Lead qualification & follow-up
Give one managed agent a defined role in qualifying inquiries, preparing next steps, and escalating exceptions.
AI Agents & Business Automation
Add a tailored agent where the work repeats—and keep people in control.
We build managed agents and focused automations around one clearly defined responsibility inside the systems a business already uses—from lead follow-up and scheduling to call intelligence and internal operations.
ME
Matched customer · Voice call
Morgan Ellis
Commercial office cleanout · Decatur, GA
Transcript
00:18
Agent
Thanks for calling. Tell me a little about what you need help with.
00:27
Morgan
We’re clearing out an office in Decatur before the end of the month.
00:41
Agent
Understood. Is there elevator access, and do you have a target date?
00:53
Morgan
Yes—freight elevator. Ideally Thursday the 24th, sometime after 10.
01:12
Agent
I can prepare the details and have our team confirm availability.
01:24
Morgan
Great. Email is best for the quote, but text me when it’s ready.
Recording received through Twilio integrationSource retained
Structured extraction
Customer requirements become usable data.
Service need, location, timing, access requirements, intent, and next steps are extracted into structured fields.
ServiceOffice cleanoutLocationDecatur, GATarget dateThu 24 · After 10Site accessFreight elevatorFollow-upEmail quote + textCustomer intentReady to schedule
Where automation helps
Less friction between an opportunity and the next action.
Automation is most useful when the workflow, information, exceptions, and responsible people are understood first.
Customer communication
Prepare useful responses from approved business context, with review and escalation wherever judgment matters.
Appointment workflows
Connect customer requests, availability, reminders, and team handoffs around a clearer booking path.
Call intelligence
Turn approved recordings into transcripts, structured details, CRM notes, follow-up tasks, and reviewable coaching signals.
CRM & system integrations
Keep customer, communication, scheduling, and operational information synchronized through defined APIs and events.
Operations automation
Coordinate documents, media, reporting, routine updates, and exception handling across the systems already in use.
Illustrative workflows
See how information can move through a controlled process.
These conceptual workflows use synthetic examples. They show how capture, analysis, business rules, connected systems, and human review can work together.
Illustrative workflow · Synthetic data
01Capture
A recorded customer call enters the approved workflow.
02Transcribe
Speech is converted into searchable, time-linked text.
03Extract
Service need, location, timing, and intent are structured.
04Document
A concise CRM note and next steps are drafted.
05Review
Coaching signals and the draft wait for human review.
Prepared outcome
A structured contact note is prepared with the customer’s requested service, timing, decision factors, and recommended follow-up. A manager sees two coaching observations before review.
How a managed agent works
Useful autonomy needs clear boundaries.
A focused first agent establishes the context, integrations, review controls, and operating evidence needed before more responsibility is added.
Define
Give the agent one responsibility, a clear owner, and a measurable business outcome.
→Connect
Provide only the approved data and tools needed to complete that responsibility.
→Control
Set validation, approval, escalation, and failure behavior before the agent acts.
→Improve
Review activity and usage, refine the workflow, and expand only when the evidence supports it.
AI & automation pricing
Start with one workflow. Add managed intelligence when the value is clear.
Use a one-time automation for a fixed handoff, or a managed monthly agent when the responsibility requires ongoing monitoring, refinement, and usage.
Start with one outcome
Focused Workflow
From$650one-time
A deliberately bounded automation that connects an existing process, removes a repeated step, or improves a specific handoff.
- One clearly defined workflow
- Connection between existing tools
- Business rules and exception mapping
- Implementation and testing
- Handoff documentation
The starting price applies to focused workflows using supported tools and clearly available access.
Discuss a workflowOne bounded responsibilityBest place to start
Managed Tailored Agent
From$750per month + usage
Activation from $500
A managed AI agent built around one repeatable responsibility inside the systems the business already uses.
- One defined agent responsibility
- Up to two supported connections
- Approval and escalation boundaries
- Monitoring and iterative refinement
- Monthly activity and usage reporting
Month to month after activation. The fee includes a defined usage allowance; voice, messaging, third-party software, and volume above the allowance are priced separately.
Discuss a managed agentBroader operational scope
Connected Agent System
Tailored proposalimplementation + monthly usage
For multi-step agents, broader integrations, internal applications, customer portals, or purpose-built software.
- Multi-agent or multi-system workflows
- Custom interfaces and applications
- Shared workspace and review controls
- Operational testing and verification
- Phased implementation planning
Implementation, support, included usage, and overages are defined after the objective, integrations, and operating risks are understood.
Scope an agent systemStart with a clear next step
Let's build something that moves your business forward.
Begin with a free website review, or tell us about a broader growth, automation, or software opportunity.