategy
Review your tasks, tools and information with the people involved, identify useful applications and the ones to avoid, then rank them in a roadmap by value and effort.
AI integration and implementation
Set up AI assistance in your tools for a defined task: categorizing a request, drafting a reply, summarizing a document or finding permitted information. Integrating ChatGPT into your tools, for example, falls under this area. Someone approves the result before it’s used.
Supervised AI assistants and agents
Configure an assistant or agent for a well-defined task, with the actions it may take, the information it can access and the points where it must stop and ask for approval. A chatbot for your customers also falls under this area, within the framework described below.
Team training
AI training for your business, as a team, one-on-one or in a small group, built around your tasks, for example training on ChatGPT or Copilot: giving clear instructions, checking an answer and knowing what not to share with a tool.
Human control: how AI assistance is supervised
The same framework applies to all three areas. It’s agreed with you before anything is set up, then checked during testing.
Permitted information is defined
We agree on what information the tool may use, what it must never see and which accounts it runs in.
AI prepares; it doesn’t decide
It suggests a category, a draft or an answer based on that information. An unclear case is flagged rather than guessed.
A person reviews and approves
The person responsible reads it, edits as needed and decides. No commitment is made without them, and no draft goes to a customer without their approval. A chatbot that answers your customers stays within approved information, hands over to a person when it can’t answer, and its log is reviewed.
Testing guides adjustments
Common cases and exceptions are tested before going live. Anything that doesn’t work well enough stays manual.
How an AI project works
The steps are the same for an audit, an integration or a training program; timing depends on scope, the number of people and the access available.
Understand your work
Walk through your tasks, tools, internal rules and expectations with the person responsible and the people who do the work.
Agree on the scope
A proposal sets out the areas selected, permitted information, human approvals, deliverables, schedule, price and expected subscriptions, along with who pays for them.
Set up or prepare
Configure the tool in accounts held in your business’s name, using the access you grant us, or prepare a training program and exercises based on your tasks.
Test and practise
Test on representative cases, exceptions included, or have your team practise on approved examples. Fix issues before going live.
Hand over
Hand over the documentation, materials and checks in place, so your team knows how to use, check and stop the tool. Ongoing support can be agreed separately.
What an AI project includes
The exact list depends on the areas selected.
Use overview
Tasks reviewed, information used and where AI can help, or not.
AI roadmap
Applications ranked by value for your business and effort required, with their prerequisites.
Supervised workflow
Target task, permitted information, human approvals and cases that stay manual. For a customer chatbot: approved information, handoff to a person and a reviewed log.
Setup in your accounts
Tool configured in your business’s accounts and tested on representative cases.
Training materials
Key concepts, reusable instructions, exercises and a checklist for verifying answers.
Handover documentation
Usage, responsibilities, known limits and what to do if the tool gets something wrong or stops responding.
What’s included in an AI project, and what isn’t
A person keeps the final say
AI assistance prepares or suggests; it doesn’t make commitments on your business’s behalf. A chatbot can answer your customers, but only within an agreed framework: answers limited to information you’ve approved, handoff to a person as soon as a question goes beyond it, and a conversation log that is reviewed. Prices, terms and sensitive replies are passed to a person.
No promised savings
AI can get things wrong, and the time saved depends on the task, the exceptions and the quality of your information. We agree on tests and checks, not a projected return. If a simple rule will do, we’ll tell you.
Accounts, licences and external costs
AI tools and their subscriptions are chosen to fit your needs and listed in the proposal, along with who pays for them. Accounts are opened in your business’s name, and you give us access.
AI for business FAQ
Where should a small business start with AI?
With a specific task that comes up often, rather than with a tool. An AI audit helps identify those tasks, check your information and choose a limited first trial. Training is also a good starting point if your team already uses AI without a shared approach.
What does an AI audit include?
A review of your tasks, tools and the information you use, to find where AI can help and where it isn’t a good fit. It ends with a prioritized roadmap. Implementation, if you want it, is a separate piece of work.
What information can we share with an AI tool?
Only what you authorize, and only what the task needs. We define it with you before setup, based on the tool’s terms and your internal rules; you can exclude anything, such as personal or confidential details. We configure tools around those choices; assessing your legal obligations remains with you or your advisor.
Who checks the AI’s answers?
Someone on your team, named in the workflow. Cases the tool can’t handle are flagged to them, and drafts wait for their approval before anything is sent. If a chatbot answers your customers, someone also reviews its log. Training also gives you a method for checking an answer: sources, figures, names and tone.
Is there a difference between AI and automation?
Yes. Automation follows fixed rules: when this happens, do that. AI assistance handles text or less predictable cases, but its output has to be checked. When a simple rule is enough, we go with it, and it falls under our CRM, integrations and automation service.
What is an AI agent, and do I need one?
An AI agent can choose some steps and use some tools to complete a task, within defined limits. It suits few situations in a small business, and always with permitted actions, planned stopping points and human approval. Often, an assistant or simple automation is enough.
Do I need AI experience to take a training session?
No. Scoping helps us choose a suitable starting point, for a team, one-on-one or in a small group. A team that’s just starting out and someone who uses AI daily don’t need the same program.
Which AI tools do you use?
No tool is imposed in advance, and we have no partnership with any vendor. It could be, for example, ChatGPT or Copilot, or another tool, chosen based on the task, the access you already have, its terms of use and its cost. Subscriptions are listed in the proposal, along with who pays for them.
See all our services
These are the kinds of AI projects we take on for small businesses in Quebec, in three areas: integration and implementation, team training, and audit and strategy. Someone on your team keeps the final say, and permitted information is defined before anything is set up.
Integration and implementation
- AI integration into your business tools
- Integrating ChatGPT into your tools, for example
- AI implementation, from first trial to going live
- Generative AI for drafting text, summaries or replies
- An AI solution suited to one specific task
- An AI assistant for your team, limited to permitted information
- Custom AI assistance configured around your processes
Assistants and agents
- AI agents for business, with defined actions and approvals
- Developing an AI agent for a well-defined task
- An internal chatbot that helps your team find permitted information
- A chatbot for your customers, within a framework: answers limited to approved information, handoff to a person and a reviewed log
- AI-assisted automation, when a simple rule isn’t enough
Team training
- AI training for your business, built around your tasks
- ChatGPT or Copilot training, for example, for your team
- Custom AI training, one-on-one or in a small group
- An AI workshop for your team
- Training to understand AI agents and their limits
- A method for verifying AI answers before you use them
Audit and strategy
- An AI audit of your business
- An AI readiness assessment of your team and your information
- AI strategy for a small business
- A prioritized AI roadmap
- AI consulting for small businesses
Getting started
- First steps for bringing AI into a small business
- What an AI agent is, and what it can and can’t do
- Help choosing between AI assistance and rule-based automation
- Help deciding whether, and how, to train your employees on AI
Let’s talk about AI in your work.
Tell us about the task or question that brings you here, the tools your team uses and whether you’re looking for an audit, an integration or training. We’ll reply with the next steps.