AI Agents — Service

An agent that takes a goal and finishes it

If your best people spend half their day routing requests, updating records, and chasing approvals, that time is going to coordination, not to the work you hired them for. An AI agent takes that layer off their plate and handles each request the moment it arrives, around the clock.

Founder-led. PMP, PhD, and 25 years of ERP and SAP delivery.

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Operations manager reviewing automated workflow dashboard

The Problem

Rule-based automation breaks the moment something falls outside a predefined script. Your team ends up babysitting the system instead of the system running itself. The result: manual workarounds, inconsistent execution, and skilled people stuck doing coordination work.

The Solution

An AI agent receives a goal, figures out the steps required, executes those steps across your existing tools, and adapts when something doesn't go as planned — without waiting for someone to tell it what to do next.

What we build

Four categories of agent, each targeting a specific operational bottleneck.

Capability

Intake and qualification

Lead and request routing
CRM cross-reference
Auto-qualification scoring
Capability

Outreach and follow-up

Personalized outreach drafts
Follow-up sequences
Auto-log to CRM
Capability

Operations and fulfillment

Milestone-triggered actions
Stakeholder notifications
Project system updates
Capability

Reporting and intelligence

Multi-system data pull
Anomaly detection
Scheduled summaries
Close-up of hands paused above keyboard, CRM record auto-populating on screen

The difference between a chatbot and an AI agent is judgment.

How it works

Two people in a discovery session at a whiteboard covered in process sticky notes
Process
01

Discovery (1–2 weeks)

We map your highest-volume, highest-friction workflows. You receive a written automation plan with expected outcomes before any build begins.

02

Design and integration (2–4 weeks)

We design the agent's logic and connect it to your existing systems — CRM, email, project management, ERP, and any APIs your operation relies on. We use your tools, not ours.

03

Build and test (2–4 weeks)

We build the agent, run it against real scenarios from your operation, and iterate until it handles them without a human correcting it. We don't hand it over until it works the way your operation needs it to.

04

Launch and handover (1 week)

We deploy to your live environment, monitor closely during the first week, and train your team on how to oversee, adjust, and expand the agent over time. You own it completely.

Questions we get before every engagement

No. A chatbot responds to prompts. An AI agent acts on goals. A chatbot tells you the status of an order. An agent monitors orders, detects a delay, contacts the supplier, updates your CRM, and notifies your account manager — without being asked.
Not the work that matters. AI agents handle the repetitive, rule-following tasks that consume time without requiring judgment. Your team gets back the hours currently spent on administration and uses them for work that requires a human — relationships, problem-solving, decisions.
A focused, single-workflow agent runs 6–8 weeks from discovery to live deployment. A multi-system agent runs 9–11 weeks. We scope carefully before we build so there are no surprises.
Yes. We build agents that operate within your existing infrastructure wherever possible. We do not route your operational data through third-party platforms you haven't approved. Data handling and privacy requirements are addressed explicitly in every engagement.
We integrate with whatever you already use — HubSpot, Salesforce, Monday.com, ClickUp, Asana, SAP, Microsoft 365, Google Workspace, Slack, and most platforms that offer an API. We are tool-agnostic and do not require you to switch platforms.

Start with one workflow

Pick the request that eats the most of your team's day. Discovery turns it into a written automation plan with expected outcomes, before any build begins.

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