Back-Office & Document Operations
Data arrives as emails, PDFs, and forms. Someone retypes it.
- Intake processing
- Order and invoice entry
- Reconciliation
Workers: Data & Records Agent, Ops Agent, Custom Agent
See back-officeAI automation & agentic workers
Keep your process.
Lose the manual work.
Digital Peak is an AI automation partner for established businesses. We map how your work actually gets done, build AI workers and automations into the systems you already use, and run them with you, with a human approving anything that matters.
- From the operators behind SV
- Automating real work since 2004
- 50,000+ platform users
- 2 granted U.S. patents
- 01New customer's intake form arrivesAI worker
- 02Details entered into CRM and billingAI worker
- 03Welcome email and document checklist sentAI worker
- 04Missing documents chased until completeAI worker
- 05Account setup approvedYou approve
- 06Kickoff scheduled and team notified in SlackAI worker
6 steps · 5 automated · 1 human checkpoint
Where the hours go
If someone does it the same way fifty times a week, it's a candidate.
Most businesses don't need more software. They need the work between their software done.
- Retyping details from emails, PDFs, and forms into your systems.
- Copying the same records between the CRM, billing, and a spreadsheet.
- Chasing approvals, documents, and overdue tasks by hand.
- Answering the same customer questions all day.
- Building the weekly report from five different tabs.
- Follow-ups that happen only if someone remembers.
What we automate
Four places manual work piles up.
Customer Service Operations
Every inquiry answered by whoever's free, or by nobody after five.
- Ticket and inbox triage
- Answers from your policies
- Phone answering
Workers: Support Agent, Front Desk Agent, Ops Agent
See customer serviceSales & Revenue Operations
Leads go cold because follow-up depends on someone remembering.
- Speed-to-lead response
- Qualification
- Follow-up sequences
Workers: Sales Agent, Front Desk Agent, Data & Records Agent
See revenue opsInternal Operations & Reporting
The owner has become the integration layer between every system and every team.
- SOP execution
- Request intake and routing
- Approvals and chase-ups
Workers: Ops Agent, Data & Records Agent, Custom Agent
See internal opsProcess not listed? Most of what we build is specific to one business. Tell us about it
How engagements work
Start with one process. Prove it on live work. Then expand.
PHASE 01
Automation Assessment
45-minute working session
We map one to three of your manual processes and show you what can be automated, roughly what it's worth, and where to start.
PHASE 02
Blueprint
1–2 weeks
We shadow the process, map every step and exception, design the workers and human checkpoints, and hand you a fixed build quote with the success metrics we'll hold ourselves to.
PHASE 03
Build & Pilot
2–3 weeks for a single-system process; 4–8 weeks for multi-system work
We build on our platform, wire it into your systems, and run a supervised pilot on live work in Draft and Approve modes until it hits the agreed metrics.
PHASE 04
Run & Optimize
Ongoing
We monitor, tune, and handle exceptions, expand autonomy where the numbers support it, and add the next process when you're ready. Or we hand it off to your team.
The workers we deploy
The AI workforce behind every build.
Six worker blueprints we configure to your process, wire into your systems, and run with you. Most engagements combine two or three.
DP-01
Back-office
Data & Records Agent
Your records, clean across every system. And kept that way.
Used in: Back-office, Revenue ops, Internal ops
DP-02
Customer service
Support Agent
Routine tickets answered from your own policies. The rest escalated with context.
Used in: Customer service
DP-03
Customer service
Front Desk Agent
Answers your calls day and night, books what it can, and routes what it can't.
Used in: Customer service, Revenue ops
DP-04
Revenue ops
Sales Agent
Answers new leads fast and follows up until they reply.
Used in: Revenue ops
DP-05
Internal ops
Ops Agent
Runs the internal grind: scheduling, routing, reports, chase-ups.
Used in: Back-office, Customer service, Internal ops
DP-06
Custom
Custom Agent
Your process doesn't fit a blueprint? We build the worker around it.
Used in: any process no blueprint covers
Control
Autopilot when you want it.
A leash when you don't.
Every worker we deploy runs in one of three modes, set per task. We start in Draft, earn Approve, and move a task to Autopilot only when the pilot numbers say it's safe. Every action lands in an activity log, and the pause button is always one click away.
Draft
The worker prepares everything — emails, replies, changes — and hands it to you. Nothing moves without your fingerprints. The default for every new build.
Approve
The worker executes after your one-click sign-off. You review a queue in minutes, not hours. Where most pilots run.
Autopilot
The worker runs the task class solo, inside boundaries you wrote — spend limits, topics, tone. Escalations still come to you. Earned, never assumed.
No rip and replace
Built into the systems you already run.
Your CRM, inbox, helpdesk, accounting, spreadsheets, and industry software stay. We connect to them and work inside them. If a step can't be automated reliably, you'll hear it in the assessment, not after the invoice.
Email & calendar
- Gmail
- Outlook
- Google Calendar
CRM & sales
- HubSpot
- Salesforce
- Pipedrive
Customer support
- Zendesk
- Intercom
- Freshdesk
Finance & commerce
- QuickBooks
- Stripe
- Shopify
Work & chat
- Slack
- Microsoft Teams
- Google Workspace
- Microsoft 365
- Asana
- ClickUp
- Notion
Phone & field service
- Twilio
- Jobber
- ServiceTitan
Plus your industry software, and almost anything with an API.
Why Trust Us
Built by operators,
not a pitch deck.
Digital Peak comes from the team behind SV, a white-label platform that has run marketing execution for digital agencies since 2004. About 90% of what SV delivers is service work, not software seats. Twenty years of it taught us which parts of a business can be systematized and which always need a human. That judgment is what we bring to your process.
The full story2004
Operating since
50k+
Platform users
2
U.S. patents
90%
Service-delivery revenue
FAQ
Questions owners actually ask
What does Digital Peak actually do?
We automate manual business processes with AI. We map how a process runs today, build AI workers and automations that take over the repetitive steps, connect them to your existing systems, and run them with you after launch. You keep the approvals and the judgment calls; the workers take the grind.
Do we have to replace our current software?
No. We build into what you already run: your CRM, inbox, helpdesk, accounting, spreadsheets, and industry software. If a system can't be reached reliably, we'll tell you in the assessment and design around it.
Our process isn't written down. Is that a problem?
That's normal. Mapping it, exceptions included, is the first part of the job, and the documented process is yours whether or not we build anything.
How long until something is live?
A single-system process usually reaches a supervised pilot 2–3 weeks after the Blueprint; multi-system work takes 4–8 weeks. It goes fully live when the pilot hits the metrics we agreed up front.
What happens when a worker gets something wrong?
You control the blast radius. Every task runs in Draft, Approve, or Autopilot mode, every action is logged, and any worker can be paused instantly. New builds start in Draft and earn autonomy one task class at a time.
Will this replace my team?
It replaces tasks, not judgment. In most processes, the people doing the repetitive work move to the exceptions, customers, and decisions the workers escalate. What you do with the recovered hours is your call.
What does it cost?
The assessment is free. After that you get a fixed quote before anything is built, with no open-ended hourly billing. How engagements are priced.
Who is behind Digital Peak?
The operators behind SV, a white-label platform serving digital agencies since 2004, with roughly 50,000 users and two granted U.S. patents in autonomous optimization and AI content systems. Digital Peak is what twenty years of automating real client work turns into.
Ready when you are
Bring us the process that eats your week.
A 45-minute assessment. You leave with a map of what can be automated, what it's worth, and where to start, whether or not you work with us.