AI agents that watch your business, act within rules and escalate the rest.
Custom agents take over recurring work that follows rules but still needs judgement. Each agent watches for something, acts within limits you set, and escalates to a person when it should. The language model words the work; your rules decide what happens.
Palmline Labs · Module C- Invoices, documents and follow-ups slip because nobody owns the reminder
- Leads wait in an inbox until someone has time
- Skilled people spend hours on preparation instead of decisions
- Spreadsheets of deadlines are checked by hand, when someone remembers
How the custom agents works.
Watch
The agent monitors a signal: an unpaid invoice, an expiring licence, a new lead, a change in a customer's behaviour.
Act within rules
It does the routine part itself, within limits you define: sending a reminder, preparing a draft, updating a record.
Escalate
Anything outside the rules goes to the right person with a short summary, so they decide in minutes instead of digging.
Where it fits
- Chasing overdue invoices with the right tone for each customer
- Flagging permits, badges and certificates that expire per employee
- Routing inbound leads to the right salesperson with a researched brief
- Spotting customers who are slowing down before they churn
Typical systems it connects to
- Accounting and invoicing
- HR and planning tools
- CRM and inbox
- Spreadsheets you already keep
Your exact systems are mapped during the fit check. If it has an API or an export, we can usually work with it.
Custom agents: questions, answered.
Can an agent make decisions on its own?
Only within the limits you set. Anything outside those rules is escalated to a person.
What is a good first agent?
A repetitive task with clear rules and a real cost when it slips, such as overdue invoices or expiring documents.
- AI Order DeskCustomers ask, book and order on WhatsApp or email. The AI answers in their language, checks your systems and hands over to a person when it should.
- Intelligence layerAsk your business anything. One AI connected to accounting, ERP, operations, bank and CRM, answering with your real numbers.
Want an custom agents in your company?
Thirty minutes, no pitch. We’ll tell you honestly if it fits.