AI that does the busywork.
We design agents that follow up with leads, answer customers and handle repeat tasks, connected to the tools you already use.
What this helps you do.
Give a repeat business workflow a clear automation process, with defined tools, boundaries and human responsibilities.
A useful starting point when…
- Your team repeats the same follow-up or support steps across many conversations.
- You have a specific workflow to automate and need clear rules for exceptions.
The approach.
We start with one workflow and map its trigger, information, actions and exceptions. The plan defines what the agent can do, which tools it needs and where a person remains responsible.
We build and test the agreed flow using representative situations. Before launch, we review the outputs, handoffs and activity records with your team, then agree how changes will be handled.
What’s included.
Workflow mapping and agent design
Lead qualification and follow-up
Support and FAQ agents
CRM, calendar and inbox integrations
Human handoff and activity logs
What you leave with.
- Workflow map and agent instructions
- Agreed tool connections and tested actions
- Human handoff process and activity logs
The final scope, deliverables and responsibilities are agreed in your proposal.
Before we start.
Can an agent connect to the tools we already use?
We review your CRM, calendar, inbox or other relevant tools during discovery. The proposal identifies the connections and actions included in the build.
Should we automate every step at once?
We usually begin by defining a specific workflow and its boundaries. That makes it easier to test the work and decide which additional steps are worth including later.