One click to choose, one click to go.
Sourcy AI · Consulting, agents and automation
Give your business an AI brain, then connect the work around it. Sourcy builds and implements custom AI agents and industry-specific platforms for Florida businesses, from the first workflow assessment to team rollout.
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.
Start with Agency Nexus for insurance agencies, Blueprint for architecture and engineering firms, or Sitework for contractors. Configure records, roles and a representative workflow before migrating the wider operation.
If your core software already works, identify a task and the supported API or export it needs. Scope an agent to gather context, prepare work or update permitted records, with clear review and exception handling.
When the bottleneck starts with new inquiries, connect lead capture and qualification to the correct business record and follow-up owner. Sourcy Growth can support acquisition; AI implementation connects the operational handoff.
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.
It should name the first workflow, systems and data involved, allowed agent actions, deliverables, acceptance tests, training and support. Separate implementation fees from software subscriptions, model usage, telephony and recurring services. Confirm delivery arrangements and timing against the actual scope.
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.
