AI Pop

Custom AI agents

AI agents designed around the way your business works.

When a standard template does not fit, we design an agent around your systems, information and approval rules, using suitable tools and components to deliver the agreed workflow.

Discuss a Custom AgentSee how it works

Who custom agents help

  • Teams whose work follows company-specific rules and approvals.
  • Businesses coordinating multi-step work across several tools.
  • Owners who need a defined task, traceable activity and human exception handling.
  • Teams whose requirements are not met by a configured catalogue template.

Example use cases

Three tasks we could scope

Prepare an investor follow-up

Review event attendance and relationship notes, then draft a relevant follow-up for the relationship owner to approve.

Review an operational exception

Compare a submitted record with agreed rules, gather missing details and send an exception summary to the responsible manager.

Prepare a document review

Extract key terms and flag missing information for a qualified reviewer. Legal decisions remain with your professionals.

From requirements to handover

  1. 01

    Define the job

    Agree inputs, outputs, tool access, success measures and where a person decides.

  2. 02

    Build the workflow

    Configure or build the appropriate components around your systems and permitted data.

  3. 03

    Test and review

    Evaluate representative cases, errors and exceptions with your team before launch.

  4. 04

    Handover

    Receive code, prompts, configurations and operating guides, with training for your internal owner.

What you receive

  • A defined agent workflow with agreed inputs, outputs and requirements.
  • The integrations and permissions included in your scope.
  • Human approval rules and appropriate exception handoffs.
  • Testing and review against representative work.
  • Code, prompts, configurations and operating documentation transferred to your team.
  • Handover and training for the internal owner.

Related client projects

Related client project

Invito Energy Partners

A connected CRM and investor follow-up system that brings contact records, communication and next steps into one workflow.

Explore the project

Related client project

The Doctor Investor

A GoHighLevel-centered project connecting event registration, investor profiles, communication and follow-up.

Explore the project

Timeline, pricing & ongoing support

Planning estimate: 4–8 weeks, depending on scope, data, system access and approvals. You receive a fixed-fee proposal after we define the project together.

Ongoing maintenance, monitoring and improvements are agreed in a separate support scope. Applicable software subscriptions and model usage are billed separately.

Let’s find your next step.

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.

Discuss a Custom Agent