AI agents and tools
An AI agent is software that reads information, makes a decision, and takes an action, on a loop, without you. Built on large language models such as Claude and OpenAI and connected to your existing tools, a custom AI agent handles research, writing, customer questions, and data entry that would otherwise take hours of staff time. Each one is built for your workflow and industry, and if a tool you already use is missing something, I can build a custom AI tool that fills the gap.
What can an AI agent do for your business?
Work that runs without you
An agent handles research, writing, sorting, and data entry on a loop, day and night.
Answers from your own information
Agents work from your policies, pricing, FAQs, and documents, so responses match how your business runs.
Built for your exact problem
Instead of a generic chatbot, you get a custom tool designed around one job that costs you time or money today, fitted to your workflow. If a tool you use is missing a feature, I can build what fills the gap.
Use cases
- 01Support agent grounded in your policies and FAQs, resolving tier-1 questions and escalating the rest with full context
- 02Prospecting agent that builds lead lists, enriches contacts, and drafts personalized first touches
- 03Inbox triage agent that classifies mail, drafts replies, and surfaces only what needs you
- 04Proposal and estimate generation from an intake form or call transcript
- 05Document extraction that turns invoices, intake forms, and contracts into structured data
- 06Internal knowledge assistant that answers staff questions from your SOPs and past jobs
- 07Reputation agent that monitors Google and Yelp and drafts on-brand responses
- 08Call and meeting intelligence: transcripts turned into action items, CRM notes, and follow-ups
Examples by industry
A website chat agent answers product, policy, and order questions from your own FAQ.
A lead qualification agent researches inbound leads and drafts personalized follow-up.
A content agent drafts blog posts, social posts, and review replies in your voice.
A document agent pulls totals and line items from invoices and receipts into your books.
A screening agent reviews applications and schedules interviews with top candidates.
An internal assistant answers staff questions from your SOPs and training docs.
Have I built this before?
Agents I run in production today include an SEO audit agent, a blog research and drafting agent, and a lead finder agent. See the projects →
How do I get started with a custom AI agent?
- 01Start with a free 30-minute discovery call. You describe how calls, leads, and follow-up move through your business. I tell you where I'd start and what it's worth.
- 02You get a clear, written quote before any work begins. Pricing depends on the scope of the project, so there are no surprises later.
- 03You choose the route, and I build it with you. You work with me directly the whole way through, and you'll know exactly what I'm building and why before I start.
AI agents and tools FAQ
What is an AI agent?+
An AI agent is software that reads information, makes a decision, and takes an action without a person doing each step. It runs on large language models like Claude or ChatGPT and connects to your business tools.
What's the difference between an AI chatbot and an AI agent?+
A chatbot answers questions. An AI agent can also take action: update your CRM, send an email, book an appointment, or pull data from a document.
Is my business data safe with an AI agent?+
Agents only get access to the data they need, using business-grade AI platforms that don't train on your data. I walk through exactly what each agent can see and do before it goes live. For a plain-language overview, read my free guide, the Small Business AI Playbook.