Custom AI Solutions
There is no one AI solution that fits every business. We build the right one for yours.
AI takes many forms , agents, automation, custom apps, BI dashboards, chat interfaces, voice agents, training systems, and ongoing strategic oversight. We help you cut through the influencer hype and the tool of the week, identify what actually moves your numbers, and build a real system that delivers measurable results. And then we keep iterating , because no first version is the last version.
No single AI solution fits every business. No first version is the last version.
The market is loud. Every day a new "AI tool" promises to replace your team, automate your business, and 10x your revenue overnight. We ignore that conversation. The real work is quieter and more durable: identify the right opportunities, build the right solution, deploy it carefully with the right governance, and keep iterating because operations evolve and so should your AI.
What we actually do: identify, build, deploy, and support businesses implementing AI , without wasting money or time on hype, demos that never ship, or features that look cool but do nothing for your bottom line. Real systems. Real numbers. Real results.
Ten ways AI shows up in real businesses.
None of these are products you buy off a shelf. They are categories of custom solution we design and build to fit your specific operations, your specific data, and your specific governance posture.
Workflow Automation
Multi-step, multi-system processes , invoice processing, lead routing, document workflow, compliance reporting , running themselves with human checkpoints where it matters.
AI Agents
Goal-oriented agents that execute multi-step tasks across your tools , researching prospects, drafting emails, updating CRMs, scheduling meetings , with clear oversight and audit trails.
Workflow Enhancements
Targeted AI inserted into 7 of the 25 steps of an existing process. We do not rebuild what works. We make it richer, faster, and more accurate where the leverage is.
AI Employees
Full-time virtual operators that handle a defined function , intake coordination, data cleaning, order entry, scheduling, follow-up , with the consistency and tirelessness of software and the judgment of trained logic.
Chat & Voice Agents
Conversational interfaces for customers, employees, or operators , on your website, in Slack, on the phone , trained on your data and grounded in your policies. See the CompanionAI demo.
Business Intelligence Platforms
Connect every system you operate (ERP, CRM, ops tools, market data) into one executive view with an AI panel that answers questions on the spot. See the Avocado Importer dashboard demo.
Custom AI Apps
Purpose-built applications for your specific operating model , senior care companion apps, contractor admin tools, insurance underwriting assistants, healthcare intake. See the Examples page.
Sales & Marketing AI
Lead enrichment, prospect research, personalized outreach drafts, content production, and pipeline analytics , designed to amplify your existing sales and marketing teams, not replace their judgment.
Training & Governance
Internal workshops, written AI policy, role-based access, audit trails, ISO 42001 alignment, and incident response. The unsexy work that keeps your AI defensible to boards, auditors, and enterprise customers.
Fractional Chief AI Officer
Ongoing strategic oversight. Monthly retainer. Roadmap, vendor evaluation, governance reviews, executive reporting, and team coaching. The right answer when you have continuous AI work but not yet enough to justify a full-time hire.
See the vCAIO RetainerWhat this looks like in production.
Below: four examples from our delivery library. These are not "Solution Kits" you buy. They are illustrations of the kinds of solutions we have built, in the kinds of contexts where AI delivers real returns.
Built to deliver. Built to last.
Whatever form your solution takes, every Heed AI build ships with the documentation, governance, and monitoring your team needs to run it confidently , and the architectural foundation to keep iterating.
Workflow Diagram
Visual map of every step, decision point, and integration so your team understands exactly what runs and why.
Success Criteria Checklist
Defined measures of success captured before we build so you know exactly what done looks like.
90 Day ROI Projection
Baseline metrics captured before launch. Expected value at 30, 60, and 90 days. Verified against actuals.
Solution Kit 01
Personalized Outreach Researcher
Turn a contact list into personalized outreach in minutes, not hours.
Your team spends hours researching contacts before writing a single message. This workflow researches each contact automatically and drafts personalized messages for your review before anything sends.
What it does
- Takes your CSV or CRM contact list as input
- Researches each contact automatically
- Drafts personalized messages in two steps
- Queues for your review before anything sends
- Writes results back to your CRM
Works with
Guardrails built in
- Human approval before any message sends
- PII handling compliant by default
- Audit log of all outreach activity
Guardrails built in
- Margin floor enforcement before quote sends
- Manager approval rail for exceptions
- Full audit trail per quote
Solution Kit 02
Sales Desk / Quoter
Qualified leads get quotes in minutes. Not days.
Incoming inquiries stall because someone has to qualify them, pull pricing, and build a quote. This workflow handles all three and routes exceptions to a manager when margins hit your floor.
What it does
- Qualifies incoming inquiries automatically
- Generates quotes based on your pricing rules
- Writes to your CRM with full history
- Routes for approval when margins hit your floor
Works with
Solution Kit 03
Slack Team Assistant
Your team's questions answered instantly. With sources.
Every interruption costs productivity. This assistant responds to slash commands in Slack, searches your knowledge base, and cites every answer so your team knows exactly where the information came from.
What it does
- Responds to /ask, /summary, /task commands
- Searches your knowledge base in real time
- Cites sources in every answer
- Respects role permissions and redacts sensitive data
Works with
Guardrails built in
- Role based access controls
- PII redaction in all responses
- Full audit logging
Guardrails built in
- Human escalation paths defined
- Confidence thresholds for escalation
- Full audit trail across all channels
Solution Kit 04
AI Concierge
Customer support that remembers every interaction.
A concierge that handles onboarding, events, passes, and support inquiries across channels. It maintains identity and memory, connects to your systems, and escalates to humans when needed.
What it does
- Handles onboarding, events, passes, and inquiries
- Maintains identity and memory across channels
- Connects to your systems via MCP
- Escalates to humans when confidence drops
Works with
When an off-the-shelf kit isn't the answer.
Some problems need a system built specifically for how your company operates. We design and engineer custom AI solutions from first principles, with your data, your processes, and your compliance posture at the center.
Discovery and Architecture
A structured discovery engagement that maps your operational bottleneck, identifies data sources and integration points, and produces a solution architecture your engineering team or ours can build.
- Workflow and data mapping
- Vendor and platform selection
- Governance and compliance scoping
- ROI model with payback period
Custom AI Solution Build
End-to-end engineering of AI agents, data pipelines, and workflow automations tailored to your operations. Built on Claude, ChatGPT, Gemini, or the right model for the job. Integrated with the tools you already use.
- Multi-agent AI systems
- Claude, OpenAI, and Gemini APIs
- ERP, CRM, and custom database integrations
- Audit trails, governance, and human in the loop
Claude and Anthropic Development
Specialized Claude API development for businesses building on Anthropic's platform. System prompt architecture, context management, tool use, and production deployment patterns from practice.
- Claude system prompt engineering
- Tool use and agentic workflows
- Context window optimization
- Production deployment and monitoring
Working examples
Seven production case studies. Two live demos.
We've built custom AI systems for food distribution, Medicare brokerage, professional services, agriculture, general contracting, and beauty manufacturing. Two of them are live and interactive right now.
See All Working ExamplesCompanionAI Live Demo
Senior social assistant: large-print social feed, family connection, health monitoring, medication tracking, and emergency SOS. Tap through the full React app in your browser.
Open Live Demo
Avocado Importer BI Dashboard Live Demo
Executive intelligence platform: real-time margins, logistics, compliance, and market intelligence in one view. The CEO used this during live merger negotiations. Full interactive dashboard.
Open Live Demo
Not sure which kit fits your situation?
We'll audit your operations and show you exactly where to start. No commitment required.