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Custom AI agents

Create AI agents that answer from approved knowledge, assist with routine requests, and escalate to a person when they reach their limits.

What we can build

  • Answer questions from your business knowledge
  • Draft responses for human review
  • Hand off complex requests with context

A workflow in practice

ILLUSTRATIVE EXAMPLE

A support agent finds an answer in approved help documents, cites the source, and passes an uncertain request to your team instead of inventing a response.

How we approach your project

We define the agent’s scope and tool permissions, prepare its knowledge sources, and test answers against representative questions. Sensitive actions can require explicit human approval. Evaluation and monitoring continue after launch.

What we need to get started

Approved knowledge sources, example questions, escalation rules, and the systems the agent may access.

What happens after launch?

Handover should include workflow documentation, ownership of connected accounts, and a way to spot failed runs. We agree on support, review responsibilities, and ongoing costs as part of the scope. When an app or business rule changes, the workflow needs a maintenance plan.

Measure the outcome

Before building, choose a useful baseline: time spent on the task, exception rate, response time, or completeness of records. Compare the same measure after launch. Results depend on your workflow and usage; they are not guaranteed.

Plan your custom ai agents project

How is this different from a generic template?

Your rules, data, permissions, and exceptions define the build. Templates can provide a starting point, but a production workflow needs testing against your actual process.

Can we start with one workflow?

Yes. A narrow, well-defined workflow is often the best first project. It gives your team a way to evaluate the approach before adding more scope.

What should I include in my inquiry?

Approved knowledge sources, example questions, escalation rules, and the systems the agent may access.

LESS BUSYWORK. MORE BUSINESS.

Your next hire
could be a workflow.

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