Custom AI Operations
When One System Isn't Enough.
Quick answer
What is Custom AI Operations?
Custom AI Operations is our service for businesses that need multiple connected AI systems or unique workflows, such as CRM automation, internal AI assistants, customer onboarding, reporting or department-level automation, designed, built and managed by us as one system.
It's for businesses that have outgrown a single automation, or whose operations don't fit a standard package: multiple locations, several teams handing work to each other, or tools that don't talk to each other today.
Starting at
$2,500/month
Scoped and priced by requirements
- Multiple AI systems
- Internal automations
- Complex integrations
- AI assistants
- Reporting systems
- Custom workflows
- Department-level automation
What we build
Examples of custom AI operations
CRM workflows
Leads, stages, tasks and notes that update themselves as conversations happen.
Email automation
Inbox triage, drafted replies and follow-up sequences that stay on brand.
Internal AI assistants
An assistant your team can ask about policies, pricing, procedures and customer history.
Employee support
Onboarding checklists, how-to answers and shift or schedule questions handled automatically.
Customer onboarding
Welcome sequences, intake forms and document collection that run without chasing.
Performance reporting
Weekly summaries of calls, leads, bookings and reviews, delivered to the people who need them.
Content workflows
Drafts for posts, emails and review replies, queued for your approval.
Database automation
Clean, de-duplicated customer records synced across the tools you use.
Calendar automation
Multi-staff and multi-location scheduling rules that no single booking tool handles.
How we scope it
Phased, so you see value early
- 01
Discovery
We map the workflows, tools, people and handoffs involved, and where time and revenue leak.
- 02
Architecture
We design how the systems connect, what data moves where, and where people stay in the loop.
- 03
Phased build
We ship in stages, starting with the highest-value piece, so you see results early.
- 04
Adoption
We train your team and adjust to how they actually work, not how a diagram says they should.
- 05
Ongoing management
We monitor, maintain and improve the whole system every month.
Under the hood
For the technically curious: how custom systems are put together.
- Integrations through APIs and webhooks when your tools support them, and careful workarounds when they don't
- Data sync between your CRM, calendar, booking, phone and messaging platforms
- Language models configured with your approved knowledge, rules and tone, with guardrails and human review where it matters
- Logging and monitoring so every automated action can be traced and corrected
FAQ
Custom AI Operations questions
How is Custom AI Operations different from the other plans?
The standard plans cover the customer-facing front office: answering, texting, booking and reviews. Custom AI Operations adds internal automations, complex integrations and several connected systems, scoped to your business.
Can you connect tools that don't talk to each other today?
Often, yes. If your tools offer an API or integration we connect them directly; if not, we look for the most reliable workaround and tell you plainly about any limits.
How long do custom projects take?
It depends on scope, which is why we build in phases. The first phase is designed to deliver something useful early, and you'll get a timeline for each phase before work begins.
We already have some automations. Can you work with them?
Yes. We can review what you have, fix what's fragile, and extend or replace pieces as part of a single managed system.
Tell Us What Your Operation Needs To Run Itself.
We'll map your workflows in a free audit and outline what a connected system would look like, with a phased plan and pricing.
Bay Area based · Done-for-you setup · Ongoing support