Custom AI Assistants

An AI teammate built around your business.

Your knowledge. Your systems. Your voice. One assistant that actually works.

Launch milestones follow scope and test evidence.
Requests are prioritized before implementation.
Integrations and engineering capacity are bounded.

Generic chatbots waste everyone's time.

Off-the-shelf chatbots don't know your business. They give generic answers, can't take action, and frustrate the people they're supposed to help.

Your team ends up babysitting the bot instead of doing real work. The "automation" creates more overhead, not less.

A custom assistant is different. It's trained on your data, wired into your tools, and scoped to a specific role with clear boundaries.

It doesn't guess. It knows. And when it doesn't know, it asks the right person — not the customer.

Capabilities

Everything your assistant needs to be useful.

Each module is independently configurable. Connect to anything, automate anything, and request new capabilities every month with your allotted engineering hours.

Custom Knowledge Base

Your assistant learns your business inside out — products, processes, policies, and brand voice.

  • Ingest docs, SOPs, wikis, and knowledge bases
  • Understands your product catalog and pricing
  • Learns from conversation history over time
  • Custom taxonomy and domain vocabulary

Natural Conversations

Supports multi-turn conversations within an approved knowledge and escalation scope.

  • Multi-turn context across channels
  • Tone-matched to your brand voice
  • Handles ambiguity and follow-ups gracefully
  • Escalation detection with warm handoff

Deep Integrations

Connects approved CRM, helpdesk, calendar, billing, and API-enabled systems defined during scoping.

  • Supported CRM connections
  • Supported helpdesk connections
  • Approved workspace tools
  • Scoped billing and API-enabled systems

Enterprise-Grade Safety

Approval gates, audit trails, and guardrails help constrain the assistant within the configured operating boundaries.

  • Action-level approval gates
  • Full audit trail on every decision
  • PII detection and redaction
  • Role-based access controls

Autonomous Actions

Goes beyond chat. Your assistant takes action — updates records, sends emails, creates tasks, and runs workflows end to end.

  • CRM record creation and updates
  • Automated email and Slack responses
  • Task creation in PM tools
  • You name it — we engineer it

You Pick It, We Build It

Monthly engineering hours included. Request new features, new workflows, new integrations — we build them for you.

  • Dedicated project engineering hours each month
  • Request new features and workflow changes
  • Performance reports and optimization
  • Requests are estimated and bounded before implementation
Use Cases

One platform. Infinite roles.

Every business has a different highest-leverage use case. Here are the ones we see most — but yours might be entirely different.

Customer Support Agent

For teams drowning in tickets

Answers approved questions from your knowledge base and escalates exceptions with the conversation context intact.

Measured resolution baselineDefined escalation pathCoverage scoped to the plan

Sales Development Rep

For revenue teams that need pipeline

Qualifies inbound leads, books discovery calls, follows up on cold outreach, and enriches CRM records — all without human intervention.

Measured booking baselineResponse rules definedCRM handoff scoped

Internal Operations Bot

For ops teams buried in process

Handles employee questions, routes requests to the right team, automates approvals, and keeps your internal wiki actionable.

Deflection measured in pilotApproved answer scopeReviewable output

Client Success Manager

For agencies and service businesses

Proactive check-ins, usage monitoring, renewal nudges, and personalized recommendations that keep clients engaged and retained.

Retention baseline firstTouchpoints definedMonitoring scope agreed
How It Works

Launch timing follows scope, approvals, and test evidence.

The proposal defines milestones, dependencies, and proof gates before implementation begins.

1

Discovery & Scoping

Discovery phase

We map your workflows, identify the highest-leverage use case, and define the assistant's role, boundaries, and success metrics.

2

Build & Wire

Build phase

We ingest the approved knowledge base, connect scoped integrations, configure guardrails, and build the conversation architecture.

3

Go Live

Scoped milestone

Launch timing follows the approved scope, integrations, security review, and test evidence.

4

Refine & Harden

Post-pilot

We tune edge cases, tighten guardrails, optimize response quality, and dial in the workflows based on real usage data.

5

Evolve Monthly

Ongoing

Approved engineering capacity can be used for prioritized features, integrations, and workflow changes within the proposal.

Pricing

A managed service, not another software subscription.

Each plan defines setup, supported integrations, guardrails, launch gates, and bounded engineering capacity in the proposal.

Best for focused use cases

Starter

$1,500/mo

$2,500 setup

  • 1 custom assistant role
  • Approved integrations scoped to the plan
  • Full knowledge base ingestion
  • Standard guardrails & audit logs
  • Monthly engineering allocation defined in the proposal
  • Weekly performance report
Book a strategy call

Expanded scope

Growth

$3,000/mo

$5,000 setup

  • 1 custom assistant with advanced logic
  • Approved integrations scoped to the plan
  • Custom approval workflows
  • Real-time analytics dashboard
  • Monthly engineering allocation defined in the proposal
  • Weekly tuning sessions + Slack support
Book a strategy call

For complex operating layers

Enterprise

Custom

Custom scope

  • Multiple assistant roles
  • Approved integrations and custom APIs
  • Advanced security controls & SSO
  • Dedicated success manager
  • Engineering allocation defined in the proposal
  • Service levels and support channel defined in the proposal
Talk to us
Questions

What people ask before they commit.

Ready to build

Your business deserves more than a chatbot.

Tell us the role. We'll scope it, build it, wire it to your systems, and keep it running. You get leverage — not a project.

Starts at $1,500/mo with $2,500 setup.
Launch timing and refinement cadence are scoped in the proposal.
Integrations, permissions, and engineering capacity are explicitly bounded.