Automate · AI & Automation
Agents that do real work inside your tools, not chat demos.
A custom agent built for your operation can research, draft, route, and execute inside the systems your team already uses. It runs against your actual data and writes back to the right place.
Starting at $8,000, scoped after your Operations Audit.
The gap between an AI demo and a useful AI system is where most projects fail.
Most AI demos work on synthetic data, in isolated environments, without the constraints of a real business. A custom agent that is worth building reads from your CRM, writes to your database, respects your approval workflows, and handles the edge cases that make your operation different from anyone else's.
We scope agents around the specific task they need to complete, wire them into your existing systems, and stay through the first weeks of production when the real edge cases surface. The goal is a system your team trusts and actually uses, not a capability they have to babysit.
What we build
What a custom agent can do.
Research and synthesis
An agent that reads sources, compiles findings, and produces a structured output your team can act on without starting from scratch.
Draft generation
Proposals, responses, reports, and summaries drafted against your templates and your data, ready for review rather than creation.
CRM operations
Agents that read, update, and qualify records inside your CRM based on triggers, rules, or incoming data.
Internal routing and triage
Route support tickets, requests, and tasks to the right person or queue based on content and priority.
Multi-step task execution
Agents that run a sequence of steps across tools, not just a single call. Plan, execute, verify, and report.
Data lookup and enrichment
Pull data from internal or external sources and append it to records automatically, so your team has context before they need to ask for it.
Approval and exception workflows
Build human-in-the-loop steps where the agent flags decisions that need a person and keeps moving on everything else.
How it works
From task definition to a trusted system.
Define the task precisely
We work with your team to identify exactly what the agent needs to do, what systems it touches, and where human judgment is still required.
Build, integrate, and test
We build the agent against your real data and real tools, run it through the scenarios that matter, and resolve the edge cases before launch.
Production and iteration
We stay through the first weeks of real use, review how the agent performs on live inputs, and tune until your team can trust it without watching it.
Proof
$450,000 saved. 13,500 hours eliminated. 100% automation.
CASH needed agents that operated inside their claims workflow, not alongside it. We built the system end to end. The work that took a team now runs without one.
Custom Agents
The agent that helps is the one built for your task.
We define the task precisely, wire it into your real systems, and stay through production until your team can trust it without oversight.
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or call (610) 756-5060