Custom AI agents
AI agents for business, built into the systems you already run
What it is
An AI agent for business is software that watches a system you already use, such as your CRM, and does defined work inside it: qualifying new leads, drafting follow-up, preparing meeting briefs, flagging what needs attention. MKTNG builds custom agents for small and mid-sized companies. Each one runs on a written record of the company, and a person approves anything it sends.
Your best salesperson is your worst data-entry clerk
The people who are good at winning work are rarely the people who log it. Leads sit for a day because everyone's in the field. Follow-up happens when someone remembers. The CRM you pay for every month holds half the story, and the other half is in a truck.
An agent does that back-half work: the minute a lead lands, every time, in your voice.
What a Revenue Agent does all day
The first agent we build for most companies is a Revenue Agent. It lives in your CRM and talks to you in a chat thread on your phone.
- Qualifies each new lead as it arrives and tells you who's worth a call
- Drafts the follow-up in your voice, for you to approve
- Briefs you before every meeting with what the CRM knows
- Watches live proposals and tells you which sections got read
- Sends a morning digest and keeps a weekly scorecard from your own data
It works in HubSpot, Follow Up Boss, Pipedrive, and Zoho. It reads and appends. It never overwrites a record and never sends on its own.
The agent is only as good as what it knows about you
An agent pointed at a messy CRM will be confidently wrong at machine speed. So every agent we build runs on Groundwork, the written record of your company: what's true, how you talk, who you serve, what you won't say. At BrightWork Realty Advocates, the first job was rebuilding 2,642 CRM tags down to about 60. The agent came after.
Our rule for the order: knowledge first, integration second, autonomy last.
Proof from a live pipeline
BrightWork's agent is named Trevor. Live since June 2026. Median time from new lead to first touch is 7.7 seconds. It has raised 119 proactive lead alerts, and every message goes out under the founder's name because he sent it himself.
Read the BrightWork case study
We run the same pattern on MKTNG's own pipeline.
After revenue, the next department
We name agents by the department they serve: Revenue Agent first, then operations, finance, or whichever team has the most repetitive, high-consequence work. Each new agent starts from the same Groundwork, so nobody re-explains the company to a new tool.
Once an agent is live it runs under managed AI services, and the numbers it produces feed how you measure AI ROI.
It starts with a Working Session.
One conversation with your team about where you want AI to take the company, and what you're working with today. It's step one of six, and the start of Discovery and Roadmap.
Book a Working SessionTell us about your work, and the people it's for.
Questions we get
What is an AI agent for business?
An AI agent is software that monitors a business system and performs defined tasks inside it, such as qualifying leads, drafting replies, or preparing reports. A chatbot waits for a question. An agent watches for events and acts on them, within limits a person sets.
What is the difference between an AI agent and a chatbot?
A chatbot answers when asked. An agent works unprompted on events in your systems: a new lead, an opened proposal, a meeting tomorrow. Ours prepare the work and a person approves it.
Which CRMs do your agents work with?
HubSpot, Follow Up Boss, Pipedrive, and Zoho today. The agent reads and appends to your existing CRM and never requires you to replace it.
Can an AI agent send emails on its own?
Ours don't. The agent drafts, you approve. Autonomy is granted in stages, and each grant is a human decision.
How long does it take to build a custom AI agent?
A Revenue Agent is typically live in your CRM in six to eight weeks, including the knowledge foundation underneath it.
Is an AI sales agent the same as an AI SDR?
No. AI SDR tools send outbound messages at volume. A Revenue Agent works the leads you already have, inside your CRM, and everything goes out under a real person's approval.
What is Groundwork?
Groundwork is the structured record of your company that every agent reads from. It's written in open-format files you own. Every agent runs on Groundwork.