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System Integrators:
Optimizing Operations with Agentic AI

We Strategize, Design, and Implement Your Enterprise AI Solutions—at Startup Speed.

Securely-Engineered, Client-Controlled, and Operational in weeks.
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AI Workflow Pillars

Redirect your team's energy towards impactful initiatives. Optimize your existing processes and systems to increase capacity without adding more bloated software and headcount.

Automate

Communications, Scheduling, Customer/ Technical Support, On-boarding and more...

Synchronize

Real-time data between QuickBooks/Bookeeping, your CRM/ERP + 3rd Party systems 

Orchestrate

Complex Procurement/ RFP's, Compliance Sign-offs, Project Management, Cross-functional executions

Business Software Landscape

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Workflow Automations by Role

Time Saved

Hours / Month

1,300+

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$600,000+

Avg. Per Year

Cost Savings
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Revenue Growth

Average

160%+

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Administrative Assistant

Performs general administrative tasks like data entry, file organization, meeting transcription, and document summarization.

Admin Agent

Calendar / Scheduling

Manages schedules by finding meeting availabilities, booking appointments with multiple participants, sending invitations, and handling rescheduling.

Calendar / Scheduling Agent

Customer Onboarding

Guides new customers through product setup and initial use, providing tutorials, checklists, and proactive support to ensure a smooth start.

Customer Onboarding Agent

Market Forecast

Analyzes market data, competitive landscapes, and economic trends to generate predictions and insights for strategic planning.

Market Forecast Agent

Phone Answering

Always have your phone answered by a friendly receptionist who can automatically handle telemarketers and respond to your customers' questions or schedule meetings.

Phone Agent

Sales

Automates sales tasks such as lead qualification, sending follow-up emails, scheduling demos, and logging activities in a CRM.

Sales Agent

Billing Support

Handles customer billing inquiries, explains charges, processes payments, manages subscriptions, and helps resolve payment issues.

Billing Support Agent

Collections

Automates the debt collection process by sending payment reminders, tracking overdue accounts, and escalating cases according to predefined rules.

Collections Agent

Customer Support

Resolves common customer issues by answering frequently asked questions, providing troubleshooting steps, and creating support tickets for human agents.

Customer Support Agent

Marketing

Executes marketing campaigns by segmenting audiences, deploying emails, managing digital ads, and analyzing performance data.

Marketing Agent

Planning

Assists in project or strategic planning by outlining tasks, creating timelines, identifying dependencies, and tracking progress against goals.

Planning Agent

Scraping/Summarization/ Enrichment

Gathers specific data from websites or documents (scraping) and enhances existing datasets with new information (enrichment).

Scraping / Enrichment Agent

Books / Accounting

Manages financial records by categorizing transactions, generating invoices, processing expense reports, and assisting with bookkeeping tasks.

Books Accounting Agent

Communications

Handles general communications by drafting, personalizing, and sending emails, notifications, or messages to internal or external audiences.

Communication Agent

Front Desk / Virtual Receiptionist

Manages initial interactions like a virtual receptionist; answers basic queries, routes calls or messages, and schedules initial appointments.

Front Desk

Monitoring

Actively tracks systems, websites, or data streams for specific changes, keywords, or anomalies, and sends alerts when predefined triggers are met.

Monitoring Agent

Procurement

Assists in purchasing by researching suppliers, comparing pricing, generating purchase orders, and tracking order statuses.

Procurement Agent

Social Media

Manages social media presence by scheduling posts, monitoring brand mentions and comments, analyzing engagement, and identifying trends.

Social Media Agent

CRM Management

Maintains the Customer Relationship Management (CRM) system by updating records, logging interactions, cleaning data, and ensuring data integrity.

CRM Agent

Content Generation

Generates, refines, and repurposes written content such as blog posts, articles, product descriptions, and social media updates based on prompts.

Content Agent

Inbox/Email Management

Manages email inboxes by sorting and prioritizing messages, drafting replies, flagging important items, and clearing out spam.

Inbox Agent

Operations

Optimizes internal workflows by automating repetitive tasks, monitoring business processes, and identifying operational bottlenecks.

Operations Agent

RFP Writing

Automates the process of responding to RFPs by analyzing requirements, sourcing relevant company information, and drafting initial responses.

RFP Agent

Technical Support

Specializes in resolving technical product issues, guiding users through complex troubleshooting, and diagnosing software or hardware problems.

Technical Support Agent

How it Works

1

We Connect Your
Internal Knowledge Base(s)

Across roles, departments, and business units 

2

We Integrate
Agentic Workflow Agents

To deliver knowledgeable and actionable service 

3

We Activate
Self-learning Feedback Loops

To create smarter and more efficient systems

Business AI Evaluation and Implementation Roadmap:

01

Phase I: Discovery and Assessment

This phase aims to understand the client's business processes and challenges to identify high ROI automation opportunities that align with strategic goals. Key activities involve workshops and data mapping to spot inefficiencies, resulting in a problem statement, AI opportunities list, a preliminary data readiness assessment, and a foundational business case.

02

Phase II: Solution Design and Roadmapping

After identifying opportunities, the next step is to create a customized AI solution by choosing suitable Agent types, language models, outlining data and security needs, and planning system integrations. A crucial deliverable is our phased roadmap that enables a gradual low-cost approach to balance speed and cost.

03

Phase III: Development and Integration

This is the core build phase, where the AI models and supporting infrastructure are developed. This includes training models with prepared data, rigorous testing to ensure performance, and seamless integration with existing business systems and workflows. 

04

Phase IV: Deployment and Scaling

After development, the solution is rolled out into the production environment. This involves configuring systems, providing comprehensive training for end-users on new workflows and best practices, and establishing continuous monitoring mechanisms to track performance. Our goal is a smooth transition and high user adoption.

05

Phase V: Maintenance and Optimization

The lifecycle does not end with deployment. An AI solution requires continuous maintenance and refinement to remain effective. This includes regularly retraining models with new data, monitoring for "model drift" (changes in data distribution that can degrade performance), and establishing feedback loops to incorporate real-world insights.

Market Dynamics Change, Your Business Processes Should Too

What position is your business in?
Falling Behind
AI Leadership
  • Slow replies

  • Poor reviews

  • Rising costs

  • Unanswered calls

  • No missed calls

  • 24/7 responses​

  • Low cost per task

  • Scale with a lean team

Barely Sustaining
  • Manual heroics

  • Constant hiring

  • Margin squeeze

  • Scaling challenges

Staying Ahead
  • Basic live automations

  • Fewer manual steps

  • Faster response times

  • Early measurable wins

Trusted by Agencies, Consultants, Enterprises, and more

"Before inside partners.ai, I got 3 meetings a month. Now I get 12 — without hiring anyone."

Sarah, Owner of a Marketing Agency

General

Ready to build your digital workforce?

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