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Beyond off-the-shelf

Custom AI agents that do real work

Plug-and-play automation tools are great for simple jobs. But AI can now answer your phones, read your contracts, work websites that have no integration and answer questions from your own data. Here's what's possible when it's built around your business.

What's possible now

Ideas we can build for your business. Each one is designed around your systems, with a person in control of anything that matters.

AI phone receptionist

Instead of: Missed calls going to voicemail after 5pm and at weekends.

An AI voice agent answers every call in a natural voice, understands what the caller needs, books appointments into your calendar, takes messages and puts urgent calls straight through to a person.

Voice AITelephonyYour calendar & CRM

Good for: Clinics, trades, estate agents, law firms

Company knowledge assistant

Instead of: Staff interrupting each other to ask where a policy, price or process is.

Ask a question in Teams and get an answer drawn from your own documents, with links to the sources. It only uses files that person is already allowed to see.

SharePoint / Google DriveRetrieval (RAG)Teams or Slack

Good for: Any team with lots of documents and new starters

Agents for websites with no API

Instead of: Someone logging into supplier, insurer or council portals to download, copy and re-key the same things every week.

A browser agent signs in to the portal, collects statements or updates, fills in the forms and hands the results to your team for checking.

Browser automationAI visionSecure credential storage

Good for: Insurance brokers, lettings, logistics, finance teams

Document intelligence

Instead of: Reading 40-page contracts, tenders or bank statements line by line.

Upload the document and get the key terms, dates, amounts and risks pulled out into a structured summary, compared against your standard positions and flagged for review.

Document AIStructured extractionYour templates

Good for: Solicitors, accountants, construction, procurement

Ask your business anything

Instead of: Waiting for someone to build a report every time you have a question.

Ask "which clients haven't paid in 60 days?" or "how did this month's enquiries compare with last?" in plain English and get the answer from your live systems, read-only.

MCP connectorsCRM & accounting dataRead-only access

Good for: Owners and managers who want answers, not dashboards

Sales research agent

Instead of: Going into calls with a prospect knowing only their name.

Before every booked meeting, an agent researches the company and person, checks your past contact with them and sends a one-page briefing with suggested talking points.

Multi-step agentWeb researchYour CRM & calendar

Good for: Consultancies, agencies, B2B sales teams

Website and WhatsApp assistant

Instead of: Enquiries going unanswered until someone checks the inbox.

An assistant trained on your services answers questions 24/7, qualifies the enquiry, captures contact details and hands over to a person with a summary. The assistant on this website works this way.

Claude / GPTLead captureHuman handover

Good for: Any business that relies on enquiries

Meetings that update everything

Instead of: Writing up notes, updating the CRM and sending follow-ups after every call.

After a Teams or Zoom meeting, the agent writes the summary, updates the client record, creates the tasks and drafts the follow-up email for you to approve.

Meeting transcriptsCRM & task toolsApproval step

Good for: Account managers, consultants, project teams

Photos to reports

Instead of: Typing up site visits, inspections and stock checks from photos and scribbled notes.

Staff take photos and a voice note on site. AI turns them into a formatted report with findings, measurements and actions, ready to send.

AI visionVoice notesBranded templates

Good for: Construction, property, facilities, field services

Off-the-shelf tools vs a custom agent

Off-the-shelf automationCustom AI agent
Works withThe apps it supportsYour systems, including old ones with no API
HandlesSimple if-this-then-that stepsJudgement, documents, voice and multi-step tasks
Your dataOften sent to another vendor's platformDesigned with you, minimum data, UK or EU hosting where needed
When it's unsureFails or guessesAsks a person, with approval steps where it matters

How we build it

  1. Step 1

    Pick the process

    We find the job that costs your team the most time, and agree what success looks like.

  2. Step 2

    Prototype

    A working version on your real examples, so you can see it working before committing further.

  3. Step 3

    Pilot with guardrails

    Your team uses it with approval steps on, and we tune it on their feedback.

  4. Step 4

    Run and improve

    We monitor it, fix issues before you notice and keep improving it as AI moves on.

Built by an IT and security team

Agents that touch your systems need proper security: read-only access by default, secure credential storage, data processing agreements and audit logs. That's our day job.

See our AI automations

AI agents: common questions

A standard automation follows fixed rules: when X happens, do Y. An AI agent can read, decide and take several steps to reach a goal, such as researching a company, filling in a portal or answering a phone call, while asking a person when it's unsure.

They can be, with the right design: read-only access wherever possible, only the data each step needs, business-grade AI services with data processing agreements, secure storage for any logins, and a person approving anything important.

With a short call or an AI Readiness Check. We pick one process that costs you the most time, build a working prototype on real examples, then improve it with your team before it goes live.