How do you build a custom AI Employee for my business?

We follow a 4-phase process: Discovery (week 1) — we learn your workflows and identify the 2–3 highest-impact automation opportunities. Build (weeks 2–4) — we design and integrate the agent against your actual systems, prices, and tone. Refine (weeks 5–8) — the agent goes live in human-in-the-loop mode and we tune it weekly based on real responses. Run (week 9+) — the agent operates autonomously on approved flows while we monitor quality.

How long does the AI Employee deployment process take?

From first discovery call to a fully running AI Employee takes approximately 90 days. That includes 1 week of discovery, 3 weeks of build, 4 weeks of refinement, and then ongoing operation from week 9 forward.

What integrations do AI Employees support?

AI Employees can integrate with email platforms (Outlook, Gmail), CRMs, ERP systems, order management platforms, pricing sheets (Excel, Google Sheets, or database), document libraries, and web portals. We work with your existing tools — we don't require you to switch software.

Can I see what the AI is doing before it sends anything?

Yes. By default every agent operates in human-in-the-loop mode — it drafts a reply, presents it to you for review, and only sends after your approval. During weeks 5–8 of refinement you see every draft. As confidence builds, you can selectively authorize specific flows to run autonomously.

How It Works

Built for how real businesses actually run.

Quoting, order management, and customer follow-up move fast and break differently across every industry. Here's exactly how we go from first call to a running AI Employee — and why it takes about 90 days, not a week.

DiscoveryWeek 1

BuildWeeks 2–4

RefineWeeks 5–8

RunWeek 9+

Who This Is For

Where our AI Employees work.

Any mid-market business whose operations include repetitive, rules-based work — quoting, status, follow-ups, documents.

Distribution & Wholesale

High quote volume, order tracking across many active accounts, reorder follow-ups.

E-commerce & Retail

Order status inquiries, return policies, shipping escalations, lapsed customer win-back.

Professional Services

Inbound proposals, compliance information requests, project status, prospect follow-up.

Manufacturing & Industrial

Technical quote requests, order management, certificate and spec sheet requests.

Food & Beverage / CPG

Distribution quotes, availability questions, dormant account reactivation.

B2B Services

Lead qualification, proposal follow-up, contract renewals, common-question handling.

What It Takes

Which pain, which agent.

Pain Point	What It Requires	Which Agent Solves It
Inquiries going unanswered too long	Fast triage & drafting	Inbox & Triage Agent
Quotes answered too slowly	Real pricing rules + fast drafting	Quote & Proposal Agent
"Where's my order" emails	Live integration with your order system	Order Status Agent
Dormant accounts going quiet	Purchase history tracking + outreach cadence	Follow-Up & Win-Back Agent
Repeated document requests	Document library integration	Document & Compliance Agent
Mistakes that could cost a customer	Human-in-the-loop approval by default	All agents, every workflow

Our Process

Four steps. About 90 days from first call to running agent.

We don't promise overnight magic. We promise something that actually works.

Discovery

WEEK 1 — A real conversation about how your week actually runs. We find the 2–3 highest-impact workflows and agree on what success looks like.

Build

WEEKS 2–4 — We design and build the agents around your business — your rules, your systems, your tone. Tested against real inbound in shadow mode first.

Refine

WEEKS 5–8 — Agents go live with you approving every action. We tune based on real responses, weekly.

Run

WEEK 9+ — Agents handle the work. We monitor uptime and quality, you get regular reports, and you decide when to relax approval on flows you trust.