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By Megan Flory

Tags: AI, System Integration

Integrating AI Into Your Website, CRM or Internal Tools: What Businesses Really Need to Know

Artificial intelligence has quickly moved from novelty to necessity. From predictive analytics to conversational interfaces, it’s reshaping how digital products and platforms work. But with all the buzz comes a lot of confusion.

At Sequel, we’re hearing from more and more teams who want to “use AI” — but aren’t sure where to start, what’s possible, or what’s required to make it work securely and at scale.

To help, we’ve created a free checklist: 10 Things to Know Before Integrating AI Into Your Website, CRM or Internal Tools. It’s a practical guide for any business exploring AI — whether you’re in discovery or ready to build.

And in this post, we’ll walk through what AI integration really involves, the technical decisions you’ll need to make, and the common pitfalls to avoid.

What AI Integration Really Means

Most AI integrations today involve connecting with third-party models (like OpenAI or Anthropic) via API. These APIs enable you to send data to an AI model, receive contextual responses, and embed those into digital tools. But it's not plug-and-play. The real magic lies in what data you feed the model, how you structure your prompts, and how that output gets used in your interface or operations.

Common AI Models & When to Use Them

  • Pre-trained models (e.g., ChatGPT, Claude, Gemini): Great for general use cases. Often used as a starting point.
  • Fine-tuned models: These are adapted to reflect your brand tone, product domain or specific tasks. Ideal for customer-facing features or content generation.
  • Self-hosted/custom models (e.g., via Hugging Face): Offer the highest control and privacy, but require significant infrastructure (especially GPU hosting) and ongoing maintenance.

Each option has trade-offs around security, cost, scalability and performance.

What’s Under the Hood?

A robust AI-powered solution typically involves:

  • API connection to an AI model (OpenAI, Anthropic, etc.)
  • Custom tools or wrappers (e.g., connectors for CRMs, SQL, Google Calendar)
  • RAG (Retrieval-Augmented Generation) systems for real-time data querying
  • Frontend interface (admin dashboards, chatbots, reporting layers)

The AI isn't acting alone. It's often one part of a much wider system that includes authentication, monitoring, fallback logic and traditional logic layers.

Prompt Engineering is the Secret Sauce

Good prompting makes or breaks an AI integration. Prompt engineering is about designing the questions you ask the AI so it gives you consistently useful answers — it’s half art, half science.

We’ve seen entire roles emerge solely focused on this. Think of prompts as your system's new programming language.

Security & Compliance

Many off-the-shelf tools offer quick wins, but come with risks:

  • Data fed into non-enterprise APIs can be used to train future models
  • Sensitive data is vulnerable unless you're using a private endpoint or self-hosted solution
  • Even paid plans (e.g. ChatGPT Pro) don’t guarantee full data isolation unless explicitly configured

If you're working with financial, personal or sensitive commercial data, these considerations are non-negotiable.

Cost Considerations & Understanding Token Usage

AI APIs charge based on “tokens” — small chunks of text in your prompts and responses. Individually they’re cheap (fractions of a penny), but usage can scale quickly without careful monitoring. Costs vary depending on model type, prompt length and output size. We recommend:

  • Monitoring token usage via tools like LangSmith
  • Setting usage alerts or quotas
  • Engineering prompts for brevity without sacrificing clarity

What Trips Teams Up

  • Assuming the API does everything the front end interface does (e.g., API limitations on file uploads)
  • Underscoping prompt development and iteration time
  • Treating AI as a one-time build, not a continuously evolving system
  • Skipping UX design – AI still needs thoughtful user journeys and interfaces

Start With the Problem, Not the Tech

The most successful AI projects don’t begin with "we want AI." They begin with a clear operational or commercial challenge. Automating repetitive reporting. Freeing up staff from FAQs. Extracting meaning from huge datasets.

Only once the problem is defined should the tooling be discussed. And that's where we come in.

Let's Make AI Make Sense for You

Whether you’re exploring AI for the first time or stuck on how to get from idea to implementation, Sequel can help.

We’ll work with you to scope, design, and build a solution that isn’t just technically sound — it’s commercially smart.

Curious but not sure where to start?

Book a free, no strings attached discovery call with one of our team. We’ll talk through your existing tools or challenges, and make honest, practical suggestions about how AI might be able to help. 

Or, if you're still figuring out what AI might look like in your business, download our free checklist: 10 Things to Know Before Integrating AI Into Your Website, CRM or Internal Tools

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