120+ enterprise chatbots deployed40% average ticket deflectionDynamics 365 and Salesforce integrations
AI Chatbot Development Services

Custom AI chatbot development that handles real volume

Purpose-built conversational AI for enterprise support, sales, and operations. Integrates with your customer relationship management, grounded in your knowledge base, and ships in weeks, not quarters.

Redefine builds chatbots that deflect tickets, qualify leads, and resolve requests on your stack, with human escalation when confidence drops.

Enterprise technology leader reviewing AI chatbot analytics dashboard in a modern office
Business Challenge

Most chatbot projects answer frequently asked questions. Yours needs to run the business.

Generic bots frustrate customers. Enterprise chatbots need customer relationship management context, accurate retrieval, and escalation paths that protect revenue and compliance.

The Redefine Way
  • Retrieval-augmented generation on your catalog, policies, and order data, with answers grounded in what you actually sell.
  • Dynamics 365 and Salesforce actions in the same conversation thread.
  • Confidence-based escalation with full transcript to your agents.
  • Production launch in 6 to 10 weeks with measurable deflection targets.
The Old Way
  • Frequently-asked-question bot trained on marketing copy, producing wrong answers on real orders and returns.
  • No customer relationship management write-back, so agents re-ask everything the bot already heard.
  • Six-month discovery before a single channel goes live.
  • No post-launch tuning, so deflection drops after the first month.

VP Customer Support

Our bot could answer policy questions but froze on anything involving an active order. Agents ended up doing the work anyway.

Director of Digital

We spent eight months in discovery with another vendor. When they finally demoed, it was a large language model wrapper with no customer relationship management connection.

After Redefine Delivery

Forty percent of tier-1 chats never hit our queue. Escalations arrive with order context already attached in Dynamics 365.

Enterprise support team managing high chat volume at desks with multiple monitors
Live Performance

What production chat volume looks like on day one

Real conversation flows, live key performance indicators, and escalation paths, not a demo script.

Ticket deflection

0%

Tier-1 intents resolved without human handoff

First-response time

0s

Median across web and mobile channels

Intent accuracy

0%

Customer satisfaction (bot-only)

0

Support Assistant · Live

Where is order #PK-88421? It was supposed to ship Monday.

Order PK-88421 shipped May 12 via FedEx. Tracking: 7482...2910. Estimated delivery May 15. Want me to email the link?

I can also add a note to your Dynamics 365 account for your account manager.

Yes, email the tracking link. That's all I needed.

Resolved · 0 agent minutes · customer relationship management updated

Web Widget

Embedded on product and support pages with single sign-on for logged-in customers.

Mobile Software Development Kit

Native in-app chat with the same orchestration layer and customer relationship management context as web.

Microsoft Teams Channel

Internal support and knowledge assistant deployed directly in Teams with the same intent model as customer-facing channels.

Service Scope

Everything our enterprise chatbot development services build includes

From retrieval architecture to customer relationship management actions, scoped as one engagement, not a patchwork of vendors.

Retrieval-augmented generation on your knowledge base

Hybrid retrieval over product catalogs, policies, and support articles. Evaluation harness built before go-live so answers stay grounded.

Customer relationship management and ticketing integration

Dynamics 365, Salesforce, ServiceNow, and Zendesk, reading customer context and writing back cases without breaking your workflow.

Smart escalation

Escalation logic routes complex or high-value conversations to the right agent with full context. Confidence thresholds, topic filters, and personally identifiable information redaction are built in from the start.

Multilingual conversations

Locale-aware flows with tone guidelines per market. Compliance and brand voice enforced across every language variant.

Analytics and key performance indicator dashboards

Deflection, containment, customer satisfaction, and intent breakdowns in a dashboard your operations team owns, not buried in a vendor portal.

Security and compliance

Personally identifiable information redaction, audit logs, role-based access, and retention policies aligned to GDPR and SOC 2, enforced in every channel before responses go live.

Post-launch optimization

Intent model retraining, flow tuning, and key performance indicator benchmarking after go-live. Your chatbot improves from real conversation data, not guesswork.

Delivery Approach

Four phases from brief to production traffic

1

Phase 1

Discovery and architecture

Intent map, integration specification, and retrieval design signed off before build starts.

  • Intent workshop from ticket exports and chat logs
  • Customer relationship management field mapping and authentication documented
  • Retrieval evaluation harness defined with pass thresholds
2

Phase 2

Sprint 1 prototype

Working bot on staging within 7 days of sign-off, real flows, not wireframes.

  • Top intents live on staging with sample retrieval-augmented generation sources
  • Escalation path demonstrated with transcript handoff
  • Stakeholder review scheduled before integration sprint
3

Phase 3

Integration and hardening

Customer relationship management connectors, load testing, guardrails, and user acceptance testing on production-representative volume.

  • Bi-directional customer relationship management sync with error handling and retries
  • Load test at peak-hour message volume
  • Personally identifiable information redaction and compliance guardrails validated
4

Phase 4

Launch and optimize

Phased rollout, monitoring dashboards, and first optimization sprint from live data.

  • Phased channel rollout with deflection monitoring
  • Key performance indicator dashboard handed to your operations team
  • First optimization sprint from production conversation data
Case Study

40% deflection for a Dynamics 365 promotional products distributor

A national distributor needed order status, catalog, and quote requests handled in chat, with every resolution logged in Dynamics 365.

Promotional products · B2B distribution

Company

National promotional products distributor (Dynamics 365 Commerce)

The problem

Support team overwhelmed with repetitive order-status and catalog questions. Legacy frequently-asked-question bot could not access live inventory or customer relationship management records, so customers escalated frustrated.

How we built it

Custom retrieval-augmented generation over 1M+ SKU catalog, intent classifier for order versus quote versus escalation, and bi-directional Dynamics 365 integration for case creation and account notes.

  • Web widget and Teams channel from one orchestration layer
  • Confidence thresholds with agent handoff in under 3 clicks
  • Weekly intent review cadence post-launch

The result

0%

Tier-1 ticket deflection within 90 days of launch

Average handle time for escalated tickets dropped 28% because agents received full transcript and customer relationship management context. Customer satisfaction on bot-only resolutions held at 4.5/5 through Q2.

0%

Ticket deflection at 90 days

Dynamics 365

Bi-directional customer relationship management sync

0%

Faster escalated handle time

0

Bot-only customer satisfaction sustained

Operations team reviewing chatbot performance metrics on a large display
Integrations

Built to connect to the systems you already run

We scope every connector before Sprint 1. No surprise middleware projects mid-build.

Dynamics 365

Customer Relationship Management + Commerce

Salesforce

Service Cloud

Zendesk

Ticketing

ServiceNow

IT Service Management

Microsoft Teams

Channel

Custom REST

Your Application Programming Interfaces

Need a platform not listed? We document authentication, field mapping, and rate limits in the architecture phase so integration scope is fixed before development starts.

Architecture

Inside our conversational AI development: how your chatbot processes every message

Five production nodes from channel ingress to customer relationship management action. Click any step to see what runs under the hood.

1

Channel Gateway

Web, mobile, Teams

Unified ingress for web widget, mobile software development kit, Microsoft Teams, and WhatsApp. Session management, rate limiting, and personally identifiable information redaction at the edge.

Why Redefine

A chatbot development company built for production volume, not pilot demos

Side-by-side: what you get with Redefine versus a typical implementation partner.

Capability
Redefine
Typical partner
Production retrieval-augmented generation grounded in your product catalog and policies
Customer relationship management and helpdesk integration scoped before Sprint 1
Human escalation with full transcript and customer record
Intent accuracy benchmarked on real conversation logs
Multilingual support with tone and compliance guardrails
Post-launch tuning from production conversation data
Fixed sprint pricing with line-item scope before sign-off
Frequently Asked

Questions before you book a call

A focused enterprise chatbot with customer relationship management integration and retrieval-augmented generation on your knowledge base typically ships in 6 to 10 weeks from sign-off. Sprint 1 delivers a working prototype on staging within 7 days. Timelines depend on integration complexity, language coverage, and compliance requirements, all scoped in your proposal before work starts.

Yes. We have built production integrations with Dynamics 365, Salesforce, ServiceNow, Zendesk, and custom REST application programming interfaces. Integration scope, authentication method, and field mapping are documented in the architecture phase before any conversational flows are built.

Every engagement includes a retrieval evaluation harness, confidence thresholds, and fallback rules. Low-confidence responses route to a human agent or a safe scripted reply, never a guessed answer. Intent models are tested on your real conversation logs before go-live.

You own all source code, prompt templates, vector indexes, and integration logic at project completion. This is written into the contract before Sprint 1. We do not retain licensing rights or usage claims on your conversational AI assets.

Typically 3 to 4 hours per week: one sprint review, async feedback on conversation flows, and a final user acceptance testing sign-off. We handle architecture, development, integration, testing, and deployment documentation.

You can continue with a managed services retainer for monitoring, intent retraining, and key performance indicator benchmarking, or run it fully in-house with the handoff package we deliver. Post-launch optimization sprints improve deflection and customer satisfaction from real conversation data.

Is This Right For You?

Read this before you submit a brief

Good Fit

You need a chatbot tied to customer relationship management and real product data, not a website frequently-asked-questions widget.

Deflection, customer satisfaction, or cost-per-ticket is the success metric.

Your team can commit 3 to 4 hours per week for sprint reviews.

You want production launch in weeks with a fixed scope.

Not A Fit

You only need a marketing-site frequently-asked-questions widget with no backend integration.

Budget is under $25,000 for a full enterprise build.

You need a generic large-language-model wrapper with no custom retrieval.

Timeline requires public launch in under 3 weeks with zero discovery.

Not sure? Tell us your situation and we will be straight with you. Submit your brief →

Your Proposal

What arrives in 3 business days after your brief

No generic deck. Every proposal maps intents, integrations, and sprint scope to your stack before you sign.

Intent and flow map

Top 15 to 25 intents from your ticket logs or chat exports, with deflection targets and escalation rules per intent.

Integration specification

Customer relationship management objects, authentication method, field mapping, and rate limits for Dynamics 365, Salesforce, Zendesk, or custom application programming interfaces.

Retrieval architecture

Source inventory, chunking strategy, evaluation harness design, and confidence thresholds for grounded answers.

Sprint plan and timeline

Four-phase delivery with Sprint 1 prototype date, user acceptance testing windows, and phased channel rollout schedule.

Fixed line-item pricing

Scoped build fee, optional managed services, and post-launch optimization cadence. Scoped before work starts, line-by-line pricing, no commitment to receive a proposal.

Success metrics

Deflection, customer satisfaction, first-response time, and intent accuracy benchmarks tied to your baseline volume.

Security and Compliance

Enterprise controls built into every chatbot

Personally identifiable information redaction, audit logs, and role-based access are scoped in the architecture phase, not bolted on after launch.

SOC 2-aligned delivery practices

Secure software development lifecycle, secrets management, and environment isolation for staging and production.

Personally identifiable information detection and redaction

Configurable patterns for credit cards, social security numbers, and account numbers before messages reach the large language model.

Full conversation audit trail

Every turn logged with intent, confidence score, retrieval sources, and escalation reason for compliance review.

Your data stays in your tenant

Vector indexes and conversation logs deploy in your Azure, AWS, or GCP environment when required.

Get Started

Submit your brief. Scoped proposal in 3 days.

Tell us what your support or sales team handles manually today. We will map the custom AI chatbot development scope and integration path before Sprint 1.

Form
Ready When You Are

Start your chatbot build this week

Submit a brief for your custom AI chatbot development and get a scoped proposal in 3 business days. No commitment required to receive your integration map and sprint plan.

6 to 10

weeks to production

7

days to first prototype

40%

average tier-1 deflection

100%

intellectual property transferred to you

Get on a call with us to see how we can help you

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