Build &
connect.
Turn a useful idea into a working agent. Connect your inbox, CRM and business tools, with the right access and approval steps from the start.
AI AGENT IMPLEMENTATION & INTEGRATIONSPut AI agents
to good work.
Clientelly builds, integrates and manages AI agents for small businesses. Connect your tools to handle onboarding, enquiries and support, with your team in control.
THE ART OF KEEPING THINGS RUNNING
People keep the perspective.Built.
Managed.
FROM FIRST IDEA TO EVERYDAY USE
BuildConnectOperateImprove
01 / What we do
A launch is a beginning.
We’re here for what comes after.
Useful on day one.
Looked after on day two.
Our AI agent services connect your tools, your team and the work. We handle the technical details, from the first implementation to ongoing maintenance.
Build &
Keep things
running.
Monitor runs, investigate failures and keep connections healthy. When an agent needs a person, the exception goes to its agreed human owner.
AI AGENT MONITORING & MAINTENANCEMake the next
version better.
Review outcomes and operating costs. Test improvements to prompts, models and workflows, then expand where the results support it.
REVIEW / TESTING / OPTIMIZATION02 / The possibilities
Familiar work. A different way through it.Less on your plate.
More in motion.
Start with the small things that slow your day down. Here are a few workflows we can explore together.
CUSTOMER OPERATIONS
Client onboarding.
Prepare onboarding checklists, catch missing details and draft follow-ups. Your team reviews messages before they go out.
Explore onboarding automationSALES OPERATIONS
Enquiries & CRM.
Summarize enquiries, suggest the next step and prepare CRM updates for review. Give every conversation somewhere to go.
Explore enquiry workflowsSUPPORT OPERATIONS
Support triage.
Group requests and draft answers from approved guidance. Send uncertain or sensitive cases to someone who can help.
Explore support workflowsAnd the work
behind the work.
04 Documents & knowledge +
Extract routine information and prepare answers from approved sources, within each user’s access permissions.
05 Reporting & follow-ups +
Collect updates, flag overdue tasks and prepare reports for someone to check before sharing.
06 Existing agent maintenance +
Review failing workflows, broken connections and inconsistent outputs. Define what it will take to keep your agents useful.
Illustrative workflows, not live demos or customer results. We assess feasibility against your tools, data and approval requirements.
03 / Our approach
Small start. Thoughtful setup. Ongoing attention.One useful workflow.
Then we build from there.
01
UNDERSTAND
Find the right job.
Look at one process, the tools you use and where time gets lost. Agree what a useful result looks like, and whether AI is a good fit.
02
IMPLEMENT
Make it work for you.
Build, connect and test the workflow. Check outputs, permissions, approvals and failure handling before it joins your day.
03
OPERATE & IMPROVE
Maintain what we build.
Under a managed operations agreement, monitor performance, resolve issues and test improvements as your business changes.
04 / Who we work with
Your team.
Your clients.
Our expertise.
A hands-on
operations partner.
Bring AI into a process your team already uses. We handle implementation and ongoing maintenance, with someone to contact when a workflow needs attention.
Talk about your businessYou build the relationship.
We help run the agents.
Add operational support to the agents you deliver. Work with us under an agreed subcontracting or white-label scope, with clear access, responsibilities and escalation routes.
Talk about an agency partnershipNew implementations and existing agents are assessed for fit before we agree to manage them.
A few things we believe in.
Your business stays yours.
You own your accounts and data. Our access is limited to the work we agree.
People have the final say.
Your team approves consequential actions. Every exception has a human owner.
Better is something we check.
Review results against agreed criteria. Test improvements before rollout.
05 / A place to start
Big possibilities.
One clear first step.
Bring us a repetitive task that matters. We’ll assess the fit, agree a scope and build a focused implementation with clear review points.
Already running agents? Start with an operating review, then agree the operational support they need.
Discuss your workflowYOUR FIRST ENGAGEMENT
From “what if”
to working.
- 01 Process & feasibility review
- 02 A defined workflow & integrations
- 03 Access, approval & exception rules
- 04 Testing against agreed criteria
- 05 Handover & a managed operations proposal
Scoped and quoted first. Managed operations are agreed separately, including support hours, response expectations and change limits. Tool and model costs are clarified in the proposal.
06 / Let’s talk
What’s on
your plate?
A task you’re tired of repeating. An agent that needs maintenance. Tell us about the work and we’ll find a practical first step.
Clientelly SupportA person here to help.
Prefer to talk it through? Book an intro call
NOTE RECEIVED
Thanks for letting us
in on the work.
We’ll review your message and reply by email. If you’d like to choose a time now, you can book an introduction call.
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