Sales Research Agent
- Inputs
- New lead in CRM
- Steps
- ResearchSummariseDraft email
- Result
- Reps start every call with context.
Agents for sales, support and internal work, built on your own data and tools.
24/7Agents working inside your tools
Off-the-shelf assistants don’t know your documents, your customers or your rules, so every answer needs checking and nothing gets done without a person copying it into another system.
We build agents around your own data and tools. Each one has a defined job, clear limits on what it can read and change, and a person approving the steps that matter.
Agreement on scope and approach before anything is built.
Staged delivery, reviewed with you and tested as it goes.
Everything your team needs to own what we deliver.
Continued monitoring and improvement after launch.
Clear milestones, regular updates and no surprises. Here’s how we get from idea to launch.
We ask the right questions to understand how your business works today, what is slowing it down and what success should look like.
Timeline3–5 days
We agree scope, timeline and approach, then map the flows or design the screens so you see what you are getting before we build.
Timeline1–2 weeks
We build in stages and keep you updated. Everything is tested on real devices and in real conditions before it goes live.
Timeline2–6 weeks
We handle the launch, watch how it performs, fix what needs fixing and keep improving based on the data.
Timeline1 week + ongoing
Most projects go live in 4–10 weeks. Tell us what you’re working on and we’ll come back with a rough scope, timeline and next steps.
Typical projects we deliver for teams like yours
AI models we build with
Everything you need to know before we start working together.
A chatbot answers questions. An agent also does things: it looks up records, drafts changes and moves work between your tools, within limits you set. The finance assistant we built for the MyFinMate app answers from each user’s own data, and drafts any change as an approval card that only runs once the user accepts it.
Yes, using retrieval-augmented generation (RAG): the agent searches your documents for each question and answers only from what it finds, naming the source. In the internal knowledge assistant we built over Google Drive and Dropbox, when the documents don’t hold the answer, the assistant says so instead of guessing.
We choose the model for each task, working with OpenAI, Anthropic Claude, Google Gemini and others. Agents can be designed so the model is a setting rather than a rebuild: in our knowledge assistant the provider is switched from an admin screen.
Each agent gets a defined job, read-only access wherever it only needs to look, and a person approving the steps that matter. We test its answers against known cases before every release, and log what it does so you can review it.
Tell us what you want to build or automate, and we’ll show where AI, web and marketing can make the biggest difference.
Book a discovery call