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AI Knowledge & Search for Professional Services

Make your firm’s knowledge instantly accessible and client‑ready—without risking accuracy or compliance.
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Ranked top 7 in GenAI — alongside the biggest names
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Launch an AI agent for your professional services team, in minutes.

Worried about falling behind on AI? Launch powerful, affordable AI chat agents in under 30 minutes.

Upload

Connect and integrate your business knowledge from any source. Select. Upload. Done!

Customize

Personalize your agent’s look and communication style with a few simple clicks.

Deploy

Deploy your AI agent with your users or your team, wherever you need it.
Start building

How professional services firms drive value with CustomGPT.ai

Automate and resolve 93%+ of customer inquiries, instantly

Reduce ticket volume and support costs with AI agents that instantly resolve inquiries—freeing your team to focus on high-value tasks.
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CustomGPT.ai's Ticket Deflection tool is shown on a laptop computer screen.

Cut training time in half with AI

Save time and money with AI agents that automate and tailor the onboarding experience to each new hire.
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CustomGPT.ai's Ticket Deflection tool is shown on a laptop computer screen.

Knowledge retrieval with AI-driven precision

Boost operational efficiency by equipping your team with AI search tools that deliver fast, accurate insights.
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CustomGPT.ai's Ticket Deflection tool is shown on a laptop computer screen.

Cut research time by 90%

Accelerate productivity by letting a secure AI research assistant shift through your research material for you.
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CustomGPT.ai's Ticket Deflection tool is shown on a laptop computer screen.

Grow customer engagement and drive conversions

Accelerate sales with AI-powered lead generation, personalized engagement, and streamlined pre-sales support.
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CustomGPT.ai's Ticket Deflection tool is shown on a laptop computer screen.

Gain a competitive edge with custom AI analysis

Automate insights, optimize decision-making, and transform data into action for faster growth.
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CustomGPT.ai's Ticket Deflection tool is shown on a laptop computer screen.

Here’s why it’s a winning solution for professional services...

No-Code Platform

Your Firm’s AI. In Minutes. No Headaches.

Anyone in your firm can configure an AI assistant without needing technical skills. Connect your data sources, set permissions, define tone, and go live—all in under an hour.
Launch my agent today

Enterprise Security

Data‑Private & Secure

Built for compliance-focused teams. Data is encrypted in transit and at rest, SOC 2 Type II and GDPR-certified, with full role-based access control through SSO and SCIM. Your client work and intellectual property always remain private.
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Leading Accuracy

Trustworthy Answers

Every response comes directly from your firm’s data with transparent citations. The system is designed to eliminate fabricated content and ensure compliance with accuracy and confidentiality standards across every client interaction.
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Meet the organizations beating the AI curve with CustomGPT.ai

See why they choose CustomGPT.ai

With CustomGPT.ai, Ontop cut response times from 20 minutes to 20 seconds, accelerating sales growth and enabling full focus on high-impact tasks. 

Read their story

Client Deliverables

Draft proposals, memos, and insights instantly from approved frameworks and past work.

Built for developers

Easy to use APIs and SDKs get you started in minutes. Our developer cookbooks will help you ship in minutes instead of months.​

Built for developers

Easy to use APIs and SDKs get you started in minutes. Our developer cookbooks will help you ship in minutes instead of months.​

Built for developers

Easy to use APIs and SDKs get you started in minutes. Our developer cookbooks will help you ship in minutes instead of months.​

Client Deliverables

Draft proposals, memos, and insights instantly from approved frameworks and past work.

Built for developers

Easy to use APIs and SDKs get you started in minutes. Our developer cookbooks will help you ship in minutes instead of months.​

Built for developers

Easy to use APIs and SDKs get you started in minutes. Our developer cookbooks will help you ship in minutes instead of months.​

Built for developers

Easy to use APIs and SDKs get you started in minutes. Our developer cookbooks will help you ship in minutes instead of months.​
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Why CustomGPT.ai API?

Integrate the #1 serverless RAG platform that leverages your business data into any workflow you have, and get accurate, secure, and hallucination-free responses, tailored for your content and environment, all in 3 lines of code.​
icon-bot

Why CustomGPT.ai API?

Integrate the #1 serverless RAG platform that leverages your business data into any workflow you have, and get accurate, secure, and hallucination-free responses, tailored for your content and environment, all in 3 lines of code.​
icon-bot

Why CustomGPT.ai API?

Integrate the #1 serverless RAG platform that leverages your business data into any workflow you have, and get accurate, secure, and hallucination-free responses, tailored for your content and environment, all in 3 lines of code.​

Hear from our customers

“We chose the CustomGPT solution because of its scalable data ingestion platform which enabled us to bring together knowledge of entrepreneurship across multiple knowledge bases at MIT”

Doug Williams, Product Lead for the Martin Trust Center for MIT Entrepreneurship and happy CustomGPT.ai customer

Doug Williams

Product Lead, Martin Trust Center for MIT Entrepreneurship

“CustomGPT.ai has continually impressed us. Our own assessor loves it and frequently comments on how it provides the right answers.  It’s a very valuable tool that people need to understand and utilize.”

Ken Scott

Deputy Assessor of Operations at BernCo

“We looked at different vendors and in the end, we chose CustomGPT.ai because for us, it had the best spectrum of quality of answers, ease of use, scalability, and most importantly, API capabilities.”

George Dlubal, CEO of Dlubal Technologies and happy CustomGPT.ai customer

George Dlubal

CEO at Dlubal Software

See all customers

Top Questions professional services firms have about AI agents

Yes. SOC 2 Type II, GDPR, encryption, and SSO/SCIM ensure compliance and control.
Most firms launch in under an hour—connect your drives and knowledge bases, and go live.
Never. Your data stays yours; it’s not used for model training.
Yes—many firms power client portals with branded assistants to add new billable offerings.
AI agents can instantly retrieve trusted insights, templates, and frameworks from your existing content, saving hours of research time.
Not at all. Setup takes less than an hour with no code required.
Yes, securely and with full role-based permissions.
Our platform offers the highest accuracy with anti-hallucination technology, is easy to use without coding, and ensures stringent data privacy, making it ideal for legal practices.
Yes. CustomGPT.ai integrates seamlessly with Microsoft Teams, SharePoint, Google Drive, and other common collaboration tools used by professional services teams.
Yes. You can configure one centralized assistant that respects role-based access for different regions, practices, or client teams.

Turn your firm’s knowledge into a revenue engine.

Start for free today