AI agents & automation development

We build custom AI voice lines, SDR email automation, smart document extraction pipelines, and n8n workflow systems. Let autonomous agents manage leads, calls, contracts, and CRM syncs 24/7.

CASE STUDIES
PLATFORMS & STACK
OPENAI
ANTHROPIC CLAUDE
VAPI
N8N
ZAPIER
MAKE.COM
LANGCHAIN
GOHIGHLEVEL
OPENAI
ANTHROPIC CLAUDE
VAPI
N8N
ZAPIER
MAKE.COM
LANGCHAIN
GOHIGHLEVEL
OPENAI
ANTHROPIC CLAUDE
VAPI
N8N
ZAPIER
MAKE.COM
LANGCHAIN
GOHIGHLEVEL
OPENAI
ANTHROPIC CLAUDE
VAPI
N8N
ZAPIER
MAKE.COM
LANGCHAIN
GOHIGHLEVEL

End-to-end AI agent & automation solutions

We don't build chatbot demos. We build AI systems that handle real business operations — integrated into your existing tools, running 24/7, with no human babysitting required.

01
AI Solution

AI voice agents

Fully functional inbound and outbound voice agents built on VAPI and integrated with OpenAI or Claude. Handle inbound enquiries, qualify leads, answer FAQs, book appointments and escalate to human agents when needed — all without a receptionist. Deployed with your business knowledge base, your call scripts and your calendar integrations.

AI voice agents

  • VAPI Voice API integration
  • 24/7 call queue management
  • Human escalation routing
  • Custom knowledge base training
Sprint Specs01
02
AI Solution

AI SDRs & appointment setters

AI-powered sales development agents that work your inbound leads around the clock. Qualify prospects against your criteria, handle objections, personalise follow-up sequences and book meetings directly into your sales team's calendar. Integrated with your CRM so every interaction is logged automatically.

AI SDRs & appointment setters

  • Lead qualification pipelines
  • Direct Cal.com/Calendly sync
  • Automated follow-up campaigns
  • HubSpot/Salesforce database sync
Sprint Specs02
03
AI Solution

AI customer support agents

Custom support agents trained on your product documentation, FAQs and support history. Handle tier-1 queries across web chat, WhatsApp and email — resolving routine issues instantly and escalating complex cases to your team with full context. Reduce support volume without reducing service quality.

AI customer support agents

  • Multi-channel support desks
  • Documentation-trained memory
  • Tier-1 ticket auto-resolution
  • Instant email & WhatsApp chat
Sprint Specs03
04
AI Solution

n8n, Zapier & Make.com workflows

Complex multi-step automation workflows that connect your tools, move your data and trigger the right actions at the right time — without manual intervention. We design, build and deploy workflows across n8n (self-hosted and cloud), Zapier and Make.com — from simple two-step automations to enterprise-grade operational pipelines.

n8n, Zapier & Make.com workflows

  • Self-hosted n8n instances
  • Make.com API structures
  • Zero human latency
  • Cross-platform synchronization
Sprint Specs04
05
AI Solution

AI document processing

Automated document intake, extraction and routing systems for businesses handling high volumes of contracts, invoices, applications or forms. AI reads, classifies and extracts structured data from unstructured documents — feeding results into your CRM, ERP or database with no manual re-entry.

AI document processing

  • Intelligent OCR engines
  • Contract & Invoice extraction
  • Database auto-importing
  • Structured JSON payloads
Sprint Specs05
06
AI Solution

CRM & business system integrations

AI agents are only as useful as the systems they connect to. We build deep integrations between your AI layer and your CRM, ERP, calendar, helpdesk and communication tools — so data flows automatically and your team always has the full picture.

CRM & business system integrations

  • Two-way calendar synchronizations
  • Helpdesk & Slack alert flows
  • System health checkers
  • Multi-app data mapping
Sprint Specs06

AI agent types we build

Each agent type is built for a specific job. Most clients combine two or more into a connected automation stack.

AI voice agents — inbound & outbound

VAPI, Call Routing

AI voice agents are the fastest-growing category of business automation. Built on VAPI and powered by OpenAI or Claude, they handle phone calls with natural, low-latency conversation — indistinguishable from a human assistant for most routine interactions. We build inbound agents for service businesses, clinics, law firms, estate agents and any operation that receives high call volumes. Outbound agents handle follow-up calls, appointment reminders and lead reactivation campaigns. Every agent is trained on your business knowledge, integrated with your calendar and booking system, and deployed with full call logging and escalation rules.

Services

Inbound call handlingOutbound follow-up agentsAppointment booking automationLead qualification callsAfter-hours coverageCall transcription & CRM logging

AI SDR & lead qualification agents

CRM, Automated Sprints

An AI SDR agent works your inbound lead list 24 hours a day — responding to new enquiries within seconds, asking the right qualification questions, handling objections and booking meetings directly into your sales team's calendar. Built on OpenAI or Claude and integrated with your CRM (HubSpot, GoHighLevel, Salesforce or others), these agents ensure no qualified lead ever goes cold because a human wasn't available. We also build outbound SDR agents for re-engagement campaigns — working dormant leads, past customers and marketing list contacts at scale.

Services

Inbound lead qualificationOutbound re-engagementMeeting booking automationCRM integration & loggingMulti-channel follow-up sequences

AI customer support agents

Tier-1 Multi-Channel Support

Customer support is the highest-volume, most repetitive function in most service businesses — and the most logical candidate for AI automation. We build custom support agents trained on your documentation, product knowledge and historical support data. Deployed via web chat, WhatsApp, email or SMS, they handle tier-1 queries instantly and pass complex cases to your team with full conversation context already attached. Unlike generic chatbot tools, these agents are built to your exact workflows — including your escalation logic, your tone of voice and your specific product edge cases.

Services

Web chat agentsWhatsApp AI supportEmail triage & response automationFAQ & knowledge base agentsEscalation routingSupport ticket creation

n8n workflow automation

Self-Hosted Pipelines

n8n is the most powerful self-hosted automation platform available — and our preferred tool for clients who want full control over their data and workflow logic. We build complex n8n workflows connecting your CRM, email, calendar, database, communication tools and AI layer into a single, coordinated operational pipeline. Whether you're running n8n on your own server or on n8n Cloud, we design workflows that are maintainable, documented and built to handle real-world edge cases — not just the happy path.

Services

Multi-step workflow design & buildCRM & ERP connectionsAI trigger workflowsWebhook integrationsSelf-hosted n8n setupWorkflow documentation & handoff

Zapier & Make.com automation

Rapid API Integrations

For businesses already using Zapier or Make.com, we build, extend and optimise workflows that go beyond basic two-step automations. Complex multi-branch logic, error handling, data transformation and AI-augmented steps — built to the limits of what these platforms can do. We also advise on when it makes sense to migrate from Zapier or Make.com to n8n for cost, performance or control reasons.

Services

Complex Zap developmentMake.com scenario buildsAI-augmented workflow stepsCross-platform data syncWorkflow audit & optimisation

OpenAI & Claude API integrations

RAG & LLM Work

Most businesses don't need an off-the-shelf AI product — they need AI embedded into their specific workflow, trained on their specific data, producing outputs in their specific format. We build custom integrations using the OpenAI API and Anthropic Claude API — including prompt engineering, function calling, retrieval-augmented generation (RAG) with vector databases, fine-tuning pipelines and structured output systems that feed directly into your existing tools.

Services

OpenAI API integrationClaude API integrationRAG system developmentVector database setupPrompt engineeringStructured output pipelinesFunction calling & tool use

AI document processing

Data Extraction Pipelines

High-volume document handling — invoices, contracts, applications, compliance forms, medical records — is one of the clearest ROI opportunities for AI automation. We build end-to-end document processing pipelines that intake documents from email, upload portals or cloud storage; use AI to extract, classify and validate the relevant data; and push structured outputs into your CRM, database or ERP automatically. Handles PDFs, scanned images, Word documents and mixed-format batches.

Services

Invoice & receipt processingContract data extractionForm classification & routingCompliance document handlingMulti-format document pipelinesCRM & database output integration

Automation systems we've delivered

Real projects. Real outcomes. Every system below runs in a live business environment.

Project Case Study

AI voice agent for UK service business

VAPIOpenAIn8n

Problem

A UK service business was missing inbound enquiry calls outside office hours and losing leads to competitors who answered immediately. No budget for additional staff.

Solution

24/7 AI voice agent handling all inbound calls — qualifying enquiries, answering FAQs and booking appointments directly into the team's calendar via n8n automation. Full call transcripts logged to CRM after every interaction.

Outcome

100% call coverage from day one. 40% reduction in missed leads within the first month. Client extended scope to include outbound follow-up calling.

Project Case Study

AI SDR for B2B SaaS company

OpenAIGoHighLeveln8n

Problem

A B2B SaaS company had strong inbound lead volume but a two-person sales team unable to follow up on every trial signup within a reasonable timeframe. Leads were going cold.

Solution

AI SDR agent integrated with GoHighLevel CRM — responding to new trial signups within 60 seconds, qualifying fit via conversational follow-up, and booking demo calls directly into the sales team's calendar. Escalation logic routes hot leads immediately.

Outcome

Response time reduced from 4–6 hours to under 90 seconds. Demo booking rate increased by 35% in the first 6 weeks.

Project Case Study

AI document processing for financial services

OpenAIn8nPostgreSQL

Problem

A financial services firm was processing 200+ client onboarding documents per week manually — extracting data, cross-referencing compliance fields and updating client records by hand. 15+ hours of staff time per week.

Solution

Automated document intake pipeline using n8n — documents uploaded to a shared portal, AI extracts and validates required fields, flags discrepancies for human review and pushes structured data directly to PostgreSQL and the firm's CRM.

Outcome

Processing time per document reduced from 12 minutes to under 90 seconds. Staff time reclaimed: 13 hours per week in the first month.

WHY CHOOSE PSI SQUARE

Why businesses choose PSI Square for AI automation

Four pillars of production-grade AI engineering.

We build for your workflow, not a template

Every AI agent and automation system we deliver is built specifically for your business — your tools, your data, your logic and your edge cases. We don't resell off-the-shelf chatbot products with a different logo on top.

Production deployment, not proof of concept

The gap between a demo and a live system is where most AI projects fail. We build for production from the first line — including error handling, fallback logic, rate limit management and the real-world conditions that demo builds ignore.

Deep integration capability

AI agents only deliver value when they're connected to the right systems. We have deep experience integrating with CRMs, ERPs, calendars, helpdesks, databases and communication platforms — so your AI layer and your business layer operate as one.

You own everything, always

Full source code, workflow files and documentation delivered with every project. No platform lock-in beyond the tools you choose. No ongoing licensing fees to us. If you want to take the work in-house or to another developer, you can.

OUR PROCESS

How we work

A structured process that keeps your project on track from first call to live deployment.

01
01
STEP 01

Free consultation

We start with a 30-minute call to understand your business operations, the specific problem you want to solve and the tools you're already using. No obligation — and no generic sales pitch. We ask the right questions to determine whether AI automation is genuinely the right solution and what it would look like for your specific situation.

02
02
STEP 02

System design & specification

We map the full automation architecture — agent logic, integration points, data flows, escalation rules and any custom requirements. You receive a written specification before development begins so there are no ambiguities, no scope creep and no surprises at delivery.

03
03
STEP 03

Development & integration

Development begins within 5 business days of approval. We build the agent or workflow, connect all required integrations, configure your knowledge base and test against realistic inputs. Regular updates throughout so you always know where things stand.

04
04
STEP 04

Testing & quality assurance

All systems are tested against real-world edge cases before delivery — including failure modes, unexpected inputs and integration error scenarios. AI voice agents are tested with live calls before handoff. Automation workflows are validated end-to-end.

05
05
STEP 05

Delivery & go-live support

Full system handoff with documentation, setup guides and a walkthrough session. We support go-live and are available for questions during the initial deployment period. Ongoing support and monitoring packages available for production systems.

ENGAGEMENT ALIGNMENT

Is this the right fit for you?

We work best with clients who have a clear operational problem and want a properly built solution.

This is a strong fit if you:

VERIFIED COMPATIBLE
  • Have a specific business process that consumes significant staff time
  • Are receiving inbound enquiries or leads that aren't being handled fast enough
  • Want AI integrated into tools you already use — not a separate product to manage
  • Value properly built, documented, maintainable systems over quick hacks
  • Want a development partner who will still be available after launch

Probably not the right fit if you:

POTENTIAL MISALIGNMENT
  • Want to "explore AI" without a defined use case or problem to solve
  • Are looking for a fully autonomous agent that requires zero human oversight — for most businesses, some oversight is appropriate and we'll tell you honestly where
  • Need something live in 24 hours with no specification process
  • Are primarily comparing on price rather than capability and reliability

Not sure if automation is right for your situation? Book a free call — we'll give you an honest assessment, not a sales pitch.

CLIENT SPOTLIGHT

What clients say about working with us

Real feedback sourced directly from verified clients, Direct NDA projects, and live system deployments.

SJ
🇺🇸Sarah J.
n8n Workflow Automation · United States
Direct NDA

"The n8n workflow they built completely transformed our onboarding process. We were doing 15 hours of manual data entry a week, and now it's zero. They handled all the API edge cases we didn't even know existed."

0+Five-star reviews
ProDirect NDA Clients
Top RatedEnterprise Partners
Since 2016Established
COMMON INQUIRIES

Frequently asked questions

Find immediate answers regarding AI platforms, integration capabilities, timelines, and code ownership.

We build AI voice agents (inbound and outbound), AI SDR and lead qualification agents, AI customer support agents, and document processing agents. We also build the workflow automation layer — using n8n, Zapier or Make.com — that connects these agents to your existing CRM, calendar, helpdesk and business systems.
How projects are priced

How projects are priced

Every AI agent and automation project is scoped individually — because a single inbound voice agent and a multi-channel, CRM-integrated AI operations stack are completely different engagements. We don't publish fixed rates because we don't want to overprice a simple automation or underprice a complex one.

Book a free 30-minute consultation. We'll scope exactly what you need and send you a detailed quote within 24 hours.

GET IN TOUCH

Ready to automate the work your team shouldn't be doing?

Whether you need a single AI voice agent or a fully automated business operations stack — tell us what's consuming your team's time. We'll scope it, design it and deploy it to production standard. Most projects start within 5 business days.

Or email info@psi-square.net · We reply within 24 hours · NDA available on request