Custom AI dashboards and agents
Software built around your business, with AI doing the reading, drafting and sorting.
Some problems do not fit an off-the-shelf tool. We build dashboards that pull your ads, CRM, calls and revenue into one screen, AI agents that read inboxes and meeting notes then draft the next step, and internal tools shaped around the way your team already works.
Or call sales at (904) 826-7040
- Builds
- Dashboards, agents, internal tools
- Built on
- Claude, GPT, Gemini, your APIs
- Measured in
- Tasks finished and decisions sped up
- Part of
- AI solutions
Once it is live, every month you get
On a month-to-month agreement, in accounts you own.
Usage and corrections reviewed with the roles who use it.
Updates when your tools or the underlying AI models change.
New views, reports or agent tasks added from the roadmap.
A meeting to agree the next stage of the build.
Your data is spread across a dozen logins.
Ad platforms, the CRM, the phone system, the invoicing tool and a few spreadsheets each hold part of the picture. Getting a straight answer to “what did last month's marketing produce” takes an afternoon. A custom dashboard answers it on one screen, every morning.
Agents go one step further. They read what comes in, look up what they need in your systems and draft the reply, report or update for your team to approve. The repetitive reading and typing disappears; the decisions stay with you.
What’s included
Scope is agreed in writing after the free audit, so you pay for the parts your business needs.
Book a discovery call (opens the booking calendar in a new tab) Or request a free auditDiscovery and specification
We sit with the roles who will use it, map the data sources and write a specification you approve before anything is built.
Custom dashboards
Ads, CRM, calls, revenue and operations in one view, updated automatically and built around the questions you ask weekly.
AI agents
Agents that read an inbox, a form or meeting notes, look up what they need and draft the next step for approval.
Integrations
Connections to your tools through their APIs or MCP, with each connection read-only unless the task needs more.
Approval queues
Anything that goes to a customer or touches money waits for your team to approve.
Hosting and upkeep
Deployed, monitored and updated as your tools and the underlying models change.
How we measure it
Tasks finished and decisions sped up, reported every month against the baseline we record in week one.
- Tasks finished by agents
- Drafts approved as written
- Time from question to answer
- Reports no longer built by hand
- Corrections logged and fixed
The first 45 days
What happens from the audit to your first report.
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Free audit
Before you sign
We list the decisions and repeating tasks that cost your team the most time and where the data lives.
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Specification
Week 1
A written specification: the screens, the agent's tasks, the data sources and the access list.
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First working version
Week 2
A first version runs on your real data for the roles who will use it.
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Review and next build
Day 45
Your account manager reviews usage and corrections with you and agrees the next stage.
Custom AI dashboards and agents: common questions
Something else? Ask us directly or call (904) 826-7040.
What is the difference between an agent and an automation?
An automation follows fixed steps. An agent handles a task where the next step depends on what it reads, such as a messy inbox or a page of notes. Many builds use both.
Can an agent send emails or change records on its own?
Only where you allow it. Connections start read-only, and anything customer-facing or money-related waits in an approval queue.
Which AI models do you use?
Claude, GPT and Gemini, chosen per task, connected to your tools through their APIs or MCP, a standard way for AI models to use software tools.
Talk through AI on a free discovery call.
Bring the jobs that eat your team’s week. We tell you which are worth automating, how each build would work and what it takes.
- Pick a time that suits you on our calendar.
- Month-to-month agreements, quoted in writing before work starts.
- Rated 5.0 on Google from 23 reviews.
Prefer the phone? Call sales at (904) 826-7040 or email info@a1amarketingco.com.