Bring ChatGPT, Claude and Open AI Models into YetiForce
YetiForce stores extensive business data across sales, support and projects. AI can help your team make sense of it faster.
We integrate AI models such as ChatGPT, Claude, Gemini or self-hosted open models with YetiForce to summarize records, draft messages and classify incoming requests.
YetiForce is often chosen by organizations with strict security requirements, so we offer self-hosted AI options where data must stay on your own servers.
What We Deliver
Record Summaries
Summaries of accounts, tickets and projects.
Message Drafting
Draft emails and replies from record context.
Ticket Classification
Categorize and prioritize HelpDesk tickets.
Data Extraction
Extract information from emails and documents.
Self-Hosted Models
Keep data on your own infrastructure.
Workflow Integration
Run AI tasks automatically in workflows.
How It Works
Identify Tasks
We choose the tasks where AI adds most value.
Select Model
Cloud or self-hosted, based on your policies.
Integrate
AI actions are added to YetiForce.
Refine
Prompts and results are improved over time.
Real-World Use Cases
Project Status Summaries
Project managers get AI summaries of project activity for weekly reports.
HelpDesk Triage
Tickets are categorized and routed automatically.
Email Insights
Important details from client emails are extracted into fields.
Why Choose Xirgosoft
- Faster understanding of customer history
- Quicker ticket handling
- Better data quality
- Security-conscious AI options
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Can AI run on our own servers?
Yes. Open models can be self-hosted.
Will the AI see all our data?
No. We send only the fields required for each task.
Are AI actions automatic?
You choose — on-demand buttons or automatic workflows.
Can we change AI provider later?
Yes. The integration is designed to be provider-independent.
Add AI to YetiForce CRM.
Talk to our experts today for a free consultation and quote.