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Offer 01 · AI agents and automation

AI agents that handle repeat work in your tools, and ask a person before they act

Routine steps run on their own. Anything that changes money, records, or customers waits for approval.

Build an agent for my businessSee the types we have built

Types we have built

Six kinds of agent, each built around one job

  • 01

    Customer Service Agent

    Customers wait hours for answers that should take seconds.

    1. Customer asks
    2. Agent checks the order
    3. Reply sent, refund waits

    Example workflows

    • Checks order status, answers delivery questions, categorizes complaints, and prepares refund requests for approval.
    • Reads a returned item's details, confirms eligibility against policy, and books the pickup once a person signs off.
    Build this agent
  • 02

    Back-Office Agent

    Your team retypes invoices into systems all day.

    1. Invoice arrives
    2. Agent matches the PO
    3. Record posted, gaps flagged

    Example workflows

    • Extracts information from invoices, checks it against purchase orders, flags discrepancies, and prepares records for accounting.
    • Chases unpaid invoices on a schedule, logs each reminder, and escalates overdue accounts to the finance lead.
    Build this agent
  • 03

    Sales Follow-Up Agent

    Never lose a lead again.

    1. New lead
    2. Agent drafts follow-up
    3. Rep approves, CRM updated

    Example workflows

    • Enriches incoming leads, drafts personalized outreach, updates CRM records, and reminds reps when a prospect needs attention.
    • Notices a quote that has gone quiet for a week, sends a follow-up draft for the rep to review, and logs the response.
    Build this agent
  • 04

    Voice and Chat Agent

    Calls after hours go to voicemail and leads go elsewhere.

    1. Call or chat
    2. Agent books or answers
    3. Hands off when complex

    Example workflows

    • Answers common questions, collects appointment details, checks availability, and transfers complicated enquiries to a human.
    • Takes after-hours calls, captures the caller's details, and creates a callback task for the team at opening time.
    Build this agent
  • 05

    Internal Copilot

    Staff lose hours hunting for the right policy or file.

    1. Staff question
    2. Agent searches approved docs
    3. Answer with sources

    Example workflows

    • Searches internal documentation, summarizes policies, retrieves project information, and drafts answers from approved company sources.
    • Pulls the status of an open project, lists blockers from recent notes, and drafts a weekly update for the owner to edit.
    Build this agent
  • 06

    Workflow Automation Agent

    Work stalls waiting for someone to pass it along.

    1. Request comes in
    2. Agent runs the steps
    3. Pauses before payment

    Example workflows

    • Receives a maintenance request, checks the property details, contacts the right contractor, coordinates the booking, and pauses before payment.
    • Moves a new hire through account setup across three systems, then waits for a manager to approve access to finance tools.
    Build this agent

Where agents save the most time

Five situations, and what changes in each

  • 01

    Work that only happens when someone remembers it

    Agent does
    Checks open items on a schedule and creates the next action.
    Person approves
    Changes that affect money or customer terms.
    Scope this situation for my business

    Renewals and unpaid invoices get noticed when someone happens to scroll past them.

    • Renewal due in 30 days, noticed Thursday
    • Invoice unpaid 14 days, no reminder sent
    • Contract missing signature, found at audit
    BeforeAfter

  • 02

    Requests that go cold in a shared inbox

    Agent does
    Routes each request and drafts a reply in minutes.
    Person approves
    The reply, for new or high-value cases.
    Scope this situation for my business

    Requests sit in a shared inbox until the next person checks it, and some never get a reply.

    • Quote request, 3 pages, sitting two days
    • Pricing question, no reply yet
    • Partner intro, lost in the inbox
    BeforeAfter

  • 03

    The same data re-keyed between tools

    Agent does
    Writes one record to each system and logs every write.
    Person approves
    Any change to a figure already marked final.
    Scope this situation for my business

    One order is typed into three systems by hand, and the numbers drift apart by Friday.

    • Order typed into the CRM on Monday
    • Typed again into billing on Tuesday
    • Copied into a sheet, totals do not match
    BeforeAfter

  • 04

    A pilot that never reaches production

    Agent does
    Tests against your real past cases before anything ships.
    Person approves
    The release, and any expansion to a new process.
    Scope this situation for my business

    The demo impresses, then nobody can say when it is safe to switch it on for real customers.

    • Demo approved in March
    • Still no production date
    • Nobody owns the rollout
    BeforeAfter

  • 05

    An agent that acts when it should ask first

    Agent does
    Scores each decision and escalates the uncertain ones.
    Person approves
    Every escalated case, with the sources beside it.
    Scope this situation for my business

    Automation fires on every case, including the ones that should have gone to a person.

    • Refund of 620 sent, over the 500 limit
    • Customer escalates after the fact
    • Finance sees it at month end
    BeforeAfter

Audit trail

Every action leaves a record

  • One line per step: input, decision, tools called, outcome.
  • Escalations show the reason and the sources beside them.
  • Any outcome traces back to the step that caused it.
Ask how this works in your systems

Where an agent sits between scripts and copilots

  • Scripted automation

    Runs fixed rules. Stops on anything the rules did not anticipate.

  • Chat-only copilot

    Helps a person answer. Does not act in your systems.

  • AI agent

    Chooses steps within limits you set. Acts through approved tools. Asks when unsure.

Talk through which option fits your workflow

Pricing and ownership

Priced by phase, owned by you

  • Fixed

    One price per phase, approved before it starts.

  • 4 to 8 weeks

    Average launch for one workflow.

  • Yours

    Code, models, data, and deployment transfer at handover.

Get a fixed-price scope

Questions buyers ask first

What can an agent do in our tools?
Only what its permissions allow. We start with read access and add write access per action during scoping.
How long does a launch take?
4 to 8 weeks on average for one workflow. The number of systems to connect sets where in that range you land.
How is it priced?
A fixed price per phase, approved before that phase starts. No rate card and no open-ended hours.
Who owns it at the end?
You do. The code, the models or configuration, the data pipelines, and the deployment.
How is our data protected?
Each agent sees only the tools it needs, every action is logged, and we review data handling with you before access is granted.
What happens when the agent is wrong?
It escalates when confidence is low or a case falls outside policy. Every run is logged, so the error can be traced.
Ask a question that is not listed

Start with one workflow

Tell us the repeat work that slows your team down

We scope the first workflow with a fixed price for each phase, before any build starts.

Build an agent for my business
  1. 01

    Share the workflow

    Tell us the task, the tools, and where it goes wrong.

  2. 02

    We scope it

    A fixed-price plan for the first phase, with an approval step named.

  3. 03

    We build in phases

    You review each phase before the next one starts.