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Custom build

Custom Agent

An agent for the job only your business has. We scope it in writing, build it on the same approval and logging rails as the catalog agents, and run it for you, in our Azure or yours.

The problem

A lot of busywork is specific to one business: a report pulled from three systems every Monday, a portal checked every morning, a form retyped into an older program. Off-the-shelf tools rarely fit it.

How it works

  1. DiscoveryWe watch the task as it's done today and write down the inputs, decisions and outputs.
  2. Written scopeWhat it does, what it never does, where approval is required, and the monthly price. Nothing starts until you sign.
  3. Build and testOn your real data in a test mode where it drafts but changes nothing.
  4. Goes live with approvals needs approvalEvery send, payment, deletion, post or write to your system of record waits for a person, until you decide otherwise, one step at a time.
  5. We run itMonitoring, run logs, a spending cap and upkeep by our team, with a monthly report.
It can
  • Connect to almost any system with an API
  • Run in your own Azure if you want
  • Work with voice, documents or data
  • Follow your approval rules
It can't
  • Act without the approvals in its scope
  • Spend past its monthly budget
  • Reach systems outside the written scope
  • Run without logs
Custom Agent

Book a demo

Tell us a little about your office. We reply within one business day to set up a 20-minute demo of the Custom Agent. Prefer to talk now? Call 719-451-1218.

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Demo of the Custom Agent

We reply here to set up the demo.