FollowAI / Custom agent systems

Automate one repeated business processwith an AI system you can control

Start with one task your team repeats—such as qualifying leads, answering routine support, or processing documents. FollowAI builds the system, connects it, sets approval rules, and supports it after launch.

Explore the agents
01Built in your accounts
02Human approval included
03Support after launch
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Goal → Agent → controlled action
Compatible operating environment
Agent selection

CHOOSE AN
OPERATING ROLE

These are starting configurations, not fixed templates. The final agent is designed around your process, information, access rules, and definition of a successful result.

Unit / 01

Sales Agent

Every qualified lead reaches a clear next step.

Captures enquiries, adds context, applies your qualification rules, updates the CRM, and prepares the next message.

Customer-facing messages can wait for a sales rep to review and send.
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Unit / 02

Support Agent

Routine questions get a useful answer without losing the human handoff.

Answers from approved company information, resolves defined requests, and passes complex cases to the right person with context.

Policy exceptions, refunds, and uncertain answers stop for a person.
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Unit / 03

Document Agent

Recurring documents become validated records instead of manual entry.

Reads invoices, forms, contracts, or reports, extracts agreed fields, checks them, and moves approved data into the next system.

Missing or uncertain fields are flagged before anything reaches accounting or an ERP.
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Unit / 04

Knowledge Agent

The team gets one sourced answer instead of several conflicting versions.

Finds trusted information across policies, SOPs, product material, and internal documents, then answers with the source attached.

The agent shows its source and hands off when company material does not support an answer.
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Complete service

YOU OWN
THE SYSTEM
WE KEEP IT READY

One team designs, builds, launches, documents, and—when you choose—continues operating the agent.

View complete service
01

Design

Goal, workflow, information, permissions, and failure cases are defined before the build.

02

Build

Agent logic, tools, integrations, tests, documentation, and a usable operating surface.

03

Launch

Real work introduced with named owners, approval gates, and a clear escalation path.

04

Manage

Quality, errors, cost, vendor changes, and improvements reviewed after launch.

Ongoing operating model

DON'T JUST BUY A BOT
ADD AN AI TEAMMATE

A one-time setup ends at handover. A managed AI teammate stays connected to the work, learns from approved company updates, and has somebody responsible when the tools or process change.

Managed after launch Active service
BUILT
& MANAGEDThe operating model is scoped with the system

One defined operating role, a controlled usage allowance, regular updates, and ongoing technical responsibility. Handover-only builds remain available.

01

Your active agent

Access to one production AI agent built around a defined role, result, and set of permissions.

02

Model and API usage

The agreed operating allowance is included and monitored, so the agent does not become a pile of surprise API bills.

03

Knowledge updates

New approved company information, instructions, and workflow changes are regularly connected to the system.

04

Technical support

FollowAI monitors the operating path, handles failures, and keeps integrations current after launch.

One-time bot setupA project that can end at delivery

The software is handed over, while new data, broken connections, and changing tools become the client's problem.

FollowAI managed unitOne accountable operating relationship

The agent remains useful because access, usage, company knowledge, failures, and improvements stay inside the service.

Final scope, activation terms, vendor usage, and support depend on the agent and connected systems

Deployment sequence

FROM BUSINESS
GOAL TO
ACTIVE AGENT

One useful system first. Permissions and human handoffs are explicit before deployment expands.

  1. 01

    Define the goal

    Choose the revenue, service, capacity, or operating result that should improve.

  2. 02

    Map the real work

    Document the people, tools, information, decisions, and exceptions already involved.

  3. 03

    Build and connect

    Create the agent, connect the approved accounts, and test normal work and failure cases.

  4. 04

    Set the boundaries

    Define permissions, approval gates, escalation rules, budgets, and the person responsible.

  5. 05

    Launch with your team

    Put the working system into daily use with documentation and a clear handover.

  6. 06

    Manage and improve

    Monitor errors, quality, cost, tool changes, and the next useful improvement after launch.

Control architecture

AUTONOMY
HAS A
BOUNDARY

An agent is trusted only when access, actions, approval, ownership, and the failure path remain visible.

Review trust controls
Access

Only the accounts and permissions required for the defined job.

Approval

Sensitive actions stop for a named person to approve or reject.

Activity

Runs, exceptions, and important decisions remain inspectable.

Initialize first unit

CHOOSE THE RESULT
WE MAP THE SYSTEM

Tell us where work gets delayed, repeated, or lost. We will identify the smallest useful agent and the controls it needs.

Get the free BlueprintView pricing