Built and running every day.
Not prototypes. Not pitch decks. Production systems handling real portfolios, real data, and real money.
The Autonomous Agent
Customer success specialists drowning in manual CRM entry, email drafting, meeting prep, and portfolio monitoring — spending more time on admin than on client conversations.
An autonomous system built on Anthropic's Claude that detects call endings, reads transcripts, navigates Salesforce via browser automation to fill 25+ CRM fields, pulls real-time Tableau metrics via REST API, drafts personalized follow-up emails with verified help center links, generates onboarding plans, and scans the full portfolio every morning for at-risk clients.
The specialist's only job is to have the conversation. CRM, emails, prep, analytics, proactive outreach — all autonomous. This is what a mature Scale engagement looks like in production: 25 hours per week saved per specialist, with zero manual data entry.
Custom multi-step AI agents like this — voice receptionists, autonomous CRM updaters, RAG-powered call summarizers — are exactly the kind of build our Scale engagement covers.
The Intelligence Platform
Account managers spending 45-60 minutes before each call pulling data from six tools, and 30 minutes after logging notes. For a portfolio of 40+ clients, this is unsustainable.
A custom full-stack web app (React, Supabase, GPT-4) with an embedded AI assistant "Jarvis." Auto-syncs Tableau and Salesforce, tracks sessions from calendar bookings, extracts blockers from transcripts, and runs continuous background AI orchestration to flag risks and generate action items.
Zero manual data entry. Unified workspace eliminating context-switching. Jarvis logs sessions, creates follow-ups, and flags at-risk clients — all from natural language. The automation backbone is what makes the AI on top actually useful.
KOBE started as workflow automation — auto-syncs, scheduled jobs, Zapier handoffs — the kind of build our Automate pillar covers. The AI assistant on top came after the foundation was clean.
The difference between a demo and production
Real Data
These systems handle real Salesforce records, real client transcripts, real Tableau analytics, and real email drafts. Not mock data, not sandboxes.
Daily Operations
KAOS runs 8+ scheduled tasks every weekday — morning prep, portfolio scans, transcript processing, metric pulls. It's not turned on for demos.
Compounding Intelligence
Every call makes the system smarter. Client profiles deepen, prep gets more precise, outreach gets more contextual. The 50th interaction is fundamentally better than the 5th.
Ready to see what we can build for you?
Every system starts with understanding your workflow. Let's talk about what's eating your time and what's possible.
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