Custom AI Agents & Automation

AI agents built for your firm’s marketing operations

Marketing teams spend too much time gathering data and not enough time acting on it. Our custom AI agents automate repetitive work so more time is spent on strategy and business outcomes.

Get a Performance Diagnostic

Why They’re More Than Just Chatbots

What are AI agents?

An AI agent is an autonomous software program that perceives its environment, makes decisions, and takes actions to achieve specific goals with minimal human input.

Unlike simple chatbots or automation scripts, AI agents manage multi-step tasks, collaborate with other systems, and learn from the results. Think of them as digital employees — assigned a clear job, trained on your data, and guided by human oversight.

They can hold natural conversations, manage databases, or analyze data patterns, all while staying within the boundaries you define.

How we use custom AI agents

We build purpose-built AI agents that automate repetitive work, surface insights faster, and help our strategists focus on high-impact initiatives.

Automated reporting

AI agents gather data across platforms, prepare recurring reports, and surface the insights our strategists need to prioritize the highest-impact work.

SEO & content research

AI agents accelerate keyword research, competitive comparisons, and content outline development, with every recommendation reviewed by our team.

Workflow automation

AI agents reduce repetitive operational work by organizing information, monitoring changes, and supporting recurring marketing workflows.

Strategy acceleration

By automating repetitive analysis and preparation, AI agents free our strategists to spend more time on consulting, testing, and driving measurable growth.

diagram showing the flow from channels to attribution to decision making

AI agents within the Revenue Performance System

AI agents don’t replace strategy. They accelerate execution by automating repetitive work, surfacing insights faster, and helping every part of the Revenue Performance System operate more efficiently.

Explore the Revenue Performance System

Trustworthy Signals

Measure what AI is doing beyond your website

Traditional analytics miss how prospects discover firms through AI assistants, social platforms, and private sharing.

Trustworthy Signals™ helps measure where your content is being surfaced, referenced, and influencing discovery.

Explore Trustworthy Signals™

Frequently asked questions about AI Agent Development

What is an AI agent?

An AI agent is a purpose-built assistant that can perform recurring marketing tasks, analyze information, and support decision-making based on your firm’s goals and workflows.

How is an AI agent different from ChatGPT?

ChatGPT is a general-purpose AI assistant. Custom AI agents are configured around your firm’s processes, data sources, and recurring workflows so they can perform specific business functions consistently.

What can AI agents automate?

AI agents can support reporting, research, SEO analysis, AI visibility tracking, content operations, and other repetitive marketing tasks.

How long does it take to build a custom AI agent?

Most AI agent projects are completed in 6–12 weeks, depending on the complexity of the workflow, integrations, and business requirements.

What does the ongoing cost of running an AI agent look like?

We use custom AI agents to automate research, summarize reporting, monitor performance, and accelerate content planning. Every recommendation, strategy, and deliverable is reviewed by our team before it reaches a client.

How do you protect our firm's data?

Protecting client and firm data is a core part of every AI implementation. We work within your firm’s security requirements and design AI workflows that align with your existing policies and access controls.

Request a Diagnostic

Find the bottlenecks limiting your pipeline growth

If your marketing activity is not turning into qualified opportunities, the next step is not more guesswork. Share your website and a few details about what you are trying to improve, and our team will review whether a Performance Diagnostic is the right starting point.

The diagnostic is designed to uncover where visibility, conversion, measurement, or channel performance is breaking down, then clarify what to fix first.