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AI agent for sales engineers

Integration Feasibility Check Agent

A tested statement of what integrates, how and with what limits

Risk managementSales
See how it worksGet access
Integration Feasibility Check Agent: what goes in, what the agent does and what you get

What it does

Saying 'yes, we integrate with that' is easy, and finding out three months later that the API has rate limits or no write access is expensive. Before a promise is made, this agent reads the API documentation for both sides and plans a test: authentication, the key calls and the data volume the customer expects. It runs sample calls in a sandbox, checks limits, field mapping, error cases and security, and records what worked and what did not. If something fails, it revises the plan, tries an alternative, and tests again until the integration works or is ruled out. It drafts the statement the engineer can make. The engineer approves what is said. Edge case: the API works but cannot handle the customer's daily volume, so the agent states the limit.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Customer asks about an integration 2 USES A TOOL Read API documentation and customer requirements 3 DOES Plan the tests: authentication, key calls, volumeand errors 4 USES A TOOL Run sample calls in the sandbox 5 CHECKS THE RESULT Do the calls succeed with the needed fields andsecurity? If not: try an alternative endpoint or method andretest. Back to step 3. 6 DOES Check rate limits and volumes against the customer'sneeds 7 CHECKS THE RESULT Do limits support the expected volume? If not: revise the design, such as batching, and testagain. Back to step 3. 8 DOES Write the findings and a statement of what can bepromised 9 YOU APPROVE Engineer approves what is stated to the customer 10 RESULT Integration test report
Read the steps as a list
  1. Customer asks about an integration
  2. Read API documentation and customer requirements
  3. Plan the tests: authentication, key calls, volume and errors
  4. Run sample calls in the sandbox
  5. Do the calls succeed with the needed fields and security?If not: try an alternative endpoint or method and retest. Back to step 3.
  6. Check rate limits and volumes against the customer's needs
  7. Do limits support the expected volume?If not: revise the design, such as batching, and test again. Back to step 3.
  8. Write the findings and a statement of what can be promised
  9. Engineer approves what is stated to the customerThe agent waits here for your OK.
  10. Integration test report

How it decides

A capability is stated only when sample calls succeed at the needed volume and with the needed security. Anything else is reported as a gap or workaround.

  • Promise only what a sandbox call confirmed
  • Compare rate limits with peak volume plus 20 percent
  • State limits and workarounds plainly
  • Rule out an integration after two failed alternatives

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Sandbox environment
  • Volume margin (default 20%)
  • Security requirements
  • Report format

What keeps you in control

It always asks you first

  • Engineer approves any statement made to the customer
  • Engineer approves use of any customer credentials

Hard limits

  • Use sandbox data only
  • Never use customer production credentials without approval
  • Do not guess limits

It stops when

  • Done: a tested integration plan is documented
  • Stop: integration is ruled out and the report explains why

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA customer needs 40,000 order updates a day. The agent tests the orders endpoint, which works, but the limit is 10,000 calls a day. It tests batching and gets 100 updates a call, reaching 40,000 in 400 calls. It writes that batching is required. The engineer approves that statement.

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