Custom Agent Development
Custom AI Agents Connected to Your Systems
We build one named AI employee around one workflow, connect it to the systems your team already uses (CRM, ERP, email and internal apps) and pilot it on real work. Fixed scope, fixed price, live in weeks.
OC
Onboarding Coordinator
AI employee · client onboarding
Working
- ✓New client signed: created the CRM record and onboarding checklist
- ›Requested ID, trust deed and bank details
- ✓Checked 2 of 3 documents received and valid
- ›Chased the missing trust deed, second reminder
- !Client asked about fees: handed to the adviser
Illustrative. Anything involving pricing or advice goes to a person.
Price$10k–50k fixed
Build + pilot4–8 weeks
ControlsApprovals & audit log
BuiltCustom code, no middleware
Who it’s for
Teams with one workflow that’s eating the week
You’ve done discovery, or you already know which workflow to hand over. You want an agent that works inside your systems, not another tool your team has to log into.
- Operations, service or admin teams of 5+
- A workflow with clear volume: orders, requests, renewals, leads
- A CRM, ERP, email or internal system the agent can read and update
What you get
- A named AI employee with a written job description
- Integrations with your CRM, ERP, email, Teams, SharePoint or internal systems: reading, creating and updating records, and adding notes
- Human-in-the-loop controls: approvals, audit log, human override
- A pilot on real work with a baseline and weekly numbers
- Handover: runbook, escalation rules, training for the team who manages it
The pattern we build
Read, decide, chase, collect, update, escalate
01Read the workEmails, orders, leads and documents, plus the records in your CRM, ERP and internal systems.
02Decide the next actionWorks out what each item needs and who owes what.
03Chase and follow upSends the reminder, the nudge, the second nudge. On schedule.
04Collect what it needsQuotes, invoices, forms and status updates, attached and filed.
05Update your systemsCreates and updates records, adds notes and logs every touch, so the system stays the source of truth.
06Escalate to a humanWhen it’s stuck, or when judgement is needed. With the full history.
System access
Built into your CRM, ERP and internal systems
We connect the agent directly to the systems your team works in, so every action it takes shows up where your people already look.
CRMs: Salesforce, HubSpot, Dynamics 365ERPs and finance systemsEmail, Outlook and TeamsSharePoint and document storesIndustry platformsInternal databases and in-house apps
If it has an API, a database or a shared inbox, an agent can usually work with it. Write access is granted step by step, with approvals until each action has earned trust.
ReadPulls records, history and status before it acts
CreateNew contacts, cases, jobs, orders or tasks
UpdateFields, statuses, stages, dates and owners
NoteAdds notes and activity so everyone can see what happened
AttachFiles documents and evidence against the right record
LogKeeps an audit trail of every read, write and message
Timeline
From signed proposal to working agent
Week 1
Design
Job description, systems access, guardrails and success metrics agreed.
Weeks 2–4
Build & integrate
The agent is built and connected, then tested on historic work.
Weeks 4–8
Pilot
Real work, beside your team. Approvals on, numbers reported weekly.
Go-live
Hand over or manage
Move proven tasks to autonomous and choose who runs it.
What we need from you
- An operations lead to own the pilot
- Access to the systems the job needs (test first, then production)
- 30–60 minutes a week for pilot reviews
- Examples of good and bad outcomes
Outcome metrics
- Hours saved per week vs the manual baseline
- Volume handled by the agent
- Response time, such as first follow-up within 1 hour
- Error rate and escalation rate
Custom agent FAQs
Do you build chatbots?
We build AI agents that do work, and some of them talk to customers. If what you need is a website chatbot that answers FAQs, we’re probably not the cheapest option.
What technology do you use?
Custom code on modern AI models, integrated directly with your systems. Power Platform when your environment already runs on it. We don’t use n8n or similar middleware, so there’s no extra platform to license or break.
Why a fixed price?
Fixed scope and a fixed price keep both sides honest. Changes are handled with a change order, not a surprise invoice.
Who owns the agent?
You own the configuration, the prompts and your data. We can manage it for you, or hand it over to your team.
Find your first AI employee in 45 minutes
Bring one workflow your team spends too long chasing. We’ll tell you honestly whether an AI employee can own it, what it would take and what it could return.