Embedded AI agents for Sales, Marketing and Ops, inside your tools, in 3-6 weeks
Start with a short fit check. If there is a clear path, we build a working prototype and align on outcomes before moving forward.
Where we usually start
These are examples, not a fixed menu. We pick one high-leverage workflow together.
Sales
- Lead Capture and Coordination — replies quickly, coordinates across email or SMS, places calendar holds, updates CRM
- Conversation Orchestrator — keeps threads moving, asks clarifiers, tracks promised follow ups
Marketing
- Conversational Content Producer — short interview into one longform piece plus a couple of posts, routed for approval
- Ad Creation and Experiment Pipeline — brief to approved variants to scheduled tests with a simple weekly summary
Ops
- Document Intake Orchestrator — IDs or invoices or contracts into structured data with human review on low confidence
- Scheduling and Client Prep — qualify, book, reminders and checklists, collect missing information
Everything runs within your stack. No new platform to learn.
Designed for growing teams
How a 3-6 week embed works
Phase 1, Scope and safeguards
We define one workflow to automate, what success looks like, what the agent can send on its own, and what requires human approval.
Phase 2, Pilot in your stack
We connect to mail, calendar, CRM or files as needed, run the agent on a small slice, and refine based on real activity.
Phase 3, Harden and handoff
We add approvals, confidence thresholds, audit trails and a simple runbook. Your team can continue with or without us.
Timelines vary by stack and access. We keep the scope tight so results arrive quickly.
Safeguards that come standard
- Human in the loop at the start
- Confidence thresholds with clear escalation
- Easy approvals inside your normal tools
- Data stays in your tenant or chosen systems with least-privilege access
- Suppression and opt out honored across channels
- Clear logs of what was drafted and what was sent
These safeguards are designed to keep quality high and make change management straightforward.
Engagements
Agent Sprint
A focused 3-6 week build of one embedded agent inside your tools. We align on outcomes before moving ahead with full rollout.
Care and Iteration
Light ongoing support for monitoring, adjustments and adding new intents as your team uses the agent.
Outcome-Share (optional)
In some cases we structure fees to reflect measured uplift or time savings. Decided together after the initial scope.
Transparent quotes after the initial scope. No lock-in.
AI Strategy Consulting
Executive-level guidance to identify where agents make the most impact in your operations, without committing to a build immediately.
Typical outcomes
- Prioritized opportunities and a clear starting point
- A pragmatic roadmap that fits your stack and team
- Decision support on vendors and data readiness
Format
Short working sessions, lightweight assessments and hands-on planning with your leads. Can be a standalone engagement or paired with an Agent Sprint.
Ready to see if there is a fit
A quick conversation to understand your workflow and confirm there is a simple path forward.
Prefer email, tanush@equitr.com