An example: an internal assistant gathers release information, points to its sources and prepares a summary for a person to approve. Discovery defines which tools it can use and which actions need review.
KNOWLEDGE → ACTION WORKFLOW EXAMPLE
What should our team know before launch?
Retrieve permitted sources
Product documentation01
Release checklist02
Team knowledge03
AN ANSWER YOU CAN CHECK
A useful response. Connected to its sources.
01 / 02 / 03 — Source references
Review before action People stay in control
Start with a job, not a chatbot.
An effective agent starts with a defined task: find information, prepare a report, route a request or assist an operator. We map the decisions, available tools and points where a person should review the result before choosing the model or orchestration approach.
Connect the systems you already use.
Connect an agent to approved documents, APIs and business applications. Tool permissions, retrieval boundaries and approval steps are part of the design. A custom agent builder can give your team a controlled way to configure roles, instructions, tools and reusable workflows.
Make behavior observable.
Define evaluation cases alongside the workflow. Track tool calls, failure modes, latency and cost, and include a clear handoff when the agent cannot complete a task. Begin with a bounded pilot before expanding its responsibilities.
A good fit for
Teams building internal copilots, product assistants, research workflows or assisted customer operations.
+A LITTLE CLARITY
Your questions. Clear answers.
Useful context before we start building.
01
What is a custom AI agent?
A custom AI agent is software that uses an AI model to interpret a task and work with approved tools or information. It is configured for a particular business workflow, with defined access and human review where needed.
02
Can an agent connect to our CRM or internal tools?
Where your systems provide suitable APIs and permissions, an agent can retrieve information or propose actions through those integrations. Discovery confirms what access is available and which actions require approval.
03
Can you build a platform for creating multiple agents?
Yes. A custom agent builder can organize agent roles, instructions, approved tools and evaluation workflows. The scope depends on the users, integrations and governance your organization needs.
+THE NEXT CHAPTER IS YOURS
What if we built it?
Tell us what you want to build. We’ll discuss the scope and a useful next step.