Services

We do whatever the business needs, built around your operation.

Most firms sell you a product and make you fit it. We start from how you already work, then implement the smallest thing that removes the biggest cost. What we build is grounded in your own data and documents, and it keeps improving as it runs, so the system gets sharper the longer it operates.

Everything below can stand alone or combine into a larger system.

Flagship engagement

Custom agents built on the context of your organization.

Three phases. We unify your data, sit with your team to learn the parts that only exist in their heads, then deploy agents that quietly govern the operation in the background.

Terso AI is a member of the Claude Partner Network. The agents we deploy are built on Claude, Anthropic’s frontier AI models.

01 Unify your fragmented data

One foundational layer. Every system feeding it.

We ingest your policies, connect to the software you already run, and consolidate everything into a single foundational data layer. On top of that, we implement the dashboards and scorecards your team actually checks, and we open secure channels so AI can read and act on your data without exposing it.

Policy and SOP ingestion
Connectors to your CRM, ops, finance, and comms stacks
Custom dashboards and scorecards
Secure, scoped channels for AI access

02 Understand your company’s systems

Most of the intelligence isn’t in code. It’s in your team.

We fly out to your headquarters, break bread with your team, and sit with every core operator on staff. We map the workflows, the unwritten rules, and the judgment calls that govern your business but live nowhere on a server. That context is what makes the agents we deploy feel like they understand the company.

On-site working sessions with core team members
Workflow and decision-rule mapping
Tribal-knowledge capture, written down for the first time
Prioritized list of where AI moves the needle

03 Implementation & ongoing automation

Start with the bottleneck. Then keep going.

With your data and your context in hand, we build against the single highest-cost bottleneck first. We stay engaged with your team until that bottleneck is solved, then move to the next one. Over time, your systems get automated into the background. Operating the company becomes talking to people again.

Highest-cost problem identified and shipped first
Custom agents deployed against your data and context
We stay engaged until it is solved
Systems quietly automate into the background, one by one

We are building toward a world where operating a company means talking to people again. The agents we ship run quietly in the background with full context of your data and systems.

It’s time to forget about software.

Start your engagement

Standalone services

Or pick one piece at a time.

Org-context AI agents

The flagship above: unify the data, sit with the team, deploy agents that govern the operation with full context.

Custom software & internal tools

Purpose-built applications that match your operating model exactly, shaped around how your team already works, and kept running for you.

CRMs that fit your sales motion

Custom-built or restructured from what you have. Every lead captured, scored, and followed up, with no deals slipping through the cracks.

AI SDR & outbound systems

Agents that qualify inbound leads the moment they arrive and run outbound sequences in the background, so speed-to-lead stops depending on who’s at their desk.

AI agents & voice agents

Agents that handle leads, customers, and internal questions around the clock, so your team stops answering the same things over and over.

Workflow automation

We automate the repetitive connective tissue of the business: sales handoffs, onboarding, scheduling, follow-ups, and internal operations.

Document & invoice processing

PDFs, invoices, and intake forms turned into structured data automatically, cutting out the manual entry that eats hours every week.

Revenue operations: pricing, billing & collections

We tune pricing, automate invoicing, and chase collections automatically, so revenue stops leaking through the gaps between sales, billing, and finance.

Knowledge bases & SOPs

Your processes made queryable and searchable, kept current automatically, so new hires get up to speed in minutes.

RAG & internal knowledge assistants

An assistant grounded in your own policies, product docs, and history, so answers reflect how your company actually operates.

Dashboards & intelligence

Reporting built around the KPIs you actually decide on, surfacing the few numbers that matter.

Compliance & reporting automation

We turn the monthly compliance scramble into a system that reports itself, so deadlines stop depending on someone remembering to run the numbers.

Growth systems

Email and SMS sequences, content engines, and AI-era search optimization when growth is the bottleneck.

Customer retention & churn prevention

We flag at-risk accounts early and automate the win-back outreach, so revenue you already earned doesn’t quietly walk out the door.

Tool & spend audits

We find redundant vendors and wasted spend, then reallocate it to what actually closes business.

Not sure which of these you need?

Start with the audit. We map your bottlenecks, rank them by ROI, and recommend the smallest implementation that removes the biggest cost.

Book a free discovery call