Work that waits on copy-paste
Leads, tickets, documents, and reports that move through inboxes because nobody has specified the handoff. Volume grows; headcount cannot.
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01Service
Automation that earns its keep in operations — not a chatbot bolted onto a homepage.
What we do
We design AI systems around a real workflow: a trigger, the context the model needs, the tools it is allowed to use, the decision it must make, and the human who still owns the risk. The work includes retrieval, evaluation, logging, and fallbacks. If a deterministic path is faster or safer, we build that instead and say so.
Problems we solve
Leads, tickets, documents, and reports that move through inboxes because nobody has specified the handoff. Volume grows; headcount cannot.
CRM, email, chat, sheets, and a warehouse that each hold part of the truth. People become the integration layer.
A promising prompt in a playground is not a production system. Missing: auth, audit, retries, evaluation, and an owner.
Models that answer when they should abstain. We design for citations, tool results, and a path to a human when the score is low.
Capabilities
Tool-using agents with constrained actions, memory where it is justified, and traces you can read.
Trigger → policy → action pipelines across email, CRM, chat, and internal APIs.
OpenAI, Anthropic, Gemini, and self-hosted options behind a stable application interface.
Operator consoles for review, override, and teaching the system with real cases.
Ingestion, classification, extraction, and structured output from messy PDFs and mail.
Scoring, routing, and first-response drafts grounded in your actual criteria.
Retrieval over your docs, ticket drafts, and escalation rules that respect SLA.
From unstructured text to typed records with validation, not just a blob of JSON.
Webhooks, queues, and idempotent writes so retries do not double-charge or double-email.
Conversational and batch automations with templates, opt-out, and audit.
Create, update, and reconcile records without turning the CRM into a junk drawer.
When the product is the model loop itself — evaluation, datasets, and deployment included.
Typical projects
Approach
01
We watch the current process, including the unofficial spreadsheet. Automation that ignores tribal work fails on day two.
02
Models judge messy input. Software moves data. Mixing them without a contract is how you get silent corruption.
03
Traces, scores, and sampled reviews come first. Volume comes after the error modes are boring.
04
High-impact actions get a queue. The UI is part of the system, not an afterthought slide.
Technology
Architecture
Trigger
Webhook, inbox, cron, form, or queue message that starts a run.
What can be automated?
01
Score, route, and draft a first reply from criteria you actually use — not a generic 'hot/cold'.
02
Retrieve from your docs, draft a ticket reply, escalate when the answer is not in the corpus.
03
Sequences that notice silence, grounded in CRM state, with a human send on the ones that matter.
04
Classify, extract, validate. PDFs, scans, and the email that is secretly a document.
05
The copy-paste layer between inbox and system of record, with a review queue.
06
Narrative summaries on top of queries — the numbers still come from the warehouse, not the model.
07
Bounded web or internal research with sources attached, not a vibe.
08
Ask the SOPs. Cite the paragraph. Abstain when the handbook is silent.
09
Triage, draft, label, and file. Sending is a privilege you grant per template.
10
Create and reconcile records without doubling them. Idempotency is the feature.
11
Intake, remind, reschedule, write back to the calendar system you already pay for.
12
Repurpose, tag, QA against a style guide — publish remains a human button if you want it.
13
A watched sequence: tasks, nudges, and a moment when a person still says hello.
14
The miscellaneous Tuesday: exceptions, checklists, the process that only lives in Slack.
15
The right channel, the right template, an audit of what left the building.
Deliverables
What the system may do, what it must escalate, and how success is measured.
Authenticated access to the systems of record, with least privilege and rotation in mind.
A living set of cases — golden and adversarial — that we run when prompts or models change.
Voices
“The useful part was not the model. It was the review queue, the traces, and the fact that the CRM stopped being a junk drawer. Replace this sentence with a real operations quote.”
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“Preview URLs ended the screenshot theatre. Design, QA, and engineering finally looked at the same thing. Placeholder for a founder.”
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“Internal tools usually look like a punishment. This one matched Tuesday. Placeholder for an ops director.”
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FAQ
Yes. Most of the work is the wiring: auth, webhooks, idempotency, and the mapping between model output and your schema. The model is rarely the hard part.
Only if retrieval over your corpus is actually the job. Many workflows are better as structured queries plus a short prompt. We will not add a vector store for atmosphere.
The honest pattern is: the team stops doing the mechanical middle and spends time on exceptions and relationships. If a process can vanish entirely, that is a process design conversation, not a model conversation.
Start
Tell us what you are trying to ship. We will come back with questions, a shape, and whether we are the right studio for it.