Awtana - RevOps Consulting & HubSpot Diamond Partner
Enterprise Custom Agent

Custom Agent

Design and deployment of operational agents 100% tailored to your company's unique processes, guaranteeing maximum precision and zero hallucinations.

Intelligence Engine

Technology Stack

ChatGPT logo - Awtana technology ecosystemChatGPT
Google Gemini LLM LogoGoogle Gemini
Claude logo - Awtana technology ecosystemClaude
Bounded logic with zero hallucinations

Diagnosis

From processes no software covers to specialist agents

We compare the limitations of standard software with an agent built on top of your own operation.

Current situation / Problem

  • Specific operational workflows (warranty validation, contract review) not covered by standard software.
  • Fear of inaccurate answers in critical processes.
  • Legacy systems impossible to automate.

Awtana Solution

  • A specialist agent trained exclusively on your company's internal policy.
  • Logic bounded to strict decision nodes to guarantee 100% accuracy.
  • Flexible architecture through custom connectors and multimodal AI.

Roadmap

Deployment work phases

A gradual, auditable rollout, with verifiable criteria at the close of each phase.

  1. Phase 00

    Process Discovery & RAG Architecture

    Mapping the real workflow, internal policies and source documentation to build the agent's knowledge base.

    Process documented and RAG base indexed.

  2. Phase 01

    Custom Logic Development in Sandbox

    Building decision nodes, validations and bounded responses in an isolated testing environment.

    Logic approved by process owners.

  3. Phase 02

    API Connection with Key Systems

    Integration with CRM, ERP and legacy systems through custom connectors and governed credentials.

    Reads and writes verified end-to-end.

  4. Phase 03

    Stress Testing & Production Rollout

    Validation with edge cases, accuracy measurement and progressive rollout with active monitoring.

    Accuracy validated in production with traceability.

Use cases

Where a custom agent delivers the most value

High-volume or high-criticality internal processes that standard software can't reach.

Warranty validation

The agent verifies coverage, deadlines and evidence against internal policy before approving a case.

Contract review

Extracts critical clauses, detects deviations from the standard and routes exceptions to the legal team.

Operating on legacy systems

Custom connectors enable reading and writing on platforms without a modern API or native integrations.

Multimodal internal processes

Interprets documents, images and spreadsheets to execute high-volume operational tasks.

Investment Model: Setup Fee (design and deployment) + Monthly Retainer (maintenance, tokens and monitoring).

RESULTS & CLIENTS

10+
Years of experience
300+
Projects delivered
98%
Customer satisfaction

Implementation of digital customer support ecosystem in the Mitta digital mobility solutions department

“I want to highlight the excellent guidance from Mariana and Joel throughout the entire process. Their advisory was key to transforming an initial idea into a solid architecture and implementation plan. They always showed great willingness to listen, debate ideas, and contribute from their experience, which allowed us to build a solution aligned with our objectives. Communication was close, professional, and highly collaborative throughout the entire project.”

Orellana, D.Digital Mobility Solutions · Mitta

Verified HubSpot Partner Review

FAQ

Frequently asked questions

Direct answers to the most common questions from sales and technology teams.

What is a custom agent, and when is it recommended?

It is an agent designed around the company's own policies and workflows, recommended when no standard use case covers the required operation.

  • Unique or highly regulated internal processes.
  • Integrations with proprietary or legacy systems.
  • A combination of conversational and operational tasks.
Is information shared with the agent used to train models?

No. Operations are governed by zero-retention agreements: data sent to the models is neither stored nor used for training.

  • Enterprise APIs with contractual zero data retention.
  • Data isolation by customer, with no shared context between instances.
  • Encryption in transit and credentials managed in a secrets vault.
  • Option to mask sensitive fields before sending them to the model.
Does the agent use RAG or fine-tuning to understand the business?

It uses RAG with the company's own knowledge base, allowing information to be updated without retraining the model.

  • RAG: retrieves documents, policies, and catalogs before responding.
  • Immediate updates when a source document is uploaded or modified.
  • Fewer hallucinations: every response is grounded in verifiable content.
  • Fine-tuning is reserved for style or format adjustments.
How is the scope defined before building?

Through a discovery workshop that documents tasks, systems involved, decision rules, and limits on autonomy.

  • Mapping of the current task performed by people.
  • Definition of autonomous actions and actions requiring human approval.
  • Measurable success criteria before development begins.
What Human-in-the-Loop safeguards are applied?

Any action with a financial, contractual, or sensitive-data impact requires explicit human confirmation.

  • Approval queue with an assigned owner.
  • Configurable hard limits by operation type.
  • Full audit of decisions and approvals.
Who owns the agent and its knowledge base?

The client company owns its data, documents, and configuration; the infrastructure is delivered with documentation.

  • Knowledge base exportable at any time.
  • Technical documentation of workflows and integrations.
  • Option to operate in Awtana's cloud or the client's cloud.
How long does a custom agent take?

Between 6 and 12 weeks, depending on the number of integrations, the complexity of the rules, and the required level of autonomy.

  • Weeks 1-2: discovery and functional design.
  • Weeks 3-8: development, integrations, and testing.
  • Weeks 9-12: controlled pilot and gradual rollout.
What is the investment model?

A Setup Fee based on the development scope plus a monthly retainer for operations, tokens, and ongoing enhancements.

  • Phased estimate with approval milestones.
  • Retainer sized according to monthly execution volume.
  • New capabilities quoted incrementally.

Do you have a critical process that no standard software solves?