AI agents
An AI agent follows an agreed workflow using your information and connected tools. For example, it can review an incoming inquiry, prepare a qualification summary and draft a follow-up for your salesperson to approve.
Find your departmentFor teams spending time on repeated tasks, information gathering and handoffs. Choose a department to find agents for the work your team handles every day.
Triage requests and prepare answers from your documentation.
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Prepare content, research and campaign tasks.
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Prepare lead qualification, follow-up and pipeline work.
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Reconcile information and flag exceptions for professional review.
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Support document review and compliance preparation; professionals make the decisions.
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Coordinate onboarding, records and repeatable operations.
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Example workflow
A new inquiry arrives in the agreed system.
The agent reviews the inquiry against your qualification rules.
A summary and draft follow-up are prepared.
A salesperson reviews the draft before sending; exceptions are handed over.
Configured templates tailored to your data, tools and permissions. About 2 weeks for one agent; 4–6 weeks for a department pack, depending on integrations, data and approvals.
Fixed setup fee + monthly amount per live agent, quoted in writing.
Designed around your particular process using suitable tools and components. Planning estimate 4–8 weeks; fixed-fee proposal after scoping.
Start with a free consultation about your workflow, tools and goals. We’ll recommend a suitable next step; a full audit or build is separately scoped.
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