Implementation · S02

AI Agents

Custom AI agents that finish the work your team starts. Built around the workflow you already run, governed by the team you already trust, and mapped to the Edison Autonomy Ladder (assisted → copilot → autopilot → self-driving) so you can pick the right rung deliberately.

The problem

The pattern we keep seeing.

A leader pays for premium AI seats, watches one or two team members write good prompts, and watches everyone else carry on copying details between tabs. The senior people are still doing the lowest-leverage work. Six months in, the productivity bump is real for three staff and invisible for thirty.

  • Your best people are doing your worst-leverage work.

    Senior staff are still copying details between systems, drafting follow-ups and chasing replies, all tasks AI handles in 30 seconds when it's wired in properly.

  • The same task happens 50 times a week, slightly differently every time.

    Every rep has a personal way of writing a follow-up. Every coordinator has a personal way of updating the CRM. Quality drifts. Output is inconsistent. The standard is invisible.

  • Zapier connects tools, but it doesn't think.

    When the task needs reading, judgement or drafting, traditional automation hits a wall. That's the wall the agent crosses.

What it is

What is Agents?

Custom-built AI agents that handle the repetitive parts of a workflow: qualifying leads, drafting replies, updating records and chasing follow-ups, with a human in the loop wherever judgement matters.

Custom AI agents that finish the work your team starts. Built around the workflow you already run, governed by the team you already trust, and mapped to the Edison Autonomy Ladder (assisted → copilot → autopilot → self-driving) so you can pick the right rung deliberately.

Edison AI builds custom AI agents for Australian SMBs. Common builds include lead qualification, CRM enrichment, reply drafting, document summarising, status reporting and ticket triage. Each agent is mapped to one of four autonomy levels (assisted, copilot, autopilot, self-driving), governed by a documented approval gate and embedded inside the team's existing stack: HubSpot, Salesforce, Pipedrive, Microsoft, Google, Slack, Zendesk and Intercom. Typical engagement is 4–8 weeks plus a 60-day optimisation window.

Why this matters now

The shifts you can't postpone.

Three reasons to commission an agent this quarter, not next.

  • 01

    Agentic AI is now production-ready for SMB workflows.

    What needed an engineering team in 2024 is a 4–8 week build in 2026. The tooling has caught up with the use case.

  • 02

    Your competitors are already running agents.

    Quietly. In their CRM, their inbox, their support queue. Most don't talk about it. All of them are pulling ahead on hours-per-task.

  • 03

    The economics flipped.

    A single agent running 50 times a week pays for itself inside three months on most workflows we build. The model cost is the smallest line on the spreadsheet.

Deliverables

What you get.

  • 01

    Workflow + autonomy mapping document

  • 02

    Built AI agent inside your existing stack (HubSpot, Salesforce, Microsoft, Google, Slack)

  • 03

    Approval gate and escalation map

  • 04

    Prompt set + knowledge connection

  • 05

    Test report against 20+ historical cases

  • 06

    Team training + written operating standard

  • 07

    Governance one-pager

  • 08

    60-day post-launch optimisation window

By business function

Where this shows up.

  • Sales

    Pain

    Inbound enquiries queue while reps catch up; follow-ups slip; senior reps end up doing first-pass triage.

    Agent

    Lead Qualifier Agent. Qualifies against your ICP, drafts a tailored reply, creates the CRM record, schedules the follow-up.

    Outcome

    Reply time from hours to minutes. No dropped leads. Senior reps spend their time on relationships, not data entry.

  • Customer support

    Pain

    Ticket queue grows faster than the team. Tone drifts. New joiners take six weeks to sound like the brand.

    Agent

    Reply Drafter Agent. Drafts replies against your knowledge base in your tone, classifies sentiment, routes complex cases.

    Outcome

    Shorter response times, consistent voice, fewer escalations, without losing the human review gate.

  • Operations

    Pain

    Monday-morning scramble pulling status from six tools. Leadership update written under pressure.

    Agent

    Status Summariser Agent. Produces the weekly status from your project tool, surfaces blockers, drafts the leadership update.

    Outcome

    Stand-ups start with a shared picture, not a scramble.

  • Marketing

    Pain

    Every channel asset rewritten by hand. Brief-to-asset cycle is long. Brand drift is real.

    Agent

    House-Voice Drafter Agent. Turns one brief into copy, headline variants, social posts and email subject lines in your voice.

    Outcome

    3× more output per brief, voice intact, the senior writer's time on judgement instead of typing.

  • Finance

    Pain

    Month-end commentary takes the senior accountant a full day.

    Agent

    Commentary Agent. Drafts from the report data and the prior month's narrative; finance reviews and signs off.

    Outcome

    Faster close, sharper commentary, the CFO reading rather than rewriting.

  • Knowledge / internal Q&A

    Pain

    Same questions answered repeatedly. New joiners drown. Senior staff are the help desk.

    Agent

    Policy Answerer Agent. Answers from your policies, SOPs and product docs with citations back to the source.

    Outcome

    Less repeated-question burden on managers. Faster onboarding for every new hire after.

How we work

The engagement.

  1. Step 01

    Diagnose

    Week 1: pick the workflow. Map the current process. Define success metrics against the human-baseline benchmark.

  2. Step 02

    Design

    Weeks 1–2: autonomy level, approval gates, escalation paths, stack integrations. Written before any code is touched.

  3. Step 03

    Build & test

    Weeks 2–6: agent constructed inside your stack, then run against 20+ historical cases. Edge cases identified and tuned before any live customer is touched.

  4. Step 04

    Deploy & embed

    Weeks 6–8 + 60 days: phased rollout, team trained on the approval flow, written operating standard handed over, 60-day optimisation window included.

Tools we reach for

We pick tools by fit, not hype.

The right tools for your business depend on your stack, data sensitivity and team. These are the ones we most often reach for in this kind of engagement.

  • Orchestration

    Maken8nZapierRelevance AILindy
  • Models

    Claude (Anthropic API + Teams)ChatGPT (OpenAI API + Enterprise)Microsoft CopilotGemini
  • Stack integration

    HubSpotSalesforcePipedriveMicrosoft 365Google WorkspaceSlackZendeskIntercom
Outcomes

What changes.

  • 40–80%

    Of agent-targeted task hours removed.

    Measured against the human-baseline benchmark captured in Week 1. The exact rung depends on workflow volume and complexity.

  • 90 days

    Typical pay-back when the workflow runs 30+ times a week.

    Across model cost, platform usage and Edison build fee. Below 30 runs/week, single-agent builds may not earn out on their own. Pair with a system build instead.

  • One workflow handed over fully governed.

    Owner, approval gates, escalation path, written standard, all in place at launch. Not a black-box you have to call Edison every time to change.

Best fit

Who this works for.

This is for you if…

  • You can name the workflow that's costing you the most repeatable hours
  • You're already paying for a CRM, helpdesk or workflow tool, and want AI inside it, not next to it
  • You want a human in the loop where judgement matters, not full autonomy on day one
  • You're prepared to spend 4–8 weeks getting it right, not 4 days getting it 'live'
  • You want to own the standard, the prompts and the governance after we leave
  • You value people who already bear the scars of building this in production, not theory

Not the right fit yet if…

  • You haven't decided what success looks like for this workflow
  • You want an off-the-shelf SaaS feature rather than a tailored build
  • You're not ready to commit a function lead and an executive sponsor
Comparison

How this compares.

Six common alternatives to a custom agent build. One of them ships a workflow you own end-to-end.

  • Zapier / Make.com workflow

    Gives
    Cheap, fast for if/then logic
    Falls short
    No reading, no drafting, no judgement
    Edison difference
    Edison agents draft, read and judge, with a human gate
  • Out-of-the-box SaaS AI feature

    Gives
    Quick to enable
    Falls short
    Generic, doesn't fit your workflow, locked to one vendor
    Edison difference
    Custom build sitting inside your existing stack
  • Hire a freelance AI developer

    Gives
    Cheaper hourly
    Falls short
    No methodology, no governance, capability walks if they leave
    Edison difference
    Founder-led, productised methodology, governance documented
  • Big consultancy build

    Gives
    Brand-credible
    Falls short
    Six figures, slow, often over-engineered
    Edison difference
    Boutique, fixed-fee, 4–8 weeks
  • Wait until the tools mature further

    Gives
    'No regret'
    Falls short
    Eight to twelve months of compounding gap your competitors don't take
    Edison difference
    Action this quarter; the tools are production-ready now
  • Build internally with a junior

    Gives
    Affordable
    Falls short
    No senior judgement on autonomy and gates
    Edison difference
    Edison defines the architecture; can co-build with your team
  • Edison AI

    Operator-grade, founder-led, fixed quote. Built around your real stack and workflows , not a binder, a brochure, or a six-figure off-the-shelf programme.

Objections

What buyers ask first.

  • What if the agent gets it wrong in front of a customer?

    Every customer-facing agent ships with an approval gate. The agent drafts; a human approves before sending. We only remove the gate when accuracy passes a documented threshold, agreed with you.

  • We've already tried ChatGPT. Why hire someone?

    ChatGPT is a tool. An agent is a system: a defined workflow, a knowledge base, an approval gate, an integration into your stack and a governance standard. The two are different categories.

  • Will this replace our staff?

    No. The roles that compound after AI agent rollout are the ones who learn to design and review them. Most engagements increase capacity, not headcount cuts.

FAQ

Common questions.

  • What's the investment range for an AI agent build in Australia?

    $18,000–$65,000 plus GST per agent depending on complexity, integrations and autonomy level. Most first agents land in the $25,000–$40,000 band.

  • How long does it take to build an AI agent?

    4–8 weeks from kick-off to live, plus a 60-day post-launch optimisation window. The diagnostic + design phase is roughly 2 weeks; the build phase is 4 weeks; deploy + embed is the final 2.

  • How is an AI agent different from a Zapier automation?

    A Zap is a fixed pipeline. An agent makes decisions. It reads context, picks the right action, drafts content, escalates to a human when uncertain. We use Zapier or Make as plumbing where it makes sense; the intelligence lives in the agent.

  • What tools do agents run on?

    Claude, ChatGPT (Enterprise or Team), Microsoft Copilot, Anthropic API, OpenAI API or your private cloud. Tool choice depends on data sensitivity and existing licences.

  • What integrations are supported?

    HubSpot, Salesforce, Pipedrive, Microsoft 365, Google Workspace, Slack, Zendesk, Intercom, ClickUp, Notion, Airtable, Xero, MYOB, and most modern SaaS via API. If it has an API, we can connect it.

  • Will the agent make mistakes?

    Sometimes. That's why we design human-in-the-loop checkpoints for anything customer-facing or financially material. The goal is not zero errors. It's the right human review at the right moment.

  • Do we keep ownership of the agent?

    Yes. The prompts, the architecture and the operating standard are yours. No vendor lock-in, no proprietary platform to migrate off later.

  • Do we need an AI policy first?

    Strongly recommended. We pair agent builds with the responsible-AI training or the agentic operating model engagement when needed. Usually before the build kicks off, sometimes alongside.

  • What happens after the agent goes live?

    60-day optimisation window. Monitoring, tuning, edge-case handling and a final tune-up review. Most clients commission a second agent within 90 days of the first going live.

  • What if Zapier already does the job?

    Then Zapier already does the job. Keep it. We only build agents where reading, drafting or judgement is required.

Next step

Ready to scope ai agents?

A 20-minute call is enough to know whether this is the right fit and what a first engagement would cover.