Features that do the work, not describe it.

• 01

  Setup and configuration agents

  Turns 'connect my CRM and map these fields' into completed configuration, which is where most trials die.

• 02

  Data import and cleanup

  Maps a messy spreadsheet to your schema, flags what it couldn't resolve, and asks rather than guessing.

• 03

  Workflow automation inside the product

  Users describe an automation in plain language and get a real, editable rule — not a black box only the model understands.

• 01

  Tenant isolation belongs in retrieval

  Filters at the vector-store level plus row-level security underneath, tested with an adversarial suite that actively tries to retrieve across tenants. This is the finding that ends procurement conversations.

• 02

  Cost per user is a product decision

  We model cost per active user against your pricing before writing the feature, then enforce it with caching, model routing and hard ceilings so the unit economics survive adoption.

• 03

  Evals are the release gate

  A versioned eval set in the repo, run in CI, so upgrading a model is a measurement rather than a gamble.

1. 1

   Use-case scoping

   Pick the workflow with the strongest ROI. Define success metrics, guardrails, and integration points.

2. 2

   Tools & memory

   Connect the agent to your real systems — CRM, helpdesk, data warehouse, internal APIs — with auth and audit trails.

3. 3

   Eval suite

   Build a versioned eval set from real conversations so we can prove the agent improves before each release.

4. 4

   Pilot with humans

   Shadow mode → suggested replies → autonomous on low-risk tasks. Humans stay in the loop where it matters.

5. 5

   Production scale

   Monitoring, fallbacks, cost guards, and observability. Weekly improvement cycles based on production data.

• Postgres with row-level security
• pgvector, Pinecone & Qdrant
• Clerk & Auth.js
• Stripe Billing & metering
• Vercel, Fly & Railway
• Sentry, PostHog & OpenTelemetry
• Segment
• GitHub Actions

FAQ

In-product AI agents for SaaS: your questions.

• What stops the agent doing something destructive?

  It runs with the requesting user's permissions and nothing more, destructive actions require confirmation, and everything it does is reversible and logged. Anything that can't be undone doesn't get delegated to a model.

• Do we need to rebuild our API for this?

  Rarely. We wrap existing endpoints as tools with schemas and guardrails. Where an endpoint is genuinely unsafe to expose, that's a finding worth having regardless of the agent.

• How is this different from a chatbot?

  Chatbots reply. Agents act. Our agents call APIs, update records, send emails, schedule meetings — with audit logs and rollback. They take actions in your systems, not just respond in a chat window.

• Which LLMs do you use?

  We pick the right model for the task — Claude Sonnet/Opus for reasoning, GPT-4o for tool use, Llama / open-weights when data residency demands it. We're not locked into any vendor and we'll tell you what's cheapest at your volume.

• SaaS prototype to productionMulti-tenancy, real auth, billing, migrations and CI added to a working prototype — plus the security posture your first enterprise buyer will audit.Read
• RAG for SaaS productsRetrieval over your docs and your customers' workspace content, with isolation enforced in the index and tested adversarially.Read
• AI growth marketing for SaaSContent and lifecycle systems that produce pages worth indexing, with attribution joined to activation and revenue rather than form fills.Read

• AI agents for fintechAgents wired into your ledger, KYC provider and helpdesk — resolving the repetitive half of the queue end to end, and escalating the rest with the context already gathered.Read
• AI agents for healthcare operationsAgents that handle scheduling, reminders, insurance verification and document chase across voice and messaging — escalating anything clinical to a person immediately.Read
• AI customer service agents for e-commerceSupport agents connected to orders, carriers and your returns rules — resolving tracking, exchanges and address changes end to end on Gorgias, Zendesk or Intercom.Read