2XD.co
Service · 01

AI Agent Development

We build practical AI agents for businesses: staff helpers, customer support assistants, sales research agents, reporting assistants, and workflow helpers connected to your real tools.

The problem

Many businesses try AI tools, but they stay separate from the real work. Staff still search through emails, spreadsheets, CRM records, documents, and notes by hand. The AI can answer a question, but it cannot reliably help with the workflow.

Our approach

We build agents around specific jobs your team repeats. Examples: answer common customer questions from your documents, summarize new leads before a sales call, check CRM records, draft follow-ups, review support requests, or create a daily operations summary for the owner.

What's included

What we handle for you.

01

Workflow mapping

We choose one clear job for the agent and define what it should answer, check, summarize, or prepare.

02

Agent design

We set instructions, approved data sources, response formats, guardrails, and when the agent should escalate to a person.

03

System integration

We connect the agent to the places your business already uses: CRM, docs, spreadsheets, forms, inboxes, or internal tools.

04

Launch and tuning

We test it with real examples, fix weak answers, and make sure staff know when and how to use it.

Deliverables

What you walk away with.

  • Working AI agent for one clear business workflow
  • Connected knowledge sources and tool access
  • Rules for what the agent can and cannot do
  • Staff usage guide and improvement checklist
Ideal for

Is this you?

  • Owners or teams answering the same questions repeatedly
  • Staff who waste time searching records and documents
  • Businesses that want AI to help with real daily work
Talk to us about this
Ongoing AI Support

Available with this service after launch.

This is not a separate service. It is the ongoing support option for keeping AI Agent Development useful, maintained, and improving as your business changes.

Monitoring and small improvements after launch
New automation, dashboard, or workflow updates as the business changes
Monthly review of what is working, what is stuck, and what to build next
Support for connected CRM, data, email, and reporting workflows

Need AI Support or Email Marketing Support?

Book a free call. We can review your workflow, tools, data, automation, and email marketing needs together, then recommend a practical next step.