Services · Managed AI agents

Give your whole team AI agents that know your business. Shared, connected to your systems, and tested every week.

We connect your systems, clean up the data underneath, and build agents your team uses from Slack. Your company owns their context, skills and memory.

Book an auditTalk about an agent

Built as a project. An optional small retainer keeps it improving.

01 Connect your systems

The tools you run on

  • SalesforceCRM
  • HubSpotMarketing
  • NetSuiteERP
  • StripeBilling

The files nobody else will touch

  • Legacy databaseSQL 2008
  • FTP folderSFTP
  • Vendor flat files.CSV
  • Spreadsheets.XLSX

02 Clean up your data

Your reliable data layer

Definitions
MQL = form fill + fit score 70+
Checks
42 of 42 passing
Pipelines
Synced 4 min ago

03 Build agents your team uses

#sales-opsTuesday

Dana

What counts as an MQL for us?

GTM AgentApp

A form fill with a fit score of 70 or higher. You had 1,284 last quarter, up 12%.

SalesforceWarehouseDefinition: MQL

Dana

Route last week’s MQLs to Sarah’s team.

GTM AgentApp

Done. 86 leads routed to Sarah’s team.

Workflow ran

Why it matters

Turn AI into a company asset that compounds. Shared by your whole team, and better every week.

The best company workflows usually begin with one curious person. They connect a few tools, write better prompts, build a repeatable workflow, and start getting real leverage.

Then the workflow lives in their account. The context lives in their chat history. The skill lives in their head. Everyone else is still starting from scratch.

A managed agent changes that. Your team gets shared agents, connected to the systems your company runs on. People can ask questions, trigger workflows, and share answers, all from Slack. The agent's context, skills, and memory are built for the whole team.

And it gets better on purpose. We evaluate the agent against real questions, so improvement is measured, not assumed.

Today

Dana’s laptop
  • prompts-v7-final.txt
  • Chat history2,148 messages
  • renewal-workflow.pyOnly Dana runs it

Lives with one person. Everyone else starts from scratch.

With a managed agent

  • Sales
  • Finance
  • Operations
Your company’s agentContextSkillsMemory
  • Marketing
  • Customer success
  • Leadership

Tested every week against real questions

Everyone asks the same agent, and it improves every week.

The work stops living with one person and starts compounding for the company.

AI agents

AI agents connected to the way your company works. Ask, trigger and share from Slack.

  1. Owned by your team

    Your company owns the agent's context, skills, and memory. It becomes a compounding asset, not another subscription.

  2. Shared context

    Your business definitions, customer segments, and edge cases live with the agent, not on someone's laptop.

  3. Connected to your real systems

    Salesforce, ERP, warehouse, internal databases. Wherever truth lives, the agent reads from it.

#revenue-ops14 members

Maya

@GTM Agent which renewals next quarter look at risk?

GTM AgentApp

  • Loaded team memory: renewal playbook
  • Used your definition: at risk = usage down 30% in 60 days
  • Read Salesforce renewals and product usage from the warehouse

Three renewals next quarter look at risk, worth $412K in annual revenue.

AccountRenewsUsage, 60 days
Halcyon FreightJan 14−41%
Brightline HealthFeb 2−36%
Corbel SystemsMar 9−33%

Share to #cs-teamOpen as a sheet

Maya

Share it with CS and flag each account owner.

GTM AgentApp

Posted in #cs-team and tagged all three owners. 3 tasks created

The value is the managed context.

  • Controlled access for reads and updates
  • Permission-aware access
  • Auditable workflows
  • Ongoing monitoring

How it’s delivered

Get a working agent in one project. Then keep it sharp, if you want to.

Scope it

We pick the questions and workflows that matter most to your team, and agree on a set project.

Build and test it

We connect the agent to your systems and test it against your team’s real questions before launch.

Keep it improving

Optional: a small monthly retainer to keep testing it, add skills, and keep up as your business changes.

The foundation

Agents your team can trust start with clean data.

If your definitions don’t match or your pipelines drift, the agent will repeat the mistakes. We fix the foundation as part of the project.

See how we build it

Case study · Spark Hire

How Spark Hire Scaled Customer Account Reviews with AI in Slack

A custom AI agent designed and built by Agreeable Data on Anthropic’s Claude Managed Agents lets Spark Hire review customer accounts from Slack and capture the results in Salesforce.

Read the case study

Where to start

Give your agents numbers they can trust. Start with a Revenue Analytics Audit.

The audit shows where your data breaks before an agent ever reads it. Its fee is credited in full when you keep working with us.

Book an auditTalk about an agent

Read-only access. 100% credited back if you keep working with us.