Managed AI agents
AI agents we build into your tools and keep running, so your team reviews work instead of starting it from scratch.
What is a managed agent?
A managed agent is an AI agent that does one defined job inside your tools, such as drafting replies, sorting requests or summarizing records.
Managed means we build it, watch how it performs and update it as your business changes, so it keeps doing that job well.
Why do some agent builds go unused?
Three of these four causes start before the build.
- The team's workflow wasn't mapped first, so the agent doesn't fit how work moves today.
- The outcome wasn't agreed up front, so it's hard to tell whether the agent helps.
- The data it needs lives in several places, so its drafts miss details.
- It isn't looked after once it launches, so it drifts as the business changes.
How we start
Four steps, in this order, so the agent fits how your company works.
1
Map how work flows
We learn how work moves through your company today: who does what, in which tool, and where it waits.
2
Agree on the outcome
If the goal isn't clear yet, we set it together, such as replies sent the same day. That outcome is how we judge the agent.
3
Build one agent
We build one agent for one job, inside the tools you already use, and your team approves its work before it goes out.
4
Run it and improve it
We watch how it performs against the outcome, adjust it as your business changes and add the next agent once the first one meets that outcome.
Where we think business software is going
We think custom software is coming within reach of small companies, so you can run on systems and agents tuned to how your company works instead of bending your work to fit a generic tool.
In our view, AI has made that kind of software much faster to build than it was a few years ago. What it still takes is a clear map of how work flows and an agreed outcome, which is why we start there.
Questions
What jobs can a managed agent do?
Jobs that take reading and writing, such as drafting replies, summarizing calls and records, sorting requests and preparing reports. We pick the first one with you on the systems call.
Who checks what an agent produces?
Someone on your team reviews and approves its work before it goes out, and we monitor how it performs over time.
Do we need automation before agents?
It helps, since an agent works best when your records sit in one place and the handoffs around it already run. That's why managed agents are the third layer of what we build, and the systems call shows where you should start.
Where does our data go?
Your data stays in accounts you own, and we sign your confidentiality terms before we see a file.
Last updated October 13, 2026
See how we work
Join Open Hours on a Tuesday, or book a 20‑minute systems call.