AI agents

Not a chatbot.
A coworker that ships work.

Custom agents for one messy process at a time—qualify, triage, extract, update, escalate. Wired into tools you already pay for.
Watch the loop
An operator working a live queue—not a chat window

IF → THEN

Qualify, triage, extract, update, escalate—one messy process, finished in the tools you already pay for.

The loop

  1. See

    Reads the inbound—ticket, lead, document, email.

  2. Decide

    Pulls context from your systems and policies.

  3. Act

    Updates CRM, drafts a reply, routes the case.

  4. Ask

    Hands off when confidence drops or stakes rise.

Jobs we take

One job. One agent.

Each agent owns a loop your team already repeats—then hands off when judgment is required.
01

Lead qualification

Score. Enrich. Route. Skip the inbox archaeology.
02

Support triage

Classify. Draft. Escalate only what needs a human.
03

Document intake

Extract. File. Notify. No more PDF purgatory.
04

Follow-up loops

Keep deals warm without another spreadsheet ritual.
05

Internal answers

Cite the runbook. Stop re-explaining the same policy.
06

Ops & finance

Move the boring data. Flag the weird exceptions.
Operator working a queue at her desk

One job. One agent.

Qualify, triage, extract, escalate.

Each agent owns a loop your team already repeats—then hands off when judgment is required.

The loop

Inbox in. Work out.

  1. See

    Reads the inbound—ticket, lead, document, email.

    01

  2. Decide

    Pulls context from your systems and policies.

    02

  3. Act

    Updates CRM, drafts a reply, routes the case.

    03

  4. Ask

    Hands off when confidence drops or stakes rise.

    04

Hard truths

What people expect—and what actually works.

“We’ll just add a chatbot.”

Chat answers. Agents finish work—in your CRM, desk, and APIs—with traces you can audit.

“It has to do everything.”

One high-ROI process first. Broad agents fail quietly. Narrow ones earn trust.

“Set it and forget it.”

Ship with evals and monitoring. Improve as edge cases teach the system.

Bring one process. We’ll say if an agent belongs.

AI Agents | Bloomit Labs