Custom AI agents
Build AI agents that get real work done
We design digital workers that understand your organisation, connect to the tools your team already uses, and carry tasks forward independently. From research and document handling to sales operations and customer service, every agent is built around the way your business actually works.
Your agentRequest
Prepare a renewal quote for *** Ltd and update the CRM
Email · Sales inbox
Result
- Quote sent to the client
- Opportunity updated in the CRM
- Follow-up task created for the account owner
Your team should not have to be the integration layer
Important work is often slowed down by small, repetitive actions: searching for information, copying data between systems, reviewing documents, following up on requests, updating records, and checking what happened next.
The work is necessary. But much of it does not require a person to repeat the same steps every day.
A custom AI agent helps turn those fragmented actions into one connected workflow, so your team can spend more time on judgement, relationships, and decisions that move the business forward.
When is a custom agent the right fit?
- A process that repeats every day and moves between two or more systems
- You can describe the rules a good employee follows
- The work needs judgement sometimes, but not every time
- You want a person to approve the sensitive steps
Built around your business, not a generic prompt
A useful AI agent is more than a smart conversation. It needs to understand its role, access the right information, act within clear boundaries, and know when to involve a person.
Business context
Your agent is designed around your terminology, rules, workflows, customers, and priorities. It does not start every interaction from zero.
Connected systems
It can work across your CRM, email, documents, databases, ERP, internal tools, WhatsApp, Slack, Monday, Google Workspace, and other approved systems.
Real actions
An agent can gather information, classify requests, prepare documents, update records, trigger workflows, send messages, and report progress, not just suggest what someone else should do.
Control and accountability
We define permissions, approval steps, escalation rules, and action logs so the agent has room to work while your organisation stays in control.
One request. A complete workflow.
An AI agent can turn a simple request into a structured sequence of actions.
- 01
Understands the request
The agent reads a request in natural language and works out what needs to happen, based on the business context and rules it has been given.
- 02
Gathers the right context
It pulls the relevant information from approved sources: CRM records, emails, documents, knowledge bases, databases, or internal applications.
- 03
Takes the next actions
The agent performs the steps it is authorised to take: updating a system, preparing a draft, creating a task, sending a response, or triggering the next workflow.
- 04
Escalates when judgement is needed
A person on your teamIf the case is sensitive, unusual, incomplete, or outside its remit, the agent hands it to the right person with the full context already prepared.
- 05
Reports and learns
Every action can be tracked. Feedback, outcomes, and exceptions help improve the workflow over time.
Digital workers for the work that keeps repeating
Six areas where agents take on routine work, end to end.
Sales and revenue operations
Qualify and enrich leads, prepare account research, update opportunities, create follow-up tasks, and make sure valuable leads do not disappear between systems.
Example request
“Check the new lead from the website, fill in the company details and prepare a summary for the sales manager.”
Customer service
Classify incoming enquiries, retrieve order or payment information, provide first-line responses, and hand complex cases to the right person with context.
Example request
“A customer is asking where their order is. Check the status and send them an update.”
Operations
Monitor workflows, detect exceptions, coordinate updates between teams, chase missing information, and keep routine processes moving.
Example request
“Go over this week's open orders and flag every one that is missing an approval.”
Documents and data
Read contracts, forms, invoices, reports, and supporting files; extract structured data; compare information; and prepare summaries for review.
Example request
“Extract the commercial terms from the attached contract and compare them with the quote we sent.”
Internal knowledge
Help employees find accurate answers across approved company documents, policies, systems, and knowledge bases, without searching through folders and old emails.
Example request
“What is our refund policy for business customers, and where is the latest form?”
Research and analysis
Gather information from approved sources, compare options, summarise findings, and prepare decision-ready briefs for your team.
Example request
“Compare the three suppliers we shortlisted and prepare a comparison table for the management meeting.”
More capacity without more manual work
A well-designed AI agent can help your organisation:
The goal is not automation for its own sake. The goal is a process that works better, more reliably, and with less friction.
- Reduce repetitive manual work
- Respond to customers and internal requests faster
- Keep data accurate across systems
- Reduce missed follow-ups and process delays
- Give employees the context they need, when they need it
- Create a more consistent experience for customers and teams
- Scale workflows without adding unnecessary operational overhead
AI that works within rules you define
Your agent only connects to the systems and data you approve. We define its permissions, data access, action limits, and human approval points before it begins working.
Sensitive actions can require confirmation. Every workflow can include clear escalation rules. Important activity can be logged and reviewed.
This makes it possible to gain the speed of AI without giving up visibility, control, or responsible human judgement.
System access
- CRMRead and update
- DriveRead only
- EmailSend as agent
- ERPRead only
Action rules
- Send a quote within approved pricingRuns on its own
- Issue a refundNeeds approval
- Change contract termsAlways escalated
Activity log
- 09:41Read a new request from the sales inbox
- 09:41Pulled the contract terms from Drive
- 09:42Drafted the renewal quote from the approved template
- 09:42Updated the opportunity stage in the CRM
Frequently asked questions
Have a question that isn't here? Book a discovery call and we'll answer it in person.
A chatbot mainly answers questions. An AI agent can understand a task, access relevant information, perform authorised actions across connected systems, and hand work to a person when needed.
That is the point. We build agents around your existing environment, including CRM, email, documents, databases, ERP, WhatsApp, Slack, Monday, Google Workspace, and internal applications.
Yes, where it is appropriate and authorised. We define exactly which actions the agent can perform independently, which actions require approval, and which situations must always be escalated to a person.
It depends on the workflow, systems, data, and level of integration involved. A focused agent for one well-defined process can often be developed in a matter of weeks. More complex, multi-system agents are delivered in clear stages so you can see value early.
Agents are designed with clear boundaries. When a case is ambiguous, sensitive, or outside the agent’s scope, it should escalate with the relevant context instead of guessing. We test against real scenarios before launch and continue monitoring performance afterwards.
Not always. The discovery phase helps identify what information the agent needs, where it lives, and what needs to be improved. We can start with a focused use case and expand as the foundation becomes stronger.
Custom AI agents
Let’s define what your AI agent could take on
Tell us about the work that takes too long, gets repeated too often, or keeps falling between systems. We will help you identify whether a custom AI agent is the right solution and what the next step should be.
Talk to an AI architect
Share a little about the workflow, systems, and challenge involved. We will get back to you for a focused discovery conversation.
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