The same method for your industry.
Every industry has its own systems, its own vocabulary, and its own three or four processes that eat the week. The method is the same everywhere: map the process, automate the rule-based parts, and add an agent only where a rule can't do the job. Here is what that looks like in the industries we work in most.
Logistics & freight
Freight runs on email, phone calls, and a transport management system (TMS). Most of the manual work is retyping the same six fields between them. Most of the delay is waiting for someone to do it.
-
Quote request extraction
Emailed quote requests become draft quotes in the TMS, with route history attached.
-
Carrier onboarding packets
Insurance certificates, W-9s, and authority checks collected and verified without a phone call.
-
Check calls and tracking
Location pings and ETA changes post to the load and notify the customer once instead of six times.
-
Invoice and proof-of-delivery matching
Delivered loads are matched against carrier invoices. Exceptions land in a single queue.
Load coverage agent
Reads open loads, ranks carriers by route history and recent rates, and drafts the outreach. It books the load once a dispatcher approves. Every rate it proposes cites the loads it is based on.
How we build agentsQuote requests from inbox to booked load in nine minutes
Read the case studyHealthcare & clinics
Front desks lose hours to reminders, eligibility checks, and retyping between the practice system and everything else. We build with HIPAA-aware practices. Protected data stays inside the systems you already trust.
-
Recall and appointment reminders
Each night, appointments feed into messaging with rescheduling links. Each desk gets a morning list of open slots.
-
Insurance eligibility checks
Tomorrow's schedule is verified overnight, so the desk only sees the exceptions.
-
Intake form routing
Completed forms land in the chart. Missing signatures are flagged before the visit.
-
Referral and records requests
Inbound referrals are logged, acknowledged, and assigned within the hour.
Scheduling agent
Answers reschedule requests over text, offers real openings from the practice system, and confirms the change. Same-day cancellations and anything clinical go straight to a person.
How we build agentsRecall reminders that cut no-shows by a third in 90 days
Read the case studyProfessional services
Firms sell time and lose it to intake, status updates, and billing cleanup. The systems are usually fine. The handoffs between a CRM, a document store, and a billing tool are where the partners end up doing admin.
-
Client intake and conflict checks
Web inquiries become a matter or engagement record with the conflict search already run.
-
Engagement letters and e-signature
Templates fill from the CRM, route for signature, and file the executed copy where it belongs.
-
Time and expense capture
Calendar, email, and ticket activity become draft time entries for a Friday review.
-
Monthly client status reports
Hours, deliverables, and open items compiled per client and sent after a partner approves.
Drafting agent
Assembles first drafts of routine filings, proposals, or engagement memos from your precedent library and matter data. Every clause traces to its source. Nothing leaves the firm without review.
How we build agentsE-commerce & retail
Orders, returns, inventory, and support tickets all touch the same customer record. The gaps between the storefront, the outside warehouse (3PL), and the help desk are where the hours and the bad reviews come from.
-
Order exception handling
Address failures, fraud holds, and split shipments get resolved or escalated before the customer asks.
-
Returns and refund routing
Return requests are checked against policy, labels are issued, and refunds post when the warehouse scans the box.
-
Inventory and reorder alerts
Sell-through thresholds trigger draft purchase orders with supplier lead times applied.
-
Post-delivery review requests
Requests timed to the carrier scan, with negative responses routed to support before they are public.
Order support agent
It answers from order history, tracking data, and your return policy. It resolves where-is-my-order and return questions on its own. Refunds above a set amount go to a person with the case already written up.
How we build agentsB2B SaaS
SaaS teams have the cleanest data and the most tools. The work is in the seams: lead routing, onboarding, renewals, and the support queue that grows faster than the team.
-
Lead enrichment and routing
Inbound signups get added detail, a score, and an owner in the CRM within a minute.
-
Event-driven onboarding
Product events drive emails, task assignments, and customer success alerts instead of a fixed email sequence.
-
Renewal and churn signals
Usage drops and support spikes create renewal tasks 90 days out, with the account context attached.
-
Support-to-engineering handoff
Bug tickets become tracker issues with the reproduction steps, account, and plan already filled in.
First-line support agent
It answers from the help center, billing data, and past tickets. Every answer cites its source. Refunds and account changes wait for a human. We test it against your own past tickets before it talks to a customer.
How we build agentsA first-line support agent that resolves 61% of tickets on its own
Read the case studyDon't see your industry?
The five above are where we have the deepest experience. We take on much more than that. If your team moves information between systems by hand, the discovery call works the same way. You walk us through the process. We tell you what to automate first and what it costs.
- Fixed quote after a one-week scope
- Built inside accounts you own
- We'll tell you if an automation isn't worth it
Walk us through the process that eats your week.
Bring one workflow. In 45 minutes you'll have a map of the steps, a sense of what's automatable, and a rough timeline. No slides.