AI agents & workflow automation
We build AI agents that answer customers, qualify leads and book meetings, and automations that move data between your apps, all connected to the CRM your team already uses.
How we help.
AI customer support agents
Answer questions 24/7 on your website, WhatsApp or email.
- Trained on your products and policies
- Live order and account data
- Hand-off to your team
AI lead qualification
Respond to every lead in seconds and book the right ones.
- Lead research and scoring
- Meeting booking
- Logged to your CRM
Salesforce AI & Agentforce
Put AI inside Salesforce where your data lives.
- Agentforce agents
- Data Cloud and Prompt Builder
- ChatGPT, OpenAI or Claude on your data
WhatsApp & voice
Meet customers where they already talk.
- WhatsApp via Twilio
- AI voice agents
- Call logging to CRM
Workflow automation
Remove copy-paste and manual follow-ups.
- Salesforce Flow and Power Automate
- n8n, Zapier and Make
- Approvals, reminders and alerts
Document automation
Quotes, contracts and reports that create themselves.
- DocuSign and e-signature
- PDF generation
- Automatic filing to records
Popular starter projects
- Five Zapier automations to reduce manual data entry
- AI agent that reports daily sales metrics from Salesforce
- Website lead capture with spam filtering and instant follow-up
Not sure where to start?
- Tell us what slows your team down
- We suggest the quickest win first
- You get a clear scope and quote before we start
Simple, transparent process.
A free call to understand your process, tools and goals.
We recommend the simplest solution: configuration, automation or custom code, with a clear scope and quote.
Everything is built and tested in a sandbox or staging copy first, then documented.
We go live with you, train your team and stay on for support and improvements.
Common questions.
Will AI replace my team?
No. AI takes over repetitive questions and data entry so your team can focus on customers and decisions. Every agent can hand off to a person.
Which AI do you use?
We choose per project: Salesforce Agentforce, OpenAI, Claude and other models, connected securely to your CRM data.
Can you automate without AI?
Yes. Many wins come from simple workflow automation with Flow, Power Automate, n8n, Zapier or Make.
Explore more services.
Let’s talk about your project.
Book a free 30-minute call. We’ll understand your setup and recommend the simplest way forward.