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Sourcy AI · Consulting, agents and automation
Connect the office, customer requests and work in the field. Based in Bokeelia, Sourcy implements AI agents, business automation and industry platforms for Southwest Florida teams from Sarasota and Venice through Fort Myers and Cape Coral to Naples.
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 an estimate request, the customer and location details, the next task and the project owner. Sitework provides contractor context; a scoped integration can reduce re-entry between intake and project work. Review incomplete requests and work outside the service area.
Use Blueprint to connect the client, scope, discipline assignments, documents and billing milestones. Start with one project type and verify who can see or change each record before expanding across the firm.
Use Agency Nexus as the home for client and policy context. Define how an incoming request becomes a task or prepared document, and which actions need a licensed team member to review or complete them.
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.
Onsite discovery and training can be scoped from Sourcy’s Bokeelia headquarters. We agree the locations, team participation, access requirements and delivery schedule before starting. Remote work and onsite sessions are planned around the workflow rather than a blanket deployment deadline.
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.
