Agent-ready customer data
Make your customer data ready for AI you can trust
Many organisations have tried AI and then stalled. Unify helps you find out whether one customer journey is ready, then build only what your data and controls can support.
Who we work with
Unify works with UK organisations that already run CRM, service or experience platforms, such as Salesforce or Microsoft Dynamics, but can’t yet give AI agents data they can trust.
We’re starting with three sectors: housing and property, specialist manufacturing and education. The same approach works for internal operations and for customer experience.
We start with one named journey, such as a resident repair request, an aftersales query or a student enquiry. You come away with a clear decision: improve the data, run a supervised pilot, or wait.
How we’re different
Start with a decision
When teams aren’t sure what to do next, work stops. Our first piece of work ends with a written verdict, not another strategy deck.
One journey at a time
We look at the records, access, consent and controls behind a single customer or service journey, so the scope stays clear and the cost stays bounded.
Capability you keep
We leave behind a method your own people understand and can run, with human oversight as the default.
Frequently asked questions
What does “agent-ready” customer data mean?
It means customer records that are accurate, joined up and available to an AI agent with the right permissions and consent, so the agent can answer or act without guessing or overstepping.
How do we know if our data is ready for AI?
Our assessment looks at one named journey and the systems behind it, then gives you a written readiness verdict and a recommended next step. If the data isn’t ready, you’ll know what to fix first.
Do we need to buy a new platform?
Usually not. We work with the CRM, service and experience platforms you already own, and only recommend change where the evidence supports it.
Will AI agents replace our customer service staff?
That isn’t our aim. Human oversight is the default, and customers and colleagues should always be able to reach a person when a task is complex, sensitive or uncertain.
Got a journey that’s stalled?
Tell us about the journey, the systems behind it and the outcome you need. We’ll tell you plainly whether an assessment is the right next step.