Methodology
How CORTX learns your business in 30–60 days.
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Capture, Decode, Activate. Three movements that turn tribal knowledge into a working system.
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02 / PLATFORM

Integrations

Layered, not replacing. CORTX connects to the systems your business already runs on, without asking you to abandon them.

01 / PRINCIPLE

We do not rebuild what works.

Most automation projects fail because they ask the business to migrate. New CRM, new ERP, new everything. Two years of pain for a small chance at a better tool.

CORTX does not migrate. The CRM you have stays. The ERP you have stays. The spreadsheet your bookkeeper has used for fifteen years stays. We layer on top.

The agent reads from the systems you have. The agent writes to the systems you have. The agent operates the systems you have, the same way an experienced employee would.

02 / METHODS

Three ways to connect a system.

API-native

When a system has a usable API, we wrap the API in a CLI and the agent calls it directly. Fastest, most reliable, easiest to maintain. Used wherever possible.

Computer use

When a system has no usable API — common in older industry-specific software — the agent operates the screen directly. We build a thin script that drives the UI the same way an experienced operator would.

Bridge adapter

For complex legacy systems, we build a bridge. A small service that exposes a clean API on one side and talks to the legacy system on the other. The agent only knows the clean side.

Different problems. Same agent. Same loop.

03 / ABSTRACTION

Every integration looks the same to the agent.

Whether the integration is API-native, computer use, or a bridge, the agent sees the same interface: a CLI with arguments and structured output. The agent does not know the difference.

This is what makes CORTX portable. When a customer changes their CRM, we replace one CLI. The workflows, the agent, the operators — none of them know anything happened.

04 / SCOPE

What we connect to.

CRMs
Whatever you use today. Industry-specific or general.
ERPs
Including legacy systems with no public API.
Insurance & Claims Portals
Portal automation by category — health, dental, property, motor.
Communication
Email, SMS, WhatsApp, voice.
Payments & Banking
Read access for reconciliation. Write access only when explicitly authorized.
Internal Files & Drives
Local file systems, shared drives, document repositories.
Industry-Specific
Whatever runs your vertical. Inventory, logistics, scheduling.
05 / SUBSTITUTION

When the vendor changes.

Every customer eventually replaces a vendor. The CRM gets swapped. The accounting software gets upgraded. The portal changes its login flow.

When this happens, the work is bounded: we modify or replace the affected CLI. The MCP files do not change. The workflows do not change. The agent's behavior does not change. The operators do not retrain.

A change that would normally take a month and break things instead takes a few days and is invisible to the people doing the work.

06 / EDGE CASES

When something doesn't fit.

Some integrations are not standard. A proprietary in-house system. A unique vendor relationship. A workflow that crosses three systems and a human in a chain we have not seen before.

These get built as custom integrations during the deployment of the relevant vertical. They follow the same CLI abstraction as everything else. Once built, they become part of the customer's vault — owned by the customer, maintained by us when needed.