Custom AI agents
Build agents for intake, lead qualification, follow-up, document preparation and internal coordination, with the business context each task needs.
Custom AI that works inside your business.
Turn a time-consuming workflow into a connected AI system. Sourcy designs, builds and implements custom AI around your business data, software and team.
What is custom AI implementation?
Custom AI implementation is the work of turning a business process into a usable AI system: mapping the workflow, connecting data and software, building agents, testing their actions and training the people who will use them. Sourcy provides this service for businesses that need more than a standalone AI chat window.
Build around the work you need done
Workflow and system integration
Connect the CRM, AMS, ERP and business tools involved in the process through supported APIs and approved access. Confirm the available connections before the build.
Voice and chat AI
Handle incoming questions, capture information, route requests and support follow-up through voice or chat workflows.
Business knowledge and documents
Organize source material so AI can retrieve relevant information and extract data from business documents. Define what needs verification before use.
Data migration and preparation
Inventory source records, map fields, clean data and reconcile imports when a workflow or new platform depends on moving information.
Testing, training and improvement
Test representative tasks and exceptions, train the team and review the first release against the operating goal.
A practical path from problem to production
Define the first useful release
Choose one workflow, name its owner and agree how success will be measured: turnaround, completed tasks, response time or time spent.
Build and test in context
Connect the necessary records and tools. Test normal work, missing data, exceptions and approvals before rollout.
Launch with your team
Train users, document the workflow and review results. Expand after the first use case is working.
Choose a first workflow you can test
A useful AI build has clear inputs, permitted actions and a result the team can check. These examples describe possible implementation scopes; available actions depend on your systems and approved access.
Inquiry to assigned task
Collect the customer’s request, match it to an existing record where possible, create a task and notify its owner. Test incomplete details, duplicates and requests that need a person.
Document to structured record
Extract the agreed fields from supported documents, present uncertain values for review and write approved information to the destination system. Compare samples with the original records.
Project status to follow-up
Read approved status fields, identify the next owner and prepare a follow-up or update. Verify permissions and avoid sending messages or changing records without the agreed approval rules.
A scope and budget matched to the work
Custom development is quoted around the workflow, systems, data readiness and rollout needs. We separate implementation work from subscriptions, model usage, telephony and ongoing support so you can assess the full cost.
Frequently asked questions
Should I choose a Sourcy platform or a custom AI build?
Start with Agency Nexus for insurance agency operations or Blueprint for architecture and engineering firm operations. Choose custom implementation when you need a unique workflow, integration or agent beyond the platform configuration.
Can Sourcy work with our existing software?
Sourcy assesses the APIs, exports, permissions and provider requirements available for your systems. The proposal identifies the supported connections and any migration needed before work starts.
How much does custom AI implementation cost?
Cost depends on the scope, data, integrations, testing and support. Request a written quote with implementation fees, recurring services and usage costs separated.
How long does a custom AI project take?
The timeline depends on access to your systems, data readiness and the complexity of the first release. Sourcy defines milestones after discovery rather than promising the same schedule for every business.