Lead qualification agents
Score inquiries, prepare follow-ups, and move qualified opportunities into the right CRM stages.
Create governed AI agents built around your business goals, knowledge, tools, workflows, and approval rules.
AI Agent Maker helps organizations create custom AI agents for specific processes, departments, and industry workflows. Define how each agent communicates, what it can access, when it should act, and when a human must approve or take over.
Apply AI Agent Maker where teams need faster execution, clearer visibility, and more consistent outcomes.
Score inquiries, prepare follow-ups, and move qualified opportunities into the right CRM stages.
Resolve common questions with approved knowledge and escalate complex requests with full context.
Support employee questions, onboarding processes, and structured internal service requests.
Monitor triggers, update records, and coordinate repeatable operational workflows.
Assist with controlled document, approval, and reporting workflows using role-based access.
Configure agents for education, real estate, banking, and other sector-specific processes.
Give teams a connected way to complete work, monitor progress, and improve each workflow over time.
Turn a defined business process into a configured AI agent without rebuilding the surrounding workflow.
Measure: setup and deployment timeSet permissions, escalation rules, approvals, and success criteria before agents take action.
Measure: approval and escalation ratesLink agents with CRM, communications, documents, automation, and external systems.
Measure: completed cross-system actionsMaintain governance controls and audit trails around data access and agent decisions.
Measure: governed activity coverageUse the complete capability set defined for AI Agent Maker across your business workflows.
Create custom AI agents tailored to specific business processes, departments, and workflow requirements.
Define agent goals, knowledge sources, communication tone, tools, triggers, escalation rules, and success criteria.
Support agents for sales, support, HR, operations, finance, education, real estate, banking, and other workflows.
Manage permissions, compliance rules, data access, human approval, and complete audit trails.
Connect agents with CRM, automation workflows, communication channels, documents, and external systems through APIs.
A modern combination of AI models, application services, scalable infrastructure, and secure integrations powers the product from input to measurable business outcome.