AI AGENTCONCIERGE

Start with the work.
Build the right system.

Some clients arrive with a specific agent or automation in mind. Others know the work is fragmented but do not yet know what should change. We begin by understanding the process, then recommend, build, and maintain the smallest reliable system that solves it.

01 / AUDIT & ROADMAP

Understand the work.

Understand the work before choosing the technology.

We map how information moves, where work repeats, which handoffs fail, what system should remain authoritative, and where human judgment belongs. The result is a prioritized roadmap based on value, complexity, reliability, and risk.

  • Current-state workflow map
  • Bottleneck and opportunity register
  • Source-of-truth recommendations
  • Automation and human-review boundaries
  • Prioritized implementation roadmap

Quoted to scope. The agreed deliverables and acceptance criteria are recorded before work begins. An audit can recommend simplifying a process or keeping a manual step; it does not commit you to a build.

Start with an Audit & Roadmap →

02 / BUILD & INTEGRATE

Build the right solution.

Build what the workflow actually needs.

The answer may be one focused automation, a connected operating workflow, a custom AI agent, or a combination. We define access, actions, review points, failure handling, and acceptance criteria before the system is relied upon.

OUR FLAGSHIP

Custom AI Agents

Dedicated working environments configured around approved tools, resources, procedures, continuity, and human checkpoints.

Explore Custom AI Agents →

How we build your agent’s workplace.

You choose the work and review the result. We give your agent a place to work, connect what it needs and handle the upkeep.

  1. 01

    Choose one useful workflow

    Start with recurring work that takes time, creates a messy handoff or keeps pulling you back into the same task.

    You
    Describe the task
    Together
    Agree scope & permissions
  2. 02

    Give your agent a place to work

    Your agent has a workplace behind the conversation: a dedicated, persistent environment we prepare around your work, with the approved tools and information it needs. You interact through supported apps and devices; the workplace stays.

    Email
    Calendar
    Approved resources
    Your agent’s workplace
    Only agreed access

    Illustrative connections; your build is scoped to the tools you approve.

  3. 03

    Build continuity into the work

    We assume sessions end. We design so the work doesn’t. Current work state, project status and approved resources are kept so the next session picks up where the last one stopped—without pretending every conversation is remembered everywhere.

    Session ends
    Work state kept
    Next session
    Picks up the work
  4. 04

    Keep people at the right checkpoints

    Work starts with reviewable drafts, not unsupervised customer messages. A draft is not permission to send it. The full set of limits is on our service boundaries page.

    Prepared draft
    Your review
    Check · change · approve

    This website does not send or execute anything.

  5. 05

    AIC handles the agreed upkeep

    Managed Care keeps the environment working: runtime maintenance and patching, supported connector maintenance, continuity maintenance, vulnerability scanning of the managed agent environment, and troubleshooting within the agreed scope. Unfamiliar issues may need investigation.

    Patches & updates
    Connector upkeep
    Vulnerability scanning

Automation & Integration

Reliable handoffs between approved systems, with explicit triggers, error handling, source-of-truth rules, and manual fallbacks. Feasibility depends on provider access, API behavior, plan limits, licensing and authentication.

Knowledge & Information Systems

Structured resource libraries and scoped retrieval systems that help people and agents find dependable information. Specialist retrieval (RAG) requires defined source quality, permissions, evaluation and maintenance.

Document & Reporting Workflows

Repetitive forms, summaries, reports, content preparation, and review flows converted into consistent, inspectable processes.

Voice & Conversational Systems

Scoped / emerging. Carefully scoped interfaces when they fit the workflow, access model, consent requirements, and operating environment. Supported voice interaction is not a generalized commercial Voice AI practice.

03 / MANAGE & IMPROVE

Keep it working.

A useful build still needs an owner.

Managed Care covers the agreed environment and connectors: maintenance, patching, continuity, troubleshooting, vulnerability scanning, and scoped improvements. Support limits and third-party responsibilities remain explicit.

The Executive Assistant starts at $500 setup, then $150/month Managed Care. Custom-system care is quoted separately. Hosting, AI/model subscriptions and applicable third-party services are separate.

See the Executive Assistant starting package or explore ongoing Managed Care.

OPERATIONAL JUDGMENT

What we may recommend not automating.

Consequential judgment, unstable processes, poor source data, infrequent exceptions, or work whose risk exceeds its likely return may be better kept with a person. An Audit & Roadmap can recommend simplifying first or retaining human review.

Your environment, not proprietary hardware.

AIC is designed around a dedicated working environment rather than a particular brand of computer or phone.

Depending on the agreed build, the agent environment can be configured for supported Windows, Linux or macOS setups, with mobile access available through supported Android and iOS interfaces.

The devices shown in our demonstration are illustrative—the important part is the managed environment behind them.

AIC supports remote and locally deployed agent environments depending on the engagement. Local deployments may include onsite assessment, installation or configuration, while supported hardware can also be prepared and tested before delivery. Most builds and ongoing Managed Care can be performed remotely.

Agent environments may be hosted on a managed VPS or configured in a supported local environment, depending on the agreed build. Infrastructure, subscriptions, access and security responsibilities are established before deployment.

Compare Audit & Roadmap, Executive Assistant and Custom Build

START SMALL / EARN TRUST / EXPAND

More responsibility.
When the workflow is ready.

We refine the process together. Greater responsibility is earned through testing and agreement—not simply because time has passed.

  1. 01

    Assisted work

    Your agent prepares drafts. You review the details, correct what is missing and help shape the process.

  2. 02

    Supervised delegation

    A familiar request starts an agreed workflow. You check the outcome with less step-by-step direction.

  3. 03

    Agreed delegation

    Where suitable and tested, specific actions can run within agreed limits. A recommendation is not permission to change a live system; failure detection, notification and recovery need their own checks first.

Trust is earned per workflow. Some tasks should always retain human review. New access or actions require a new agreement.

Clear scope. Clear expectations.

What does a first build include?

One recurring workflow, with permitted systems, actions, price and supervision agreed in writing. We prepare the agent’s environment and initial connections; you do not have to build or maintain it yourself.

We review what worked, what needed intervention and what should change. Managed Care and any further build are scoped to your needs and agreed separately.

Who owns the accounts and subscriptions?

You own and pay for your model subscription. It is not shared with other clients. We help configure client-specific accounts and approved connectors.

Privacy depends on your provider, plan, connected systems and build. Data access, retention, support access and offboarding are agreed before connecting business information. A subscription alone is not a complete isolation guarantee.

How do you test an agent before I rely on it?

With representative work, not a demo. We run the agent on the kind of tasks you actually hand it, including cases where information is missing, and check what it does at the edges: what it can and cannot access, where it stops for human review, and how it behaves when something fails.

We test permissions, boundaries, recovery and expected failure conditions appropriate to the environment being delivered. Testing is specific to your build, not a general certification. See what we have tested and measured.

What stays outside the first workflow?

Payments or purchases, binding commitments or cancellations, emergency response, regulated data and unsupervised customer messages. We begin with bounded, reviewable work.

The exact allowed actions and approval steps are agreed in writing. A proposed reply or schedule change is not permission to execute it.

Is this a chatbot?

Our flagship is an agent with a workplace behind the conversation: a dedicated environment with the approved tools, files and procedures it needs, so it can prepare real work—drafts, records, paperwork—and hand it back for your review.

Do I need special hardware, a Mac or a particular phone?

No. The laptop and phone in our demonstration are illustrative. Depending on the agreed build, the agent workplace can be configured for supported Windows, Linux or macOS setups, and mobile access can be provided through supported Android and iOS interfaces. Platform and access options are agreed as part of your setup.

Can I use my agent from my phone?

Yes, where mobile access is part of the agreed setup. The interface moves; the workplace stays. You reach the same agent and the same work from a supported mobile interface while the environment keeps running.

Can the agent work with Gmail and Google Calendar?

Email and calendar are core to the Executive Assistant scope, connected through your own accounts and the access you approve. Which providers and which actions are supported is agreed at setup; some actions stay draft-only until you approve them.

Can the agent send emails without my approval?

Not in a first build. Work starts with reviewable drafts, and a draft is not permission to send it. Where suitable and tested, specific actions can later run within agreed limits—that is a new agreement, not a default. Telling an agent not to do something is not the same as technically preventing it, so both are checked.

What happens if I stop Managed Care?

Managed Care keeps the environment maintained; without it, patching, connector upkeep and troubleshooting stop. Your accounts and subscriptions remain yours. What is handed over, what is removed and any transition assistance are set in your client-specific agreement rather than assumed from this website.

Before we start, we agree the scope, permissions, data handling and support arrangements. Read the service boundaries or learn about our approach.

Start with the task you’d gladly hand off.

One workflow, an agreed scope and human review where it matters.
Your decision on what comes next.

Talk to us