Custom AI agents
and automations
without complexity.
We design, deploy, and support tailored agent workflows for each client, so your team gets enterprise-grade automation without the technical overhead.
- 09:41:02Intake MonitorNew lead received: website form
Follow the whole workflow, start to finish
The demo above is not a chat window. It is a full business outcome you can follow end to end: new inbound leads captured and scored, replies drafted and held for your sign-off, a summary in your inbox, and a searchable record of every step the agent took to get there.
- TriggerEmail received
- ActionWorkflow runs
- PendingApprovalHeld for you
- 01
Trigger
During your build we wire the starting points with you: an email arriving, a form coming in, a scheduled time. Once a trigger is wired, that workflow starts without you launching anything, and the agent decides whether what came in is something to act on.
- 02
Context
It works from context you set, not generic guesses. The rules and priorities you gave us at onboarding, the accounts you connected, and the details of the case in front of it. You set the background once and it applies every time.
- 03
Tool use
This is where it does the work. It reads and drafts email, runs the custom skill we built for your workflow, and updates the accounts you connected. Every tool is scoped to exactly what it needs, and nothing more.
- 04
Approval
Before anything irreversible, it stops and asks you. The request arrives in your dashboard with the details and a clear yes or no: send this email, make this change, spend this money. Nothing sensitive happens until you approve.
- 05
Audit
Everything it does lands in one place you can actually use: the trigger, what it read, the decision, your approval, and the final action. Search it, filter by date or status, and export it whenever you need.
Systems that do the work, not just answer questions
AI agents for business operations
Agents that run real operational tasks end to end, triage, routing, follow-up, and handoff, inside your existing tools.
Workflow automation
Multi-step pipelines that connect your apps and move work forward without anyone copying and pasting between tabs.
Client intake & support agents
Front-line agents that capture, qualify, and respond, escalating to a human exactly when your rules say they should.
Reporting & dashboards
Operational reporting assembled from your systems and delivered where your team already works, with the records behind every number exportable any time.
Document & report processing
We pull the numbers and details out of the statements, spreadsheets, and reports you already receive, reconcile them, and flag what needs your eyes, with a human check before anything is final.
CRM, email, calendar & task automation
The connective tissue, records updated, messages drafted, meetings scheduled, tasks created on the right trigger.
A deliberate path from discovery to live
No black boxes. Every engagement follows the same disciplined sequence, with you in control of scope and approvals at each step.
- 01
Discover workflows
We map the repetitive work, the systems involved, and where time and errors leak today.
- 02
Design the agent system
We define each agent's scope, approvals, and guardrails, what runs automatically and what needs a human.
- 03
Build integrations
We connect your tools and build the pipelines, with secure credential handling and clear audit trails.
- 04
Launch & train
We deploy in a controlled rollout and train your team so the system fits how you actually operate.
- 05
Support, audit & improve
We monitor, review outcomes, and tune continuously as your processes evolve.
core
Each agent sits between your tools and your outcomes, governed by an explicit policy, including which actions require human approval.
Built for teams that run on repetitive work
Service businesses
Intake, quoting, scheduling, and follow-up handled consistently across every new request.
Real estate
Lead response, document collection, and pipeline updates kept moving without manual chasing.
Admin-heavy teams
Routine paperwork, data entry, and routing automated to cut backlog. No medical or compliance claims, just workflow.
Sales teams
Enrichment, CRM hygiene, meeting prep, and timely follow-ups that reps would otherwise skip.
Operations teams
Cross-system reporting and exception handling so leaders see issues before they escalate.
Local businesses
Customer messages, bookings, and reminders managed reliably, even with a small team.
Autonomy you can actually audit
Leverage should not mean handing over the keys. Catalyst agents are visible, gated, and scoped by default.
- Captured a new inbound leadGmail
- Scored 18 leads on fit and intentAirtable
- Generated a new-leads summaryDrive
- Held 2 replies for approvalHubSpot
- Gmail Connecting
- Google DriveNot connected
- HubSpotNot connected
- CalendarNot connected
Full visibility
Every action an agent takes is recorded: what triggered it, which tool it used, and what it changed. All of it is searchable.
Approval gates
Sensitive or irreversible actions wait for a person. You decide per workflow what runs on its own and what needs a sign-off.
Scoped access
Agents get scoped, least-privilege access. One label, one calendar, one CRM pipeline. Never the keys to your whole account.
A control room for every agent you run
See active agents, pending approvals, live workflows, usage, and the latest reports at a glance, then drill into any agent's permissions, runs, and audit history.
- Captured new lead · enriched with company + roleCompleted
- Scored 18 new leads on fit and intentCompleted
- Ranked leads · 2 flagged high-priorityCompleted
- Drafted 2 replies to high-priority leadsHeld for approval
Premium implementation, grounded in how you work
We're an implementation partner, not a self-serve tool. The difference shows up in security, fit, and follow-through.
Custom implementation
Every system is built around your processes and systems, not a generic chatbot template with your logo on it.
Secure & auditable
Scoped, least-privilege access, recorded actions, and approval gates on anything sensitive. Your data stays yours.
Human support
A real team behind the system, reviewing outcomes and improving it as you grow, not a fire-and-forget setup.
Built for non-technical teams
You describe the outcome. We handle the engineering, the integrations, and the maintenance.
Plans that scale with your operation
Every plan is a managed engagement: we scope it, build it, and support it, with a setup fee up front and a monthly retainer. Start where you are and move up as you automate more.
Starter
Your first AI agent, done for you.
+ $500 one-time setup
- 1 live agent / workflow
- 1 integration
- 2 control-panel seats
- Approval responses next business day
- Email support, 48h
- Shared success manager
- 1-week guided setup
- Self-serve audit-log export, anytime
Growth
Most popularMulti-workflow automation that runs your operations.
+ $1,000 one-time setup
- Up to 2 live agents / workflows
- 3 integrations
- 5 control-panel seats
- Approval responses within 4 business hours
- Email + chat support, 24h
- Shared success manager, monthly review
- 2-week build sprint
- Monthly ROI review with your success manager
Pro
A managed agent team across your operation.
+ $1,500 one-time setup
- Up to 4 live agents / workflows
- 6 integrations
- 10 control-panel seats
- Approval responses within 1 business hour
- Priority chat + phone support, 8h
- Dedicated success manager, biweekly
- 3-week phased rollout
- Weekly progress reviews + full audit trail
Elite
White-glove, organization-wide agent program.
Scoped to your organization
- Unlimited seats; agents and integrations scoped in your SOW
- Custom approval SLAs
- Dedicated solutions architect; SSO available as a custom build
- 24/7 support with a shared Slack or Teams channel
- Compliance support (SOC 2, BAA, DPA)
- Custom reporting and staged rollout
- Custom statement of work and roadmap
Every plan is scoped and built by our team, and nothing goes live until you review and approve it. Not sure which fits? Book a call and we will size it with you.
Answers before you ask
Do we need technical staff to use this?+
No. We handle design, integration, deployment, and maintenance. Your team interacts with the workflows, not the infrastructure.
How do you keep our data and accounts secure?+
Agents get scoped, least-privilege access. Sensitive actions sit behind approval gates, and actions are logged so there's a clear audit trail. We document exactly what each agent can and cannot do.
What can the agent do on its own versus needing approval?+
You decide. During onboarding you set guardrails and risk tolerance per workflow, some run fully automatically, others pause for a human to approve before acting.
Which tools do you integrate with?+
Common business systems like Gmail, Google Calendar, Slack, Notion, CRMs, Stripe, Shopify, and Zapier, plus others through their APIs. We confirm exact integrations during discovery.
How long does it take to launch?+
It depends on scope, but most clients see a first workflow live within a few weeks. We start with your highest-leverage process and expand from there.
What does an engagement cost?+
We work in custom implementation packages scoped to the workflows you want automated. Book a call and we'll outline a fit and a range.
Give your team leverage, without the technical overhead.
Book a demo to see what a tailored agent system would handle for your business, or start onboarding and we'll take it from there.