Lead research and qualification agent
When a new lead comes in, the agent looks up the company, checks it against your ideal-customer rules, adds notes to the CRM record and flags the leads your team should call first.
AI agent development
AI agent development services for growing businesses
We design, build and monitor AI agents that do real work inside your business: research leads, update your CRM, draft replies and hand off to your team when judgment is needed.
Our AI agent development service runs from Boca Raton, FL for teams across the US, and every agent ships with the approvals, logs and limits your team needs to trust it.
What's included
What our AI agent development service includes
An AI agent is software that works toward a goal with the tools you give it. It reads a request, decides on the next step, uses a tool such as your CRM, inbox or a web search, checks the result and keeps going until the task is done or a person needs to step in. Our job is to make that loop useful and safe in your business. Every project includes:
- Discovery and process mapping: We talk with the people who do the work today and write down each step, the systems involved and where judgment is needed.
- Agent design: A written plan for the agent's goal, the tools it may use, the data it can see, what it must never do and when it hands off to a person.
- Build: We connect the agent to your systems through their APIs, write its instructions and wire in approvals and alerts.
- Testing against real examples: Before launch, the agent works through past requests from your business so you can see how it behaves.
- Launch: A staged rollout, often starting in a review-only mode or with a small share of the work.
- Monitoring and monthly tuning: We review its runs, fix errors and adjust its instructions and tools as your process changes.
You also get plain-language documentation for each agent, so you always know what it does and why.
Use cases
AI agents we build for small and mid-sized businesses
Most of the agents we build start with one job that already eats hours of your week. These are common starting points:
Inbox and quote-request triage agent
It reads incoming emails and web forms, sorts them by type and urgency, pulls out the details a quote needs and drafts a reply for your team to approve.
CRM hygiene agent
It finds duplicate contacts, missing fields and deals that have stopped moving, fixes what it safely can and lists the rest for a person to review.
Reporting agent
Each week it pulls the numbers you care about from your CRM, ad accounts or spreadsheets and sends a short summary to Slack or email, with links back to the source.
Customer-support agent
On your website or in chat, an agent can answer from your own help content and open a ticket when it can't. See AI chatbots and assistants for text channels.
Voice agent
Some work happens on the phone: follow-up calls, reminders and support lines. Those agents follow the same principles. See AI voice agents.
If your task isn't on this list, that's normal. Most agents are built around one specific process in one specific business.
Guardrails
How we build custom AI agents you can trust
Custom AI agents are only worth running if you can see what they did and stop them when something looks wrong. Every agent we build comes with the same controls:
- Human-in-the-loop approvals: Actions that matter, such as emailing a customer, changing a deal value or issuing a refund, can wait for a person to approve them.
- Permission scopes: Each agent gets its own account or API key with access only to the records and actions it needs.
- Logging: Every run records what the agent saw, what it decided and which tools it used, so you can trace any result.
- Evals: We keep a set of test cases from your real work and re-run them after every change to catch problems before your customers do.
- Fallbacks: When the agent is unsure, a tool fails or a request looks unusual, it stops and hands the task to a person with context instead of guessing.
- Cost limits: Usage caps and alerts keep model and API spend inside the budget you set.
These controls are part of the build from day one, not something added after a problem shows up.
Platforms
Platforms we build on
We pick the platform for each agent based on the task, your data and your budget, and we aren't tied to one vendor. Platforms we often work with:
- OpenAI (Agents SDK / AgentKit): For agents that call tools, work through several steps and return structured results.
- Grok (xAI): Another model provider we can use when it suits the task.
- Meta / WhatsApp Business: For agents that talk with customers on WhatsApp through the official business platform.
- Open-source agents such as Hermes Agent: For teams that prefer models and agent frameworks they can host and inspect themselves.
- n8n: For orchestration, schedules and connecting agents to the rest of your stack. See our n8n automation service.
- Your CRM: The agent works inside the system your team already uses, through its API.
If you've already picked a platform, we'll work with it. If you haven't, we'll recommend one and explain why it fits.
Process
AI agent development, step by step
Every agent follows the same four steps, so you see working results early and can stop at any point.
Map
We pick one process, map each step and agree on what a good result looks like and which actions need approval.
Prototype on real data
We build a first version and run it on real, past examples from your business, in a test setup where it can't affect customers.
Launch with guardrails
The agent goes live with approvals, logging, alerts and cost limits switched on, often in review-only mode first.
Measure and improve
We check its runs against the goals from step one, fix errors and widen what it handles only once it has earned it.
Fit check
Is an AI agent right for your business?
A good fit if
- You repeat the same multi-step task many times a week.
- The steps follow rules you can write down, even if a few need judgment.
- The data lives in tools with APIs, like a CRM, inbox, calendar or spreadsheet.
- You're willing to review the agent's work while it earns trust.
Not a fit yet if
- The task only comes up a few times a month.
- Every case is different and needs expert judgment.
- The data lives on paper or in systems you can't connect.
- It has to be perfect from day one with no human review.
If you'd rather have a copilot that answers questions from your documents than an agent that takes actions, see custom AI and data. For the bigger picture, start with our AI automation services, or browse our client work.
Questions
Frequently asked questions
What is an AI agent, and how is it different from a chatbot?
A chatbot answers questions. An agent can also take actions with your tools, like looking up a record, updating a deal or sending a follow-up, within limits you set.
How long does AI agent development take?
It depends on the number of tools and the approvals involved. We give a timeline after a short discovery call instead of a one-size estimate.
Which AI models do you use?
We pick the model per task, from providers such as OpenAI and xAI's Grok or open-source options, based on accuracy, cost and data-handling needs.
Will an AI agent have access to all my data?
No. Each agent gets the narrowest permissions it needs, and sensitive actions can require a human approval.
Do you work with businesses outside Boca Raton?
Yes. We're based in Boca Raton, FL and build AI agents for teams across the US remotely.
What happens after launch?
We monitor the agent's runs, review errors and tune its instructions and tools as your process changes.
Next step
Tell us the task that eats your week. We'll show you whether an agent can take it.
Book a free consult and we'll look at the process with you, then tell you plainly whether an agent, a simpler automation or no change at all is the right move.