AI Agents & Automation

CVM builds AI-powered agents that automate complex business processes — from customer support and lead qualification to research synthesis and internal workflows.

Our agents combine large language models, retrieval systems, and custom logic to deliver automation that is accurate, adaptable, and aligned with your operations. The result: faster decisions, lower costs, and smarter execution at scale.

Our agents are built to take real work off your plate — reliably and at scale. Use cases include:

• Customer support – Resolve tickets, answer FAQs, and triage issues with conversational agents
• Lead qualification – Engage prospects, collect structured info, and route qualified leads
• Internal Q&A – Provide fast, accurate answers from internal documentation and data
• Research & synthesis – Analyze documents, summarize findings, and generate briefs
• Workflow automation – Drive processes across apps and APIs using intelligent orchestration
• Knowledge management – Organize, retrieve, and surface relevant content for teams

Not sure if your process is a fit? We're happy to evaluate and offer honest guidance.

We take a phased, systems-focused approach to building AI agents — helping you move from concept to real-world automation with speed, clarity, and confidence. Each phase is designed to reduce risk, deliver value quickly, and align with your operational needs.

We’re happy to support the full lifecycle — but we don’t have to own every step. Some clients engage us to prototype an agent, then take over with internal teams. Others count on us to deploy and continuously support agents in production. Wherever we can add the most value, that’s where we fit in.

1. Idea to Demo

It starts with a problem worth automating. Our Idea to Demo in 2 Weeks offering helps you explore a use case quickly — with a working agent or scripted interaction you can test, refine, and share. It’s the fastest way to understand what’s possible and what it might take to scale.

2. Demo to Prototype

If the demo delivers value, we build out a more robust agent: expanding capabilities, improving retrieval and response quality, and integrating with live data and systems. This phase often includes defining workflows, adding validation logic, and designing safe fallback behaviors. The result: a reliable prototype that’s ready for real users.

3. Prototype to Production

We harden the agent for production: securing infrastructure, optimizing latency and cost, adding monitoring, and integrating with APIs, databases, or business apps. Whether deployed as a Slack bot, internal web tool, or API endpoint, your agent is ready for real-world use at scale.

4. Ongoing Improvement

Agents get better over time — with the right support. We help monitor usage, collect feedback, and roll out improvements as your needs evolve. That might mean refining prompts, updating integrations, or retraining components. We stay involved to ensure your automation keeps delivering real value.

We're not just experimenting with LLMs — we're putting them to work in real businesses. Clients choose CVM because:

• We speak both business and engineering – Our team brings experience across data science, product development, and consulting, enabling us to turn complex ideas into clear, actionable solutions.
• We don’t disappear behind the scenes – You work directly with the people building the model, not a project manager relaying updates.
• We’re fast, but thoughtful – We move quickly without sacrificing rigor, because we know speed matters — but quality matters more.
• We’ve seen what works (and what doesn’t) – Since 2017, we’ve delivered dozens of successful projects — and bring hard-won lessons from the field to every engagement.
• We build trust through transparency – No hand-waving, no black boxes. Just honest, collaborative work focused on results.

Our agents are built to do real work — and get better over time.

We take data security seriously — and back it up with real controls, not just good intentions.

CVM is SOC 2 Type 2 compliant, with security practices audited annually across access controls, data handling, infrastructure, and organizational processes. We’re happy to provide our most recent Type 2 audit report upon request.

We follow strict protocols around data access, storage, and transfer — and design our solutions with your internal security and compliance needs in mind. Whether we’re working with sensitive customer data or internal documents, you can trust that your information is in good hands.

We work across a wide range of LLM providers, APIs, and orchestration tools — and we tailor our stack to fit your environment.

We have experience with:

• LLMs – OpenAI, Azure OpenAI, Anthropic Claude, Mistral, open-weight models
• RAG & retrieval – LangChain, LlamaIndex, FAISS, Qdrant, Weaviate, Pinecone
• APIs & orchestration – FastAPI, Airflow, Zapier, Make, custom task runners
• Monitoring & eval – PromptLayer, HoneyHive, human feedback loops
• Dev tools – Docker, GitHub Actions, CI/CD, container-based deployment

We work on a fixed-cost basis, so you know exactly what you’re getting — and what it will cost — before the project begins.

Every engagement is scoped to fit your goals, timeline, and budget. We’ll work with you to define a clear scope of work, and then deliver it for a flat, transparent fee — with no hidden costs or surprise overages.

This pricing model keeps everyone aligned and focused on outcomes. It also makes it easier for you to plan, get approval, and move forward with confidence.