The two routes, in plain English
Route one — connect the AI you already use. You already use ChatGPT, Claude, Copilot or another AI assistant for things like drafting, summarising, research and everyday work.
The problem is that your AI doesn’t automatically have access to the business information you need.
Instead of repeatedly copying CRM records, uploading documents or explaining the same background, you can connect authorised business systems so the AI can retrieve relevant information when you ask for it.
One way to do this is through MCP — Model Context Protocol — a standard for connecting AI applications with external tools and data sources.
That’s the idea behind Connect Your AI.
Route two — build your own AI agent. Instead of extending an AI assistant you already use, you build a dedicated AI system for your business.
That can still connect to your CRM, files, accounts and other systems, but it can also be designed to run business workflows, apply your own rules and choose between different AI models for different tasks.
For example, a routine email might use a lower-cost model while a complex reasoning task is sent to a more capable model.
That’s the idea behind Business AI Agent.
What connecting your existing AI gives you
Connect Your AI is primarily about giving the AI you already use access to the information it needs.
Instead of:
Find the customer → open the CRM → copy the record → paste it into AI → explain the context
you can work towards:
Ask the AI → retrieve the relevant information → answer using that context
It can be useful when:
- You already like your AI assistant. Your team doesn’t need to learn an entirely new AI interface.
- Your biggest problem is context. You’re constantly copying information from your business systems into AI.
- You want a smaller initial project. The focus is connecting the systems and configuring the AI around how you work.
- You want to keep your existing AI subscription. You’re extending what you already use rather than building a new AI platform.
The trade-off: you’re still working within the capabilities, model choices and limits of the AI service and plan you’re using. The exact functionality available depends on the AI product, plan and integrations involved.
What building your own AI agent gives you
A dedicated AI agent gives you more control over how the AI works behind the scenes.
The agent can be designed around your business processes rather than simply extending an existing AI chat experience.
It can be useful when:
- Different tasks need different AI capabilities. Routine work can be sent to lower-cost models while complex work can use more capable models.
- You want workflows, not just answers. An agent can be designed to take a process from one step to another, with approvals where appropriate.
- You want more control over the underlying AI. Models and providers can be changed without necessarily rebuilding the whole business system.
- You want a dedicated system for your business. The agent, integrations, permissions and workflows can be designed around your requirements.
The trade-off: a dedicated agent is a larger project. There is more to design, build, test and maintain, and ongoing AI usage and infrastructure costs still apply.
Side by side
| What matters | Connect Your AI | Business AI Agent |
|---|---|---|
| Starting point | AI you already use | A dedicated AI system |
| Upfront investment | From £750 | From £2,500 |
| Business data | Connect authorised systems | Connect authorised systems |
| AI models | Determined by the AI service and plan | Models can be selected and routed as part of the system |
| Model routing | Depends on the AI service and plan | Designed into the agent |
| Business workflows | Primarily information retrieval and AI assistance | Can automate multi-step business workflows |
| AI interface | Keep using your existing AI | Dedicated agent/interface as designed |
| Control | Work within the connected AI platform | Greater control over models, integrations and workflows |
| Best suited to | Businesses wanting more from the AI they already use | Businesses wanting their own AI system |
When connecting your existing AI may make sense
Connect Your AI may be worth considering if:
- You already pay for ChatGPT, Claude or another AI assistant.
- Your main frustration is repeatedly providing business context.
- Your team already likes the AI tool they’re using.
- You want AI to retrieve information from your CRM, files or other systems.
- You don’t need a bespoke automated workflow yet.
When building your own agent may make sense
A dedicated Business AI Agent may be worth considering if:
- You want different AI models handling different types of work.
- You’re looking beyond chat and want business processes automated.
- You want greater control over which models and providers your system uses.
- You want one dedicated AI layer connecting your business systems and workflows.
- You have established processes where automation could remove repeated manual work.
So which approach fits?
It comes down to what problem you’re actually trying to solve.
“I already use AI. I just want it to work with my business information.”
Connect your existing AI. You keep the AI experience your team already knows and connect it to the business systems you authorise.
“I want my own AI system that can choose models and automate how my business works.”
Build an AI agent. You have more control over the models, integrations and workflows — but you’re also taking on a larger build.
And sometimes the answer is simply start smaller. If connecting the AI you already pay for solves the problem, there may be no reason to build a dedicated agent yet.
Explore Connect Your AI → Explore Business AI Agent →
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