Taycan AI builds custom AI agents that handle routine work across customer support, operations, and finance, deployed inside the tools your team already uses. Not standalone products. Not chatbots. Working systems integrated into your CRM, helpdesk, ERP, or data sources.
An AI agent is a system that perceives a situation, decides what to do, and takes action autonomously, across multiple steps, inside the tools your team already uses.
A support triage agent doesn't just route tickets. It reads the ticket, understands intent and urgency, pulls relevant account data from your CRM, drafts an appropriate response, and routes it, all in seconds, without human intervention on each case.
Every agent we build has a defined human oversight model. AI handles the cognitive load. Humans make the decisions that require judgment and approve outputs before they reach customers.
Classify incoming support tickets by intent and urgency. Draft responses for routine cases using your knowledge base and account data. Route complex issues with full context assembled, integrated directly into your helpdesk.
Listen to call recordings and read emails and meeting notes. Update CRM records automatically. Keep pipeline data current without reps touching a field. Surface deal insights from conversation patterns.
Pull actuals from ERP at period end. Generate variance analysis across cost centres. Flag anomalies. Produce first-draft management commentary for CFO review and approval.
Monitor operational metrics continuously. Surface anomalies and alerts with context, before they impact customers or business results. Move data between systems that don't talk to each other.
Support agents spending the majority of their time classifying and routing tickets rather than resolving them. High-volume, low-complexity requests consuming capacity that should be focused on complex cases.
Sales reps updating CRM manually after calls, hours later, with incomplete information. Pipeline data that leadership can't trust because it depends on rep discipline rather than automated capture.
Finance teams pulling actuals from ERP, building variance commentary from scratch, formatting reports for leadership, every quarter, consuming days of skilled staff time on work that follows predictable patterns.
Problems discovered during close or in end-of-month reviews rather than as they happen. Metrics that require someone to run a report to see rather than surfacing automatically when something is off.
Teams exporting from one system, reformatting, and importing into another. Cross-system workflows that require manual handoffs because the tools don't integrate natively.
Ticket volume, report workload, or CRM update frequency growing faster than the team. More business creating more manual work rather than the work being absorbed by automated systems.
We map the workflow the agent will handle. Every manual step, every system involved, every handoff between people and tools. We identify exactly where the agent creates the most measurable impact before designing anything.
We design the agent: the AI models, the data flows, the integration points, and the human oversight model. You review and approve the architecture before we write a line of code.
We build and integrate the agent directly into your operational tools. Two weeks of parallel testing before go-live validates accuracy against real operational data. Zero workflow disruption for your team.
We track performance against the baseline established in Discovery: response times, accuracy, volume handled, time saved. We refine the model based on real output and feedback in the first 30 to 60 days of live operation.
A 150-person manufacturing company has a 12-person sales team handling complex enterprise deals. CRM records are always out of date. Reps update them manually after calls, often hours later, with incomplete notes. Pipeline data is unreliable. Forecasting is built on instinct rather than data.
Taycan AI deploys a CRM enrichment agent that connects to their call recording platform, email, and meeting calendar. After each customer interaction, the agent reads the transcript, identifies key updates: deal stage changes, next steps, stakeholder mentions, objections, and updates the CRM record automatically.
Reps no longer spend time on CRM administration. Pipeline data reflects what actually happened in conversations, not what reps remembered to enter. Sales leadership can trust the forecast because it is built from captured conversation data rather than manual input.
Result: 45 minutes per rep per day returned. Pipeline data accuracy improves significantly. Forecasting becomes reliable enough to use in board reporting.
Book a free strategy call. We identify the highest-value agent opportunity in your operations and scope a practical next step.
Small business: start with one automated workflow.
Mid-market, deploy agents across departments at scale.
Enterprise division: move faster than your company-wide program allows.