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Industries

Bespoke AI agents, shaped to your industry

Find your industry below. Each one comes with a real, working example of the agent we’d build for you.

Technology

Startups and growing software teams

See the example

Financial Services

RIAs, wealth managers, fintech

See the example

Insurance

Agencies, brokerages, MGAs

See the example

Retail

Local stores, e-commerce, brand-direct

See the example

Education

Schools, universities, training

See the example

Local SMB

Dentists, lawyers, local services

See the example

Technology

Startups and growing software teams

Founders are the bottleneck early. We pull predictable, repetitive work out of the team's day so engineering can focus on shipping the product.

Example: a B2B SaaS support agent

A YC-backed B2B SaaS team had two engineers spending half their week on tier-1 customer questions. We trained an agent on their docs, Slack history, and product changelog. It now handles 80% of those tickets directly inside Intercom, posts a summary into HubSpot, and escalates the rest to engineering with full context attached.

Agents that fit

  • Customer Support Automation

    Tier-1 product questions and onboarding handled in your voice. Hard problems escalate to engineering with full context attached.

  • Sales & Marketing Automation

    Outbound on real signals, inbound lead scoring, and on-brand SEO content tuned to the keywords that actually convert.

  • Internal Tools & Knowledge

    Plain-English access to product analytics, billing data, and customer records. Private LLM hosting available for sensitive logs.

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Financial Services

RIAs, wealth managers, fintech

The work lives in the prep before every client meeting and the cleanup afterward. We build agents that take the mechanical lift off the desk so the team can focus on the relationship.

Example: a wealth-advisory prep agent

A regional RIA had analysts pulling client portfolio data by hand for every meeting. An agent now pulls custodian feeds, tax-lot detail, and market context into a one-page brief on the morning of each meeting — and writes a recap with action items into Salesforce afterward.

Agents that fit

  • Administrative Automation

    Client review prep, document extraction, and meeting recaps handled end to end. The agent keeps the CRM clean while you stay in the meeting.

  • Customer Support Automation

    Account questions, statement requests, and rebalancing inquiries answered around the clock in your firm's voice.

  • Internal Tools & Knowledge

    Ask the agent in plain English: portfolio drift, fee anomalies, account aging. Private LLM hosting keeps client data on your infrastructure.

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Insurance

Agencies, brokerages, MGAs

The work is paperwork-heavy and customer-facing in equal measure. We build agents that sit on top of your AMS and carrier portals so the manual lift quietly disappears.

Example: an ACORD intake agent

A growing P&C agency was losing six hours a day to ACORD form data entry and renewal tracking. An agent now extracts every incoming declarations page, certificate of insurance, and loss run into the AMS — and flags renewals 60 days out with the producer assigned automatically.

Agents that fit

  • Administrative Automation

    ACORD forms, declarations pages, and intake docs extracted into structured fields. Renewals tracked and queued for the right producer automatically.

  • Customer Support Automation

    Claims status, ID card requests, and policy questions handled 24/7 in your firm's voice. Complex claims escalate with full context.

  • Sales & Marketing Automation

    Inbound quote requests scored, qualified, and routed to the right producer. Lapsed-policy outreach runs on a steady cadence.

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Retail

Local stores, e-commerce, brand-direct

The customer relationship lives in conversations — at the door, in DMs, in inboxes. We build agents that handle the volume so your team handles the moments that matter.

Example: a DTC concierge agent

A direct-to-consumer skincare brand was getting buried in DM and email volume during launches. An agent now answers 90% of order, returns, and product-question inquiries in their voice across Shopify, Klaviyo, and Instagram — and quietly routes anything sensitive to the founder.

Agents that fit

  • Customer Support Automation

    Order status, returns, sizing questions, and store-hour inquiries answered instantly across email, chat, and SMS.

  • Sales & Marketing Automation

    Lapsed-customer outreach and on-brand campaigns running on a steady cadence — without scaling the marketing team.

  • Content Creation

    Product descriptions, social cuts, and seasonal campaigns produced at the volume real distribution requires, in your brand voice.

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Education

Schools, universities, training

Front-line questions, enrollment paperwork, and student data sit in five different systems. We build agents that tie them together without forcing your team to learn a new dashboard.

Example: an admissions agent

A growing private school spent its admissions team's afternoons answering the same 30 questions about tuition, calendars, and aid. An agent now handles those inquiries in the school's voice, books campus tours through the calendar, and surfaces hot prospects to the admissions director each morning.

Agents that fit

  • Customer Support Automation

    Parent and prospective-student questions about admissions, schedules, and tuition — answered at any hour, in your school's voice.

  • Administrative Automation

    Enrollment forms, transcripts, and recommendation letters extracted into your SIS. Schedule coordination handled end to end.

  • Internal Tools & Knowledge

    Faculty and admin can ask plain-English questions of student records, attendance, and curriculum data — no SQL needed.

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Local SMB

Dentists, lawyers, local services

When the front desk runs smoothly, the chair stays full and the calendar stays tight. We build agents that answer the calls, chase the balances, and keep the back office clean — without growing administrative headcount.

Example: a dental front-desk agent

A two-location dental practice missed roughly a third of after-hours calls. An agent now answers every call, books appointments through Dentrix, sends reminders, and follows up on outstanding balances by text — with the full conversation logged to the patient's chart.

Agents that fit

  • Customer Support Automation

    Appointment booking, intake questions, and after-hours inquiries answered immediately. Clients never get stuck in voicemail.

  • Accounts Receivable Automation

    Outstanding balance reminders sent on the cadence you choose. Friendly follow-ups that protect the client relationship.

  • Administrative Automation

    Insurance forms, intake docs, and case files extracted directly into your practice or case-management system.

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Different industry?

The craft is the same. The fit is entirely yours.

If your business does not look like any of these, that is fine. Every agent is hand-built around how your team actually runs — not the other way around.

Build my AI agent