How we build and run agents
A look under the hood at our delivery process, the capabilities every agent ships with, and the questions teams ask most.
Our delivery process
01 · Scope
We run a discovery workshop to identify the highest-ROI agent use cases in your revenue ops.
02 · Build
We design the agent: its tools and actions, data access, prompts, guardrails, and approval steps.
03 · Connect
We wire it into HubSpot, your warehouse, email, Slack, and the wider Rev Platform suite.
04 · Deploy
We ship it to production on managed infrastructure with logging, evals, and observability.
05 · Operate
We monitor performance, iterate, and add human-in-the-loop approvals where it matters.
Platform capabilities
HubSpot Forward Sync
Every action an agent takes is written straight back into HubSpot in real time — contacts, deals, properties, notes, and tasks. HubSpot stays the single source of truth, no nightly batch.
HubSpot-connected actions
Native tools that read and write your CRM safely.
Tool use & function calling
Agents take real actions across your stack.
Retrieval over your data (RAG)
Grounded answers from your knowledge sources.
Human-in-the-loop approvals
Gate sensitive actions behind a person.
Evals, logging & observability
See every run, measure quality, catch drift.
Managed deployment & scaling
Production runtime we run and monitor for you.
Multi-step workflows & scheduling
Chained actions on triggers or a cadence.
Common questions
Ready to put an agent to work?
Book a build call and we will scope the highest-ROI agent for your revenue team — and show you exactly how we would ship it.