DP-07 Custom Guided setup

Custom Agent

Six of our seven seats are filled. The seventh is yours. If the role you need isn't on the roster — a compliance checker, an estimate builder, an intake processor for your niche — we scope it, build it on the same platform, and hand you the keys.

Scoped build · fixed quote after scoping call

Book a scoping call See pricing

SCOPE-DOC-EXCERPT.MD

Client:  Regional insurance brokerage (14 staff)
Role:    "Renewal Prep Agent"
Status:  LIVE — week 6

Job description built in scoping:
  60 days before policy renewal → pull policy + claims
  history → draft renewal comparison across 3 carriers →
  flag coverage gaps → queue package for broker review.

Result at week 6: prep time per renewal down from
~3.5 hrs to 40 min of broker review.

→ Built in 3 weeks. Runs in Approve mode by choice.

Job Description

What the Custom Agent does all day

Role scoping callA working session to define the job description, inputs, outputs, and guardrails.
Build on our platformYour agent inherits the same oversight modes, logging, and dashboard as the core roster.
Your systems, wired inWe handle the integrations — including internal tools and industry software.
Pilot with real workA supervised pilot on live tasks before anything runs unattended.
Handoff & trainingYour team learns to steer, adjust rules, and read the logs.
Ongoing run & tuneWe monitor performance and tune monthly, or hand off fully — your call.

Integrations

Plugs into the stack you already run

Connections are made during the onboarding wizard — a few clicks each, no engineering. Don't see your tool? Ask us; the list grows monthly.

Your CRM
Your industry software
Internal databases
Email & calendar
Slack / Teams
Anything with an API

You Hold the Leash

Oversight, built in

Custom agents ship with the strictest defaults: full Approve mode, complete activity logging, and a kill switch in your dashboard. Autonomy is expanded deliberately, one task class at a time, with you in the room.

How Draft / Approve / Autopilot modes work

FAQ

About the Custom Agent

What does a custom build cost?

Scoped builds start at $1,500 setup plus a monthly run rate based on complexity. You'll have a fixed quote after the scoping call — no open-ended billing.

How long until it's live?

Simple roles ship in 2–3 weeks; complex multi-system agents in 4–8. The pilot phase starts as soon as the first workflow is stable.

Who owns it?

You do, operationally: it lives in your dashboard next to any roster workers, with the same controls. We maintain the platform underneath.

Works Well With