Operational AI Agents
Stop drowning in busywork. We design, build, and run AI agents that execute your repetitive operations—reviewing documents, lead routing, updating systems, and handling back-office tasks. Fast, accurate, and running 24/7 inside the tools you already use.
You’re a good fit for AI agents if:
✅ Volume is High: The process runs frequently and is handled by multiple people across the team.
✅ Rules are Clear: The logic can be documented—even if it’s messy today.
✅ Drudgery is Real: You are tired of paying humans to do "robot work" (copy-pasting, sorting, scheduling).
✅ Growth is Stuck: You are adding headcount instead of increasing productivity.
How We Deploy Agents in Your Business
We don't force your needs into a rigid product. Agent deployments typically fall into 1 of 2 categories:
Growth Agents
(Front-Office & Customer Facing)
Sales and Customer Service Agents that engage—qualifying leads, scheduling, following up, answering questions
What they do:
Respond to web inquiries, emails, and SMS instantly
Qualify leads and route to the right salesperson
Schedule appointments and send reminders
Answer customer FAQs 24/7 based on your processes and procedures
Follow up with prospects automatically
Common workflows:
Website chat agents and intake forms
Lead qualification and CRM updates
Automated scheduling and booking
Customer service deflection (tier-1 support)
Appointment reminders and follow-ups
Example: A medical practice gets 40+ appointment requests daily via phone, email, and website. A Scheduling Agent triages requests, checks provider schedules, books available slots, and sends confirmation texts—freeing staff to handle in-person patients.
Best for: Businesses with high inbound volume, slow response times, or sales teams spending too much time on admin vs. selling
What an Engagement Looks Like
From Idea to Live Agent: Our Process
Week 1-2: Design & Build
We map your workflow, design the agent logic, and build the solution
You review and test in a sandbox environment
Week 3: Deploy & Train
Agent goes live with human oversight
We train your team on monitoring, exceptions, and optimization
Week 4+: Optimize & Scale
We tune based on real usage data
Agents improve as they handle more volume
Investment: Most agent deployments range from $3,500–$15,000 depending on complexity. Monthly monitoring and optimization available.
Timeline: 2-4 weeks from kickoff to live deployment.
Ready to deploy your first agent?
Book a strategy call to identify your highest-ROI opportunity and get a scope + timeline.
Execution Agents
(Back-Office Operations)
Agents that do the work—reviewing, validating, routing, updating
What they do:
Review and validate documents, forms, invoices, and submissions
Extract data and update systems automatically
Route requests to the right people or departments
Generate reports, summaries, and compliance logs
Flag errors, exceptions, or items needing human review
Common workflows:
Document intake and approval (contracts, applications, change orders)
Form validation and compliance checking
Data entry and system synchronization
Internal policy and procedure Q&A bots
Example: A construction company receives change orders via email, text, and photos. An agent extracts the details, standardizes the format, flags missing information, and routes to the project manager for approval—cutting admin time by 60%.
Best for: Teams buried in paperwork, data entry, or repetitive review tasks