AI Live Chats: Enhancing Business Operations

AI Live Chats: Enhancing Business Operations

From Tech for Business by Computer Integration Technologies (CIT)

March 11, 2026 · 44 min · Season 5 · Episode 7

About this episode

Kelsey interviews CIT President and CEO Kyle about using AI to enhance business operations through Claude Code.

In the first AI Live chat on LinkedIn, Kelsey interviews CIT President and CEO Kyle about how he uses Claude Code as an agent-based executive assistant running locally on his MacBook. Kyle describes building MCP connectors into business systems like Halo (ticketing/PSA), NetSuite (financials), email, and team chats, plus using “skills” that load only when needed to save tokens and cost. He explains how he prompts in plain language while the AI helps build the setup, and shares examples like generating daily “morning” and end-of-day recaps, creating customer health summaries, and quickly producing spreadsheets to identify inactive customers by correlating invoicing and support data. They discuss rapid shifts in AI-assisted coding, data quality checks, ROI, and how AI may transform roles more than replace them. 00:00 Welcome And Setup 00:47 CEO Nighttime AI Habits 01:45 Building A Local Agent 03:44 Daily Workflow With Claude 05:11 Plain Language Development 07:37 Claude For Everyone 08:54 Skills And MCP Explained 14:19 AI Writing Software Shift 16:59 Productivity ROI Examples 19:56 Quick Hit Use Cases 20:55 Voice Notes to Tasks 21:19 Instant Customer Checkins 23:14 Reengaging Stale…

People in this episode

Host: Kelsey

Guest: Kyle

Topics covered

  • AI Live Chat
  • Business Operations
  • Agent-based Executive Assistant
  • Productivity
  • AI Coding
  • Data Quality

Keywords

  • AI
  • business operations
  • Claude Code
  • productivity
  • data quality
  • executive assistant
  • customer health

Mentioned in this episode

Organizations: Computer Integration Technologies

Products: Claude Code, Halo, NetSuite

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