Custom AI Agents
New capability

AI Agents That
Retire Legacy Systems.

When a box product cannot be made to fit, we build the agent that does - production-ready, observable, and safe to put in front of customers. Bring your aging CRM, ERP, or ticketing tool; we will give you the agent that replaces it.

What We Build

Six Capabilities for Production-Grade Agents

Not demos. Not POCs. Agents that run in production, with the evals, observability, and guardrails it takes to keep them there.

Legacy System Modernization

Replace aging CRMs, ERPs, ticketing tools, and home-grown apps with agents that work against the same underlying data - without the box-product tax.

  • Read-only mode first - agent works alongside the legacy system
  • Gradual cut-over - shift one workflow at a time, not a big bang
  • Data preservation - migrate or proxy, never lose history
  • Run-rate cost reductions - kill the legacy license at the right moment

Custom Agent Development

Domain-specific agents built on your data, your rules, your workflows. Production-grade evals, guardrails, and observability from day one.

  • Eval suite with golden test cases, scoring rubrics
  • Prompt and model version control
  • Cost and latency monitoring
  • Human-in-the-loop for high-stakes actions

RPA & Workflow Replacement

AI-native automation beyond brittle screen-scraping bots. Reasoning over context, not just clicking buttons in a fixed sequence.

  • Replace fragile UI bots with API-driven agents
  • Handle exceptions the legacy bot could not
  • Decisioning based on context, not just rules
  • Audit trail of every action and decision

LLM & Tool Integration

Function calling, MCP, and RAG over your knowledge base. Plug agents into Salesforce, HubSpot, Dynamics, Slack, Jira, and your data warehouse.

  • Model Context Protocol (MCP) for clean tool boundaries
  • Function calling with strict schemas
  • RAG with vector search + reranking
  • API gateways and rate-limit-aware retries

Multi-Agent Orchestration

Specialist agents that coordinate to ship work end-to-end - planner, executor, reviewer, verifier - with audit trails at every step.

  • Planner / executor / verifier patterns
  • Stateful conversation across handoffs
  • Token and cost budgets per workflow
  • Replayable runs for incident review

Trust, Safety & Governance

PII redaction, prompt-injection defenses, role-based tool access, and full conversation logs for compliance review.

  • PII detection and redaction in prompts and outputs
  • Prompt-injection and jailbreak defenses
  • Role-based access on the tool layer
  • Conversation log retention with redaction policy
How It Works

From Prompt to Production-Grade Agent

A four-phase delivery model designed for the LLM era - tight loops, quantitative evals, and shadow-mode rollouts.

01

Discover

Understand the workflow being replaced, the data the agent needs access to, and the failure modes that cannot happen in production.

02

Prototype

Build the agent against a representative slice of your data. Get to a working demo in 2-3 weeks - not 3 months.

03

Eval

Golden test cases, scoring rubrics, side-by-side comparisons. Quantitative pass/fail before going anywhere near production.

04

Deploy

Production rollout in shadow mode, then read-only, then write access on a graduated basis. Continuous monitoring after go-live.

Real Results

Three Scenarios Custom Agents Solve

Anonymized results from recent custom AI agent engagements across industries.

Legacy CRM replacement

Retiring a 15-year-old custom CRM

Challenge

In-house CRM built 15 years ago. Original developers long gone. UI hated by users. Adding any new field takes 3 weeks of dev work. Vendor support nonexistent.

Result

Agent built on top of the existing database (read mode first), surfacing the data through chat plus a lightweight modern UI. Six months later, the legacy UI was decommissioned. Users got their time back, IT got the maintenance bill back.

15-yr legacy retired6-mo cutoverNo data migration
Custom domain agent

AI underwriting assistant

Challenge

Insurance underwriters spending 60% of their time gathering and cross-referencing data from policy docs, credit reports, and internal systems before they could even start a decision.

Result

Custom agent that ingests application packets, queries internal systems, summarizes credit reports, flags policy exceptions, and produces a structured underwriting recommendation. Underwriter approves or overrides. 4.5x faster cycle time, full audit trail.

4.5x fasterFull audit trailHuman-in-loop
Multi-agent orchestration

End-to-end RFP response automation

Challenge

Sales engineering team drowning in RFPs. 3-5 day response time, missing easy questions, copying answers from old responses that no longer match product reality.

Result

Planner agent breaks RFP into question batches, executor agents draft answers using a continuously updated knowledge base, reviewer agent cross-checks claims against product docs, human approves. Response time down from days to hours.

Days to hoursFresh source claims4-agent pipeline
Why Cloudsheer for AI Agents

Why Teams Choose Us Over an AI Demo Shop

Evals-First Engineering

Every agent ships with an eval suite from day one. We can quantitatively compare versions before rolling forward - no vibes-based decisions.

Grounded in Your Data

Agents answer from your knowledge base, not the model weights. Retrieval architectures designed and tuned per workload - no copy-paste RAG.

Safety as a Default

PII redaction, prompt-injection defenses, RBAC on tool access, and human-in-the-loop for high-stakes actions. We do not ship agents that can do damage they should not.

Production-Ready, Not POC

We have shipped agents to production - cost monitoring, version control, replayable runs, on-call. Most demos do not survive contact with reality. Ours do.

FAQ

AI Agent FAQs

What Legacy System Are You Replacing?

30-minute call. Bring the workflow you wish you could retire, and we will tell you whether a custom agent is the right answer - and what it would take to ship one.

Book AI Agent Discovery Call
Ask me anything