When off-the-shelf tools hit a ceiling, we scope, build, and hand over AI agents and workflows shaped to how your team actually works.
Best fit for - Off-the-shelf tools hit a ceiling. You need a workflow built around your process.
What we build
Custom lead research, routing, integrations, and reporting around your sales process.
Inbox triage, grounded reply drafts, customer context, escalation, and approval.
Campaign research, intent monitoring, competitor tracking, and review-ready drafts.
Internal research, vendor tracking, enrichment, automation, and private integrations.
How an engagement runs
Custom builds use the same rails as our products: workspaces, credits, integrations, and human approval. You get a working system, and a team that knows how to run it.
Discuss a custom agentWe walk the actual process with your team: channels, handoffs, and the decisions that need a human.
Inputs, outputs, approval rules, and where it plugs into your existing tools get agreed before we build.
Data sources, integrations, and approvals wired in. You see working versions, not status decks.
Live with credits, logs, and admin controls. Your team is trained on it and owns the workflow.
Where it runs
Your agent joins your library in the API portal: run it in the portal, call it from the Agent API, or wire it into MCP. Platform Partnership customers get custom builds as part of the plan.
See the Agent APIWebhooks and API integration push results into your CRM, help desk, spreadsheet, or internal tools, so the output lands where the work already happens.
See implementation servicesSales-facing custom agents can plug into the AI CRM workspace, sharing its inbox, pipeline, and human-approval model.
See the AI CRMTell us what the work looks like. We scope a custom agent or workflow, build it, and hand it over with your team trained on it.
Scoped by call. Build plus usage.