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02 / AI Agents

AI agents that don't just answer questions. They take action.

An agent is only useful when it is connected to the work. We build agents that qualify leads, handle intake, research, draft and update your systems, with clear rules about when a human takes over.

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Builds from $5,000 · $750 diagnostic, credited within 60 days · Pricing

Make.com · AI sales agent with owner approval
AI inbox: a WhatsApp conversation the agent handed to a human after detecting a compliance question, with a suggested reply waiting for approval and the agent's tool calls listed.
Demo dataWorkflow: anonymized client project

01 / Sound familiar?

What this fixes.

  1. 01

    Chatbots that dead-end

    Your current bot answers FAQs and then tells people to email you.

  2. 02

    Slow first response

    Enquiries wait hours for a reply while buyers contact the next provider.

  3. 03

    Knowledge in people's heads

    Answers live in inboxes and senior staff, so every question interrupts someone.

02 / In practice

Pathfinder Ops · demo workspace
AI inbox: a WhatsApp conversation the agent handed to a human after detecting a compliance question, with a suggested reply waiting for approval and the agent's tool calls listed.
Demo data

Example: a lead messages at 11pm.

  1. 01

    Agent replies within seconds in your brand voice

  2. 02

    Asks the questions your team would ask

  3. 03

    Writes the answers into the CRM record

  4. 04

    Books a call or hands off to a person

03 / What we build

Typical solutions.

01

Sales and SDR agents

Respond to new leads, ask qualifying questions and book the right ones.

02

Support agents

Answer from your own documentation and escalate with full context.

03

Intake agents

Collect structured information before a human ever opens the record.

04

Research agents

Gather and summarise information on prospects, suppliers or markets.

05

Internal assistants

Search policies, SOPs and past work so your team gets answers in seconds.

06

Guardrails and handoff

Rules for what the agent may say and do, logging, and a clean human handoff.

04 / Everything included

The full list of what we build under AI Agents. Not sure where yours fits? Ask.

  • 01AI sales agents
  • 02AI lead qualification
  • 03AI customer support agents
  • 04AI appointment booking
  • 05AI intake & triage
  • 06AI follow-up agents
  • 07AI research agents
  • 08Internal assistants
  • 09Knowledge-base assistants (RAG)
  • 10AI SDR systems
  • 11WhatsApp assistants
  • 12Website chat agents
  • 13Email triage & drafting agents
  • 14Guardrails, evaluation & human handoff
Typical stackOpenAIClaudeGeminiVector searchCRMsWhatsAppMake.comn8nCustom APIs

05 / Proof

Real builds, not mockups.

All work

Workflows below are rendered from real production exports, with client names, data and credentials removed. App screens are from Pathfinder Ops, an original build running on fictional demo data that you can try yourself.

pathfinder-ops / demo workspace
AI inbox: a WhatsApp conversation the agent handed to a human after detecting a compliance question, with a suggested reply waiting for approval and the agent's tool calls listed.
Open live demo

Handoff: Screens from Pathfinder Ops, an original build running on fictional demo data. The live demo is fully interactive.

WebhookMail hookToolsTest modeToolsTest emailToolsTest phoneToolsSettingsGoogle SheetsRead approval modeFlow controlCollectToolsModeAIAI: askRouterHTTPGet Lead DetailsAIAI: askAIAI: askToolsWaitGoogle SheetsAdd rowHTTPSubmit PlannerRequestJSONParse JSONToolsSet variablesMailchimpAdd or updatesubscriberGoogle SheetsChat historyToolsCombine textToolsFAQsAIAI: askJSONParse JSONAIAI: askApproval gateGoogle SheetsStart theirconversation logGoogle SheetsPark for ownerapprovalTwilioText the ownerRouterGmailSend emailGoogle SheetsAdd rowTwilioSend SMSGoogle SheetsAdd rowToolsWait 5 minutesGoogle SheetsDid they reply?GmailNo reply after 5min: emailGoogle SheetsLog the fallbackemailGmailHandoff: alert theownerGoogle SheetsSearch rowsAIGet the lead'sactual messageGoogle SheetsChat historyToolsCombine textToolsFAQsAIAI: askJSONParse JSONAIAI: askToolsWaitGoogle DriveSearch for filesfoldersGoogle DriveGet a fileFlow controlAggregateApproval gateGoogle SheetsPark for ownerapprovalTwilioText the ownerRouterGoogle SheetsSearch rowsGmailReply to emailGoogle SheetsUpdate rowGoogle SheetsSearch rowsGmailReply to emailGoogle SheetsUpdate rowGoogle SheetsSearch rowsGmailReply to emailGoogle SheetsUpdate rowGoogle SheetsUpdate rowGmailHandoff: alert theownerGoogle SheetsFind the lead'smessage rowGoogle DriveVenue guide: findGoogle DriveVenue guide:downloadFlow controlVenue guide:collectGmailVenue guide: sendGoogle SheetsLog messageHTTPGet Lead DetailsAIAI: askHTTPSubmit PlannerRequestAIAI: askJSONParse JSONMailchimpAdd or updatesubscriberNew marketplace lead or replyNew leadWait for approvalSend nowEmail: no mobileText firstNo reply: emailHandoffExisting leadLead found, agent onExact pricing PDFWait for approvalSend nowWedding pricingParty pricingContinue: no pricingAgent enabledHandoff or no PDFVenue guideWedding or event listReferral lead
Make.com78 steps10 AI
ANONYMIZED CLIENT PROJECT

Answers new, returning and referral enquiries with AI-drafted replies. An approval mode in a sheet decides whether a reply goes straight out by text or email, or is parked while the owner approves it by SMS.

Rendered from the production workflow export. Labels anonymized; no data, credentials or settings included.

Read all 78 steps
  1. Webhook · Mail hook
  2. Tools · Test mode
  3. Tools · Test email
  4. Tools · Test phone
  5. Tools · Settings
  6. Google Sheets · Read approval mode
  7. Flow control · Collect
  8. Tools · Mode
  9. AI · AI: ask
  10. Flow control · Router
  11. HTTP · Get Lead Details
  12. Google Sheets · Search rows
  13. HTTP · Get Lead Details
  14. AI · AI: ask
  15. AI · Get the lead's actual message
  16. AI · AI: ask
  17. AI · AI: ask
  18. Google Sheets · Chat history
  19. HTTP · Submit Planner Request
  20. Tools · Wait
  21. Tools · Combine text
  22. AI · AI: ask
  23. Google Sheets · Add row
  24. Tools · FAQs
  25. JSON · Parse JSON
  26. HTTP · Submit Planner Request
  27. AI · AI: ask
  28. Mailchimp · Add or update subscriber
  29. JSON · Parse JSON
  30. JSON · Parse JSON
  31. Tools · Set variables
  32. AI · AI: ask
  33. Mailchimp · Add or update subscriber
  34. Tools · Wait
  35. Google Sheets · Chat history
  36. Google Drive · Search for files folders
  37. Tools · Combine text
  38. Google Drive · Get a file
  39. Tools · FAQs
  40. Flow control · Aggregate
  41. AI · AI: ask
  42. Flow control · Approval gate
  43. JSON · Parse JSON
  44. Google Sheets · Park for owner approval
  45. Flow control · Router
  46. AI · AI: ask
  47. Twilio · Text the owner
  48. Google Sheets · Search rows
  49. Google Sheets · Search rows
  50. Google Sheets · Search rows
  51. Google Sheets · Update row
  52. Gmail · Handoff: alert the owner
  53. Google Sheets · Find the lead's message row
  54. Flow control · Approval gate
  55. Gmail · Reply to email
  56. Gmail · Reply to email
  57. Gmail · Reply to email
  58. Google Drive · Venue guide: find
  59. Google Sheets · Start their conversation log
  60. Flow control · Router
  61. Google Sheets · Update row
  62. Google Sheets · Update row
  63. Google Sheets · Update row
  64. Google Drive · Venue guide: download
  65. Google Sheets · Park for owner approval
  66. Gmail · Send email
  67. Twilio · Send SMS
  68. Gmail · Handoff: alert the owner
  69. Flow control · Venue guide: collect
  70. Twilio · Text the owner
  71. Google Sheets · Add row
  72. Google Sheets · Add row
  73. Gmail · Venue guide: send
  74. Tools · Wait 5 minutes
  75. Google Sheets · Log message
  76. Google Sheets · Did they reply?
  77. Gmail · No reply after 5 min: email
  78. Google Sheets · Log the fallback email
  • Webhook
  • Google Sheets
  • AI
  • HTTP
  • Mailchimp
  • Twilio
  • Gmail
  • Google Drive
01Client project · Events / entertainmentAI sales agent for marketplace event enquiriesNew enquiries from lead marketplaces are picked up, answered by an AI sales agent and written into the company's booking system without staff re-typing anything.Read the case 02Client project · Education / career consultingPersonalised career reports, generated and delivered automaticallyA student submits an intake form. Payment is collected, AI writes a personalised report, a branded PDF is generated and the follow-up sequence starts, with no manual step.Read the case 03Capability demo · Any business with a past-customer listAI-personalised reactivation for dormant contact listsA dormant list is segmented by time since last contact, AI writes a personalised email for each person, and every email waits in a review queue until approved.Read the case

→ / Next step

Let's scope your ai agents project.

Share what you're trying to fix. We reply within one business day with questions and a suggested approach.

Start a project

06 / Questions

Common questions.

01Will the agent make things up?

We design against it: agents answer from your approved sources, are told what they must not claim, and hand off when unsure. We test with real edge cases before launch.

02Can it work inside our CRM?

Yes. Agents read and write CRM records through the CRM's API or your automation platform.

03Which AI model do you use?

The one that fits the task and cost. We build on OpenAI, Claude and Gemini and can switch models later without rebuilding the system.

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