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Tavero Digital + AI

AI SOLUTIONS

When off-the-shelf tools don't fit, we design business-specific AI assistants, document processing and retrieval-augmented generation (RAG) solutions connected to your approved systems.
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Business-specific AI assistants
Retrieval-augmented generation (RAG) solutions

CUSTOM AI SOLUTIONS

Some problems don't fit a ready-made product. A restoration company might spend hours each week pulling claim numbers, adjuster names and loss details out of emailed PDFs. A roofing firm might want insurance estimates compared line by line against its own scope. A pest control operator might need inspection notes turned into customer-ready reports. Custom AI projects target bottlenecks like these, using your documents and systems, with clear scope, human review and a plan for when the AI is unsure.

  • Business-specific AI assistants
  • Document processing and information extraction
  • Research and reporting assistants
  • Retrieval-augmented generation (RAG) solutions
  • AI integrations with approved business systems
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A business-specific assistant is designed around one job your team repeats. For a commercial pest control company, that could be an assistant that drafts a service report from a technician's checklist, photos and trap counts, formatted to each client's audit requirements. Research and reporting assistants work at the management level, compiling weekly summaries from job data, flagging accounts with repeat callbacks and drafting the commentary a manager would otherwise write.

Document processing turns unstructured paperwork into usable data. Carrier emails, adjuster estimates, inspection forms and supplier invoices arrive in different layouts. An extraction workflow reads each one, pulls the fields you need, such as policy number, date of loss, line items and totals, checks them against rules and writes them into your job management system. Anything below a confidence threshold, or failing a check, goes to a person for review.

Retrieval-augmented generation lets an AI answer from your own records instead of general internet knowledge. A roofing company could ask which jobs in a given subdivision used a certain shingle line, and the system retrieves the matching records before answering. Integrations connect these tools only to systems you approve, such as your CRM, document storage or field-service software, with access limited to what each use case needs and every action logged.

OUTCOMES

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Custom AI targets the specific bottlenecks in your business. We scope carefully and partner with specialists for complex builds.

Careful scoping separates useful custom AI from an expensive experiment. We start by defining the bottleneck in plain terms: how many documents, how much staff time, what errors cost and what a good result looks like. If an existing tool already solves it, we say so. If a build makes sense, we scope a narrow first version that must prove itself before anything expands.

Partnering with specialists is part of doing this honestly. Some builds need deep engineering, security review or specialized data work beyond what a marketing and automation agency should take on alone. In those cases we manage the project, define requirements from the business side and bring in specialist partners, so you get the right expertise without having to coordinate several vendors yourself.

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PROCESS

  1. Discover

    We map the workflow, gather sample documents and data, measure the time and errors involved, check whether an existing tool fits, and agree on a small first release with clear success criteria.

  2. Build

    We build and connect the solution to approved systems, set confidence thresholds and review steps, test it on real historical examples and run it alongside your current process before switching over.

  3. Optimize

    Monthly, we measure accuracy, time saved and items sent to review, fix recurring errors, and decide with you whether to extend the solution to more document types, teams or locations.

INDUSTRIES

All industries

KEEP EXPLORING

All AI Solutions services

Voice and chat agents that answer, qualify and book, with human review built in.
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Packaged solution: Custom AI Solutions is part of the Tavero Intelligent Growth Partnership, when you want it all connected.

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Results are published here as they are verified with our clients.

How we work

FAQ

If a well-supported product already handles your workflow, it is usually quicker to adopt and easier to maintain. Custom work makes sense when your documents, rules or systems are too specific for off-the-shelf tools. We give you a straight recommendation either way.

Your data is used only for the agreed use case. Where providers offer the option, we choose settings that keep your business data out of public model training, restrict access by role and document where data is stored. We review data handling with you before building.

Errors are expected and planned for. Each extraction carries a confidence score, and anything uncertain or failing a validation rule goes to a person before it reaches your systems. We track error types during tuning, so recurring problems get fixed at the source.

Usually as a scoped project with a defined first version, followed by optional ongoing support. Larger builds are split into phases, each with its own review point, so you can stop, adjust or expand based on results rather than committing to everything upfront.

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Tell us about your goals and we'll recommend where to start.

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