Sales teams
Research new leads from public business information and draft first notes for review.
An AI agent is software that uses a large language model to plan and complete multi-step tasks — reading information, deciding the next step and taking actions in your tools — within permissions you define. We build AI agents for repetitive knowledge work such as lead research, email triage, document checks and CRM updates, with human approval for sensitive actions.
Teams copy information between emails, sheets and systems every day.
Tasks change slightly each time, so rule-based workflows break.
Requests wait in queues because each one needs a person to read and decide.
Leaders want AI help without losing control over important decisions.
A fixed-scope proposal lists every deliverable, the timeline and any third-party costs before work starts.
Explore an AI AgentWe choose a frequent, well-understood task with clear success criteria.
Permissions, data access, approval points and what counts as a correct result.
We test the agent on real past cases and measure accuracy before go-live.
The agent works alongside your team; we monitor quality and cost and expand gradually.
Typical scenarios, described as examples of the approach — not client results.
Research new leads from public business information and draft first notes for review.
Read incoming emails, classify requests and create tickets or CRM tasks.
Check invoices against purchase orders and flag mismatches for a person.
An AI agent is software that uses a large language model to plan and carry out multi-step tasks, using tools such as email, CRM or databases, within limits you set.
A chatbot answers questions in a conversation. An AI agent can also take actions — look up data, update records, draft documents — across your systems.
Agents get only the permissions a task needs, sensitive actions need human approval, and every action is logged. We start with low-risk tasks.
We choose based on the task, data sensitivity and cost — commonly models from OpenAI, Google or Anthropic — and keep the design flexible so the model can be changed.
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