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AI Agents

Software that takes the whole task, not just a step.

We design and build AI agents for multi-step business work such as research, triage, and data entry, with defined permissions, tests, and human approval where needed.

Hand off multi-step work, from lead research to reporting, to an agent built for your business. We build agents around a defined task, approved tools, and clear permissions. Each project includes agreed tests, limits on automated actions, and a route to human review when a check fails or the task needs judgment.

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Custom AI systems
When
Deal created in CRM
Then
Account brief in Slack

Fictional workflow example

Watch an agent research a new deal

A deal lands in your CRM. The agent plans the work, uses three tools, writes a brief, and posts it where your team already looks.

This interactive example illustrates a possible workflow. It is not a live client system or a promise of results.

lead-research-agentReady
  1. HubSpotDeal created
  2. AI agentPlan the research
  3. WebSearch the web
  4. HubSpotRead contact history
  5. Google DriveCheck sales playbook
  6. AI agentWrite account brief
  7. SlackPost to #sales
  8. HubSpotUpdate the deal

Execution log

Waiting for trigger…

Output

Account brief — Lakeview Dental

Prepared by the research agent

Company
Contact
Fit
Next step

Press Run to watch it work. Click any node to see what it does.

What we build and configure

The capabilities below guide scoping. Your proposal defines the included deliverables, integrations, acceptance criteria, and software costs. The account owner pays third-party subscriptions and usage directly.

Connected to your stack

We assess your CRM, database, documents, and APIs, then connect the tools supported by the agreed scope and access permissions.

Guardrails by design

You decide what the agent can read, change, and spend. Sensitive actions can require a person's approval before they run.

Transparent runs

We agree which actions and results to log, so your team can investigate a run without exposing unnecessary data.

Built to improve

We test representative inputs and review approved run records to improve the agent within the agreed scope. Performance and limitations remain part of acceptance.

Outcomes we define together

Goals to measure after launch, not guaranteed results.

  • Less manual work on the tasks selected for automation

  • Outputs checked against agreed rules and review criteria

  • A documented workflow with clear automation limits

A good fit for

Teams buried in repetitive back-office work (research, triage, moving data) that spans several tools.

What we handle and what we need from you

These apply to every project. The questions below cover what this service needs in particular.

We handle

  • Workflow mapping and a written scope
  • Tool configuration and supported integrations
  • Prompts, knowledge sources, and conversation or call flows
  • Testing, including failure paths and human handoff
  • Documentation, handoff, and optional ongoing care

You provide and decide

  • Account ownership and authorized access
  • Approved business information, policies, and tone
  • Decisions on consent, disclosure, and messaging rules
  • A person for escalations and launch approval
  • Provider subscriptions and usage charges

From first conversation to approved handoff

  1. Share the workflow

    Tell us what you want to hand off: the current process, the tools involved, and the outcome you need. Agencies can submit a client brief instead.

  2. Agree scope and delivery

    We review feasibility, dependencies, deliverables, and acceptance criteria. You receive a written proposal and quote before work starts.

  3. Build, test, and approve

    We configure and build the agreed system, then test the workflow, failure paths, and human handoffs. You approve the launch.

  4. Hand off or add care

    You receive the agreed documentation and account handoff. Add an optional care plan for monitoring, fixes, and agreed improvements.

Questions, answered

Straight answers to what people ask before they start. Something else on your mind? Ask us.

Ask a question
How does the agent connect to the tools we already use?

Through the APIs and integrations your tools already offer, such as your CRM, inbox, docs, or database. If a tool has no way to connect, we'll tell you during discovery and suggest an alternative before anything is built.

What happens when the agent is wrong or isn't sure?

We define checks and escalation rules for uncertain results, failed tool calls, and sensitive actions. AI can still make errors. Representative tests, run records, and assigned human reviewers help your team detect and correct them.

Will it take actions without my approval?

Only the ones you allow. We set explicit permissions for what it can read, change, and send, and any action you choose can require a human sign-off first.

Which AI models do you use, and who can see our data?

We select models and providers for the task, tested capabilities, and data requirements. Before connecting systems, we agree access permissions, provider data handling, and the information each step needs. The selected model and provider are documented in the proposal.

How is it priced, and who maintains it afterward?

We quote the setup after reviewing the scope and dependencies. The proposal defines ownership, documentation, and optional care. Your business owns the tool accounts and pays subscriptions and usage, subject to third-party licenses.

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Let’s scope AI Agents for your business

Tell us about the workflow and the tools you use. We will review the fit and propose a scope before any work starts. Agencies can submit a client project for this service.

Discuss your business projectSubmit an agency client project