Custom Agent
Most of the processes we automate aren't generic. When no blueprint fits, a renewal prep workflow, an estimate builder, an intake processor for your niche, we build the worker around your process on the same platform as the rest of the workforce, with the same modes, logs, and controls.
Example: Insurance brokerage · illustrative Role: "Renewal Prep Agent" Mode: Approve — broker reviews every package Job description, as scoped: 60 days before policy renewal → pull policy + claims history → draft renewal comparison across 3 carriers → flag coverage gaps → queue package for broker review. → Exceptions and coverage gaps always go to a broker.
Job Description
What the Custom Agent does all day
- BlueprintWe map the process and write the worker's job description: inputs, outputs, guardrails, and success metrics.
- Build on our platformIt runs with the same oversight modes, logging, and dashboard as every other worker we deploy.
- Your systems, wired inWe handle the integrations — including internal tools and industry software.
- Pilot with real workA supervised pilot on live tasks before anything runs unattended.
- Handoff & trainingYour team learns to steer, adjust rules, and read the logs.
- Ongoing run & tuneWe monitor performance and tune monthly, or hand off fully — your call.
Integrations
Works inside the systems you already run
We connect it to your systems during the build, including tools that aren't on this list. Don't see your tool? Ask us.
- Your CRM
- Your industry software
- Internal databases
- Email & calendar
- Slack / Teams
- Anything with an API
You Hold the Leash
Oversight, built in
Custom builds start the way every build does: in Draft, with complete activity logging and a pause switch in your dashboard. Autonomy is expanded deliberately, one task class at a time, with you in the room.
FAQ
About the Custom Agent
What does a custom build cost?
How long until it's live?
Who owns it?
Works Well With
Teammates to consider
Ready when you are
Put the Custom Agent inside your process.
We'll map where it fits, connect it to your systems, and pilot it on live work with you approving every step.