AI Agents · In depth

Agentic AI that actually does the job

These are the agents we build for the work that quietly eats your team's time. For each one: the problem it solves, how we solve it, and what you get back.

01

Agentic BDR

Autonomous outbound that fills your pipeline.

The Agentic BDR is an autonomous business-development agent that builds qualified outbound pipeline — it researches accounts, finds the real decision-maker, verifies they are reachable, and drafts the outreach for your team to approve. It is highly customizable, and works with the data you already have — your CRM, closed-won deals, and ideal-customer profile — to sharpen targeting and outcomes.

The problem

Outbound is slow and manual. Reps spend hours researching accounts, guessing who the decision-maker is, and writing cold emails that miss — so pipeline stalls and your best people burn out on admin instead of selling.

How we solve it

  • Learns your ideal-customer profile from your CRM and closed-won deals, then finds matching accounts
  • Identifies the real decision-maker and verifies they are reachable
  • Reads timing and intent signals to prioritize who to contact now
  • Drafts personalized outreach in your voice — fully customizable to your process, for your team to approve
02

SEO Growth Agent

Compounding organic leads, proven by experiment.

The SEO Growth Agent is an autonomous search-optimization agent that grows organic traffic and leads by running controlled experiments on your own pages and keeping only the changes that measurably lift rankings.

The problem

Your website brings in little or no organic traffic — and no leads from it. Agencies charge monthly retainers for guesswork, and SEO tools only hand you a to-do list you never finish.

How we solve it

  • Reads Google Search Console to find pages sitting just off page one
  • Runs controlled A/B tests on titles, snippets, headings and content
  • Measures the real lift in clicks and rankings, separating true gains from noise
  • Keeps what wins, reverts what does not — continuously, across the whole site
03

Website Conversion Agent

Turn the traffic you already have into booked meetings.

The Website Conversion Agent is an AI agent that engages visitors in real time, grounded in your own content, to qualify them and book meetings — turning existing traffic into leads without extra ad spend.

The problem

Visitors arrive and leave. Forms sit untouched, and a static page cannot answer questions, handle objections, or catch someone before they bounce — so most of your hard-won traffic converts to nothing.

How we solve it

  • Engages each visitor in real time, answering from your own content
  • Qualifies intent and recommends the right next step
  • Books the meeting or captures the lead before the visitor leaves
  • Escalates to a human the moment it matters
04

Reputation & Reviews Agent

The local trust that makes the phone ring.

The Reputation & Reviews Agent is an AI agent for local and service businesses that grows Google reviews and local ranking — the trust signals that drive high-intent inbound calls.

The problem

For local and service businesses, reviews and map ranking drive the calls — but asking for reviews is inconsistent, responses lag, and the listing has gaps competitors quietly exploit.

How we solve it

  • Asks happy customers for a review at the right moment
  • Drafts on-brand responses to every review, good or bad
  • Monitors and fills gaps in your Google Business Profile
  • Flags emerging issues before they spread
05

Deal Desk Agent

Faster, flawless order forms — a deal desk that scales.

The Deal Desk Agent is an AI agent that turns a rep's plain-language request into a correct, approval-ready order form in minutes — applying your pricing rules, catalog and discount policy across CRM, CPQ and billing.

The problem

Non-standard deals stall. Reps do not know the pricing rules, order forms take days and bounce back with errors, and approvals bottleneck — so deals slip and quarters get lumpy.

How we solve it

  • Turns a plain-language ask — terms, discounts, ramp, billing — into a correct order form in minutes
  • Applies your catalog, pricing and discount policy automatically
  • Flags exactly what needs approval and pre-writes the justification
  • Answers reps' pricing-policy questions instantly and orchestrates across CRM, CPQ and billing
06

AI Voice Agent

A voice that answers every call — and makes the ones you miss.

The AI Voice Agent is a natural-sounding voice agent that answers every inbound call and places outbound follow-ups — booking appointments, qualifying leads and following up around the clock.

The problem

Missed calls are missed revenue. After hours, during rushes, or on hold, leads hang up and never come back — and staff burn time on repetitive calls that do not need a human.

How we solve it

  • Answers every inbound call in a natural voice, 24/7
  • Books appointments, qualifies leads and follows up
  • Places outbound reminder and follow-up calls
  • Hands off cleanly to a human when needed
07

Customer Support Agent

Front-line support that resolves, not deflects.

The Customer Support Agent is an AI agent that resolves repetitive support tickets end-to-end from your own knowledge and tools, escalating cleanly to a human when it should.

The problem

Support teams drown in repetitive tickets. Response times slip, costs climb with volume, and customers wait for answers that are already sitting in your documentation.

How we solve it

  • Resolves repetitive tickets end-to-end from your own knowledge
  • Acts across your tools — orders, accounts, refunds and more
  • Escalates cleanly, with full context, the moment a human should step in
  • Stays accurate as your knowledge base changes
08

Enterprise RAG Assistant

Answers from your company's own knowledge — with citations.

The Enterprise RAG Assistant is a retrieval-augmented AI assistant that answers strictly from your company's documents and data, with citations and permission controls, so responses are accurate and traceable.

The problem

Teams waste hours hunting through documents, wikis and drives — or worse, get confident but wrong answers from generic AI they cannot trust or verify.

How we solve it

  • Answers grounded strictly in your documents and data
  • Cites its sources so every answer is traceable
  • Respects permissions and your security posture
  • Stays current as your knowledge changes
09

GenAI Copilot

AI in the tools your team already uses.

The GenAI Copilot is an AI copilot embedded in your team's existing tools — drafting, summarizing and surfacing the right information in context, grounded in your data with a human always in control.

The problem

Knowledge work is full of drafting, summarizing and context-switching. Generic AI lives in another tab, does not know your business, and breaks focus instead of keeping it.

How we solve it

  • Lives inside the tools your team already uses
  • Drafts, summarizes and surfaces the right information in context
  • Grounded in your own data, not the open internet
  • Keeps a human in control of every output
10

Data Insights Agent

The autonomous analyst for the data you never look at.

The Data Insights Agent is an agentic analytics agent that continuously mines your own data — structured and unstructured — to surface anomalies, trends, and hidden drivers, explained in plain language, without anyone having to ask.

The problem

Companies collect enormous amounts of data and analyze almost none of it — well over half of enterprise data is dark and never used. Dashboards only answer the questions someone already thought to ask, and analysts cannot watch everything. So the anomaly that mattered, the trend that was forming, and the driver behind a number all sit unseen in data you already paid to collect.

How we solve it

  • Continuously monitors your data across sources — structured and unstructured
  • Detects anomalies and emerging trends, then investigates the likely cause
  • Surfaces hidden patterns and relationships no one queried for
  • Explains every finding in plain language, with the numbers behind it
11

Accounts Payable Agent

Invoice processing that runs itself.

The Accounts Payable Agent automates invoice and AP processing — it reads every invoice, matches it to the purchase order and receipt, flags exceptions and duplicates, and routes only what genuinely needs a human.

The problem

Accounts payable is a manual grind. Someone keys invoices, hunts for the matching PO, chases approvals, and catches errors by eye — slowly, and not always. Duplicate and fraudulent invoices slip through, month-end close drags, and the cost of processing each invoice adds up across thousands.

How we solve it

  • Reads every invoice, in any format, and extracts the line items
  • Matches to the purchase order and goods receipt (two- and three-way match)
  • Flags exceptions, duplicates, and anomalies for review
  • Routes approvals and posts clean invoices to your ERP
12

Compliance Monitoring Agent

Continuous compliance, not a quarterly scramble.

The Compliance Monitoring Agent continuously checks your transactions, communications, and processes against your policies and regulations — flagging what looks off, with the reason, and keeping an audit-ready trail.

The problem

Compliance is mostly sampling and hope. Teams review a fraction of transactions after the fact, regulations change faster than the manual, and a single missed issue can mean fines or worse. Between audits, most of what happens is simply never checked.

How we solve it

  • Continuously monitors transactions, communications, and processes
  • Checks them against your policies and the applicable regulations
  • Flags anomalies and likely violations, with the reason and the evidence
  • Keeps a complete, audit-ready trail
13

HR Helpdesk Agent

Instant answers for every employee question.

The HR Helpdesk Agent answers employee questions on benefits, policies, PTO, and onboarding from your own documents — resolving instantly and around the clock, and escalating the sensitive cases to a human.

The problem

HR teams spend their days answering the same questions — how much PTO do I have, what does the plan cover, how do I onboard — instead of the strategic work. Employees wait for answers that already exist in a handbook, and onboarding stalls on small questions no one is free to answer.

How we solve it

  • Answers benefits, policy, PTO, and onboarding questions from your own documents
  • Guides employees through onboarding and common HR processes
  • Available around the clock, in every timezone
  • Escalates sensitive or complex cases to a human, with context
14

Agentic Commerce Agent

Get discovered — and bought — by AI shopping agents.

The Agentic Commerce Agent makes your catalog discoverable and buyable by AI shopping agents — ChatGPT, Gemini, and Amazon's AI — with structured product data, real-time inventory sync, and the new agentic-checkout rails, all configured to your catalog and channels.

The problem

Shoppers increasingly research and buy through AI agents instead of browsing store by store. Those agents do not look at your homepage — they read structured product data. If yours is thin, inconsistent, or not machine-readable, the agent cannot recommend or buy your product, and you are invisible in a channel projected to reach hundreds of billions in retail sales.

How we solve it

  • Structures your product data so AI shopping agents can read and recommend it
  • Keeps inventory and pricing in real-time sync so recommendations never fail at checkout
  • Connects the agentic-commerce rails (protocols like ACP and UCP) so agents can buy
  • Adapts to your catalog, channels, and each platform's rules — configured to your business, not a fixed template
15

AI Personal Shopper

A store expert that lifts every order.

The AI Personal Shopper is a conversational commerce agent that guides each shopper like a great associate — recommending the right products, answering fit and compatibility questions, bundling add-ons, and recovering carts — trained on your catalog, your policies, and your brand voice.

The problem

Most store visitors cannot quickly find the right product, so they bounce or buy the wrong thing and return it. A static catalog and a search box cannot answer 'will this work for me,' handle an objection, or rescue an abandoning cart — and generic chatbots frustrate more than they help. With cart abandonment near 70%, the lost revenue is enormous.

How we solve it

  • Recommends the right products from your catalog, in your brand voice
  • Answers fit, compatibility, and policy questions in real time
  • Bundles relevant add-ons to lift average order value
  • Recovers abandoning carts — tuned to your margins and promotions
16

Marketplace Seller Agent

Run your Amazon storefront on autopilot.

The Marketplace Seller Agent runs the operational grind of selling on Amazon and other marketplaces — optimizing listings, managing reviews, repricing within the rules, and watching inventory and ad spend — configured to your catalog, your margins, and each marketplace's policies.

The problem

Selling on marketplaces is a relentless job: listings to optimize, reviews to request and answer, prices to adjust against competitors, inventory to protect, and ad campaigns to tune — across thousands of SKUs and rules that change often. Done by hand it does not scale, and every missed adjustment costs sales or margin.

How we solve it

  • Optimizes titles, bullets, attributes, and A+ content so listings get found and convert
  • Requests reviews at the right moment and drafts responses to build social proof
  • Reprices within marketplace rate limits and the margin floors you set
  • Monitors inventory and PPC and flags what needs attention — all within each platform's rules

Frequently asked questions

What is an AI agent, and how is it different from a chatbot or simple automation?

An AI agent does not just answer or follow a fixed script — it works toward a goal. It reads context, makes decisions, acts across your tools, and knows when to involve a human. RSVplan builds agents for specific business processes, from generating pipeline to producing order forms, so the work gets done, not just assisted.

How quickly can an AI agent be deployed?

We start with one process, map how it really works, and ship a working agent into production rather than a lengthy proof of concept. Timelines depend on the process and integrations, but the goal is a system running on real work fast, not a drawn-out pilot.

Do the agents integrate with our existing tools?

Yes. The agents work inside your stack — CRM, help desk, CPQ, billing, knowledge bases and the apps your team already uses — so they fit your process instead of forcing you onto a new platform.

Are the agents secure and governed?

Every agent is built with guardrails, a defined security posture, permission controls, human-in-the-loop at the points that matter, and observability — so it can be trusted to run on real work, not just demo in a sandbox.

Which agent should we start with?

Start with the one process that is quietly costing you the most — usually where leads are lost, deals stall, or people spend hours on repetitive work. Book a session and we will size what an agent could genuinely do for it, and advise honestly whether it is worth building.

Is a human still in control?

Always. The agents draft, resolve and generate, but you decide where they act autonomously and where a human approves. Control stays with your team.

How does an AI agent pay for itself?

Each agent moves a specific business number — pipeline created, traffic converted, tickets resolved, order forms produced, hours saved — and is measured against it. We build for a return you can point to, not activity for its own sake.

Find the agent that fits your process

Book a working session. We will pick one process, size what an agent could genuinely do for it, and advise honestly whether it is worth building.

Book a session