
What is AI Squared?
AI Squared helps enterprises accelerate AI adoption at scale - by integrating Artificial Intelligence and Machine Learning (AI/ML) into systems they already use, modernizing legacy systems, and operationalizing agentic AI. From federal teams that need secure, mission-ready solutions to enterprises who need systems that scale across their complex organizations, to mid-market companies seeking plug-and-play capabilities, AI Squared’s software delivers faster adoption, better decisions, and real, measurable impact.Who is AI Squared for?
AI Squared is for data science teams and AI/Analytics teams at large enterprises who are:- Unable to scale AI beyond the pilot stage
- Unable to showcase immediate business impact
How AI Squared Works
- Connect: Integrate disparate data sources and AI sources seamlessly with no-code.
- Learn: Feedback loops continuously improve LLMs making them more accurate and tightly aligned to your organizations processes.
- Orchestrate: Route models, manage policies, enforce governance, observe agentic workflows and ensure uptime.
- Secure: Deliver defense-grade encryption, RBAC, and auditability.
- Embed: AI insights are integrated in the enterprise applications employees already use.
Main Challenges Related to AI Deployment
One of the key challenges in the industry is that AI products do not reach production - About 95% of all AI POCs never make it to production, as per an MIT Report.Why AI Proof-of-Concepts fail to launch:
- Disparate tools:
Fragmented tools (sometimes 10-15 in number) come with their own UI, API, operating model. This makes end-to-end workflows harder to manage and scale. - Complex integrations:
Connecting data sources, models and applications requires time and engineering effort - thereby slowing down time to production and increasing the cost of the project. - Lack of trust and governance systems:
When governance is not built-in, it is harder to manage. It becomes difficult to track and report how AI models collect, use and process data. - Low end-user adoption:
AI insights often require new tools to track and monitor. As a result, it disrupts existing workflows and affects adoption.
AI Squared Architecture
AI Squared’s UNIFI platform implements the AI Controls Model through a unified architecture that addresses all seven layers in an integrated system. Unlike fragmented point solutions, UNIFI provides native capabilities for data connectivity, context preparation, workflow orchestration, governance, delivery, and observability without requiring external integration..png?fit=max&auto=format&n=-MbwV9-QpicPIrse&q=85&s=4b8c3232b773f2d975493ee2891f3bc8)
Architectural Overview
The UNIFI platform architecture consists of 5 primary subsystems:Sources:
UNIFI connects to both enterprise data systems and AI model endpoints. Enterprise Data Sources These include:- CRMs such as Salesforce and Dynamics
- ERPs such as SAP and Oracle
- Data warehouses such as Snowflake and BigQuery
- Databases such as PostgreSQL and Redshift
AI / ML Model Sources The platform also connects to:
- OpenAI
- Anthropic
- AWS SageMaker
- Google Vertex
- Databricks model endpoints
- Custom REST APIs
Organizations can unify fragmented enterprise systems into a single operational layer. This eliminates manual data stitching and reduces integration timelines from months to days.
Data Plane (Connectors and Syncs)
Scalable data movement layer using lightweight connector plugins that implement the Multiwoven Protocol. Each connector handles authentication and interaction with specific systems (CRM, database, warehouse). During sync operations, worker processes execute data transfers between sources and destinations. State management, retries, and scheduling are coordinated through Temporal workflow orchestration. Business value: Organizations can add hundreds of new data sources without increasing operational burden on platform teams. Connectors scale independently, handling parallel data transfers without resource contention.Control Plane
Microservices-based architecture built with Ruby on Rails and TypeScript/React, providing horizontal services for configuring and executing data and AI workflows. The control plane manages objects (data sources, destinations, AI models, workflow configurations) and coordinates all platform operations. It includes the web UI for no-code interaction and REST APIs for programmatic access. Business value: This separation means platform teams can manage system configuration without writing code, while developers can automate deployment through APIs. New data sources or workflow types can be added without platform downtime.Application Plane
User-facing capabilities including the Sparx conversational interface for natural language queries, Insight Dashboard for interactive analytics, Automation Engine for event-driven workflows, and Data Apps for embedding AI insights directly into business applications. This layer orchestrates retrieval from the unified data layer, LLM inference, and result formatting. Business value: Business users ask questions in natural language and receive answers with citations in seconds, without manual report generation or SQL queries. AI capabilities are delivered where work happens rather than requiring separate tools.Consumption Plane
The Consumption Plane represents where AI insights are delivered and consumed. Instead of pulling users away from the systems they already use, UNIFI embeds intelligence directly into existing enterprise and mission systems. This includes:- CRM platforms
- ERP systems
- Collaboration tools
- Financial systems
- Federal mission applications
- Custom internal portals
- Embedded widgets
- Contextual dashboards
- Chat assistants
- Automated recommendations
- Triggered workflows
- Automated workflows
AI becomes part of daily workflows rather than a separate experiment. Users do not switch tools or change behavior. They receive trusted, contextual insights inside the systems they already use. This increases adoption, shortens feedback cycles, and accelerates measurable business impact.
Detailed Overview of UNIFI Platform
Data Movement
AI Squared connects with a wide range of enterprise systems across data platforms, business applications, and operational tools without the need of migration. Data remains in its system of record (minimising risks due to privacy or governance related factors). The table below provides a representative view of supported data sources, AI/ML integrations, and destination systems.| Feature Category | Capability | Details & Supported Connectors |
|---|---|---|
| Data Sources | Warehouses & Databases | Snowflake, Amazon Redshift, Google BigQuery, Databricks, PostgreSQL, MariaDB, Oracle, ClickHouse, Microsoft SQL. |
| File & Storage | Amazon S3, SFTP, Google Drive. | |
| Apps & Services | Salesforce Consumer Cloud, AWS Athena, Intuit QuickBooks, Odoo, Firecrawl. | |
| AI/ML Sources | Model Integration | Bring Your Own Model (BYOM) via HTTP endpoints or direct integration. |
| Supported Providers | AWS SageMaker, Google Vertex AI, Databricks Model, OpenAI (GPT), Anthropic (Claude), Llama. | |
| Destinations | Business Apps (CRM/ERP) | Salesforce CRM, HubSpot CRM, Microsoft Dynamics 365, Zoho, Zendesk, ServiceNow, NetSuite. |
| Communication | Slack, Microsoft Teams. | |
| Marketing/Ads | Braze, Klaviyo, Iterable, Mailchimp, Facebook Custom Audiences, Google Ads. | |
| Databases & Storage | Postgres, MariaDB, Oracle DB, Amazon S3, SFTP, Databricks Warehouse. |
Data Modeling & Transformation
AI Squared supports data preparation and model execution as a governed, and controlled layer.Organizations retain full control over how data is shaped, synchronized, and prepared before it reaches the applications. Orchestration ensures that data access, transformations, and model execution follow defined rules. This approach allows enterprises to operationalize AI workflows without complex integrations, while maintaining reliability across environments. The following table describes the orchestration capabilities, modeling methods and scheduling mechanisms:| Feature | Description | Technical Specifics |
|---|---|---|
| Modeling Methods | SQL Editor | Define models using static or dynamic SQL queries natively compatible with the data warehouse. |
| Table Selector | Visual, no-code interface to select specific tables and columns. | |
| dbt Integration | Leverage existing dbt models for advanced data transformation. | |
| Sync Types | Full Refresh | Replaces all data in the destination with fresh source data. |
| Incremental | Syncs only data changed since the last run (supports Cursor Fields). | |
| Scheduling | Manual, Interval-based, or Cron-based intervals. | |
| Harvesting | Context Capture | DOM Harvesting: Captures text/data from the web page Document Object Model. Query Param Harvesting: Captures context from URL parameters. |
Workflow Orchestration & Agentic Execution
AI Squared’s orchestration layer operates as managed infrastructure. Model execution, workflow logic, and governance are handled centrally, without requiring end users to interact with new interfaces or modify existing workflows. Data scientists, engineers, and business users collaborate through governed orchestration workflows, while AI-generated insights are delivered directly into the systems where decisions occur.| Feature | Capability | Source |
|---|---|---|
| RAG | Retrieval-Augmented Generation | Enriches LLMs with proprietary data via Vector Search to reduce hallucinations and provide context-aware answers. |
| Knowledge Base | AI Squared Vector Store | Optimized storage for vector embeddings to support semantic search and AI workflows. |
| MCP Tools | MCP Servers | Connect with 26+ MCP servers to integrate with external systems into the AI workflows |
| Agents | Agent Core | Understands, reasons, and performs actions; connects via MCP (Model Context Protocol) tools. |
| Workflow Builder | Drag & Drop | Visual builder to chain Inputs → Prompts → LLM Processing → Vector Search → Guardrails → Outputs. |
| Guardrails | Compliance Rules | Configure rules for PII masking, content policy violations, and custom compliance checks. |
AI Integration
AI Squared acts as a single intelligence layer that delivers insights directly inside existing workflows. This removes the problem of fragmented tools and complexity in your environment. AI Squared centralizes AI reasoning and makes insights available in the tools and interfaces employees use regularly. This approach reduces tool sprawl, minimizes context switching, and ensures AI-driven insights are consumed at the point of decision-making rather than in separate systems. The table below shows the delivery mechanisms and interfaces through which users consume AI insights:| Feature | Component | Options / Details |
|---|---|---|
| Data Apps | Integration Type | Browser Extension (No-code): Overlays insights on existing web apps. Embeddable Code: Snippet to insert into app codebases. |
| Visualization Types | Donut Chart, Bar Chart, Table, Text, Chat Interface, Custom Component (Script-based). | |
| Preview Mode | Visualize how the Data App will render with sample input before deploying. | |
| Sparx Chatbot | Conversational UI | Natural language interface for querying business data (e.g., “Show me sales by region”). |
| Launchpad | Pre-configured workspace with default vector store and starter templates. |
Feedback & Analytics
AI Squared allows you to monitor, measure, and improve AI performance continuously. These digital duplicates allow AI Squared to monitor how AI-powered workflows behave over time, gather user feedback, and deliver feedback such as usage patterns, errors, and failures. By combining feedback mechanisms with detailed reporting and usage analytics, AI Squared helps teams detect issues early, maintain performance, and reduce the risk of AI systems failing after pilot deployment.| Feature | Type | Details |
|---|---|---|
| Feedback Capture | Primary Feedback | Thumbs Up/Down, Star Rating (1-10), Single/Multi-select options. |
| Secondary Feedback | Text-based remarks (can be mandatory or optional). | |
| Reporting | Sync Reports | Metrics on sync runs, rows processed, sync errors, and row-level failures. |
| Usage Dashboards | Metrics on session renders, feedback response rates, and sentiment analysis. |
Built-in Security & Governance
AI Squared incorporates governance, security, and auditability directly into the platform’s operating model. AI Squared enforces trust through controlled deployment options, access controls, and activity monitoring. These mechanisms ensure that data access, model execution, and workflow operations follow defined security and compliance requirements across environments. By combining role-based access control, encryption, audit logging, and real-time alerts, AI Squared provides the visibility and safeguards required for operating AI workflows in regulated and sensitive environments.| Feature | Capability | Details |
|---|---|---|
| Deployment | Flexible Options | SaaS: Managed cloud.VPC: Customer’s Virtual Private Cloud. Air-Gapped: Fully on-premises with no external dependencies. |
| Access Control | RBAC | Granular roles: Admin (full access), Member (operational access), Viewer (read-only). |
| Workspaces | Logical isolation for different teams or projects (Multi-tenancy). | |
| Security | Encryption | AES-256 for data at rest and in transit; TLS 1.2+ protocols. |
| Auditing | Audit Logs | Complete tracking of actions (login, connector creation, data access). Logs are exportable. |
| Alerting | Notifications | Alerts via Email or Slack for sync failures, row failures (based on thresholds), or system activity. |