Tree Labs

What we build

Custom Workflow Agent

An AI agent that runs a specific business workflow inside your existing tools.

What it is

We build an agent that reads tickets, updates records, drafts replies, schedules follow-ups, or escalates to a human — connected to the systems you already use (Salesforce, HubSpot, Zendesk, Slack, your database). Each agent is scoped to one job and shipped with monitoring so you can see what it did and why.

What you walk away with

A production agent integrated into your stack, with logs and a control panel.

  • A production agent wired into your existing stack — Salesforce, HubSpot, Zendesk, Slack, your database.

  • One job, well scoped — drafting replies, updating records, scheduling, escalating.

  • A control panel that shows what the agent did and why, with one-click rollback.

  • Action logs and traces retained per your compliance window.

  • A monitoring dashboard for accuracy, latency, and per-action cost.

Who it’s for

Teams with a repeatable, rule-heavy workflow they want off humans' plates.

Common concerns

What we’ve already thought about.

  • Hallucination

    Confined to your data. The agent reads from your tickets, your CRM, your database — not the public internet. Made-up answers from unrelated sources are designed out.

  • Cost shock

    Token usage is metered per action and visible in the dashboard. We set budgets, alert before they spike, and you see the per-month bill before it ships.

  • Control and visibility

    Every action — ticket update, CRM write, Slack message — is logged with the input that triggered it. Reverse anything from the control panel.

  • Demo-to-prod gap

    We build against a sandboxed copy of your production data from day one. The agent never sees a mocked ticket or a synthetic CRM record.

  • Replacement anxiety

    The agent handles the repetitive 80%. Edge cases route to your team with the full context already attached. Headcount stays; queue depth drops.

Ready to build?

Get a roadmap in 60 seconds. Our agent takes it from there.