AI Agents
your Salesforce.
Production agents that live in your CRM — triaging, drafting and resolving across sales, service and ops.
Book discovery call →
Built for teams that run on process — not engineers.
Process-heavy operations
Legal, insurance, finance, logistics — work that runs on repeatable, high-volume process.
Mid-market, not big tech
If you had a bench of engineers you'd build these yourself. You don't — and you shouldn't have to.
Agents inside your stack
Not a chatbot bolted on the side — agents that work where your team already works.
Two platforms. One partner.
We build on the two stacks that fit mid-market best — and help you pick the right one.
Salesforce Agents
Agents that live inside your CRM — Agentforce and custom — acting on the data and records your team already runs on.
Claude Agents
Custom agents for the work that needs real reasoning — reading documents, researching and drafting across your whole stack.
Why build agents.
The same three reasons every time — time, money and quality — and they compound.
Time back
Agents handle the repetitive work in seconds — not hours.
Lower cost
A fraction of the cost of headcount for the same throughput.
Consistent quality
No off days, no dropped steps — the same standard every time.
Scales with demand
Handle 10× the volume without 10× the team.
More from your stack
Put the systems and data you already pay for to work.
Free your people
Hand off the busywork so your team does the work that matters.
Built for process-heavy industries.
Where repeatable, high-volume process meets high-stakes judgment — that's where agents pay off fastest.
What agents changed.
Built on Salesforce+ Claude
We were drowning in manual intake. The agents now handle the first pass on everything — our team finally spends its time on the work that matters, not the queue.
From first-touch triage to document review, agents now run the operational front line — end to end.
From idea to a shipped agent.
A clear path from first conversation to production — with your sign-off at every gate.
Discovery sprint
Requirements
Build & ship
Support
Agents we've shipped.
A look at what we've built — and the anatomy of each one.
Lead triage agent
Scores inbound leads, routes them, and drafts the first touch.
Quote assistant
Assembles CPQ quotes and checks them against discount rules.
Case deflection agent
Resolves tier-1 cases and escalates the rest with full context.
Renewal-risk agent
Flags at-risk accounts early and drafts the save play.
Contract review agent
Reviews contracts against your playbook and flags the risk.
RFP response agent
Drafts RFP and proposal responses from your knowledge base.
Content engine
Turns a brief into on-brand drafts across channels.
Ops knowledge agent
Answers process questions from your SOPs and runs checklists.
These are a few we've shipped. Yours starts with a conversation about the work you want off your team's plate.
Book discovery call →Agents for every team.
Wherever there's repeatable work, there's an agent that can take it on.
Finance
Invoice & expense triage
HR
Onboarding & policy Q&A
Product
Feedback & research synthesis
Operations
SOP execution & checklists
Legal
Contract review & intake
Customer Success
Health monitoring & saves
Sales
Lead triage & follow-up
Marketing
Content & campaign drafts
We wrote the playbook.
When a legal-marketing firm needed to scale case qualification, we mapped the whole operation and wrote the definitive playbook on agent-driven audit — built on Salesforce.
How to build AI agents for mass tort case qualification & audit.
We didn't just build the agents. We mapped the whole intake-to-delivery operation, found where it breaks, and wrote the playbook for fixing it with agents.
Built on SalesforceIntake scales exponentially. Audit capacity scales linearly with headcount. The gap between them is where margin goes to die.
Questions, answered.
Which platform is right for us?
If your work lives in Salesforce, we usually build there; if it's document- and reasoning-heavy, Claude. We help you decide on the discovery call.
How long until an agent is live?
Most first agents go from discovery to production in a matter of weeks, with sign-off gates along the way so there are no surprises.
Is our data safe?
Agents run inside your systems and permissions. Salesforce agents keep data in your CRM; Claude agents use enterprise controls. Nothing trains on your data.
Do we need engineers?
No — that's the point. We build, ship, and support the agents so your team doesn't have to.
What happens after launch?
We monitor, support, and improve the agent over time. You own everything we build.
Let's scope your first agent.
Tell us what you're working on. We'll show you how we'd help — no pitch, no pressure.