Service — Custom AI Agents

An agent that works like a great employee — without the overhead

A custom AI agent is a system that can receive information, reason about it, take actions, and produce outputs — reliably, repeatedly, at any scale. Unlike generic chatbots, our agents are built for specific jobs in your business, trained on your data, and integrated into your existing tools.

See how it works ↓
24/7
Always available
< 1 min
Response time
0
Extra headcount
What we build

Customer Intake & Support Agents

Handle inbound inquiries 24/7 — answer questions, collect information, qualify leads, and escalate to a human only when the situation genuinely requires one.

Sales Research Agents

Given a list of prospects, the agent researches each company, surfaces relevant context, scores fit, and drafts personalized outreach — ready for a human to review and send.

Internal Knowledge Assistants

Connect your documentation, SOPs, policies, and past projects into a single agent your team can query in plain language. No more digging through shared drives.

Scheduling & Booking Agents

Handle appointment booking, rescheduling, reminders, and follow-ups end-to-end. Integrates with your calendar and sends confirmations without staff involvement.

Document Q&A Agents

Upload contracts, reports, or any corpus of documents. Your team — or your clients — can ask questions and get precise, cited answers from the actual source material.

Monitoring & Operations Agents

Watch system metrics, data feeds, or operational dashboards. When a threshold is crossed or an anomaly appears, the agent surfaces it, summarizes the context, and alerts the right person.

How it works
01

Define scope

We establish exactly what the agent should do, what it shouldn't do, and where the handoff to a human belongs. Clear boundaries are what make agents reliable.

02

Connect data

We integrate the agent with the systems it needs — your CRM, calendar, knowledge base, email, or custom database. The agent is only as good as what it can access.

03

Build & test

We build the agent and run it through hundreds of real scenarios — including edge cases, adversarial inputs, and the unusual requests your customers will eventually send.

04

Deploy & improve

We ship to production and monitor performance. Agents learn from early interactions. We tune behaviour weekly in the first month until you're confident in the output.

Use cases
Roofing Contractor

24/7 lead intake & estimate booking agent

A roofing contractor was getting leads through their website at all hours but could only respond during business hours. We built an AI intake agent that responds instantly to every new inquiry — asks about roof type, size, timeline, and whether it's an insurance claim — then books an estimate slot directly into the owner's calendar. The agent handles the entire conversation. The owner shows up to the estimate already knowing what the job is.

Estimates booked while the crew is on the roofAI agent for roofing contractors · roofing lead intake agent · automated roofing estimate booking
Plumbing & HVAC

After-hours emergency booking agent

A plumbing company was paying for an answering service that took messages but couldn't dispatch or book. We replaced it with an AI agent that handles after-hours emergency calls end-to-end — collects the issue, address, and urgency level, checks technician availability, assigns the job, and sends the customer a confirmation with the tech's name and ETA. No human required until the tech shows up.

After-hours calls dispatched without a live operatorAI for plumbers · plumbing after-hours booking agent · HVAC AI agent · automated plumbing dispatch
Small Manufacturer

Internal knowledge & specs assistant

A job shop with 20 years of production history had it all locked in the heads of three senior machinists. When one retired, institutional knowledge walked out the door. We built an internal AI agent trained on their job history, material specs, tooling notes, and SOPs. Staff can now ask it questions in plain language — 'what feeds and speeds did we use on the last Inconel job?' — and get a cited answer from actual past records.

20 years of shop knowledge made searchableAI for small manufacturers · manufacturing knowledge base AI · job shop AI assistant · fabrication shop AI
Frequently asked questions

What exactly is a custom AI agent for a trades business?

A custom AI agent is software that can receive information, make decisions based on rules you define, take actions in your systems, and respond to customers or staff — automatically, 24/7, at any volume. For a roofing contractor, that might mean an agent that responds to every new lead instantly, asks qualifying questions, and books an estimate slot without any human involvement. It's not a chatbot that answers FAQs — it's a system that does a specific job end-to-end.

Can an AI agent handle after-hours emergency calls for my plumbing company?

Yes. An after-hours AI agent for a plumbing company can answer inbound calls or messages, collect the issue details, address, and urgency level, check technician availability, assign the job, and send the customer a confirmation with the technician's name and estimated arrival time — all without a live operator. This replaces expensive answering services that take messages but can't dispatch, and ensures every emergency call results in a booked job rather than a voicemail.

How is a custom AI agent different from a chatbot?

A chatbot matches keywords to pre-written responses. A custom AI agent understands natural language, reasons about context, accesses your real business data, and takes actions — booking calendar slots, creating CRM records, dispatching jobs, drafting emails. A chatbot can tell a customer your hours. An agent can book their appointment, send the confirmation, add them to your CRM, and alert the relevant technician. The difference is between answering and doing.

Can an AI agent book jobs directly into my calendar and field service software?

Yes. We integrate agents with Google Calendar, Outlook, ServiceTitan, Jobber, Housecall Pro, and most field service platforms. The agent checks real availability, books the slot, sends the customer a confirmation, and creates the job record — all in a single conversation. The owner or dispatcher sees a completed booking, not a lead that needs follow-up.

How long does it take to build a custom AI agent for a roofing business?

A focused intake and booking agent for a roofing company — handling lead qualification, estimate scheduling, and calendar integration — typically takes 3 to 5 weeks from scope to production. Week one is requirements and data access. Weeks two and three are build and integration. Week four is testing against real scenarios. Week five is deployment and initial tuning. More complex agents with multiple integrations take 6 to 10 weeks.

What does it cost to build and run a custom AI agent in Canada?

Build costs for a focused single-purpose agent (lead intake, booking, after-hours dispatch) typically range from $4,000 to $12,000 CAD depending on integration complexity. Ongoing running costs — AI API usage, hosting, maintenance — are usually $150 to $400/month. Most agents pay for themselves within the first quarter through recovered leads, faster response times, or eliminated answering service fees.

Will my customers know they are talking to an AI?

We disclose this to your customers by default — both because it's legally required in Canada for certain interactions, and because transparency builds trust. The agent introduces itself clearly. What customers consistently notice is the speed and quality of the response, not whether it's human or AI. Customers who previously waited hours for a callback tend to be far more satisfied with an immediate, accurate AI response than with a delayed human one.

What happens when the AI agent can't answer a question?

Every agent we build has clearly defined scope boundaries and a human escalation path. When a conversation falls outside what the agent can handle — unusual requests, complaints, complex negotiations — it flags the conversation, alerts the appropriate team member, and hands off the context so the human doesn't need to start from scratch. Nothing falls through the cracks. The agent fails gracefully rather than silently.

Can an AI agent work with my existing CRM like ServiceTitan or HubSpot?

Yes. We integrate agents with ServiceTitan, HubSpot, Salesforce, Jobber, Housecall Pro, and most platforms that offer an API. The agent reads and writes to your CRM in real time — looking up customer history, creating new records, updating job status, and logging every interaction. If your CRM doesn't have a public API, we assess the alternatives and recommend the most practical integration path.

Can a small manufacturer use an AI agent for internal knowledge and production questions?

Yes — this is one of the highest-value AI agent use cases in manufacturing. An internal knowledge agent trained on your job history, material specs, tooling notes, SOPs, and past quotes lets any employee ask questions in plain language and get cited answers from actual company records. When a senior machinist retires or a new hire joins, institutional knowledge doesn't walk out the door or require weeks of hand-holding. The agent also surfaces answers faster than searching shared drives or asking around.

Tell us what you need your agent to do

Book a free discovery call. We'll scope your use case, identify what data and integrations are needed, and give you a realistic picture of what the agent will and won't be able to do.

Other services