AI Agent Development
AI agents that get work done,
with a person in control.
Custom AI agents that take real actions in your CRM, inbox and tools — with approvals, audit logs and a human in the loop.
What we deliver
What SoftMIVIX's AI Agent Development service includes
AI agents that do more than chat: they read a request, look up your CRM and documents, then act — update a record, draft a reply, book a meeting, raise a ticket. Each agent gets only the tools it needs, asks a person before anything it should not do alone, and logs every step so you can see why it acted.
- AI agents for sales, support and operations workflows
- AI agents inside your CRM — Salesforce Agentforce, HubSpot or a custom CRM
- WhatsApp, website and email AI assistants that hand over to a person
- Tool and API connections the agent can use (CRM, ERP, calendar, ticketing)
- Approval steps, permissions and a full audit log of every action
- Evaluation suites and cost monitoring before and after launch
How it runs
Three steps, each with something you can see
- Step 1
Map
Pick one workflow, list the steps a person does today and decide which the agent may take alone.
- Step 2
Pilot
A working agent on real requests, with every action approved by a person and measured against today.
- Step 3
Scale
Loosen approvals only where the logs show it is safe, then add the next workflow.
Questions
AI Agent Development: what people ask first
A chatbot answers questions. An AI agent also takes actions: it can look up a customer in your CRM, update a deal, draft and send a reply or book a meeting, using only the tools you allow.
Yes. We build agents on Salesforce Agentforce, connect agents to HubSpot, or add them to a custom CRM, so they read and update the same records your team uses.
Each agent gets only the permissions its job needs, asks a person to approve anything risky, and logs every step. We test it on real requests before it acts on its own.
No. We use providers' business APIs or models hosted in your own cloud, so your data stays within your accounts.
Start with a conversation, not a contract
Thirty minutes on a call and you will know whether we are the right fit. If we are not, we will say so.
Book a 30-minute call