
Custom Agents deploy within Step 3 of our structured framework, purpose-built to address your unique business challenges by connecting to specialized systems and workflows beyond standard agents released in step 2.
These tailored AI solutions integrate with your proprietary tools, industry-specific platforms, and complex operational processes. They empower your business and employees to shift from reactive to proactive strategies while enhancing operational efficiency, brand loyalty, and competitive advantage.

BUILT FOR ENTERPRISE PERFORMANCE
Custom Agents are designed around your specific workflows, with secure authentication and permission‑based access. Below are the core advantages and features tailored to your organization. Discover the main advantages and features below.
Engages users with task‑specific, personalized conversations that match your goals and KPIs
Integrates with your existing phone systems, CRM/ITSM/ERP, HR platforms, and identity providers
Provides instant access to your Central Knowledge Base for accurate, contextual answers.
Empower your team with intelligent automation while maintaining the human touch your customers expect.
Unlock the potential of tailored AI agents for streamlined engagement across customer support, HR, IT, and more, enhancing your workflow precision.
Also Personal Assistant Agents with specific tasks to work with a certain system will be deployed in Step 3 of the Playbook.
Elevate customer interactions with efficient, personalized AI-driven responses.
Empower your support team to resolve issues faster with smart, precise AI assistance.
Streamline HR processes, freeing your team to focus on meaningful employee interactions.
Accelerate IT operations with AI agents that ensure swift tech issue resolutions.
Get quick answers to our most frequently asked questions.

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Setting up Custom Agents involves an initial assessment of business needs, integration with existing tools, and ongoing monitoring and optimization to ensure peak performance. The opportunities and challenges will be discussed in the Agent Strategy Scan as part of Step 1 of the C-Suite 3-Step Playbook.
When Will the Custom Agents Be Available?
Custom Agents deploy within our structured 3-step framework, purpose-built to address your unique business challenges by integrating with specialized systems and workflows. In step 3 of the framework, these agents connect to your proprietary tools and industry-specific platforms—ensuring tailored solutions that align with your operational requirements while maintaining quality control through governance protocols from day one.
The result is automation of complex, business-specific processes that standard agents cannot handle, seamless integration with legacy systems and niche platforms, and consistent execution of your unique workflows through custom logic and decision-making that scales to meet your specific operational demands.
Plus, Custom Agents can be designed for any modality—voice, chat, or email—depending on your business needs, allowing your team to automate specialized tasks across multiple channels while maintaining the flexibility to adapt as requirements evolve.
We identify the highest-impact opportunities, potential integration points, and whether the 3-step approach is the right fit—ensuring time isn't wasted on both sides.
Deploy centrally governed standard agents (e.g. Voice, Chat, Email) with proven capabilities, while Custom Agents are purpose-built in parallel for your unique workflows and ready for integration with your proprietary systems in step 3.
Deploy centrally governed Custom Agents purpose-built for your unique workflows, with tailored logic and specialized capabilities ready for integration with your proprietary systems in this step.
Custom Agents are designed to your specifications in this step. Agents can operate via voice, chat, or email depending on your business needs, handling specialized tasks and complex decision-making that standard agents cannot address—turning unique operational challenges into automated solutions.


