
Bankably

Agile Health Insurance

After My Event

AngleHealth

CustomerDiscovery

Glue Up

We build custom AI agents that research, draft, decide, and act across your systems: qualifying leads, updating your CRM, processing applications, and preparing reports. Every agent ships with guardrails, human approval for high-stakes steps, and monitoring.

We are a software development firm first, not a prompt shop. Every automation starts with mapping how the work actually gets done today, gets built on production-grade infrastructure, and ships with monitoring, documentation, and a team that maintains it. You own the code, the workflows, and the data, and we never take your IP.
An AI agent is software that uses a large language model to pursue a goal across several steps: reading inputs, deciding what to do next, calling tools like your CRM or email, and checking its own work. A chatbot answers questions. An agent completes tasks.

The best first agent is usually a narrow one: a single job your team repeats dozens of times a week, with clear inputs and a clear definition of done.
Research inbound leads, score them against your ideal customer profile, draft personalized follow-ups, and log everything to your CRM.
Resolve common tickets using your help docs and order data, and route anything complex to the right person with a summary attached.
Handle order updates, scheduling, invoice matching, and status reporting that currently live in spreadsheets and inboxes.
Pull data from several sources, summarize what changed, and deliver a weekly report your team actually reads.
Read applications, contracts, and forms, extract what matters, flag missing information, and prepare them for a human decision.
Answer employee questions from your SOPs, policies, and past projects so senior staff stop fielding the same questions.
We build agents on Anthropic Claude, OpenAI GPT, and Google Gemini models, choosing per task based on accuracy, speed, and cost. Depending on the job we use agent frameworks and SDKs, the Model Context Protocol (MCP) to connect tools cleanly, or orchestration platforms like n8n. Your agent is not locked to one vendor, so you can switch models as they improve.
If a process follows fixed rules with clean inputs, a standard workflow automation is cheaper, faster, and more predictable than an agent. If you mostly need to answer questions, an AI chatbot may be enough. We will tell you during the audit which approach fits, even if it means a smaller project.
AI agents are one part of our AI automation services. When an agent needs a custom interface or deep integration, our custom AI development team builds the software around it.







It depends on how many systems the agent touches and how much judgment it needs. Custom projects start at $10,000, and a free automation audit gives you a fixed scope and price before we build.
A narrow, single-job agent can usually be piloted in weeks. Agents that span several systems or need extensive testing take longer. We scope timelines during the audit.
Yes. Agents connect to your CRM, email, calendar, databases, and internal tools through APIs, MCP servers, or automation platforms. If a tool has no API, we find another safe route or tell you it is not a good fit.
We evaluate agents against real examples before launch, limit their permissions, require human approval for sensitive actions, log every step, and monitor results after launch. Agents escalate to a person when they are not confident.
A chatbot answers questions in a conversation. An AI agent takes actions across several steps and systems to complete a task, such as updating records or preparing documents.