Services

AI Assistants & Chatbots

Grace Hopper drew the line decades ago: you manage things, you lead people. Custom AI agents belong on the things side. Customer service agents handle repeat conversations. Business intelligence agents answer questions from your data. Accounting agents reconcile transactions across systems. Marketing agents analyze campaigns and recommend what to publish next. Security agents watch infrastructure and escalate real threats. Custom-purpose agents are built for workflows that do not fit a standard category. Each runs on a custom harness wired to your stack, with its own tools, rules, and escalation paths. These are not run-of-the-mill scripted chatbots. We build expert agents that empower your current employees and free them for growth, strategy, and the high-value work that keeps getting postponed. If you can think it, we can make it work.

“You manage things; you lead people.”

- Grace Hopper

Agent types

Different jobs. Different harnesses.

Every agent runs on a custom harness wired to your stack, but a customer service bot and an accounting agent are not interchangeable. Each type gets its own tools, rules, escalation paths, and learning loop. When your workflow does not fit a standard category, we build a custom-purpose agent around the job itself.

Customer service agents

Built for: Customers, members, and website visitors

These agents handle the conversations your team repeats every day: common questions, issue routing, CRM lookups, and follow-ups. They stay on brand, know your business data, and hand off to a person when judgment or trust matters.

→Trained on your CRM, knowledge base, helpdesk, and product data
→Answers questions, routes issues, and drafts follow-ups automatically
→Escalates to your team when the situation needs a human relationship
→Learns from resolved conversations and improves response quality over time

Business intelligence agents

Built for: Leadership, ops managers, and analysts

These agents query connected data sources, surface trends, and answer business questions in plain English. They turn scattered CRM, accounting, and analytics data into insight your team can act on without building every report by hand.

→Queries CRM, accounting, analytics, and warehouse data in natural language
→Surfaces KPI trends, anomalies, and answers to ad-hoc business questions
→Feeds dashboards and alerts when metrics move outside expected ranges
→Learns which questions your team asks most and improves relevance over time

Accounting and reconciliation agents

Built for: Finance teams, bookkeepers, and ops leads

These agents match transactions across systems, flag discrepancies, and keep CRM, accounting, and payment records aligned. They absorb the tedious reconciliation work that happens every month so your team reviews exceptions instead of hunting mismatches.

→Reconciles transactions between accounting software, CRM, and payment platforms
→Flags duplicate entries, missing matches, and sync drift before close
→Drafts journal entries and follow-ups for human review and approval
→Learns your chart of accounts patterns and exception handling over time

Marketing agents

Built for: Marketing teams and business owners

These agents analyze campaign performance, adapt content for each channel, and recommend what to publish next. They connect your CMS, analytics, email platform, and social channels so marketing runs on data instead of guesswork.

→Analyzes performance across email, social, analytics, and ad platforms
→Adapts content for each channel while keeping brand voice consistent
→Recommends what to publish next based on engagement and pipeline data
→Learns from campaign outcomes and refines recommendations over time

Security monitoring agents

Built for: Your ops and leadership team, never your customers

These agents watch infrastructure, analyze logs, and filter noise so your team only hears about genuine threats. They provide continuous coverage without requiring a dedicated security desk, and they escalate through the channels you already use.

→Monitors logs, alerts, and infrastructure signals around the clock
→Correlates events and surfaces anomalies that need human review
→Escalates confirmed threats through Slack, Teams, or your alerting stack
→Learns from false positives and your incident response patterns over time

Custom-purpose agents

Built for: Any workflow unique to your business

Not every job fits a template. Custom-purpose agents are built around a specific process you define: internal approvals, vendor intake, inventory checks, compliance prep, or anything your team does repeatedly that no off-the-shelf tool handles well. If you can describe the workflow, we can scope the harness.

→Scoped to your exact process, tools, and approval gates
→Connects to the internal systems and data sources that job actually uses
→Handles multi-step work autonomously with human-in-the-loop when it matters
→Learns from outcomes and feedback as your process evolves over time

What we can deliver

Every engagement is scoped to your systems, workflows, and priorities. These are the outcomes we most often design and build when the fit is right.

Customer service agents trained on your CRM, knowledge base, and helpdesk with conversation memory and brand-aligned responses
Business intelligence agents that query connected data sources and surface KPIs, trends, and answers in plain English
Accounting and reconciliation agents that match transactions, flag discrepancies, and draft entries for review
Marketing agents that analyze campaign performance, adapt content by channel, and recommend what to publish next
Security monitoring agents that watch logs and infrastructure, filter noise, and escalate genuine threats to your team
Custom-purpose agents scoped to workflows unique to your business when no standard category fits
Separate custom harnesses for each agent type with the right tools, approval gates, and escalation paths for that job
Harnesses shaped around your business processes that learn from outcomes and improve over time
Agentic workflows that handle multi-step tasks autonomously: research, draft, verify, and execute with human-in-the-loop approval

Custom agents with custom harnesses

A workforce multiplier for your team.

Every ai assistants & chatbots engagement can include an expert agent on a custom harness, freeing your team for growth, strategy, and the high-value work that keeps getting postponed. If you can think it, we can make it work.

Learn about custom agents

Built for Montana businesses

With 30+ years of complex systems experience and 3+ years of production AI engineering, we help Montana businesses in Billings, Missoula, Bozeman, Helena, and statewide streamline operations without disrupting what already works.

Limited availability

We are currently accepting a limited number of new projects. Apply below to see if your business is a good fit.

See If You're a Fit View Case Studies

We only take on a few projects at a time. Yours could be next.

If your team is still doing hand work and double entry because your systems do not talk to each other, let's see if we are a fit. You already have the data. The opportunity is turning it into an asset your team can act on.

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