AI Agents
AI agents for customer and operational workflows.
Cass & York builds AI agents that guide conversations, collect structured information, apply business logic, trigger actions, and connect directly to business systems.
Common applications include intake, qualification, scheduling, onboarding, assessments, customer service, and internal workflows.
What an agent can do
The conversation is only the interface.
The actual product includes the data, integrations, rules, and controls behind it.
- +Ask structured and follow-up questions
- +Adapt based on previous answers
- +Collect detailed information
- +Apply calculations and business rules
- +Qualify users
- +Recommend next steps
- +Schedule appointments
- +Generate summaries
- +Update CRM records
- +Trigger workflows
- +Retrieve information
- +Escalate to a person
Use cases
Agents built around a real business outcome.
01
Intake & Qualification
Guide prospects or customers through complex intake while collecting usable structured information.
02
Scheduling
Qualify the user, determine the correct appointment, collect context, and schedule the next step.
03
Guided Assessments
Run questionnaires, scoring systems, calculators, and recommendations through a conversational experience.
04
Customer Self-Service
Help customers complete service requests and routine workflows without requiring staff involvement.
05
Internal Agents
Support employees with knowledge retrieval, internal intake, workflow routing, summarization, and operational tasks.
Selected work
AI connected to an operational workflow
Appreciation Financial
AI-guided financial intake.
An AI-driven workflow collecting pension and retirement information, personal and family context, housing costs, debt, savings, retirement accounts, and insurance information. The workflow applied calculations and business rules, generated structured outputs and summaries, and connected the data to GoHighLevel.
AI agent · Guided intake · Business rules · Recommendations · Appointment workflow · GoHighLevel integration
View Project →Integrations
The agent should be able to do the work.
Agents can connect to CRM platforms, calendars, internal databases, customer portals, payment systems, knowledge bases, workflow platforms, internal APIs, and third-party services.
- +Creating records
- +Updating records
- +Scheduling
- +Generating tasks
- +Sending notifications
- +Retrieving data
- +Routing cases
- +Producing summaries
Guardrails
Keep critical business decisions controlled.
Critical decisions can remain deterministic even when AI handles the conversation.
- +Structured outputs
- +Required disclosures
- +Restricted actions
- +Business-rule validation
- +Human escalation
- +Approval requirements
- +Conversation logging
- +Audit trails
- +Access control
- +Monitoring
- +Data retention policies
When an agent makes sense
Use conversation when the workflow needs guidance and adaptation.
- +A process requires many questions
- +Follow-up questions vary based on answers
- +Customers need guidance
- +Staff repeatedly conduct the same intake
- +The workflow requires information from multiple systems
- +The conversation should trigger operational actions
- +Static forms have become too rigid
Start a conversation
Have a workflow that begins with a conversation?
Show us the questions, decisions, systems, and actions involved.
Discuss an AI Agent