AI solutions · agents

AI Agents That Do Real Jobs Inside Your Sales, Support and Operations

An agent is worth having when it takes a job off someone's plate and does it reliably. We work out which job that is, choose the platform, build the agent with the right guardrails and approval steps, connect it to HubSpot, and report on what it produces. There is no custom software to write and nothing for you to host.

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Quick answer

What Is an AI Agent?

An AI agent is software that uses a language model to carry out a defined job across your systems. Depending on the job, it can read your CRM, ask a prospect qualifying questions, book a meeting, create a record, sort support tickets or draft a reply, and it passes the conversation to a person whenever it is unsure. The difference from a chatbot is that an agent takes action rather than only answering.

What we build

The Agents We Deploy Most Often

Each one is connected to HubSpot.

Sales

Lead Qualification and Routing

  • Replies to a new lead within seconds
  • Scores the lead, routes it and creates the deal
Website

Chat Booking Agent

  • Answers from a knowledge base you have approved
  • Books meetings straight onto rep calendars
Phone

Voice Agent

  • Answers inbound calls around the clock
  • Qualifies the caller, then books or transfers
Sales

Research and Call Prep

  • A briefing before every first meeting
  • Notes and next steps written up afterwards
Service

Support Triage

  • Sorts and prioritizes incoming tickets
  • Drafts a reply for your agent to approve
Data

Data Hygiene and Enrichment

  • Fills in details for new contacts and companies
  • Flags duplicates and merges them

How we work

Define, Build, Launch Under Review, Tune

A first agent is usually live within two to four weeks.

1
Phase · 01

The job and the measure

One agent, one job. We write down what it covers, when it hands over to a person, which sources it may use and the number that will tell us whether it worked.

2
Phase · 02

The platform

HubSpot Breeze for work inside the CRM. A chat or voice platform for the website and the phone. Zapier, Make or n8n agents for jobs that span several tools.

3
Phase · 03

The guardrails

An approved knowledge base, a defined scope, rules for what to refuse, and a person approving every action with consequences until the agent has earned more room.

4
Phase · 04

Launch and tune

A controlled launch with transcript reviews, weekly adjustments, and results in your HubSpot reports.

✓ AGENT IN PRODUCTION · MONITORED DAILY

Not sure which job to give an agent first?

Describe your team on a thirty-minute call and we will tell you which agent would pay for itself first.

Talk to Us

Pricing

A Fixed-Fee Pilot, Then Per Agent

Ongoing tuning is covered under Managed AI Services.

PLAN B
Additional Agents
From $4,000 per agent, scoped by the integrations and channels involved.
Connected to HubSpotDocumented and owned by you
PLAN C
Managed
From $1,500 a month for monitoring, tuning and new agents.
Weekly transcript reviewAgreed response times when something breaks

Hear from our clients

What Our Clients Say

★★★★★✓ VERIFIED · REVOPS
3&Four was a helpful partner in building out our CRM infrastructure. Their team was responsive, easy to work with, and took a consultative approach throughout the process. They provided practical recommendations and best practices that helped us improve our setup and better leverage the platform.
Derrick, S. · “Responsive and Knowledgeable Partner”
★★★★★✓ VERIFIED · GROWTH
I have worked with Adeel and his team at 3 & four for the past few months now. What I have been most impressed with is their responsiveness and quality of work. Even though we are in two very different time zones, the communication is almost seamless which I very much appreciate.
Asif Rehmani · “Hard to find more reliable folks than these guys”

Evidence · accreditations

Agents Configured by the Team That Runs Your CRM

Platinum Solutions Partner, accredited by HubSpot for Onboarding and Solutions Architecture.

HubSpot Onboarding AccreditationHubSpot Solutions PartnerHubSpot Solutions Architecture Accreditation
150+
HubSpot clients served
100+
Onboardings and implementations
5.0 ★
HubSpot Marketplace rating
5.0 ★
Clutch rating

FAQs · for the record

Common Questions

Everything clients usually ask — on the record. If yours isn't here, the consultation is free.

Still have a question?

A senior consultant answers within one business day.

Ask the team
01 What is the difference between an AI agent and a chatbot?

A chatbot answers questions inside a chat window and that is where its job ends. An AI agent is given a job and the tools to do it. It can look up a record, ask qualifying questions, book a meeting, create a deal or triage a ticket, and it hands over to a person when it is unsure.

02 How do you keep an agent on-script?

The agent only answers from a knowledge base you have approved and from your own CRM data. It has a defined scope and declines anything outside it. Any action with consequences, such as booking a meeting or creating a deal, needs a person to approve it until the agent has proven accurate. We read the transcripts every week and adjust the instructions.

03 Can an agent work inside HubSpot?

Yes. HubSpot Breeze agents run inside the CRM itself. Agents built on chat, voice or automation platforms are connected to HubSpot so that every conversation and every booking is recorded on the contact and the deal.

Get started · free consultation

Scope your agent pilot

Tell us the job you would hand to an agent first. We will confirm the platform, the measure and a start date within one business day.

  • Fixed-fee pilot · one agent, one job, thirty days
  • Guardrails from day one · approved knowledge and human approval steps
  • Measured in HubSpot · conversations, meetings and tickets

We reply within 1 business day.