Agents built around how your business already runs.

Each agent does one job well. It works inside the tools you already use, follows rules you set, and checks with a person on the steps that matter. Here is what we build most often.

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How we build agents you can trust.

A clear job

One workflow, a written scope, and an agreed picture of what success looks like.

Guardrails

Rules for what the agent may and may not do, built into the system, not just the instructions.

Human checkpoints

A person approves the steps where a mistake would be costly, for as long as you want them to.

Real-world testing

We test against real examples from your business, not made-up ones.

Visibility

Your team can see what the agent did and why.

Documentation

What your team needs to run it, watch it, and change it.

Front office

Where customers and prospects reach your business.

Intake and triage agent

Every inquiry read, sorted, and routed as it arrives, not whenever someone gets to the inbox.

What it does

Reads incoming email, web forms, and chat as they arrive
Sorts each one by type, urgency, and fit, and pulls out the key details
Routes it to the right person or queue with a reply drafted and ready
Books a meeting when the inquiry is a qualified lead

Connects to

Shared inboxes, website forms, your CRM, your calendar, Slack or Teams.

Where a person stays in the loop

Replies can wait for someone's approval until you decide otherwise. Anything unclear goes straight to a person.

What changes

Inquiries do not sit unread over a weekend, and your team starts every reply from a draft instead of a blank page.

Customer support agent

Answers the questions you get every day, from your own documentation, and knows when to hand off.

What it does

Answers routine questions about orders, bookings, services, hours, and policies
Looks up order or account details in your systems when a customer asks for status
Hands the conversation to a person, with full context, when a question is outside its scope or a customer is frustrated
Flags the questions it could not answer, so you can see where your documentation has gaps

Connects to

Your help desk, website chat, email, your order or booking system, your knowledge base.

Where a person stays in the loop

You set the escalation rules, and your team can review conversations.

What changes

Your team spends its time on the conversations that actually need a person.

Back office

Where the paperwork and the handoffs live.

Document processing agent

Turns invoices, orders, applications, and forms into clean data in the right system.

What it does

Reads documents that arrive by email or upload, including scans and photos
Pulls out the fields that matter and checks them against your rules, such as matching a purchase order or confirming totals
Enters the data into your accounting, operations, or CRM system
Sends anything that does not match to a person, with the reason

Connects to

Email, Google Drive or SharePoint, QuickBooks, Xero, or NetSuite, your CRM.

Where a person stays in the loop

Exceptions, and anything above a dollar threshold you set, can wait for approval.

What changes

Re-keying goes away, and your team only touches the exceptions.

Operations coordination agent

Keeps work moving between people, so nothing waits on someone remembering to send it.

What it does

Schedules jobs, appointments, and internal handoffs
Sends confirmations and reminders to customers, staff, and vendors
Tracks where each job stands and nudges the right person when something stalls
Keeps your project or job tracking system current

Connects to

Your calendar, project tools such as Asana or Monday, scheduling or field service software, email, and text messaging.

Where a person stays in the loop

Managers get a daily summary and can approve changes to the schedule.

What changes

Fewer dropped handoffs and far fewer "did anyone send that?" messages.

Inside the team

Where your people need information, fast.

Sales follow-up agent

Every meeting captured, every CRM record current, every follow-up drafted.

What it does

Turns meeting recordings or notes into a summary with action items
Updates contacts, deals, and next steps in your CRM
Drafts the follow-up email in your voice
Flags deals that have gone quiet

Connects to

Zoom, Google Meet, or Teams, your CRM such as HubSpot or Salesforce, email, and calendar.

Where a person stays in the loop

The rep reviews and sends the email, and the agent does not commit to pricing or terms.

What changes

The CRM reflects reality, and follow-ups go out the same day.

Reporting agent

The weekly numbers pulled, reconciled, and explained, without anyone building the spreadsheet.

What it does

Pulls data from your accounting, sales, and operations systems on a schedule
Assembles the weekly or monthly brief, with notes on what changed and why
Answers follow-up questions about the numbers in plain language
Flags anything that looks unusual

Connects to

QuickBooks, your CRM, spreadsheets and databases, Slack or email.

Where a person stays in the loop

You define the metrics, and the brief shows where its numbers came from.

What changes

The brief is waiting Monday morning, and nobody loses Friday afternoon building it.

Knowledge agent

Your team's questions answered from your own policies, procedures, and past work.

What it does

Answers questions about policies, procedures, products, and past projects
Cites the document behind each answer
Helps new hires find their footing without interrupting a senior colleague every hour
Points out documents that conflict or look out of date

Connects to

Google Drive, SharePoint, Notion, Confluence, your intranet, Slack or Teams.

Where a person stays in the loop

Content owners decide what the agent can draw on and can see what people are asking.

What changes

Fewer interruptions for your most experienced people and faster onboarding for new ones.

Not on this list? That is normal.

These are starting points, not a menu. Most agents are shaped to one business. If a workflow passes these three checks, it is probably a good candidate.

It happens often, every day or every week.
It follows a pattern most of the time, even if there are exceptions.
It moves information between people or systems.

Tell us about your workflow

Bring us one workflow.

Thirty minutes. Tell us the workflow that eats the most hours, and we will tell you whether an agent can take it on. If it cannot, we will say so.

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