FP Agent
Lead Capture
Knowledge Grounded
Human Handoff
Governed

A deployable AI agent that captures demand, answers questions, and routes to humans.

Not a chatbot. A governed agent trained on your knowledge base, wired to your systems, and built with escalation rules, data boundaries, and clear controls from day one.

24/7
Always on availability
100%
Grounded in your docs
< 4 wk
Typical time to deploy
Full
Transcript auditability

One agent, many ways to deploy it.

Deploy on web, connect messaging channels, and extend via API. Train the agent on your knowledge base and tune it for the workflows that matter to your business.

🎯

Lead capture & qualification

Capture inbound demand with structured fields, scoring, and instant CRM sync.

  • Structured field collection
  • Lead scoring and routing
  • CRM enrichment on capture
  • Follow-up triggers and alerts
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Support & knowledge access

Answer customer and internal questions from approved sources around the clock.

  • Knowledge-grounded answers
  • FAQ deflection and triage
  • Ticket creation and handoff
  • Multi-language support
πŸ“…

Scheduling & routing

Book meetings, route conversations, and hand off to humans with full context.

  • Calendar integration and booking
  • Team routing by topic or region
  • Human handoff with transcript
  • Availability and timezone handling
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Instrumentation & insights

Every conversation is logged, measured, and available for reporting.

  • Full conversation transcripts
  • Outcome tagging and funnel data
  • Deflection and resolution metrics
  • Performance dashboards

Designed for safe, governed deployment.

The agent should not guess. We implement escalation rules, constrained answers, and data boundaries aligned to your risk profile β€” so it's ready for production, not just demos.

Built-in governance at every layer

Every FP Agent ships with the controls enterprise teams need: source grounding, handoff logic, integration hooks, and full auditability. No black boxes.

Knowledge grounding

Answers tied to approved sources and your docs. The agent cites its sources and refuses to speculate beyond what it knows.

Handoff rules

Escalate to humans when confidence is low, topics are sensitive, or the user explicitly requests a person.

Data boundaries

Define what data the agent can access, what it can share, and where it should refuse to answer. Aligned to your compliance requirements.

Tone & brand control

Set voice, personality, and response style so the agent represents your brand consistently across every conversation.

Integrations

Webhooks, CRMs, calendars, ticketing, and workflow automation. Connect the agent to your existing stack.

Reporting

Conversation logs, lead outcomes, resolution rates, and deflection metrics β€” all in one dashboard.

Testing & QA

Pre-deployment test suites, edge case scenarios, and ongoing evaluation to catch drift before users do.

Release gates

Staged rollout with approval checkpoints. Ship to internal users first, then expand to external audiences.

From kickoff to deployed agent in weeks.

We follow a structured build process that gets your agent live fast β€” without cutting corners on governance, testing, or integration quality.

1

Discovery

Map use cases, define knowledge sources, set tone and brand rules, identify integrations.

2

Build

Train on your knowledge base, configure lead capture, connect CRM and calendar, set handoff rules.

3

Test

Run QA suites, test edge cases, validate escalation paths, and deploy to internal users first.

4

Deploy & monitor

Go live on web, messaging, or API. Monitor transcripts, track outcomes, iterate on quality.

Typical timeline: 2–4 weeks from kickoff to deployed agent. Enterprise builds with complex integrations may take 4–6 weeks.

Deploy where your customers and teams already are.

The agent lives wherever demand happens β€” your website, messaging channels, internal tools, or custom applications via API.

🌐

Web embed

Drop a widget on any page. The agent answers questions, captures leads, and books meetings without visitors leaving your site.

  • Single-line embed code
  • Customizable look and feel
  • Mobile-responsive by default
  • Page-aware context injection
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Messaging channels

Connect to Slack, Teams, SMS, WhatsApp, or any messaging platform your audience uses.

  • Native integrations for major platforms
  • Consistent experience across channels
  • Channel-specific formatting
  • Unified conversation history
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API & custom builds

Extend the agent into your own products, internal tools, and custom workflows via a clean REST API.

  • Full API access for custom UIs
  • Webhook callbacks for events
  • Batch and streaming modes
  • Authentication and rate limiting

Every production agent is tailored to your stack.

We don't ship a generic bot. For production, we configure tone, knowledge sources, lead capture, integrations, and escalation rules to fit how your business actually works.

Knowledge & content

The agent learns from your approved sources β€” product docs, FAQs, sales materials, internal wikis β€” and updates as your content changes.

  • Ingest docs, PDFs, web pages, and structured data
  • Auto-sync when source content updates
  • Source citation in every response
  • Content gap detection and flagging

Integrations & workflows

Wire the agent into your CRM, calendar, helpdesk, and internal tools so actions happen automatically.

CRM sync

Push leads, update contacts, and trigger sequences in Salesforce, HubSpot, or your CRM.

Calendar booking

Check availability, book meetings, and send confirmations β€” no human intervention.

Helpdesk routing

Create tickets, assign by topic, and escalate with full conversation context.

Custom webhooks

Trigger any downstream workflow when specific conversation events occur.

Common questions about the FP Agent.

How is this different from a chatbot?

Chatbots follow scripts. The FP Agent reasons over your knowledge base, captures structured data, integrates with your systems, and escalates to humans with full context when needed.

What if the agent doesn't know the answer?

It says so. The agent is configured to refuse speculation and escalate to a human when confidence is low or the topic falls outside its knowledge boundaries.

How long does deployment take?

Most agents go live in 2–4 weeks. Complex enterprise builds with multiple integrations and compliance requirements typically take 4–6 weeks.

Can I control what the agent says?

Yes. You define tone, personality, response boundaries, banned topics, and approval rules. The agent operates within the guardrails you set.

What systems does it integrate with?

CRMs (Salesforce, HubSpot), calendars (Google, Outlook), helpdesks (Zendesk, Intercom), messaging platforms (Slack, Teams), and any system with a webhook or API.

Is every conversation logged?

Yes. Full transcripts, outcome tags, and performance metrics are available in a dashboard. You can audit any conversation at any time.