AI Agents & Automation

We build AI agents that do real operational work: reading intake, booking and following up, watching for problems, and reporting on the business. They work inside your systems, escalate to your team, and log every action.

Your Team Is Doing Work an Agent Should Do

Every operation has people re-keying invoices, chasing confirmations, checking dashboards for problems, and building the same report every Monday. It is necessary work, and it is not what you hired them for.

Generic AI tools do not fix this. A chat window your team has to remember to open does not enter the invoice, call back the customer, or catch the late load at 2am.

Agents do. They own a specific job, work directly inside your systems, and hand off to a person whenever a case falls outside the limits you set.

Chatbots and Copilots

Wait to be asked. Live in a separate tool. Suggest, but never finish the job. No record of what they did or why.

Operational Agents

Pick up work as it arrives. Act inside your systems. Escalate exceptions to the right person. Log every action with its reason.

Agents We Build

Each agent is shaped around one job in your operation. Most clients start with one and add more as the savings show up.

Intake & Data Entry Agents

Stop paying people to re-key data. Agents read invoices, orders, referrals, and contracts as they arrive and enter them into your system, with human review only for exceptions.

  • + Invoice processing and PO matching
  • + Order, referral, and application intake
  • + Contract term extraction and compliance checks

Customer & Patient Communication Agents

Agents handle booking, reminders, follow-up, and routine questions over SMS, email, and web chat, using your rules, your calendar, and your tone.

  • + Scheduling, rescheduling, and waitlist fill
  • + Payment reminders and re-engagement campaigns
  • + Escalation to staff with full conversation context

Monitoring & Exception Agents

Agents watch your operation around the clock, catch problems early, and take the pre-approved action, or draft one for a person to approve.

  • + Late shipment and shortage detection
  • + Occupancy, pricing, and revenue drift alerts
  • + Anomaly detection on every transaction

Analyst & Reporting Agents

Ask your operation questions in plain English and get cited answers in seconds. Agents also write the daily and weekly briefs your team would otherwise assemble by hand.

  • + Natural language questions over live data
  • + Daily operational briefs to email or Slack
  • + Automated compliance and audit documentation

From First Workflow to Running on Its Own

Agents earn autonomy on your real work. You decide how far each one goes, and you can dial it back at any time.

1Map

Find the first workflow

We sit with your team, measure where manual hours go, and pick the workflow with the best mix of volume, simplicity, and payoff.

2Shadow

Prove it on real work

The agent runs alongside your team on live work without changing anything. You see its accuracy before you trust it with anything.

3Assist

Draft and approve

The agent prepares the work and a person approves it with one click. Savings start here, and approvals become training data.

4Act

Run the routine, escalate the rest

Routine cases run on their own within the limits you set. We keep monitoring, tuning, and adding agents as the wins stack up.

# Every agent ships with its limits
class InvoiceIntakeAgent < Agent
# Claude in production, local model for PHI
model :claude, fallback: :ollama
# Below this, a person decides
require_approval below: 0.92
# Hard limits it cannot cross
max_amount 25_000
# Every action recorded with its reason
audit_log true
end
Governed by Design

Agents You Can Audit

Every agent ships with explicit permissions, approval thresholds, and hard limits. Every action is explainable and reversible. Switch AI providers without rewriting code, and prove governance to any auditor.

  • Complete audit trail for every agent action
  • Approval thresholds and hard limits per agent
  • Zero single points of failure across AI providers
  • Your data never used to train external models

Frequently Asked Questions

What's the difference between an AI agent and a chatbot?

A chatbot answers questions. An agent does a job: it reads incoming work, takes actions in your systems, and hands off to a person when something falls outside its limits. Every agent we build has a defined role, defined permissions, and a record of everything it has done.

Can agents work with our existing software?

Yes. Most agents connect to the systems you already run through APIs, email, and file drops. You do not need to rebuild anything to start. If your current tools make automation impractical, that is when we build custom software underneath, and we will tell you plainly if that is the case.

How do you keep agents from making mistakes?

Agents start in shadow mode on real work, so you can measure accuracy before they change anything. From there they move to drafting for approval, then to handling routine cases on their own within limits you set. Low-confidence cases always go to a person, and every action is logged, explainable, and reversible.

Which AI providers do you use?

We architect for zero single points of AI failure. Agents can run on Anthropic (Claude), OpenAI, Google (Gemini), or local models, and fail over between them automatically. You are never dependent on one provider's uptime, pricing, or policy changes.

Can agents work with sensitive or regulated data?

Yes. Agents can run on local models inside your infrastructure so sensitive data never leaves your control, with full audit trails for HIPAA and other compliance requirements. For less sensitive work, cloud providers offer cost advantages while keeping the same governance.

What does it cost?

A first production agent typically runs $30,000-$75,000 depending on the workflow and the systems involved. Most clients start with their highest-volume, lowest-complexity workflow, prove the savings, and add agents from there. Ongoing model costs vary by usage, and we optimize for cost at every layer.

What would you hand to an agent first?

In 30 minutes we'll find the workflow costing you the most hours, and show you what an agent would save before you spend a dollar.

  • 30 minutes with an engineer who has shipped software in your industry
  • 3 workflows ranked by hours saved and payback, yours to keep
  • $0 and no commitment. Most teams decide within a week