Custom AI Agents
AI agents that go beyond chat — they run multi-step tasks, use your tools and data, and handle repetitive work end to end, with you in control of what they can and can't do.
Book a Free ConsultationWhat a custom AI agent can do
Multi-Step Workflows
Completes tasks that span several steps and systems, not just single replies.
Uses Your Tools
Connects to your CRM, email, docs, and APIs to actually get work done.
Works on Your Data
Grounded in your business knowledge so answers and actions are accurate.
Human-in-the-Loop
You decide what runs automatically and what needs a person to approve.
Runs on a Schedule
Triggered by events or run on a cadence — handling work while you focus elsewhere.
Measured & Logged
Every action is logged so you can see what the agent did and why.
What You Get
How an AI agent project runs
- 01
Choose one workflow
We start with a free audit and pick a single multi-step workflow where an agent would save the most time and where mistakes are cheap to catch.
- 02
Define what it may do
We write down which tools it can use, which actions it may take on its own and which need a person to approve.
- 03
Build with guardrails
We connect the agent to your tools and data, add approval steps, and log every action so you can see what it did and why.
- 04
Test on real cases
We run it against examples you supply, review the failures with you and tighten the rules before it touches live work.
- 05
Launch, monitor, expand
It goes live on the first workflow with monitoring. Further workflows are added only after the first one is stable.
Chatbot, agent or workflow automation?
Three different tools. Most businesses start with one and add the others later.
| Tool | What it does | Start here when |
|---|---|---|
| Website chatbot | Answers questions from approved content, captures leads, books appointments. | You want visitors helped and leads captured. See AI chatbots. |
| Workflow automation | Runs fixed, rules-based steps between your tools on a trigger or schedule. | The task is predictable and repetitive. See workflow automation. |
| Custom AI agent | Completes multi-step tasks across systems, deciding the next step from context, with a person approving risky actions. | The task needs judgement on messy input and touches several systems. |
What we need from you
- One workflow and the people who run it today
- Access to the tools and data it will use
- A named person who approves its actions at first
What stays with a person
- Payments, contracts and other irreversible actions
- Messages to customers that are not pre-approved
- Anything the agent flags as low-confidence
Limits to expect
- Agents can make mistakes, so they start on low-risk tasks with approval steps
- Results depend on the quality of your data and instructions
- We do not promise a specific time saving before a workflow is mapped
Frequently Asked Questions
Related services
See it in action
Put an AI agent on your busywork
Schedule a free consultation with our AI experts and discover how we can help you achieve your business goals.