The challenge
The client came to us with a clear goal — an AI agent that researches leads and drafts personal outreach. The hard part was grounding answers in private, permissioned data.
Our approach
We started with a short discovery sprint to map the users, the data and the constraints, then moved into weekly cycles with working software in a shared workspace. Prototyping, Development and Support ran as one team, so research fed design and design fed engineering without handoffs.
The platform was built on LLM, Integrations and Workflow, with automated tests and monitoring from the first release.
The result
3× reply rate. The product launched in 19 weeks and we stayed on for the releases that followed — fixing what users tripped over and doubling down on what they loved.