Goal: Development of the user-centered, ethically tested AI assistance system Samy to support innovation, sales, and technology processes in SMEs.
Samy is an AI-based Assistant from Tolksdorf.digital. He supports you with questions about digitization, innovation, and IT. The answers are derived from a structured, very large database, but as with any AI, they may also contain errors. Responsibility for use lies with the user, so always check.
Many Use Cases for SMEs
Workflow solutions combined with AI agents can easily upgrade existing IT systems that aren't designed for these kinds of applications.
Chat-Bot for Websites
- Turns static websites into an interactive experience
- Available to visitors 24/7 in a qualified manner that complies with GDPR
AI in Digital Innovation
- Sparringspartner
- Creative Partner
- Critic
- Mentor
- Innovation Chat Partner
Workflow + Integration
- Integrating Systems
- Automize Processes
- Enabling access to data for business intelligence
Data search in data silos
- E-Mail Accounts
- File systems
- Databases
- Websites
- Intranet
- And much more
Learning and testing
- Self-taught learning.
- AI as a mentor and supplement to traditional learning tools.
- Use of inexpensive, effective learning aids and tools.
Sales and Marketing
- Analysen und Strategie entwickeln
- Leads und Kontakte identifizieren
- Info über Märkte , Branchen und Ziele gewinnen
Initial Situation
Many companies want to use artificial intelligence – but most solutions are either generic, questionable in terms of data protection, or not technically integrated.
As part of the internal development of consulting and innovation methods, the idea arose to build a proprietary, trustworthy AI agent that answers specific questions, thinks along with users, and integrates into real work processes.
- Dealing with incomplete input and complex context
- Data protection compliance (GDPR, hosting, traceability)
- Integration into existing tools and processes
- Strengthening trust and acceptance through clear roles and boundaries
Solution: AI-Agent Samy + Team
Development of a multi-level, modular AI agent system with fixed roles within the framework of the company's own 7C-CI/CD-Methode ("Experience Innovation"):
- Samy: empathetic, dialogue-oriented key agent for innovation issues, customer contact, and understandable assistance
- Alan: Specialist agent for technical and IT-related topics, limited to reliable statements
- Simone: ethical control agent for evaluating content according to company guidelines, transparency, and fairness
The system is based on open source components (n8n, LLMs, PostgreSQL, Caddy) and is hosted entirely by Hetzner in Germany.
Preliminary phase: Experiments and prototyping
- Building multiple prototypes with different LLMs and memory architectures
- Prototyping and validation testing with ChatGPT-4o as a current, leading LLM
- Implementation as an n8n agent with structured YAML system logic
- Testing with internal and external stakeholders: innovation consulting, customer service, web integration
Success criteria Preliminary Phase
- Understanding complex tasks from everyday life in SMEs
- Contextualization via multiple rounds of dialogue (memory, retrieval, YAML prompts)
- Avoiding ethically questionable content through preliminary screening (Agent Simone)
- Technically sound IT answers provided by specialized roles (Agent Alan)
- Reliability through local hosting and GDPR-compliant logging
Tools and technologies used
- n8n (workflow automation)
- Open Source LLMs (z. B. OpenHermes, Mistral, ChatGPT-4o in Prototyping)
- PostgreSQL with pgvector
- Caddy (Reverse Proxy), Docker
- Hetzner Cloud (Germany), static HTML + JS Widget
- Klaro! for GDPR-compliant consent management
Methods used
- 7C-CI/CD: Our own innovation methodology based on ISO 9001:2015, Lean Innovation, and Scrum was developed based on the 12 Wirkungsfelder der Innovation .
- AI ethics check by YAML rule-based agent
- Prompt engineering in YAML for structured role and behavior control
- Iterative tests in real consulting situations (Ammann, service projects)
Project contribution and role
- Vision, conception, development, and system architecture by Rainer Tolksdorf
- Moderation of tests, ethical guidelines, role concept
- Integration into customer projects and accompanying coaching formats
- Development of training data, logging infrastructure, and GDPR-compliant opt-ins
Final Result
The project not only brought an intelligent AI chat to the website—it established a new model for trusting, dialogue-oriented human-machine collaboration.
Samy is now ready for customer consulting, innovation testing, and sales support—always with a verifiable ethical framework, technical expertise in the background, and complete control over data and behavior.
Initial customer projects show that Samy generates acceptance and added value—where other systems cause mistrust, Samy inspires confidence.
Contact
Would you like to use or test a comparable system in your company?
We accompany you from the vision to the rollout – tailored to your processes and culture.