04
Content Generation
On-brand drafts produced at volume and routed to a human for review before anything publishes.
AI & Automation · Production-grade, monitored, measured
AI that ships, not slides.
AI for business should ship to production, not sit in slides. INSIDEA builds custom AI agents, workflow automation, LLM integration, and managed AI operations, production-grade, monitored 24/7, and tied to outcomes you can measure.
Playbook
INSIDEA Implementation Playbook
The Breeze AI Assistant Production Playbook
The methodology behind the engagement, end to end.
Trusted by 1,500+ businesses across 25+ countries
99.4%
Production uptime
Across customer-facing AI agents we operate
100+
AI engagements shipped
From scoping to production
4.1x
Avg outbound reply lift
Through AI personalization in production
8 wk
Discovery to production
Typical first agent timeline
Six AI capabilities
From discovery to production, end to end.
Most clients start with one capability (often Agents or Workflow Automation) and expand. The capabilities compose: an agent often needs workflow automation; managed ops keeps it all running.
01
AI Agents
Custom agents for lead scoring, outbound personalization, support triage, content generation, and the long-tail automations.
Explore AI Agents
02
Workflow Automation
Make, n8n, Zapier, custom code. Cross-system orchestration that connects your CRM, billing, support, product.
Explore Workflow Automation
03
AI Integration
Bring AI into systems your team already uses. HubSpot, Salesforce, Slack, internal tools, with the right guardrails.
Explore AI Integration
04
Managed AI Ops
Prompt iteration, model evaluation, observability, cost control. The team that keeps AI running in production.
Explore Managed AI Ops
05
Custom AI Dev
Bespoke agents, RAG pipelines, fine-tuned models, multi-agent systems with production infrastructure.
Explore Custom AI Dev
The INSIDEA AI journey
Four steps to production AI.
01
Discovery
We map your processes, identify the highest-ROI AI opportunities, and pressure-test feasibility. Most clients have 3-5 candidate use cases. We pick the one that compounds.
02
Design
Architecture, data flow, prompt strategy, evaluation criteria, fallback paths. You sign off on the design before we write a line of code.
03
Build & Ship
Our AI engineers build in 2-week sprints. Sandbox testing, evaluation pipeline, observability instrumented before production deploy.
04
Operate
Optional retainer. Prompt iteration as models change, evaluation against drift, cost optimization, expansion into adjacent use cases.
What we do
Six services. Production-grade.
AI Agents
Lead scoring, outbound, support triage, content. Production-grade with monitoring.
See how it ships
Workflow Automation
Make, n8n, Zapier, custom code. Multi-system orchestration.
See how it ships
AI Integration
HubSpot, Salesforce, Slack. AI that lives in your team's tools.
See how it ships
Managed AI Operations
Continuous evaluation, prompt iteration, cost control, drift monitoring.
See how it ships
Custom Development
Bespoke agents, RAG pipelines, fine-tuned models, multi-agent systems.
See how it ships
AI Pricing
Discovery sprints, custom builds, managed retainers. Transparent.
See how it ships
Use cases
What teams actually build with us.
The automations clients ask for most. Each one is a production pattern we have shipped and operate, not a template.
01
Lead Scoring & Enrichment
Agents score and enrich inbound leads in real time, so sales works the highest-intent accounts first.
02
Outreach Personalization
Sequences written from live CRM signals, personalized per account instead of templated.
03
Customer Support AI
Deflect repetitive tickets and draft replies grounded in your own knowledge base, with a human in the loop.
05
Data Analysis & Insights
Natural-language querying and automated reporting across the data your team already works in.
06
Pipeline Automation
Trigger-based workflows that move deals forward across CRM, billing, and support without manual handoffs.
AI for Industries
AI patterns by vertical.
Different industries have different highest-ROI AI use cases. We bring the patterns we've seen work in your vertical.
AI for
SaaS & Technology
AI scoring, in-product agents, customer health prediction, churn prevention.
See the playbook
AI for
Healthcare
HIPAA-aware AI for patient triage, intake automation, referral routing.
See the playbook
AI for
Financial Services
Compliance-aware AI for KYC/AML, advisor co-pilot, document review.
See the playbook
AI for
E-commerce & DTC
Product recommendation, support deflection, lifecycle personalization.
See the playbook
AI for
Real Estate
Lead qualification agents, listing description generation, agent co-pilot.
See the playbook
AI for
Professional Services
Internal knowledge agents, proposal generation, capacity forecasting.
See the playbook
Customer outcomes
AI in production, measured.
Professional Services · CRM + RevOps
100% Automated Lead-to-Case Handoff
A U.S. based law firm was managing leads in HubSpot and cases in a separate legal case management platform, with no native integration between the two systems.
Read the case study
Healthcare · CRM + AI
100% Consent Workflow Automated
A U.S. healthcare provider specializing in surgical and aesthetic services needed to eliminate all manual steps from their patient consent process while keeping everything inside HubSpot.
Read the case study
Professional Services · CRM + AI
50% High-Intent Leads Identified
A U.S.-based investigation technology company serving insurance and legal professionals was unable to identify high-intent leads within HubSpot because the platform does not natively track cumulative form submissions per contact.
Read the case study
Partners & expertise
The stack we operate at production scale.
OpenAI Partner
Anthropic Solutions
LangChain Production
Pinecone / Weaviate
Vercel AI SDK
Make.com Master
n8n Specialist
HubSpot AI Integration
Production AI Engineer
Engagement models
Discovery, build, or managed ops.
Discovery sprints from $15K. Custom agent builds from $30K. Multi-agent systems from $80K. Managed AI ops retainers from $5K/month.
Quick questions
Things people ask.
Are AI agents actually ready for production?
Yes, when they're built and operated correctly. We've shipped agents handling tier-1 support, outbound personalization, lead scoring, and content generation in production with 99.4%+ uptime. The engineering rigor matters more than the model choice.
How do you handle hallucinations and PII?
Every agent has guardrails: input validation, output filtering, fallback paths, evaluation pipelines that catch regressions. PII handled via masking, vector store isolation, and per-tenant access controls. All standard for production AI.
Which models do you use? OpenAI, Anthropic, Google, open-source?
Whatever fits the use case. We're model-agnostic. Most production agents run Claude or GPT-4 class for quality, with smaller open-source models (Llama, Mistral) for cost-sensitive sub-tasks. Our managed retainers route between models for cost optimization.
What's the difference between an AI agent and a workflow automation?
Workflow automations are deterministic (if X then Y). Agents reason and decide. We build both, often in the same engagement. Most production systems are hybrid: deterministic plumbing for rules, agents for judgment calls.
How is this priced?
Discovery sprints from $15K. Custom agent builds from $30K. RAG pipelines from $40K. Multi-agent systems from $80K. Managed AI ops retainers from $5K-$25K/month. See /ai/pricing for engagement models.
What can AI agents do for a business?
AI agents handle real work end to end: qualifying and routing leads, drafting and triaging responses, enriching CRM records, summarizing calls, and running multi-step workflows that used to need a person. The point is shipped automation running in production, not demos.
What AI services does INSIDEA offer?
AI agents, workflow automation, AI integration into your existing stack, managed AI operations, and custom AI development. We focus on use cases that connect to revenue and operations, especially inside HubSpot and your CRM.
Can you connect AI to our HubSpot or CRM?
Yes. CRM-connected AI is our core: agents and automations that read and write to HubSpot or Salesforce, trigger on real events, and keep your data clean. As an Elite HubSpot Partner, we build these to fit your existing model rather than bolt on a separate tool.
Do you train AI models on our private data?
No. We design AI workflows that use your data securely at run time without training third-party models on it, with PII handling and access controls built in. Your data stays yours.
How do we get started?
Book a 30-minute strategy call. We cover where AI can solve a real problem for your business, what to build first, and what scope makes sense. Proposal within 48 hours if we're a fit.
Ready to ship AI to production?
30 minutes with our team. We map where AI can solve a real problem for your business and what to build first.
Book a Strategy Call
How INSIDEA works
