liftform

AI AGENTS & AUTOMATION · CUSTOM SCOPE

Less repetitive work. More room to move.

We design and implement automation and AI agents around real business workflows. Help customers find answers and products, route enquiries, and connect the tools your team uses to get work done.

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  1. DISCOVER
  2. DESIGN
  3. BUILD
  4. TEST
  5. DEPLOY
  6. ITERATE

THE STARTING POINT

The same questions. The same manual steps.

For consumer brands and teams whose support, sales or operations depend on repeated questions, copied data and information scattered across tools. We start with the task, the people doing it and the outcome they need, then choose the simplest system that fits.

The right level of automation for the job.

A rule-based workflow follows defined steps. An AI assistant helps using agreed knowledge sources. An AI agent can reason within a defined workflow and use permitted tools or actions. We choose based on the problem, with clear permissions, human handoff and approval points where needed.

Connections depend on your actual stack.

  • Ecommerce platforms
  • CRM
  • Email & messaging
  • Databases & spreadsheets
  • Internal tools
  • APIs & webhooks

We verify available APIs, access, data quality and platform restrictions before promising an integration. Live stock, order status or account changes require the relevant authorised connections. A chat interface is optional; the workflow determines what we build.

What this can help with.

Examples of work we can scope, not claims of completed client projects.

Customer support

Answer common questions using your policies, products and business information. Hand off when the answer is missing or a person needs to act.

Product discovery

Help customers compare products and find suitable options through guided selling, a product finder or an AI assistant.

Lead qualification

Collect useful context from enquiries and route opportunities to the right person.

Internal knowledge

Help teams find and work with approved documentation and recurring questions.

Operations

Connect repeatable steps between forms, spreadsheets, inboxes and internal tools, including document processing and information extraction.

Sales & research

Support research, enrichment, preparation, summaries and recurring reports using agreed sources and checks.

WHAT YOU GET

A working system, with a clear owner and boundaries.

01

Workflow & knowledge design

An agreed map of inputs, decisions, responsibilities, knowledge sources and permitted actions.

02

Implementation

The scoped workflow or agent, instructions, backend logic and integrations. A customer or internal interface if required.

03

Testing & handoff

Tests for normal and edge cases, unsupported answers, failures, permissions and escalation, with human approval where needed.

04

Deployment & documentation

Deployment into the agreed workflow, operating guidance and a monitoring and iteration plan. Deliverables depend on scope.

From a manual task to a working system.

  1. STEP 01

    Discover

    Understand users, inputs, decisions, systems, manual steps and the desired outcome.

  2. STEP 02

    Design

    Define responsibilities, knowledge, tools, permissions and human approval or handoff.

  3. STEP 03

    Build

    Implement instructions, integrations, backend logic and any required interface.

  4. STEP 04

    Test

    Check normal cases, edge cases, invented answers, failures and escalation.

  5. STEP 05

    Deploy

    Release into the actual workflow with agreed access, logging and ownership.

  6. STEP 06

    Iterate

    Review usage, task completion, failures, escalations and business usefulness. Agree improvements.

Independent work, or the next layer of your store.

You can come to us just for automation. It can also follow a Revenue Leak Audit or Ecommerce Redesign: repeated product questions might call for guided selling, while repetitive support may need a connected workflow. Ongoing monitoring and improvements are scoped separately.

WHY LIFTFORM

We connect the business task to the software.

Commercial thinking helps define what is worth solving. Product and UX shape how people use it. Technical implementation connects it to the systems behind the business. Martina and Juani work directly with you from the first workflow to delivery.

A foundation in operational systems.

Related implementation experience; not an AI-agent case study.

01

NEX Importados

Client work connecting storefront, stock, payments, orders, shipping and internal automations. This demonstrates commerce systems work, not deployed AI agents.

Before we start.

Does every workflow need AI?

No. If clear rules solve the task reliably, we use deterministic automation. Assistants and agents fit tasks that need language or reasoning within an agreed scope.

Can an agent act without limits?

No. Tools, data access and actions are explicitly scoped. We define approval steps, human handoff and logging around the consequences of each action.

What does it cost?

Custom scope. Workflow complexity, integrations, data readiness and testing needs determine the proposal. We identify any platform or usage costs and agree fees, timeline and ongoing responsibilities before starting.

What happens when it cannot answer or an integration fails?

We design fallback and escalation paths, test failure scenarios and define what is logged and who handles exceptions. The system should not invent missing business information.

Can this work alongside an ecommerce redesign?

Yes, but neither service requires the other. We only add an assistant or automation when the workflow justifies it.

Tell us what you’re doing manually.

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Often paired with, depending on scope: