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What Does an AI Agent Setup Involve?

We design, build, test, and deploy an AI agent tailored to your specific business workflow — connected to your real tools, handling real tasks, with monitoring and error recovery built in.

What an AI Agent Actually Is

An AI agent is software that can take actions on your behalf — not just answer questions. It reads incoming emails and routes them to the right person. It processes documents and enters data into your system. It handles scheduling conflicts and sends confirmations. It monitors your pipeline and alerts you when something needs attention. Unlike a chatbot that waits for questions, an agent proactively handles work.

How We Build Yours

Every agent starts with your workflow. We map the process step by step: What triggers it? What data does it need? What tools does it interact with? What decisions does it make? What should it do when something goes wrong? Then we build the agent around those answers — connected to your CRM, email, scheduling system, or whatever tools you use. No generic templates.

Why Production Quality Matters

Building a demo agent takes a day. Building one that runs reliably in production — handling edge cases, recovering from errors, not breaking when your data has unexpected formats — takes real engineering. We design for production from the start: strict input/output contracts, error handling loops, monitoring and logging, security boundaries. Over 40% of agent projects fail because teams skip this engineering. We don't.

After Launch

Every agent comes with a monitoring dashboard so you can see what it's doing. You'll see tasks completed, errors caught, time saved. We include 30 days of post-launch tuning — because agents get better as they encounter real-world edge cases. After that, ongoing support is available to keep your agent running smoothly as your business evolves.

Frequently Asked Questions

How is this different from a chatbot?

A chatbot answers questions when asked. An AI agent takes actions independently — processing documents, updating records, sending communications, making decisions based on rules you set. Agents do work. Chatbots have conversations.

What tools can the agent connect to?

Most modern business tools: CRMs (Salesforce, HubSpot, Pipedrive), email (Gmail, Outlook), scheduling (Calendly, Acuity), accounting (QuickBooks, Xero), databases, spreadsheets, and custom APIs. If your tool has an API or accepts webhooks, we can connect to it.

What happens if the agent makes a mistake?

Our agents are designed with approval gates for high-stakes decisions — they'll flag items for human review rather than acting independently on things that matter. For routine tasks, built-in error handling catches and recovers from issues automatically. You'll see everything in the monitoring dashboard.

Need Help With This?

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