Platform

Platform Overview

The Aidentify platform turns AI from a conversation tool into an operational layer.

The platform is what gives each AI employee memory, business knowledge, system access, and the ability to trigger real actions through approved workflows.

Platform Promise

Decide centrally, act safely

The AI decides what should happen. The action layer performs the change in the right business system.

Cloud layerDashboards, billing, reporting
Client layerChannels and systems
Action layerConnectors and workflows
GovernancePermissions and traceability
Core Components
  • Brain: model layer chosen for quality and cost fit
  • Memory: context from CRM, meetings, conversations, and history
  • Knowledge: RAG over policies, FAQs, manuals, pricing, and procedures
  • Tools: email, calendar, CRM, finance, voice, documents
  • Automation engine: classification, routing, notifications, and updates

Aidentify Cloud

Use a central cloud layer for onboarding, dashboards, AI opportunity reports, monitoring, billing, and reusable modules.

Client Environment

Connect the systems businesses already use: Website, WhatsApp, email, phone, Outlook, Teams, CRM, accounting, documents, and calendar workflows.

Action Engine

Separate reasoning from execution. The AI chooses the workflow, then the action engine safely updates Outlook, Google Workspace, Xero, Sage, QuickBooks, HubSpot, Salesforce, and more.

Suggested delivery stack

Use proven building blocks first, then replace parts over time when the economics justify deeper ownership.

BackendFastAPI + Python
DatabasePostgreSQL + pgvector
FrontendReact / Next.js / Tailwind
Workflown8n first, own engine later
AuthEntra ID, Google OAuth, magic links
HostingVPS now, containers later
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