TrailOps TrailOps
Services / AI Chatbots & Agents Agent Runtime

Creating custom AI agents and embedded chatbots that resolve tasks

We build autonomous AI agents and embedded RAG chatbots for lead qualification, 24/7 customer support, product onboarding, and internal knowledge bases. Trained on your actual data, equipped with tool-calling capabilities to take action in external systems, and smart enough to execute seamless human handoffs.

Knowledge Base
Hybrid RAG Vector Search
Action Execution
Native Tool & Function Calling
Deployments
Web Widget / Slack / Teams
Safety & Control
Confidence Handoff Rules

Agent Architecture

Autonomous Agent RAG Execution Flow

01 // QUERY forum
User Query

Visitor asks question in web widget, Slack, or support portal.

02 // SEARCH saved_search
Vector DB Retrieval

Performs hybrid vector search across company docs & past tickets.

03 // REASON smart_toy
Tool Calling Logic

Decides whether to answer, check CRM, or trigger an API function.

04 // VERIFY gavel
Guardrail Check

Evaluates response confidence and checks safety system rules.

05 // RESOLVE done_all
Action / Handoff

Delivers verified response or routes conversation to human rep.

Core Agent Capabilities

Four high-impact agent deployment models

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1. RAG-Powered Knowledge Base Chatbots

Turn static documentation into an intelligent, interactive assistant. We index your Notion wikis, Google Drive folders, API documentation, and Zendesk articles into high-performance vector databases (Pinecone / Supabase pgvector) with continuous sync.

  • Continuous document re-indexing pipeline
  • Source link citations for every answer
  • Grounded accuracy — zero internet hallucinations
account_tree

2. Autonomous Lead Qualification Agents

Engage anonymous site visitors in natural conversation, ask targeted qualification questions (budget, team size, timeline), score lead intent, write contact records to HubSpot/Salesforce, and book calendar meetings automatically.

  • Dynamic lead scoring & budget qualification
  • Direct Calendly & HubSpot meeting booking
  • Instant notification dispatch to sales rep
support_agent

3. 24/7 Customer Support & Onboarding Bots

Deflect 60%+ of routine customer support tickets. Our support agents guide new users through product onboarding, help troubleshoot common errors, initiate password resets via API, and transfer complex issues to human support agents with full conversation summaries.

  • Automated Zendesk/Intercom ticket creation
  • Seamless human agent escalation & transcript handover
  • Interactive onboarding step-by-step guidance
forum

4. Multi-Channel Embedded Widgets & Slack Bots

Deploy your custom AI agent everywhere your team and customers work. Embed a modern, high-contrast chat widget into your website/app, or deploy an internal team assistant into Slack, Microsoft Teams, or WhatsApp.

  • Custom Tailwind/React web chat widget
  • Slack & Microsoft Teams internal bot apps
  • WhatsApp Business API messaging integration

Production Standards

Engineered for strict factual accuracy and reliable action execution

travel_explore Hybrid Vector RAG

We combine semantic vector search (dense embeddings) with keyword search (BM25) to ensure precise retrieval across technical documentation, code snippets, and SKU numbers.

terminal Function Tool Calling

Agents aren't just text generators — they call custom REST APIs, look up database records, create tickets, and trigger webhooks securely based on user intent.

person_raised_hand Smart Human Handoff

When an inquiry falls below confidence thresholds or user sentiment flags frustration, the agent immediately routes the conversation to a human rep with a 1-sentence summary.

Agent Stack & Vector Databases

OpenAI Function Calling Pinecone Vector DB Supabase pgvector LangChain / LlamaIndex Next.js Chat Widget Slack Bolt API Zendesk / Intercom API HubSpot CRM API

FAQ

Frequently Asked Questions

How does the AI agent learn our company information?

We connect your documentation sources (Notion pages, Google Docs, PDFs, support tickets, and website URLs) to a vector database. We set up automated sync jobs so whenever your docs update, your agent's knowledge base updates automatically.

What happens when the agent doesn't know the answer to a question?

If confidence drops below a set threshold (e.g. 85%), the agent politely informs the user and triggers a live human handoff — creating a ticket in Zendesk or notifying your team in Slack with the full chat history.

Can the agent take real actions in our software (like booking or updating records)?

Yes! Using OpenAI Function Calling and custom webhooks, the agent can create CRM contacts, schedule calendar calls, query order status, or initiate refund requests with proper permission verification.

How long does an AI agent build take?

A standard RAG support or lead qualification agent (with document ingestion, web chat widget, and CRM integration) ships in 1–2 weeks.

Get Started

Ready to deploy an agent that actually resolves tasks?

Book a technical call with our agentic AI engineers. We'll map your knowledge sources and tool integrations live on the call.