Custom AI agents that run the repetitive work for you.
Bespoke AI agents that act on their own when something happens in your business — a lead arrives, an opportunity moves, a payment lands. They capture data, generate quotes, classify requests and compile reports. If a person does the same thing on a screen repeatedly, we can probably automate it.
Three steps from setup to running.
We map the repetitive tasks eating your team's time — intake, quoting, triage, reporting.
We build custom agents triggered by real events in your CRM: new lead, stage change, payment received.
The agent does the work, logs the result, and escalates to a human only when it hits a rule you define.
What's included
- Custom agent design & build
- CRM event triggers
- Data capture, quoting & triage
- Reporting & summaries
- Human escalation rules
Connects with
- CRM pipeline
- Workflow automation
- Unified inbox
- AI chatbots
Questions, answered straight.
What kinds of tasks can a custom agent handle?
Intake forms, quote generation, lead classification, appointment triage, status reports, payment follow-up — anything repeatable and rule-based. We scope it on a call and build to your actual workflow.
How is this different from a chatbot?
A chatbot talks to your customers. A custom agent works inside your operation — reacting to CRM events and doing back-office work automatically, often without any customer-facing conversation.
Will it replace my team?
No. It removes repetitive screen-work so your team focuses on judgement and relationships. Every agent has human escalation built in, and you approve the rules before it goes live.
How long does a custom build take?
Depends on complexity. Simple agents can be live in days; multi-step workflows take longer. We scope and timeline it on the strategy call — [VERIFICAR: per-project timeline].
See this built for your business.
On the call, we'll map exactly how this fits your operation — and what it connects to.