Custom AI Solutions
Build a Custom AI Team for Your Specific Workflows
DeskFerry helps you and your team build AI agents for the workflows only your business runs — connect your tools, describe the outcome, and ship it.
RFP email
moving through your team
Intake Agent · Listens for the trigger — a form, message, record, or schedule.
+1,500 moreUse cases
What you can build
Connects to 1,500+ apps
Connect your tools
3 toolsBring agents into the apps you already run.
- Connect 1,500+ apps
- Scope least-privilege access
- Trigger on events or schedules
Use Cases
What custom AI solutions cover
Client Onboarding Agent
Reviews submitted forms, verifies documents, updates your CRM, and sends tailored onboarding instructions — saving hours of manual coordination across sales, ops, and customer success.
AI Sales Assistant for Lead Nurturing
Qualifies prospects using your knowledge base, answers product questions, and schedules meetings — syncing with HubSpot, Pipedrive, or Salesforce without a data handoff.
Internal Knowledge Search Agent
Uses semantic search and memory to retrieve the right answer from your docs, wikis, and Drive. Employees stop pinging experts; experts stop repeating themselves.
RFP & Proposal Generation
Drafts responses to RFPs by pulling from past-winning proposals, product documentation, and pricing. Win rate climbs while bid prep time drops.
Partner & Vendor Management
Agents handle inbound partner inquiries, run due diligence steps, track contract renewals, and flag SLA breaches — keeping your partnerships healthy without a dedicated ops team.
Reporting & Executive Briefings
Assemble weekly or daily briefings across departments — pulling from CRM, analytics, finance, and support — so leaders walk into Monday with the full picture.
How it works
How it works
Step 01
Connect your tools
Plug in the apps your team already uses — 1,500+ integrations, no code and no migration.
Step 02
Describe what you need
Tell DeskFerry the outcome in plain English. Agents plan the steps and do the work across your tools.
Step 03
Get results where you work
Results land in Slack, your inbox, or your dashboard — on a schedule or the moment something happens.
Slack
Posted to your channel
Sent to your inbox
Dashboard
Updated live
Smart Features
Build and Deploy AI Agents Quickly
Built-in AI tools
Web search, document extraction, API calls, scraping, code execution, and more — so agents take action, not just chat.
Bulk run with knowledge
Run agents across thousands of records grounded in your knowledge base — perfect for audits, analyses, and mass personalization.
Memory across workflows
Agents remember prior interactions, preferences, and outcomes — they learn your business as they work.
Native integrations to your stack
Slack, Gmail, HubSpot, Salesforce, Notion, GitHub, Jira, Asana, Linear — plus 1,500+ more.
Self-learning agents
Agents incorporate feedback and outcomes to get sharper with every task they run.
Enterprise-grade privacy
Enterprise-grade security, row-level permissions, SSO, and audit logs. Your data stays yours.
Workflows
Examples of custom agents teams have built
RFP email → first-draft response in an hour
A prospect emails an RFP or questionnaire to sales.
- Agent extracts every question and maps them to past responses.
- Drafts answers grounded in product docs and won-deal language.
- Flags questions that need SME input and routes them to the right teammate.
- Assembles the final draft in your RFP template for attorney and exec review.
RFP turnaround drops from a week to a day, and win rates climb as responses land on time.
Monday briefing → delivered to every exec by 8am
A schedule runs every Monday at 7:30am (or any cadence you set).
- Agent pulls weekly metrics from CRM, analytics, finance, and support.
- Compares against targets and last week, highlights deltas.
- Generates a narrative briefing in your house style.
- Emails or Slacks the summary to each exec with their department's data.
Everyone starts the week aligned, without a BI team assembling decks at 2am Sunday.
Multi-agent orchestration
A custom team of agents for the workflows only you run
Describe the outcome — DeskFerry assembles agents that trigger, reason, act, and report in your tools.
Agent 01
Intake Agent
Listens for the trigger — a form, message, record, or schedule.
Agent 02
Reasoning Agent
Decides what to do using your data and policies.
Agent 03
Action Agent
Executes across your apps with the right permissions.
Agent 04
Reporting Agent
Logs the outcome and reports back to your team.
Works where you work
Talk to your agents from the tools you already use
Slack
Mention @deskferry in any channel to kick off work or get answers.
Microsoft Teams
Chat with your agents right inside Teams.
Forward an email and let an agent take it from there.
Message your agents on the go and get updates back.
Runs on its own
Your AI team never sleeps
Agents run on a schedule or fire on triggers — no one has to kick them off.
Every morning
Kick off daily briefings, reports, and triage before you log on.
Hourly
Watch for new leads, tickets, or events and act the moment they land.
Weekly
Run recurring reports, reviews, and clean-up on a set cadence.
On triggers
Fire instantly when a record changes, a form is filled, or a message arrives.
Built for teams
Share agents with your team — with the right permissions
Build an agent once, then let the whole team run it. You decide who can change what.
Admin
Create agents, manage connections and billing, and set permissions for everyone.
Editor
Build and edit shared agents and workflows for the whole team.
Viewer
Run approved agents and see results — without changing how they work.
Enterprise-grade security
Built to handle your business data responsibly
Encrypted by default
Data and credentials are encrypted in transit and at rest.
Role-based access
Decide who can build, run, and view each agent.
Your data stays yours
Used only to run your workflows — yours to export or delete anytime.
Scoped connections
Connect apps with least-privilege access and revoke them anytime.
Activity history
See a clear record of what each agent did, and when.
Guardrails & approvals
Add human approvals and limits on sensitive actions.
Comparison
Custom AI Agents vs. Traditional AI Consulting
Why teams pick DeskFerry over a multi-month consulting engagement.
| DeskFerry | AI Consulting | |
|---|---|---|
| Time to Deploy | Hours to days | 3–12 months |
| Cost | From $19/month | $50,000–500,000+ |
| Modifications | Instant, self-serve | New SOW & billing |
| Technical Requirement | None | Data science team |
| Integrations | 1,500+ pre-built | Custom-built each time |
| Maintenance | Automatic | Ongoing retainer |
| Scalability | Add agents instantly | New project scoping |
Built for lean teams
Teams ship faster with DeskFerry.
3x
More leads qualified per week
“We replaced 4 hours of daily manual lead sorting with a DeskFerry agent. It qualifies leads, updates our CRM, and routes hot prospects to sales — all on autopilot.”
Founder, BigMediaAI
60%
Reduction in response time
“Our support team was drowning in tickets. Now our AI agent handles tier-1 queries instantly and escalates the rest. Customers get answers in seconds, not hours.”
Customer Success Lead, Bidanno
12hrs
Saved per week on operations
“I'm a one-person ops team. DeskFerry handles invoice follow-ups, data entry, and weekly reports for me. It's like having an assistant that never sleeps.”
Operations Manager, Agency
FAQ
Frequently asked.
Answers to common questions about automating with DeskFerry. If you have another, get in touch.
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