Custom AI Agents

AI that works in your business. Not just in a demo.

We build, deploy, and maintain custom AI agents tailored to your workflows — so your team gets leverage, not homework. These aren't chatbots. They're systems that read data, make decisions, take action, and learn from your operations.

Understanding AI Agents

What Is an AI Agent?

An agent is not a chatbot. A chatbot answers questions. An agent takes action. It reads your data, understands context, makes decisions based on rules you define, and executes tasks across your tools — all without someone sitting at a desk doing it manually.

Trigger

New lead, new document, scheduled check, API call

Agent

Reads context, applies logic, decides action

Action

Updates CRM, sends message, generates document, alerts team

A Chatbot

  • Answers questions from a script
  • Lives on a single webpage
  • Can't access your systems
  • Requires a human to act on its output
  • Feels like talking to a FAQ page

An AI Agent

  • Understands intent, context, and nuance
  • Connects to your CRM, tools, and data
  • Takes action — creates records, sends messages, routes tasks
  • Operates independently with configurable oversight
  • Feels like having a capable team member
Our Approach

Why Our Agents Are Different

Most AI agents are demos. Ours run in production, connected to real systems, handling real work.

Integrated, Not Isolated

Our agents connect to the tools you already use — your CRM, job management platform, accounting software, communication channels. They don't live in a silo. They sit in the middle of your operations and move data between systems intelligently.

Supervised or Autonomous

Every agent ships with configurable autonomy. Start in supervised mode — the agent drafts, you approve. As trust builds, dial up autonomy. Full control over what the agent can do independently vs. what requires human sign-off.

Your Data, Your Systems

We don't ask you to migrate to a new platform. Your existing tools remain the source of truth. The agent reads from and writes to your systems via APIs. No vendor lock-in, no data silos, no new logins for your team.

Built for Trust

Every agent includes confidence scoring, audit trails, and exception handling. When the agent isn't sure, it escalates instead of guessing. You always know what it did, why it did it, and where the data came from.

Agent Catalog

Agent Types We Build

Each agent is custom-built for your business. These are starting points — the final product is shaped entirely around your workflow, your tools, and your team.

Client Intake Agent

AI Agent

Handles inbound inquiries end-to-end — from first contact to qualified lead. The agent converses with prospects in your brand voice, asks qualifying questions, collects project details, scores the lead based on your criteria, and routes it to the right person or workflow. No more leads sitting in an inbox while your team is in the field.

Common Use Cases

  • Service businesses with high inbound volume
  • Consultancies qualifying project fit
  • Agencies triaging client requests

Capabilities

  • Natural language conversation in your brand voice
  • Dynamic qualifying questions based on service type
  • Lead scoring with configurable criteria
  • Auto-routing to CRM, email, or Slack
  • Calendar integration for booking assessments

Operations Intelligence Agent

AI Agent

A persistent monitoring layer across your business systems. This agent connects to your tools — job management, CRM, accounting, field service platforms — and watches for patterns you'd miss. Revenue trending down? Jobs behind schedule? A customer hasn't been contacted in 30 days? The agent catches it and alerts you before it becomes a problem.

Common Use Cases

  • Property management companies tracking portfolio health
  • Field service operators monitoring job pipeline
  • Distribution businesses watching fulfillment metrics

Capabilities

  • Cross-platform data aggregation and monitoring
  • Anomaly detection on KPIs and trends
  • Automated daily/weekly briefings
  • Threshold-based alerts via email or Slack
  • Natural language queries against your business data

Document & Data Extraction Agent

AI Agent

Reads unstructured documents — invoices, contracts, inspection reports, insurance certs — and extracts structured data directly into your systems. No more manual data entry from PDFs. The agent understands document formats, validates extracted data against your schema, and flags anything that looks off for human review.

Common Use Cases

  • Real estate firms processing draw requests and liens
  • Finance teams extracting invoice line items
  • Procurement departments digitizing vendor contracts

Capabilities

  • PDF, image, and scanned document processing
  • Structured data extraction to spreadsheets or databases
  • Validation rules and confidence scoring
  • Exception flagging for human review
  • Batch processing for high-volume workflows

Internal Knowledge Agent

AI Agent

Your company's institutional knowledge, available 24/7. This agent ingests your SOPs, training docs, handbooks, Confluence pages, and internal wikis — then answers employee questions accurately with citations back to source material. New hires get instant answers. Veteran employees stop getting interrupted. Tribal knowledge finally becomes searchable.

Common Use Cases

  • Companies with complex onboarding processes
  • Teams with high recurring internal Q&A volume
  • Organizations with scattered documentation

Capabilities

  • Ingest and index docs from multiple sources
  • Conversational Q&A with source citations
  • Role-based access control for sensitive information
  • Continuous learning as docs are updated
  • Slack or Teams integration for inline access

Proposal & Content Agent

AI Agent

Turns structured inputs into polished deliverables. Feed in project specs, scope details, and pricing parameters — the agent generates professional proposals, SOWs, project summaries, and client communications. Maintains consistent formatting, tone, and branding across everything. What used to take half a day takes five minutes.

Common Use Cases

  • Consultancies producing high volumes of proposals
  • Contractors generating scoped estimates
  • Professional services firms standardizing deliverables

Capabilities

  • Template-driven document generation
  • Dynamic pricing tables and scope sections
  • Consistent brand voice and formatting
  • Version tracking and approval workflows
  • Export to PDF, Word, or direct email

Custom Agent

AI Agent

Every business has workflows that don't fit neatly into a category. You describe the process — the inputs, the decisions, the outputs, the tools involved — and we architect an agent around it. From multi-step approval chains to complex data transformations to customer-facing AI experiences, if it can be systematized, it can be an agent.

Capabilities

  • Custom workflow design and architecture
  • Multi-system integration
  • Human-in-the-loop decision points
  • Custom UI surfaces if needed
  • Full documentation and handoff
Our Process

How an Agent Build Works

Every build follows the same disciplined process. No shortcuts, no handwaving, no “it works in the demo.”

Week 1

Discovery & Architecture

We map the target workflow end-to-end. Every input, decision point, exception, and output gets documented. We identify which systems need to connect, where AI adds value vs. where simple automation works, and what the agent's decision boundaries should be. You walk away with an architecture document and a clear scope.

Week 2–3

Build & Integrate

Core agent development — prompt engineering, tool integration, data pipeline setup, and UI if applicable. We build against your real data, not test data. Daily or every-other-day check-ins so you see progress and can course-correct before anything is locked in.

Week 4

Test, Iterate & Deploy

Real-world testing with your team. We run the agent against live scenarios, measure accuracy, tune edge cases, and refine the experience. Once validated, we deploy to production with monitoring in place. You get full documentation — what it does, how it works, how to modify it.

Ongoing

Monitor & Evolve

Agents aren't set-and-forget. We offer ongoing monitoring, performance tracking, and iteration. As your business changes — new services, new tools, new edge cases — the agent evolves with it. Monthly retainer or ad-hoc engagement, your choice.

Our Stack

Tech We Build On

We choose the right tool for the job. Every agent is built on production-grade infrastructure designed for reliability, security, and scale.

AWS

Cloud infrastructure, Lambda, S3, and managed services

Anthropic

Claude API for reasoning, analysis, and generation

OpenAI

GPT models for specialized tasks and embeddings

Atlassian

Jira, Confluence, and workflow orchestration

Custom Development

Purpose-built applications, APIs, and integrations

Pricing

Pricing Philosophy

Every workflow is different, so we don't publish fixed prices. What we can tell you is how we think about pricing.

Fixed-Price Builds

Agent builds are scoped and quoted upfront. You know the cost before we start. No hourly billing, no scope creep surprises.

Optional Retainer

After deployment, maintenance and monitoring available as a monthly retainer. Keeps the agent tuned, updated, and evolving with your business.

Full Ownership

You own everything we build. The code, the prompts, the infrastructure. No recurring license fees, no lock-in, no hostage situation.

Featured Build

Client Intelligence Platform

A two-surface AI platform built for a professional services firm. The client-facing side handles intake — qualifying inquiries, collecting details, and routing to the right team member. The internal command center provides lead scoring, engagement analytics, and a searchable history of every interaction.

AI-Powered IntakeLead ScoringCommand CenterDual Interface

Ready to deploy an AI agent?

Tell us about the workflow. We'll tell you what's possible.