Operations work that should not need a human is still manual
CRM updates, follow-up emails, lead routing, onboarding steps. Your team does it every day.
Custom AI agents that take multi-step actions inside your business. Follow up with leads, update your CRM, resolve tickets, handle onboarding. It runs, you close.
Sound familiar?
Operations work that should not need a human is still manual
CRM updates, follow-up emails, lead routing, onboarding steps. Your team does it every day.
Your CRM is always out of date
Because updating it manually competes with doing the actual work. So it does not get updated.
Follow-up falls through the cracks
The deal that almost closed gets forgotten because the next urgent thing took over.
Generic AI tools do not know how your business works
ChatGPT does not know your pipeline, your clients, or your process. A custom agent does.
The misallocation
WHAT YOUR TEAM DOES
WHAT THEY SHOULD BE DOING
WHAT OCTIFY DOES
What We Build
Executes multi-step workflows inside your operations. Runs on a schedule or triggered by events.
Updates your CRM, drafts follow-ups, prepares meeting briefs, and tracks activity automatically.
Proactively reaches out to at-risk or lapsed customers. Personalised. Persistent. Automated.
Resolves support tickets, handles refunds, books appointments, and escalates only what needs a human.
Qualifies inbound leads, collects required information, and routes them to the right person or next step.
Guides new customers through onboarding automatically. Checks in, prompts actions, surfaces blockers.
Agent Capabilities
Logs activity, updates fields, creates records, advances stages.
Email, SMS, internal chat. Triggered by events, sent on schedule, replies to inbound.
Reads from your knowledge base, contracts, and operational data when it needs context.
Connects to your full stack and orchestrates multi-step actions that span systems.
Deployment
We map what the agent needs to do, what systems it touches, and what decisions it can and cannot make on its own.
We build the agent, test against real scenarios with your actual data, and integrate it into your stack end to end.
Goes live with monitoring. Human-in-the-loop for sensitive decisions. Full audit trail of every action.
What You Get
For businesses with growing operational complexity where more work is ending up on the same number of people. Real estate brokerages, home service companies scaling their teams, law firms managing high case volume.
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