Custom AI Agents for Operations Teams | Svolta
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Services, sold separately
1:1 AI ConsultTwo 45-minute calls a month with Mac, a written action list after each call, and a straight answer on the AI tools and pitches already on your desk.
AI Review and RoadmapA fixed-price look at where your team is losing hours. You get a ranked, costed roadmap showing what to automate first, what it should save, and what not to touch yet.
Custom AI AgentsWe build agents into the tools your team already uses. They handle repeat work like quote prep, supplier follow-up, customer updates, reporting, and reconciliation, with people keeping the judgment calls.
See the delivery process →Selected work →
By industry
Trades and Field ServiceAgencies and Production TeamsSuppliers and DistributorsRetail and Ecommerce OperatorsEquipment Hire and RentalFacilities MaintenanceConstruction SubcontractorsLight Manufacturing and Industrial ServicesContainer Services and Freight Admin
By outcome
Get operator hours back, counted weeklyMake the agent work easy to checkGive the agent records it can trust
Featured caseMKTG runs research, copywriting and reporting on AI agents, saving around 120 hours a weekRead the case →
1:1 AI Consulting · AI Audit and Roadmap · Custom AI Agents

Stop doing the same work twice.

Every quote, chase, and close-out you hand off is time back for the calls only you can make. Clients typically see their agent pay for itself within weeks of reclaimed hours, no added headcount, no dropped margin. You keep the judgement calls. The agent does the legwork. Start with a conversation, not a commitment. Book your 1:1 AI Consult and find out exactly where the repeat work in your business could stop.

Book a free consultationSee the three services
Packages

Explore. Plan. Build.

Three ways in, one direction. Whether you want a straight answer, a cost plan, or agents working the repeat admin such as payroll, email updates, data entry and more, you choose where to begin. No step is a gate to the next, you only take the ones worth taking.

Your AI journey
Explore

1:1 AI Consult

Two calls. Clear direction.

Not sure where AI fits your operation? Start here. In a focused 1:1, we look at how your team works and show you exactly where agents can take the repeat load off, no jargon, no guesswork. Most teams are losing hours a week to admin nobody’s ever actually audited; this is where you find out how many, and where.

You bring the questions. We bring the map.

Best for: operators who want a low-commitment first step before investing.

Deliverable

$1,195/month AUD. Two calls a month, written action lists, vendor advice, and the first month refunded if it is not useful.

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Discovery

AI Review and Roadmap

Find the repeat work. Map the fix.

We go deep on a selected team’s operation, every quote, update, chase, and closeout, and pinpoint what’s eating your team’s time. These are the same manual handoffs where small errors slip through unnoticed, sometimes until a customer catches them first. You walk away with a prioritised roadmap: what to automate, in what order, and what it’s worth.

You keep running the business. We hand you the plan.

Best for: teams ready to act, but who want a clear cost plan before building.

Deliverable

A ranked, costed roadmap in 1 to 3 weeks. Yours to keep whether or not you build with us.

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Build

Custom AI Agents

Your agent. Your workflow. Zero repeats.

We build AI agents tailored to your business and put them to work on the repeat admin: quotes, customer updates, supplier chasing, reports, close-out packs, reconciliation. Fully set up, tuned to how you operate so you can take on more work without taking on more headcount, and the hiring and training costs that come with it.

You keep the judgement calls. The agent does the legwork.

Best for: businesses ready to hand the repeat work over for good.

Deliverable

Fixed scope and price before work starts, built inside your environment, with training, runbooks, quality checks, and operating notes at handover.

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Delivery process

How work moves from first call to handover.

The services are separate offers. Delivery is the path when a workflow moves forward: free call, Audit if the numbers need proving, build if the scope is clear, then training and handover.

ROADMAP

Audit and roadmap

A Business Analyst examines the workflows you already suspect, investigates the ones around them, and ranks the genuine opportunities by hours recovered. What you get is a quantified roadmap, not a slide deck.

Deliverables

  • Workflow map
  • Ranked opportunity list
  • ROI range per item
  • Costed roadmap

People involved

  • Business analyst
  • Technical lead for integration review
BUILD

Build the first workflow

Our team builds the approved workflow inside your environment. Data and integrations first, then the agent, then the handover material your team needs to run it.

Deliverables

  • Production workflow
  • Quality checks
  • Runbooks and dashboards
  • Handover docs

People involved

  • Technical lead
  • Product engineer
  • Implementation engineer
  • Business analyst for handoffs
OPERATE

Ongoing Support

After handover, most teams keep us on to protect the investment. Operate covers quality checks, model changes, incident response, and small workflow updates as scoped so the agent keeps performing as your business changes.

Deliverables

  • On-call coverage
  • Quality checks
  • Model upgrades
  • Quarterly reviews

People involved

  • Support engineer
  • Technical lead
  • Business analyst when workflow changes
What agents should do

The agent does the steps. You make the call.

Good agent work is practical. It pulls the records, drafts the update, checks the rules, and flags anything unusual. Your estimator, coordinator, producer, or manager still owns the decision.

One workflow, four steps

  1. Gathers the records

    AI pulls the day's queue from your systems.

    Your team

    Reviews the output

  2. Checks the rules

    It drafts a result for each item in the queue.

    Your team

    Corrects drafts that need it

  3. Flags what's unclear

    It routes unclear cases to a person, never a guess.

    Your team

    Decides the edge cases

  4. Files and logs

    It posts the result and records every step taken.

    Your team

    Signs off on the final result

The example is a reconciliation queue, but the shape is the same for quotes, close-out packs, supplier updates, reports, and customer replies: the agent runs the repeat steps, and your team checks the output.

Who this fits

Built for operators with real volume and messy handoffs.

If your repeat admin is spread across inboxes, spreadsheets, job systems, ERPs, and field apps or stuck in the head of one senior person we're a fit. Trades, agencies, suppliers, distributors, retail operators, hire businesses, facilities teams, subcontractors, light manufacturers, and freight-admin teams are the right shape.

01

Trades & field service

We build agents that turn job notes, photos, supplier prices, and service history into quotes, updates, and close-out paperwork your team can review instead of rebuild.

Explore →02

Agencies

We build agents that help agencies turn research, drafting, reporting, QA, and client updates into review work instead of blank-page work.

Explore →03

Suppliers

We build agents that handle supplier emails, order updates, quote requests, stock questions, and weekly reports so the team stops copying facts between systems.

Explore →04

Retail & ecommerce

We build agents that help retail operators handle order questions, returns, stock mismatches, supplier delays, and weekly trading reports.

Explore →05

Equipment hire

We build agents that help hire teams handle availability checks, quote prep, damage reports, service records, and invoice exceptions.

Explore →06

Facilities

We build agents that help maintenance providers handle work orders, technician notes, SLA updates, close-out packs, and client reports.

Explore →07

Subcontractors

We build agents that help subcontractors prepare quotes, variations, site updates, close-out packs, and supplier follow-ups.

Explore →08

Light manufacturing

We build agents that help manufacturing and industrial service teams handle quote prep, order entry, QA paperwork, supplier follow-up, and maintenance records.

Explore →09

Freight admin

We build agents that help container and freight-admin teams handle customer service, quote prep, document matching, and invoice reconciliation.

Explore →
1:1 AI Consulting

The ROI shows up on the first call.

"That was the most useful 45 minutes of my entire life. I've just saved myself minimum 14 hours a week in admin work."

Strategic Acquire Accounting logoGreg BlackabyCEO, Strategic Acquire Accounting
14hrs
admin saved per week
45min
call that started it
1
consulting session
$1,195/mo
ongoing access

One named client, quoted word for word. More will appear here as clients agree to go on the record.

Explore 1:1 AI Consulting
Where the agent works

Inside the tools your team already uses.

The agent is built against the systems and records your team already trusts: job systems, CRMs, ERPs, ticket queues, email, documents, and field notes. It does not ask the team to work from another empty dashboard.

SalesforceHubSpotMicrosoftGoogle DriveGoogle DocsGoogle WorkspaceMicrosoft TeamsSlackOutlookZendesk
SAPNetSuiteXeroQuickBooksStripeAWSMicrosoft AzureGoogle CloudSnowflakeServiceNowNotionAtlassian
SnowflakeDatabricksBigQueryAWSMicrosoft AzureGoogle CloudSlackMicrosoft TeamsNotionAtlassianTableauFivetran
XeroMYOBServiceM8ProcoreSimPROAroFloOutlookSlackHubSpot
CRM & sales
SalesforceSalesforceHubSpotHubSpotDynamics 365Dynamics 365PipedrivePipedriveZohoZohoGongGong
Support & ITSM
ServiceNowServiceNowZendeskZendeskIntercomIntercomFreshworksFreshworksJira Service MgmtJira Service MgmtSalesloftSalesloft
Finance & ERP
SAPSAPNetSuiteNetSuiteWorkdayWorkdayXeroXeroMYOBMYOBQuickBooksQuickBooksSage IntacctSage Intacct
Field service & jobs
ServiceM8ServiceM8ProcoreProcoreSimPROSimPROAroFloAroFlo
Payments & spend
StripeStripeCoupaCoupaRampRampBrexBrexBill.comBill.comExpensifyExpensify
Data & warehouse
SnowflakeSnowflakeDatabricksDatabricksBigQueryBigQueryPostgreSQLPostgreSQLFivetranFivetrandbtdbt
Collaboration
SlackSlackOutlookOutlookMicrosoft TeamsMicrosoft TeamsNotionNotionAtlassianAtlassianAsanaAsanaGoogle WorkspaceGoogle Workspace
Models
OpenAIOpenAIAnthropicAnthropicMistralMistralGeminiGeminiLlama (open weights)Llama (open weights)AWS BedrockAWS Bedrock

Model-agnostic by design. We route per task and swap providers without a rewrite.

How we think about the work

The fastest wins are usually hiding in boring admin.

The best first agent is rarely glamorous. It is usually the quote draft, the supplier follow-up, the close-out pack, the customer update, the weekly report, or the reconciliation queue.

That work matters, but it should not need a good person rebuilding the same facts every week. The agent can gather the records, prepare the first pass, and flag the exceptions. The person still decides.

That is why we start with the work, not the model. If the workflow is a fit, we show the numbers. If it is not, we say so before anyone spends build money.

The Svolta team
Data, access, and logs

Your data stays where the work is.

We agree where your data is stored, who can access it, what the agent is allowed to touch, and what gets logged. Customer-visible outputs keep a record your team can inspect.

Compliance

SOC 2 Type IIProvider
ISO 27001Provider
Privacy ActData handling
GDPRAdherence

Guarantees

  • Region-pinned, single-tenant. Your data is pinned to the region you choose. Never pooled.
  • Data residency you control. Region-pinned storage and processing.
  • Full audit trail. Every source lookup, decision, and escalation is logged.
  • RBAC & SSO. SAML / OIDC, scoped roles, least privilege by default.
  • No training on your data. Your corpus is never used to train shared models.
Common questions

The questions people ask before they book.

Plain answers to the questions that come up before a free consultation. If yours is not here, bring it to the call.

It's a 1 to 3 week, paid engagement run by a Business Analyst. You bring the workflows you suspect AI could change. We map the handoffs, validate the numbers, add nearby opportunities you missed, and price each one against the operator time it would recover. Fixed price, fixed scope, owned by you whether or not you build with us next. A free 30-minute Consultation books the work.

Plan for 50 to 80 percent of the operator time on a given workflow, not the whole role. Your reconciliation analyst still owns the judgment calls. The agent handles the repetitive middle of her week. We won't sell you full automation because full automation does not land in mid-market ops.

If you have a senior technical team with real capacity, build it. Most operators do not. You have the domain knowledge and the records; we bring the agent, system connection, and quality-check experience, then hand the system back at the end.

The build runs inside your environment and is governed by the engagement terms. At handover you receive training, runbooks, quality checks, and operating notes. Ongoing coverage through Operate is optional, not a leash.

The system runs single-tenant with data stored in the region you require, and your records are never used to train shared models. Where the engagement needs deployment inside your own boundary, we scope it that way from the start. Every important source lookup and decision is logged.

The Audit runs 1 to 3 weeks and ends with a costed roadmap. Build is typically 7 to 17 weeks after scope is signed, depending on integrations and data readiness. The combined path is scoped to keep Audit plus Build inside an 8 to 20 week delivery window where the workflow allows it.

No. Consulting is monthly, cancel anytime, with the first month refunded if it isn't useful. Operate ends on 30 days' written notice from either side. Audit and Build are fixed-scope engagements with no auto-renewal: you own the Audit deliverable outright, and you can end a Build early on 14 days' notice per the terms. We do not sell seats, platform subscriptions, or retainer traps.

Book a free consultation.

A 30-minute call. Bring the repeat admin you want off the team's plate. We tell you which service fits, or whether you should do something simpler first.

Book a free consultation