AI Agents & Automation — Core Practice

Systems that work while you sleep.

Forge's core practice: bespoke AI agents and automation systems built for businesses that want a teammate, not a tool. Three engagement tiers, from productized starter agents to multi-agent enterprise operations. Adjacent practices in GEO, SEO, and Website Design — see below.

How it fits together

We build five kinds of intelligent systems for businesses that take the next decade seriously: bespoke AI agents that operate autonomously, AI automation that eliminates repetitive work, custom workflows that wire your stack together — plus adjacent practices in GEO (getting cited by AI search), SEO (technical search foundations), and Website Design (conversion-engineered builds with AI baked in). Most clients start with one and ladder into the rest.

01

Bespoke AI Agents

A teammate built for your exact problem — not a tool you have to babysit.

AI agents are software that can reason, plan, and act without you in the loop. We build them tuned to your business — trained on your data, connected to your tools, scoped to a real job. The output isn't 'AI features' bolted onto your stack; it's an autonomous operator that handles a function so your team can stop handling it.

What's included

  • Sales research and outreach agents
  • Customer support and escalation agents
  • Internal knowledge and Q&A agents
  • Competitive intelligence agents
  • Proposal and contract generation agents
Outcome

Less 'you using AI' and more 'AI doing the work.' Most clients replace 1–2 hires of overhead within 90 days.

02

AI Automation

Eliminate the work that shouldn't need humans.

We identify the highest-cost manual processes in your operation and replace them with intelligent, self-running systems. From data entry and document processing to email triage and reporting — if it's repetitive, we automate it.

What's included

  • Document & data extraction pipelines
  • Intelligent email and inbox management
  • Automated reporting and dashboards
  • CRM data hygiene and enrichment
  • Multi-step approval and routing workflows
Outcome

Clients typically reclaim 20–40 hours per week per team within the first month.

03

Custom Workflows

Your stack, wired together the right way.

Every business has a unique tech stack and a unique set of bottlenecks. We design and build end-to-end workflow systems that connect your existing tools — CRM, ERP, project management, communication platforms — into a single, automated operating layer.

What's included

  • Cross-platform tool integrations (HubSpot, Salesforce, Notion, Slack, and more)
  • Trigger-based automation chains
  • Custom webhooks and API connectors
  • Lead routing and qualification pipelines
  • Client onboarding and fulfillment flows
Outcome

Clean handoffs, reliable signal, no work lost in the gaps between tools.

Investment

Three engagement tiers. Pick the altitude.

We engage at three altitudes — from a productized starter agent that ships in two weeks, to multi-agent enterprise systems that take six months. The right tier depends on whether you want a tool, a teammate, or an operations layer.

Starter Agent

One agent. One job. Live in two weeks.

$1,500 – $3,500
One-time · optional $250 / mo monitoring (not required)

Best forSmall businesses or teams testing a specific agent use case before committing to deeper work.

OutcomeA fully deployed agent for a single use case — lead qualifier, intake bot, FAQ assistant, support triage, internal Q&A. Productized scope, fixed price, fast turnaround.

Single agent, single integration, single workflow. For multi-step workflows or deep integrations, see Bespoke Workflow.

What's included

  • One agent built to a defined scope
  • Single integration (CRM, helpdesk, chat platform, or internal tool)
  • Hosting, deployment, and 30-day stabilization window
  • Documentation handoff
  • Optional $250/mo monitoring + tweaks (not required to operate)
Start with Starter Agent
Recommended

Bespoke Workflow Agent

A teammate that runs an entire workflow.

From $7,500
+ $2,000 – $3,000 / mo retainer · 6-month minimum

Best forSMBs replacing a function or augmenting a team — RevOps, customer success, support, sales research, content production.

OutcomeMulti-step agent connected to your full stack, trained on your business context, with continuous tuning and oversight. Functions like a junior hire that doesn't take PTO.

Build is scoped against actual hours; we quote within a band after a 30-min discovery call.

What's included

  • One multi-step workflow agent with up to 5 integrations
  • Trained on company-specific data and context
  • Deployment + 60 days of stabilization included in the build
  • Monthly retainer covers monitoring, tuning, scope expansion, error correction
  • Quarterly strategy review
Build with Bespoke

Multi-Agent System

Replace a function. Run a department.

From $20,000
+ $5,000 – $15,000 / mo retainer · 6-month minimum

Best forCompanies treating AI as core operations infrastructure, not as a feature.

OutcomeMultiple connected agents covering an entire operations function — sales research, customer success, content engine, internal Q&A. The AI layer of your business.

Project-managed sprints, weekly checkpoints, hands-on engagement throughout. Quoted per engagement.

What's included

  • 3–8 connected agents covering a full operations function
  • Deep CRM, ERP, and internal-tool integration
  • Custom data ingestion and continuous training
  • Dedicated weekly sprint cadence + monthly executive review
  • First-year roadmap with quarterly milestones
Scope a Multi-Agent System

Tier 2 and Tier 3 are quoted after a free 30-minute discovery call. Tier 1 is fixed-price productized scope. Setup invoiced at signature, due net 15. Monthly retainers invoiced on the 1st, due net 15.

Tier line is drawn at scope, not dollars. Tier 2 = ONE workflow agent. Tier 3 = MULTIPLE connected agents covering a function.

Adjacent practices

We also run three adjacent practices.

Most clients start with the AI agent practice and ladder into one or more of these. Same operator, same engineering brain — different surface.

The Process

From audit to autonomous in 72 hours.

01

Audit

We map your current operations in a 30-minute strategy call and identify the 2–3 highest-leverage automation opportunities.

02

Architect

We design the exact systems — agent swarms, workflow automations, or integrations — tailored to your tools and business model.

03

Deploy

We build, integrate, test, and hand over a fully working autonomous system. Typical turnaround: 72 hours.

Ready to remove your biggest bottleneck?

Book a free 30-minute strategy call. We'll identify exactly which system will move the needle fastest for your business.

Book a Strategy Call
Free top-of-funnelFree

See exactly how AI engines describe your business — before you book.

Forge Compass is our free self-serve audit. Run a scan against your domain and get a structured report on entity health, category visibility, and attribution leaks. We follow up within 24 hours with a personalized walkthrough.

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