AI agents & integrations

Useful help, connected to your business.

Custom AI assistants and integrations for business questions, inquiry organization and repetitive work, with clear access and human review.

  1. A question or task
  2. Approved information
  3. A useful response
  4. Human review when needed
What we can build

What’s included.

Start with a task your team repeats. I can connect an assistant to approved business information and tools, define what it can do, and build the handoff to a person when needed.

Business assistants

Help staff find information, summarize material and draft responses using the sources you approve.

Inquiry organization

Classify incoming requests, capture relevant details and route them to the right person.

Custom integrations

Connect forms, databases and business tools to reduce copying and repeated manual work.

How we work

Start with one useful conversation.

01

Map

Understand the business process, current tools, people, risk, and useful outcome.

02

Scope

Define deliverables, owner, dependencies, timing, acceptance, and cost before building.

03

Build

Implement the smallest maintainable system that solves the real bottleneck.

04

Verify

Test the happy path, alerts, handoff, failure behavior, and recovery before sign-off.

Example workflow

An assistant that prepares the next step.

Example workflow: an inquiry arrives, an assistant identifies the topic and prepares a draft using approved service information. Your team reviews it before sending. We test the workflow against real scenarios before agreeing on any greater autonomy.

FAQ

Clear answers
before we build.

Can the agent take actions automatically?

Where appropriate, yes. We define the permitted actions and review steps first. Messages, record changes and other consequential actions need an agreed approval process.

Is this a CRM product?

No. This is a custom assistant or integration built around a specific task. If you already use a CRM, we can assess whether it can be connected.

What happens if the assistant is unsure?

We define when it should ask for clarification or hand off to a person. The scope includes testing, access limits and ongoing platform costs.

Free lead-flow review

Let’s find your next practical step.

Request my free review
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