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Sourcy AI · Consulting, agents and automation
Give your people and AI agents one connected business context. Sourcy helps South Florida companies plan and implement AI workflows, from West Palm Beach and Boca Raton through Fort Lauderdale and Miami to the Florida Keys.
Sourcy turns a business workflow into a working combination of records, software and AI agents. The scope can include assessment, platform setup, integrations, data preparation, testing and team training. Your team defines permitted actions and keeps review over consequential decisions.
Map what English and Spanish callers or website visitors need, which details to capture and who takes the next action. A voice or chat workflow can gather context and route the request; test both languages, incomplete information and human escalation before launch.
For teams serving several counties, agree the source customer or project record and the owner for each territory. Design permissions and routing before connecting agents, so an inquiry does not become duplicate records in multiple offices.
Insurance agencies can scope document preparation around Agency Nexus; A&E firms can scope project and proposal coordination around Blueprint. Test what an agent can prepare, how a person reviews it and where the approved result belongs.
Identify the owner, current steps, volume and outcome to improve. Use a representative example to agree the first release and its baseline.
Confirm records, APIs, permissions and exceptions. Configure the platform or agent and test normal work, missing information and human review.
Hand the workflow to the team with documentation and responsibilities. Compare time, quality and operating cost with the baseline before expanding.
We quote after reviewing the workflow, systems, data and delivery needs. The proposal should separate implementation, subscriptions, AI usage, telephony and support. Start with a testable first workflow; a platform subscription alone does not include a custom integration.
Sourcy is headquartered in Bokeelia and serves South Florida through scoped consulting and implementation engagements. Discovery, access, remote collaboration, any onsite visits and training are agreed in the proposal. We do not present service areas as physical branch offices.
We assess available APIs, exports and access. If a required connection is not supported, it is identified before agreeing the build. A Sourcy platform can be the foundation or one part of a connected workflow.
Yes, for supported tasks where information can be captured, extracted or transferred with suitable accuracy. Define the fields, validation, permissions and exception handling before permitting automatic changes.
Agency Nexus focuses on insurance agencies, Blueprint on architecture and engineering firms, and Sitework on contractors. Sourcy DATA supports prospecting with business information. Consulting identifies the platform and any additional work your workflow requires.
