Custom AI agents · Since 2008
Custom AI agents for small and medium businesses
A custom AI agent is software that can take steps on its own. It reads a request and looks things up in your tools. Then it drafts the work or does it, and hands off to a person when needed. PerezCarreno & Coindreau builds custom AI agents for small and medium businesses across the United States. Armando J. Perez-Carreno founded the firm in 2008, and we've helped 100+ businesses in 11 industries. Every project starts with a free 30-minute call and gets one fixed price before any work begins.
100+
businesses helped
11
industries served
Since 2008
English and Spanish
01
What an AI agent is
An AI agent is a helper that works inside your software. You give it a job, like answering new leads or sorting support emails. It reads what came in and checks the facts in your tools. Then it gets the next step ready, or takes that step if you've said it can.
A chatbot mostly answers questions in a chat window. An agent can also act. It can update a record in your CRM or pass a task to the right person on your team.
A custom agent is built for your business. It follows your steps and uses your words. It knows when a case is outside its job and should go to a person.
02
Agents we can build for your business
We build agents for the work that piles up at small and medium businesses. Here are some of the agents we can build for your team.
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Lead intake and follow-up
Picks up new inquiries from your website or email and adds them to your CRM. It drafts a first reply so new leads hear back quickly.
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Support triage
Sorts incoming support emails by topic and urgency. It drafts answers to common questions and sends the rest to the right person.
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Quote and proposal drafts
Pulls the details from a request and your pricing notes, then drafts a quote or proposal for your team to review and send.
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Internal knowledge assistant
Answers your team's questions from your own documents, like policies and how-to guides. New hires can find answers without waiting on a coworker.
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Voice receptionist
→Answers your phone in English or Spanish. It handles common questions and takes callback details for your team.
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Back-office data entry
Reads forms and emails, then enters the details into the right system. Your team reviews the entries and spends less time retyping.
We build with Claude and Claude Code from Anthropic, and with OpenAI Codex. We pick the right model for each job and test it on your real examples before it goes live. Your agent connects to the tools you already use, like your CRM, email, calendar, and shared files. Bigger builds run through our AI Integration & Development service.
03
How we work
Your timeline depends on the scope. You'll see it with your fixed price before we start.
- 1
Start with a free call.
We spend 30 minutes learning about your business and the work you'd like an agent to take on.
- 2
Map the process.
We walk through the task step by step with the people who do it today, including the tricky cases.
- 3
Get one fixed price.
You get one fixed price and a timeline before any work begins.
- 4
Build and test with your team.
We build the agent and test it with your team on real work. We adjust it until it handles your cases well.
- 5
Train your team.
We show your team how to run the agent and check its work, so it fits into your day-to-day routine.
04
A person stays in the loop
Every agent we build has clear limits. We write down what it may do on its own and what needs a person's approval. Anything that matters, like a quote going out or a reply to an upset customer, can wait for someone on your team to sign off.
The agent only gets access to the tools it needs for its job. We set it up to keep a record of what it did, so your team can review its work. When it's unsure, it hands the task to a person with the details attached.
Many owners start with the agent drafting and a person approving. As your team gets comfortable, you can give it more room.
05
Why work with us
Armando J. Perez-Carreno founded PerezCarreno & Coindreau in 2008. Since then we've helped 100+ businesses in 11 industries. Armando is an Upwork Expert-Vetted engineer in the top 1%. We work on-site around San Antonio, Texas, and remotely with businesses across the United States, in English or Spanish.
We also run AI training for teams. It helps your people get comfortable working next to a new agent. Meetings are by appointment only, and you can reach us at (210) 987-4321.
Related
More ways we help
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AI Integration & Development
Our engineering service for custom AI systems shaped around your workflow.
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Custom AI Automation
Automations for the repetitive work your team does every week.
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AI for dental practices
An AI phone receptionist and front-desk tools for dental offices.
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AI consulting for small businesses
How we work with small and medium businesses across the US.
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FAQ
Questions about custom AI agents
- What is a custom AI agent?
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A custom AI agent is software that can take steps on its own to finish a task for your business. It can read a request and look things up in your tools. Then it drafts the work or does it, and hands off to a person when needed. PerezCarreno & Coindreau builds custom AI agents for small and medium businesses across the United States, shaped around how your team already works.
- How is an AI agent different from a chatbot?
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A chatbot mostly answers questions in a chat window. An AI agent can also act. It can check your CRM, fill in a form, draft a quote, or send a task to the right person. We set clear rules for what each agent may do on its own and what needs a person's approval first.
- What can a custom AI agent connect to?
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It can connect to the tools your business already uses, like your CRM, email, calendar, shared files, and phone system. We look at your tools on the free 30-minute call and tell you what an agent can reach. If a tool has no way to connect, we'll say so and suggest another path.
- How much does a custom AI agent cost?
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Every project gets one fixed price before any work begins. The price depends on what the agent needs to do and which tools it connects to. Start with a free 30-minute call. Once we understand the job, we send you the fixed price.
- How long does it take to build a custom AI agent?
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It depends on the scope. A simple agent that works inside one or two tools moves faster than one that connects many systems. You'll get a timeline along with your fixed price, so you know what to expect before we start.
- Will the agent make decisions without my team?
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Only the ones you approve. For anything that matters, like sending a quote or replying to an upset customer, we keep a person in the loop. The agent drafts the work and someone on your team signs off. You can give it more room over time as your team gets comfortable.
- Do you build AI agents that work in Spanish?
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Yes. We work in English or Spanish. We can build agents that read and write in Spanish, and we can run the whole project in Spanish, from the first call to the team training.
- Do you work with businesses outside San Antonio?
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Yes. We work on-site around San Antonio, Texas, and remotely with businesses across the United States. Meetings are by appointment only. You can call us at (210) 987-4321 or book a free call through our contact page.
Let's talk about your first agent
Book a free 30-minute call and tell us about the work you'd like an agent to handle. We'll tell you honestly whether an agent is a good fit.
Last updated October 2026