Sales knowledge and proposal workflows
Research an account, retrieve relevant proof, prepare a tailored response and route it for approval.
Account researchProposal preparationQuote assistanceCRM enrichment
Custom generative AI
Turn a complex manual process into a governed AI workflow.
We combine models, business knowledge and approved tools to automate work that ordinary software rules cannot handle well.
Good agent candidates
Use AI where judgment meets unstructured information.
Conversation intelligence
Turn calls and messages into structured insight, follow-up tasks, coaching signals and customer themes.
Transcription and summariesIntent and objection analysisAction extractionQuality review
Knowledge and operations
Help teams find, interpret and act on internal documents without giving the model unrestricted access.
Enterprise searchDocument workflowsStructured extractionApproval routing
Production method
Architecture follows the business outcome.
We use the simplest reliable pattern that can perform the job, then add autonomy only where it creates value.
Discover
Define the process, baseline, owner, risk, economics and measurable success.
Design
Select models, knowledge, tools, permissions, handoffs and evaluation criteria.
Validate
Test real scenarios, edge cases, security boundaries, cost and latency before launch.
Operate
Monitor traces and outcomes, review failures and release improvements safely.
When an agent makes sense
Decisions depend on contextInputs are documents or conversationThe process crosses multiple systemsA valuable outcome can be measured
When simpler automation is better
The process is predictableRules cover almost every caseErrors are irreversible or high riskThere is no owner or quality baseline
Bring one workflow
We will tell you whether it needs an agent, simpler automation or no build at all.
A useful discovery process protects the business case before development begins.