Custom Built
We map how the work runs — the approvals, the exceptions, and the people it passes through — then build custom agents instead of following a template.
Custom AI agents built for your business
Most work isn’t one question with one answer. It’s work spread across several systems, and someone on your team does all of them every single time. Our agents take the whole chain, escalate what genuinely needs a person, and get sharper with every run.
Request a DemoChoose your AI Agents
What an agent actually does
Built around your workflows.
Connected to your systems.
A chatbot replies and leaves the rest to you. Our agents keep working until the task is done or until a person genuinely needs to weigh in, and every step is logged along the way.
Native Integrations
Your agent works directly inside your ERP, CRM, databases, and business applications, reading, writing, and completing work where it already happens.
Smart Escalation
Routine decisions stay automated. Anything outside your rules is handed to the right person with the context, reasoning, and history already attached.
Channel Agnostic
Every conversation continues with the same context, no matter where it begins – web, mobile, WhatsApp, voice, and more.
PRODUCTS BUILT ON THIS PLATFORM
Start with proven agents.
Expand from there.
BidBuddy and QuoteBuddy started as custom AI agents for customers facing the same operational bottlenecks. Today, they’re production-ready solutions. If your workflow is different, we’ll build an agent around it.
BidBuddy: Go from tender to submission automatically
Upload the tender document, and let BidBuddy do the rest. It reads clauses, checks your eligibility against certificates, financials, experience records, and MSE status. It flags the criteria that could disqualify you, assigns the right salesperson, and prepares the submission set.
Explore BidBuddy
QuoteBuddy: Quotes that don’t keep customers waiting
QuoteBuddy reads inquiries as they land, pulls the right items and current pricing, applies your discount and approval rules, and puts a finished quote in front of your sales team to send without forgetting about the follow-up.
Explore QuoteBuddy
Made for
Industries where AI agents
create the biggest impact
Every industry has tasks that can be automated. We build agents around your industry and run them inside the systems you already use.
Retail
Process orders and returns, chase suppliers, reconcile invoices, and trigger reorders before stock runs out.
Manufacturing
Move sales orders into production, chase supplier confirmations, and clear purchase approvals without anyone re-keying a thing.
Construction
Process pay applications, chase subcontractor compliance documents, and route RFIs and submittals to the right desk.
Healthcare
Confirm appointments, run post-discharge follow-ups, and settle routine billing queries across the channels patients already use.
Insurance
Verify incidents with timestamped footage, spot risk patterns across insured sites, and cut fraudulent claims.
Education
Answer applicant and parent questions, chase missing documents, and send fee reminders through admissions season.
Custom AI agents built to work inside your stack
With 320+ pre-built integrations across SAP, Oracle NetSuite, Salesforce, Shopify, Snowflake, and more, your agent can access data, trigger actions, and complete workflows without manual handoffs.
Security
Security built into every agent
Flexible Deployment
Run your agents in your cloud, on-premises, or in a hybrid setup, so sensitive data never leaves your infrastructure.
Data Encryption
TLS 1.3 keeps everything encrypted at rest and in transit, on every call the agent makes.
Access Control
Role-based access control decides which systems and records each agent can touch, and what it’s allowed to do once it’s there.
Case Studies
How NavAI has helped clients succeed
See how leading teams put NavAI to work and exactly what changed once they did
One view for faster, smarter merchandising
Retail teams struggled with disconnected data across ERP, POS, OMS, PLM, and online marketplaces, delaying decisions. NavAI unified data sources into a conversational intelligence platform, helping teams identify trends, optimize inventory, strengthen customer loyalty, and make merchandising decisions with greater confidence.
Frequently asked questions
Common questions about NavAI agents
How is an AI agent different from the chatbot we already have?
A chatbot answers a question and hands you off the task. An agent takes action on every task it is connected to. It can pull an order from your ERP, check a document against your records, raise a ticket, prepare a quote, or complete a submission, and it keeps going until the task is done or it hits the limit you’ve set.
How long does it take to build a custom AI agent?
Most of our agents go live in weeks, not quarters. The timeline depends on how many systems the agent has to reach and how many exceptions your process carries, but we start from the data and systems you already have rather than building from scratch.
Do we need an experienced tech team to run your AI agents?
No, you don’t need tech expertise to handle our AI agents. Every deployment comes with our own engineers, data scientists, and analysts who build it, tune it to your environment, and hand it over. Your team uses it like any other tool.
What happens when an agent gets something wrong?
When an agent comes across something it can’t confidently handle, it stops and escalates it to the right person. It passes along the relevant data, actions, and reason for the escalation, so your team can take over with full context.
Which systems can the AI agents connect to?
Our AI agents offer 320+ pre-built integrations across ERPs, CRMs, data warehouses, and commerce platforms, including SAP, Oracle NetSuite, Salesforce, Shopify, and Snowflake. If something in your stack isn’t on the list, we build the connection
Automate the process that’s slowing you down
Show us what’s keeping your team busy, and we’ll show you how our custom AI agent automates it.
Speak to our expert