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Arise Agentic

Custom business systems

Connected systems.
Built around your business.

We design and build AI agents, automations, dashboards, portals and customer experiences around the way your team works. Connect the tools you have—and create what’s missing.

Tell us what you want to buildExplore the possibilities

For businesses and teams across industries. Start with an idea, a bottleneck or a process you want to improve.

New client inquiries, 24/7+1 (954) 738-2510
See the work in motion.
1 min 1 sec · Music only

Selected Arise Agentic builds. Explore loyalty, referral and affiliate programs, real Make scenarios, and a sample database that links requests to owners and next steps.

  1. 0:03Agent approvals
  2. 0:08Loyalty rewards, referrals & affiliate programs
  3. 0:16Management dashboards
  4. 0:31Workflows & databases

More workflows you could build

Read what the video shows

The video has instrumental music and on-screen descriptions. Here is the visual sequence:

  1. 0–3 secondsConnected work

    A montage introduces a management dashboard, a rewards portal, an AI agent workflow and the tools behind them.

  2. 3–8 secondsAI agent teams

    A sample reply waits for a person to review it. The demonstration then shows approval before the handoff; no live integration runs.

  3. 8–12 secondsLoyalty rewards programs

    Reward customers for repeat purchases or milestones. The demo portal shows members what they’ve earned and what’s available.

  4. 12–16 secondsReferral and affiliate programs

    Track who referred a new customer, review which referrals qualify, and distinguish pending rewards from payouts already made. The screen uses sample balances.

  5. 16–21 secondsExecutive scorecard

    A management overview compares requests handled, on-time follow-up and items that need review. A bar chart breaks down volume by fictional team.

  6. 21–26 secondsActivity heatmap

    A grid shows 28 days of activity across fictional teams. Darker squares mark higher activity. One row shows a quiet stretch spanning parts of two weeks.

  7. 26–31 secondsReview queue

    A queue pairs signals such as a slowdown or an overdue follow-up with an owner and a suggested next action.

  8. 0:31–0:39Two Make scenarios

    Screenshots from two builds show a request entering through a webhook, connected modules, and branches that can take different actions. Internal labels are hidden.

  9. 0:39–0:46Connected databases

    A sample request tracker shows each request’s status and owner. The selected request links to its customer and gives the team a next step: review the draft reply.

  10. 0:46–0:50Lead routing example

    Capture an inquiry, create or update a lead in HubSpot or Salesforce, then assign the follow-up.

  11. 0:50–0:54Meeting follow-up example

    Start with an approved Google Meet transcript, draft notes in Google Docs, then have someone review and assign the actions.

  12. 0:54–0:58Document approval example

    Route a Word document for approval in Microsoft 365 and notify the owner of the decision.

  13. 0:58–1:01Your starting point

    The montage returns with an invitation to tell us what you want to build.

Download MP4

Connect what you use.Start with your existing tools and processes.

Build what’s missing.Shape the system around the work you need done.

Keep your team in control.Clear scope, human checkpoints and practical handover.

Find the work you want to improve.

Start with a handoff, update or follow-up that takes too much time from your team.

01

Intake and customer journeys

Legal and client intake, document collection, service booking, onboarding, and timely follow-ups.

02

Connected operations and infrastructure

Customer records and accounting connections, database sync, purchasing, invoicing, and ecommerce order handoffs.

03

Dashboards and decision support

Executive scorecards, activity heatmaps, and review queues that show what needs attention.

04

Communities and portals

Member onboarding, self-service status, and shared workspaces for your customers and partners.

05

Loyalty rewards, referral and affiliate programs

Reward repeat purchases, track who referred a new customer, and see which rewards are pending or paid.

06

AI agents and coordinated workflows

Give agents defined roles, share context between tools and keep people reviewing the decisions that matter.

Find a solution or an example for your business

A closer look

Put agents to work.
Keep people in the picture.

Two ways AI can become part of a broader business system—with roles, rules and handoffs designed around your team.

AI agent teams

Coordinate intake, replies, operations and reporting. See how one request moves between agents and human reviewers.

Explore the agent workflow

Voice agents

Answer inbound calls, collect useful details and prepare the next step. Bring your team in when the conversation needs a person.

Explore voice agents

Management dashboards

See what changed. Know what to look at next.

We build dashboards around the questions your team asks. Bring together the numbers you rely on and make it clear when something needs a closer look.

Explore dashboards and reporting
Operations intelligenceFictional data

Management overview

Requests handled
248
18 more than last period
On-time follow-up
92%
Up 4 percentage points
Needs review
12
3 assigned today

Requests handled by team

  • Team A82
  • Team B69
  • Team C55
  • Team D42

A clear path.
Something useful at every stage.

Our delivery approach
01 / UNDERSTAND

Audit

Map the work, tools, handoffs, and exceptions. Agree on the problem worth solving first.

Your workflow map
02 / DEFINE

Design

Set the scope, connections, approval points, and acceptance checks before the build.

Your system blueprint
03 / PUT TO WORK

Deploy

Build and test the agreed workflow in your environment, with the people who will use it.

Your tested system
04 / MAKE IT YOURS

Optimize

Document operations, hand over the system, and agree on self-management or ongoing care.

Your operating guide

Work taken off the list.

A connected workflow can take repetitive handoffs off your team. What changes depends on the work and the tools.

Less repetitive coordination

Follow-ups prepared in the workflow

We agree a baseline and measure the change in your workflow.

A system you own.
A team when you need one.

When the work is mostly moving information between tools, a scoped system can reduce the coordination your team has to carry.

How our team works

  • A defined build, with clear boundaries

    Agreed workflows, deliverables, responsibilities, and acceptance checks. A custom quote for the work in scope.

  • Your accounts. Your operational knowledge.

    Systems built in customer-controlled accounts, with documentation and a practical handover.

  • Run it yourself, or keep us close

    Choose team ownership after handover, or an optional care plan matched to your support needs.

Tools we work with.

Examples of products a project can connect. Not client logos or endorsements.

  • HubSpot
  • Spreadsheets
  • Power BI
  • Databases
  • Make.com
  • n8n
  • Zapier

Start with reliable native capabilities and extend the automation you already have. Connections depend on your access, data, and the scope we agree together.

A clear starting point.
A scope that fits.

Start with an audit when you need a plan, or bring us a defined workflow. Each service has its own scope; ongoing care is optional.

  1. 01Growth Bottleneck Audit$4,500 one-time
  2. 02Day-One Growth Dashboard$7,500 one-time
  3. 03Growth Systems BuildFrom $20,000
  4. 04Care Plan$3,500 per month
  5. 05Ownership & HandoverIncluded with a build · $6,500 standalone

Have a custom project in mind? We quote the work around your tools, workflows and approval steps. Every build includes handover.

Explore custom pricing

A few things
worth knowing.

A useful partnership starts with clear expectations.

Request a free 15-minute intro call
Is this relevant to my business?

We work around business needs, across small and mid-size firms and departments. Legal intake, service operations, retail and ecommerce, communities, reporting, and rewards are all possible starting points. We assess fit for each project and keep regulated decisions with the responsible professionals.

Do we need to replace our existing tools?

Often the starting point is connecting what you already use. We review native features and existing automations first, then scope any missing connections or custom components. Platform access, data quality, and integration limits inform the design.

What should AI do, and what stays with people?

AI can help interpret requests, organize information, and prepare outputs. Predictable rules handle defined steps. Your team decides where review and approval are required, with exceptions directed to a person. Those boundaries belong in the blueprint.

Who owns and operates the finished system?

The build uses customer-controlled accounts and includes documentation and handover. Ownership, third-party licensing, access, and ongoing responsibilities are set out in your agreement. Your team can operate it, or choose optional care.

How are price and timing agreed?

Starting prices are on the pricing page, from the $4,500 audit through builds from $20,000. A signed quote sets the exact scope, timeline, and fee. There is no single timeline for every project.

What happens after I request a custom quote?

We review your workflow, ask about any missing details, and agree on the scope before preparing a written quote. If you prefer to talk through the idea, you can request a free 15-minute intro call. Share a short brief so we can review your needs before arranging a time.

How do we arrange a call?

Request a free 15-minute intro call or a 30-minute working session. Tell us a little about your business and the work you want to improve. We’ll review your request and follow up to arrange the next step.

What would you like to take off your team's list?

Share a short brief for a conversation with our team, or send us the workflow and tools you have in mind for a written quote.

Request a free 15-minute intro call Request a custom quote

Looking for a workflow to start with? Explore the Automation Map or download the checklist.