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AI Automation

AI Automation That Pays For Itself In Weeks

We deploy AI where it measurably reduces cost or response time: first-response support, lead qualification, document extraction, and content production, always with clear guardrails and human hand-off rules.

Why it matters

AI only creates value when it is wired into a process

A chat window bolted onto a website is a demo. An AI agent connected to your data, your rules, and your escalation path is an operating cost you no longer pay.

The failure mode of most AI projects is not model quality, it is context. An agent that cannot read your order history, your policy documents, or your CRM will answer confidently and wrongly. We start by grounding the model in your own data and constraining what it is allowed to do.

We then define exactly where a human takes over. Refunds above a threshold, legal questions, angry customers, and anything the model is not confident about route to a person with the full conversation attached, so speed never comes at the cost of trust.

What we build

Where we deploy AI

AI support agents

An agent trained on your help-desk history and product documentation answers first-response tickets across chat and email, resolves the repetitive majority instantly, and hands complex issues to a human with a summary.

  • Grounded in your own knowledge base and ticket history
  • Live chat, email, and in-app coverage
  • Confidence-based hand-off to your team
  • Deflection and CSAT reporting per topic

Lead qualification and enrichment

Inbound leads are enriched, scored against your ideal customer profile, and either booked straight into a calendar or routed to the right rep with the reasoning attached.

  • Firmographic and intent enrichment
  • Scoring against your ICP definition
  • Automatic routing and meeting booking
  • Disqualification with a logged reason

Document parsing and extraction

Invoices, contracts, forms, and PDFs are read, validated against expected fields, and pushed into your systems, with anything ambiguous queued for a quick human check.

  • Structured extraction from PDFs and scans
  • Validation rules and confidence thresholds
  • Review queue for low-confidence records
  • Direct write-back into your database or ERP

AI-assisted content and proposals

Proposals, briefs, and marketing drafts are generated from your templates and past-winning material, so your team edits rather than starts from a blank page.

  • Template and brand-voice grounding
  • Proposal generation from CRM deal data
  • Bulk content drafting with review steps
  • Version history and approval workflow

Proof

An AI first-response agent for a SaaS platform

We trained an agent on four years of help-desk history and product documentation, then wired it into live chat and email.

68%

Tickets deflected

42hrs/week

Support time saved

+21%

CSAT increase

Confident hand-off rules mean complex issues still reach a human within minutes, with the full conversation history attached.

Tooling

Built on the stack you already run

OpenAIGeminiClauden8nMakeIntercomZendeskPinecone

FAQ

AI Automation questions

Further reading

New to this? Start with our guide to the AI automation use cases that actually pay off, which covers the six highest-return workflows and how to pick the one to build first.

Ready to put ai automation to work?

Book a 30-minute audit. We map your current process, show you what to automate first, and estimate the hours and revenue it returns.