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Services

AI Strategy

AI Strategy That Turns Ideas Into an ROI-Backed Roadmap

SanTech AI is a Texas-born organization helping businesses automate, optimize, and scale. We take AI from “interesting” to implemented—by aligning leadership goals, operational realities, and data readiness into a clear plan your team can execute with confidence.

What this service is?

AI Strategy is a structured engagement to identify the highest-value AI opportunities across operations, finance, customer workflows, reporting, and internal teams. We evaluate your current processes and systems, then build a prioritized roadmap that balances impact, effort, risk, and speed-to-value.

What You Get:

  • AI Opportunity Map: Use cases tailored to your workflows (ranked by value and feasibility)

  • ROI + Effort Prioritization: Clear justification for what to do first and why

  • Data & Systems Readiness Review: What’s ready now vs. what must be cleaned, connected, or standardized

  • Roadmap & Implementation Plan: Quick wins + phased initiatives with dependencies and owners

  • Governance & Security Guardrails: Practical boundaries for safe adoption (access, approvals, auditability)

  • Tool/Architecture Recommendations: Build vs. buy guidance and integration approach

Best suited for:

  • Leaders who want measurable outcomes, not AI experimentation

  • Teams overwhelmed by options and needing a clear starting point

  • Organizations preparing for automation, modernization, or scale

Contact

To discuss AI Strategy for your business, email info@santechai.com.
Include your industry, your top 3 operational pain points, and the systems you use today (ERP/accounting/CRM).

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Common  automation outcomes

  • Automated intake, classification, and routing of requests (email/forms)

  • Document generation with approvals (quotes, invoices, letters, reports)

  • Follow-up workflows (customer onboarding, AR reminders, task sequencing)

  • Data cleanup and synchronization across systems

  • KPI-driven alerts, escalations, and exception handling

AI Automation

AI  Automation That  Removes  Bottle necks  and   Increases Throughput

SanTech AI builds automation that eliminates repetitive work, reduces errors, and accelerates cycle times—without breaking your controls. The goal is simple: less manual effort, cleaner execution, faster outcomes.

What  this  service  is?

AI Automation focuses on streamlining workflows across email, documents, spreadsheets, ERP/accounting, CRM, portals, and shared drives. We design automations with approvals, exceptions, and audit trails so the business stays in control while the work moves faster.

What  You  Get:

  • Automation Blueprint: Process map, triggers, rules, approvals, and exception paths

  • Workflow Build + Integrations: Connected automations across your systems and tools

  • Human-in-the-Loop Controls: Review/approval steps where needed, not after mistakes happen

  • Auditability & Traceability: Logging, versioning, and visibility into what changed and why

  • Operational Handoff: Documentation + training so your team can manage and expand it

  • ROI-Driven Backlog: Next-best automations prioritized by impact

Best suited for:

  • Operations-heavy teams with manual handoffs and “busy work”

  • Businesses that need speed + consistency without adding headcount

  • Organizations ready to standardize processes and reduce errors

Contact

Email info@santechai.com to discuss AI Automation.
Include the process you want to automate, current tools involved, and where time is being lost today.

AI Analytics + BI

AI-Enhanced Analytics That Replaces Spreadsheet Reporting With Real Visibility

SanTech AI modernizes reporting so leaders can see performance clearly, reduce manual reporting cycles, and make decisions faster. We deliver trusted KPIs, executive dashboards, and AI-assisted insights that explain what’s happening and why.

What this service is?

AI Analytics + BI improves how your organization collects, structures, and communicates data. We integrate sources, establish a reliable reporting layer, and add AI-enabled capabilities such as variance explanations, anomaly alerts, and narrative summaries—with consistent definitions and governance.

What You Get:

  • KPI Definition + Metric Governance: “One version of the truth” across teams

  • Data Integration Plan: Sources, ownership, refresh cadence, and validation rules

  • Dashboards & Executive Views: Role-based reporting for Ops, Finance, Sales, and Leadership

  • AI Insight Layer: Smart summaries, variance commentary, and exception alerts

  • Data Quality Improvements: Cleanup recommendations that make reporting reliable

  • Documentation + Adoption Support: Enablement so the dashboards get used (and trusted)

Common  analytics outcomes

  • Executive dashboards that replace manual reporting

  • Visibility into margin, inventory, backlog, fulfillment, and service performance

  • Automated “what changed and why” reporting for leadership meetings

  • Alerts for risk: late orders, margin drops, inventory exposure, KPI misses

  • Forecast-ready datasets and a scalable reporting foundation

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Best suited for:

  • Teams stuck in recurring spreadsheet reporting cycles

  • Leaders needing reliable KPIs and faster operational clarity

  • Organizations preparing for growth, audits, or system modernization

Contact

Email info@santechai.com to discuss AI Analytics + BI.
Include your data sources (ERP/accounting/CRM), key KPIs, and current reporting pain points.

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Common  agents outcomes

  • AP/AR support: invoice intake, coding suggestions, follow-ups, dispute routing

  • Customer support: triage, drafting, knowledge-based responses, ticket enrichment

  • Sales ops: lead qualification, proposal drafting, CRM updates, follow-up sequences

  • Operations: SOP guidance, exception detection, task orchestration

  • Reporting assistant: KPI narratives, variance explanations, anomaly surfacing

AI Agents + Custom Solutions

AI  Agents  Built  for  Real  Work With  Controls,  Context,  and  Accountability

SanTech AI builds AI agents that do more than chat. They follow your rules, use approved data, connect to your systems, and escalate when human review is required—so you get productivity gains without losing control.

What  this  service  is?

AI Agents + Custom Solutions delivers tailored AI “employees” for specific business functions: AP, AR, customer service, sales ops, procurement, HR, reporting, and operations. Agents can triage requests, draft outputs, retrieve data, guide SOPs, and complete steps in workflows—under guardrails.

What You Get:

  • Agent Definition & Scope: Role, responsibilities, boundaries, and escalation rules

  • Knowledge + Data Integration: Approved sources, access controls, and retrieval logic

  • Workflow Connectivity: Agents connected to email, documents, CRM/ERP/accounting tools

  • Quality Controls: Testing plans, review steps, confidence thresholds, and monitoring

  • Security & Governance: Data handling standards aligned to your policies

  • Deployment + Adoption Plan: Rollout, training, performance tracking, and improvement loop

Best suited for:

  • Teams wanting measurable productivity gains with oversight and accountability

  • Organizations with repeatable workflows and documented policies

  • Businesses that want AI embedded into day-to-day operations—not side experiments

Contact

Email info@santechai.com to discuss AI Agents + Custom Solutions.
Include the role you want the agent to perform, the systems involved, and examples of real tasks.

AI Chatbots

AI Chatbots That Turn Questions Into Resolved Answers (and Leads Into Customers)

​SanTech AI builds business-grade AI chatbots that do real work—not generic chat. Our chatbots are trained on your approved knowledge, follow your rules, integrate with your systems, and hand off to humans when needed. The result is faster response times, fewer repetitive requests, and a better customer experience.

What this service is?

AI Chatbots is the design and deployment of a chatbot for your website, internal team, or customer portal. The chatbot can answer questions, guide users through processes, collect information, create tickets, and trigger workflows—while staying aligned with your brand, policies, and security requirements.

What You Get:

  • Chatbot Use-Case Definition: Goals, scope, guardrails, and escalation rules

  • Knowledge Setup (RAG): Approved documents, FAQs, SOPs, and content sources with access control

  • Conversation Design: Flows, prompts, tone/voice, and user journey mapping

  • System Integrations: CRM/Helpdesk/ERP/accounting connections (where applicable)

  • Lead Capture + Qualification: Structured intake, routing, and follow-up triggers

  • Human Handoff: Seamless escalation to email, ticketing, or live support

  • Testing + Quality Controls: Accuracy checks, confidence thresholds, and safe responses

  • Analytics + Improvement Loop: What users ask, where it fails, and continuous refinement

Common  chatbots outcomes

  • 24/7 customer support for FAQs, policies, pricing basics, and service questions

  • Lead qualification and routing (industry, needs, budget, timeline, contact info)

  • Ticket deflection and smarter ticket creation (pre-filled context and category)

  • Order status guidance, onboarding help, and self-service workflow support

  • Internal chatbot for SOPs, HR policies, IT requests, and operational questions

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Best suited for:

  • Businesses with high volumes of repetitive questions or support requests

  • Teams that need faster response time without adding headcount

  • Organizations that want a chatbot with accuracy, control, and measurable performance

Contact

Email info@santechai.com to discuss AI Chatbots.
Include where you want the chatbot to live (website/internal/portal), your top 10 repeated questions, and which systems you use today (CRM/helpdesk/ERP).

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