Intake and follow-up agents
Answer inbound requests, gather missing details, qualify, update the CRM, and schedule the next step across email, chat, WhatsApp, and voice.
AI Agent Development
We build AI agents that do multi-step work inside your systems: research a request, pull the records, decide, act, and report, with guardrails and a person in the loop where the stakes require it. Designed for production, evaluated on your cases, operated after launch.
Who This Is For
Agents We Build
Answer inbound requests, gather missing details, qualify, update the CRM, and schedule the next step across email, chat, WhatsApp, and voice.
Assemble the file before a human acts: pull records, summarize history, check policies, draft the response or the quote.
Process documents, reconcile data between systems, chase approvals, and produce reports with exceptions flagged for review.
Answer staff questions from your knowledge base, procedures, and past cases, with citations and escalation to the right owner.
Agents that work over the phone on our Asterisk-based voice stack, so the same logic serves calls, chat, and email.
Orchestrated agents with LangGraph for long-running processes: planning, execution, verification, and reporting steps with checkpoints.
An AI agent is only useful if it can act, and only acceptable if it can be trusted to act. DPI resolves that tension with staged autonomy. The agent starts read-only, producing drafts and recommendations your team reviews. When its judgment matches yours on the evaluation set, it moves to suggest-and-approve. Autonomous action is granted per case type once the numbers justify it, and high-impact actions keep a human sign-off permanently.
Reliability comes from the parts around the model: precise tool definitions with permission scopes, retrieval that grounds the agent in your records and procedures, memory that persists across steps in PostgreSQL, confidence thresholds that route uncertainty to people, and logs that let anyone replay a decision. We orchestrate with LangChain and LangGraph, which gives long-running workflows checkpoints, retries, and clean hand-offs between specialized agents.
Evaluation is built before the agent. We collect real requests, define correct outcomes with your team, and score every version of the agent against them. The same evaluation runs when a model is updated or your data changes, so drift is caught before customers notice.
Agents can run on OpenAI, Anthropic Claude, AWS Bedrock, or self-hosted models such as Qwen on infrastructure you control. Mixed deployments are common: a strong hosted model for planning and reasoning, a small private model for routine extraction and classification. Data is minimized before prompts, and sensitive workloads stay inside your environment.
Tasks completed without human touch, response times for leads and requests, escalation rate and reasons, error rate versus the manual baseline, and cost per task. These are reported monthly alongside the evaluation results and the next tools or case types queued for the agent.
How It Works
We define what the agent must accomplish, which systems it may read and write, and what it must never do without a person.
Model selection, tool design, memory and retrieval, permission scopes, confidence thresholds, escalation paths, and logging.
A test set built from real requests. The agent is measured for accuracy, safety, and cost before it touches production.
Read-only first, then suggest-and-approve, then autonomous action for the cases that proved safe. Every step monitored.
Evaluations rerun as models and data change, new tools added, failure cases reviewed, monthly reporting on outcomes.
Stack & Integrations
We build with LangChain and LangGraph, run models hosted or self-hosted, keep memory and retrieval in PostgreSQL with pgvector or Qdrant, and connect to your tools through APIs.
Industries
Lead follow-up, showing coordination, tenant request handling, owner reporting.
Intake, research preparation, document requests, engagement tracking.
Subcontractor coordination, RFI preparation, field report processing.
Onboarding follow-up, file completeness checks, compliance preparation.
Portfolio reporting, diligence document review, operational assessments.
Engagement Models
Two to three weeks: task inventory, tool and permission map, architecture, evaluation plan, and rollout stages.
Fixed-scope delivery of the first agent through evaluation and staged rollout, with your team reviewing every stage.
Ongoing evaluation, monitoring, tool additions, model updates, and reporting on tasks completed, escalations, and cost.
FAQ
A chatbot answers. An agent acts: it reads your systems, decides on a course of action, uses tools to carry it out, and reports back. That power is why agents need permission scopes, evaluation, and escalation rules, which is most of the engineering.
Permission scopes limit what it can read and write. High-impact actions require confirmation or a person. Confidence thresholds route uncertain cases to review. Every action is logged. And the agent is rolled out in stages, starting read-only.
Whichever fits the task and your data rules: OpenAI, Anthropic Claude, AWS Bedrock, or self-hosted open-source models such as Qwen. Many deployments mix models, using a strong hosted model for reasoning and a smaller self-hosted model for routine steps.
With an evaluation set built from your real requests, scored for accuracy, safety, and cost before launch and rerun whenever models or data change. Production metrics track tasks completed, escalations, errors, and time saved.
Yes. The same agent logic can run on our Asterisk-based voice stack, so a lead gets the same qualification whether they call, email, or message on WhatsApp.
A single-task agent with two or three integrations typically reaches staged production within weeks after discovery. Orchestrated multi-agent workflows take longer and are delivered in stages.
Related
Next Step
Tell us where calls, tickets, documents, or approvals pile up. We map the workflow, size the impact, and propose a deployment you can measure.