Automate
Give an agent
the whole job.
Agents that take a task from brief to done. They run under your accounts in the help desk, CRM, and inbox, and leave a receipt for every step.
Hand off real work
Give an agent a task the way you would a teammate. It works it through, keeps context, and comes back when it needs your approval.
- Runs the task end to end, not one step at a time
- Every action logged as a receipt you can audit
- Pauses for approval wherever you draw the line
Works inside your tools
Agents log in once and use the same apps your team uses, including the ones without an API.
- CRM, help desk, billing, and inbox, plus browser-driven tools
- Native integrations for Shopify, HubSpot, Slack, and ad platforms
- Custom connectors for internal systems and databases
Teach it once
Walk an agent through a workflow one time. It saves the routine, runs it on a schedule, and improves as your team corrects it.
- Record a task once and get a scheduled routine
- Corrections become rules, not repeated instructions
- Evals catch regressions before they reach a customer
Agents that work together
Chain agents on a single process: triage feeds research, research feeds drafting. Each handoff carries the full context, and you review the exceptions, not the steps.
- One agent per job: triage, research, drafting, reconciliation
- Handoffs carry full context, not copied messages
- Escalation to a named person built into every flow
Automate
Also in every engagement.
The parts that are not a headline but decide whether the work holds up.
Support triage
Reads every inbound ticket, answers what it can from your docs, and routes the rest with a summary and a suggested reply.
SDR outreach
Builds a target list from your criteria, checks each account for fit, and writes a first message grounded in something true about them. A rep approves the batch before anything sends.
Invoice chaser
Watches your ledger, sends reminders on schedule, reconciles payments, and flags the accounts that need a phone call.
Ops reconciler
Matches orders, shipments, and refunds across systems and files a daily exceptions report instead of a spreadsheet nobody opens.
Market monitor
Tracks competitors, pricing pages, reviews, and job posts, then posts a weekly brief to the channel where decisions get made.
Code reviewer
Reviews every pull request for correctness, security, and style against your conventions before a human reviewer spends time on it.
How it runs
From brief to production.
The same three moves on every engagement, so you always know what happens next.
01
Map the workflow
We sit with the person who does the job today and write down every step, exception, and system involved. Most workflows fit on one page.
02
Build and evaluate
The agent is built against real historical cases. It has to pass an eval set your team helped write before it touches a live queue.
03
Deploy with approvals
It goes live behind approval gates. Your team reviews its work for the first weeks, and every correction tightens the rules.
04
Measure and expand
A dashboard shows tasks completed, time saved, and escalations. When the numbers hold, the gates come off and the next workflow starts.
Use cases
Where teams use Automate
AI agents and workflows that run real operations.
Deploy a support agent that resolves tickets
An AI agent that answers the questions your team answers every day — order status, returns, how-to — and hands off cleanly when a human is needed. Live on your help desk in about a week.
Run outbound with a sales agent
An agent that researches accounts, qualifies inbound leads, and drafts first-touch outreach in your voice. Nothing sends without a person approving it.
Build internal tools your team actually uses
Replace the spreadsheet, the shared inbox, and the manual handoff with a small application built for the job. Admin panels, dispatch boards, approval flows — shipped in weeks, not quarters.
By the numbers
Measured, not promised.
agent templates in the library
to a first agent in production
coverage, with human escalation
Questions
Straight answers about Automate engagements.
How is an agent different from a chatbot?
A chatbot answers questions. An agent has its own accounts, sessions, and schedule, so it can work inside your help desk or CRM, finish a task, and report back. It runs whether or not anyone is at a keyboard.
Which tools can agents use?
Anything with an API, and most things without one. We ship native connectors for Shopify, HubSpot, Slack, Meta Ads, and Google Ads, and browser-driven access for the rest. Internal systems get a custom connector built during the first sprint.
What happens when an agent is unsure?
It stops and asks. Every workflow has approval gates and an escalation path to a named person. Uncertain cases arrive with a summary and a suggested action rather than a guess, and the answer becomes a rule for next time.
How do you keep agents from drifting?
Each agent ships with an eval set built from your real cases. Every change to prompts, tools, or models runs against it before deploy. Corrections from your team get added to the set, so the bar rises over time instead of slipping.
How is our data handled?
Agents run under accounts you own with the minimum permissions for the job. Logs and receipts stay in your systems. We do not train models on your data. The security page lists the practices in full.
Meet your first agent
Pick a template from the library or describe the workflow you want off your plate. Most first agents are live within a week.