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Vachi Services LLC

How we work

A delivery process built for systems your business depends on.

CRM and AI changes touch customers, revenue and data. We work in small, tested steps, show progress every week and hand over everything we build.

Process

Five phases, one accountable team.

  1. 01

    Audit

    Week 0 · free

    A 30-minute call to map how inquiries, orders and cases move today, and where time is lost.

    Three written recommendations

  2. 02

    Blueprint

    About 1 week

    Scope, success measures, data access, risks and a fixed price for the first project.

    Statement of work

  3. 03

    Build

    2 to 6 weeks

    Short sprints in a sandbox with a working demo every week, so you steer as we go.

    Tested configuration and code

  4. 04

    Launch

    1 to 2 weeks

    Pilot group first, then everyone. Training, documentation and a rollback plan.

    Live system and runbooks

  5. 05

    Improve

    Ongoing

    We review the success measures, tune prompts and automations, and plan what comes next.

    Quarterly review

Timelines are typical for a first project. Your blueprint sets the actual schedule.

Architecture

The reference architecture we build toward.

Not every client needs every layer. We start where the value is and keep the design ready for the next step.

  1. Channels

    Where customers and staff start a request

    • Website
    • Email
    • Chat
    • Phone
    • Customer portal

  2. Agent layer

    Understands the request and decides the next step

    • Agentforce
    • LLM agents
    • Prompt templates
    • Agent actions

  3. CRM

    Accounts, leads, opportunities, cases

    • Salesforce
    • HubSpot
    • Zoho

  4. Integration

    Moves data between systems with logging and retries

    • Salesforce Flow
    • MuleSoft
    • REST APIs
    • Make · n8n

  5. Systems of record

    Orders, inventory, invoices and history

    • ERP
    • Billing
    • Documents
    • Data warehouse

Working practices

What you can hold us to.

Access

We request named, least-privilege accounts. Integration users get only the objects and fields they need. Access is removed at the end of the engagement.

Environments

Work happens in sandboxes or preview environments. Production changes go through version control and a documented deployment.

AI safeguards

Agents have written scopes, limited actions and handoff rules. Sensitive actions require human approval. Conversations are logged for review.

Data handling

Client data stays in client systems. We don't use your data to train models, and we sign NDAs on request.

Quality

Test plans for every release, peer review of code and configuration, and a rollback plan before go-live.

Ownership

You own the configuration, prompts, code, documentation and accounts. Nothing is locked to us.

Technology

Platforms and tools we work with.

CRM & service
  • Salesforce Sales Cloud
  • Service Cloud
  • Experience Cloud
  • HubSpot
  • Zoho CRM
AI
  • Agentforce
  • Prompt Builder
  • Einstein Trust Layer
  • OpenAI
  • Anthropic Claude
Automation & integration
  • Salesforce Flow
  • Apex
  • MuleSoft
  • Make
  • Zapier
  • n8n
  • REST APIs
Web & applications
  • TypeScript
  • React
  • Next.js
  • Lightning Web Components
  • Node.js
Cloud & data
  • Vercel
  • Supabase
  • AWS
  • Azure
  • PostgreSQL
Delivery
  • Git
  • GitHub
  • Salesforce DX
  • Sandboxes
  • CI pipelines

See where AI and automation would pay off first.

Book a free 30-minute audit. You'll leave with three specific recommendations for your sales and service process, whether or not you work with us.

Book a free audit+1 (612) 423-8425