Sam AltmanCEO, OpenAI
AI is going to be the most powerful technology humanity has yet created.
AI · IMPLEMENTATION · OPERATIONS
We modernize operations.
We use the most advanced tools available — AI agents, automation, custom integrations — to drive efficiency and level up how your business runs.
WORKS INSIDE YOUR STACK
NetSuite
Salesforce
Slack
Retell
Twilio
Outlook
NetSuite
Salesforce
Slack
Retell
Twilio
Outlook
THE GAP
Every week, AI gets better. We make sure your business does too.
New models, new agent frameworks, new integrations — the landscape shifts every few weeks. Cogentic tracks what's actually useful, brings it into your stack, and keeps you moving at the speed of the frontier.
ALWAYS-ON COVERAGE
Save hours every day
Let an AI receptionist answer every call, qualify every lead, and book every appointment — so your team stops losing revenue to voicemail and after-hours gaps.
After-hours call
trigger · twilio
AI qualifies caller
voice agent · retell
Qualified lead?
branch-1
Book appointment
google calendar
Add to HubSpot
hubspot
SMS + notify sales
twilio · slack
Performance dashboard
98% efficiency
Activity heatmap
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Weekly trend
REAL-TIME ANALYTICS
Make informed decisions instantly
Gain instant insights into your operations with dynamic dashboards and reports — empowering you to act on data the moment it matters.
HOW IT FLOWS
Workflows that ship into production.
Every engagement produces a working pipeline — not a slide deck. Here’s what an actual production flow looks like inside a client’s NetSuite + Outlook stack.
See more recent workIncoming RFQ email
trigger · outlook:sales@
Extract + cross-ref SKUs
branch · model-extract
NS
Match against catalog
netsuite · 13/14 matched
Flag non-standard SKU
human-review · line 9
Auto-draft quote reply
outlook · draft mode
HOW IT FLOWS
Engagements that ship, not engagements that last.
Every Cogentic engagement follows the same four steps. The deliverable is working software in your production stack — not a PowerPoint.
01Diagnose
STEP 01 · OF 04
Find the highest-leverage workflow
We spend two weeks inside your ops. We shadow the team, map the flows, price the leaks. You get a ranked list of AI bets — highest-ROI first.
- Full audit of manual workflows across sales, ops, and back office
- Ranked opportunity list with projected hours-saved per month
- One-page executive brief you can send to your partners
RANKED OPPORTUNITIES
- 1Lead intake14 HRS/WK
- 2Document processing9 HRS/WK
- 3Follow-up sequencing7 HRS/WK
- 4Quote generation5 HRS/WK
- 5Renewal reminders3 HRS/WK
02Design
STEP 02 · OF 04
Architect the system on paper before we build
Every AI workflow we ship starts as a spec. Tools, data flows, failure modes, human-in-the-loop gates — written down and signed off before code.
- System architecture doc mapped to your existing tech stack
- Clear human-in-the-loop approval gates for sensitive steps
- Fixed scope, fixed timeline, fixed price — no surprises
SPEC v1
03Ship
STEP 03 · OF 04
Build and deploy into your stack
We build custom workflows with agentic AI embedded in the tools your team already uses. No standalone dashboards. No “AI platform” your team has to learn.
- Production deployment in weeks, not six-month engagements
- AI embedded in NetSuite, HubSpot, Slack, Outlook, or your CRM
- Full handoff documentation and runbook
LIVE
- ✓agent.build[12s]
- ✓integration.outlook[3s]
- ✓guardrails.validate[1s]
- ✓deploy.production[ok]
04Hand off
STEP 04 · OF 04
Prove it worked, then disappear
Thirty days of monitored operation with weekly performance reports. If the savings aren't real, you don't pay the retainer. Then we hand you the keys.
- Weekly performance report with hours saved and revenue recovered
- Full source code and documentation — you own everything
- 30-day money-back guarantee on the retainer
Source code · GitHubhanded off
Runbook · Notionhanded off
30-day guarantee · Activeactive
You own everything
WHAT WE BUILD
Systems that capture, convert, and keep customers.
We don't sell software. We install the systems that plug the revenue leaks in any business — built, integrated, and managed for you.
Most requested
Capture
An AI front desk that answers every call, texts back the ones you miss, and books the appointment — 24/7, no voicemail.
Reignite
A reactivation engine that mines your existing database and wins back dormant customers — revenue from leads you already paid for.
Intake
Conversational AI that captures and qualifies every lead, then writes it straight into your CRM or system of record.
Back Office
Document processing and workflow automation that clears the repetitive paperwork — extraction, classification, routing, and data entry.
Brain
A private AI assistant trained on your own documents, SOPs, and data, so your team gets instant, sourced answers.
Pipeline
A CRM and automation backbone with a live ROI dashboard — every lead tracked, every recovered dollar visible.
ONE CONTROL PLANE
One dashboard for everything we ship.
Every agent, every approval gate, every workflow — surfaced in a single view that lives on top of the tools your team already uses. No swivel-chair. No context-switching.
Cogentic Control Plane
Every workflow we ship, surfaced in one dashboard — built on top of the tools you already run.
Workspace
Operations Overview
Live health of every AI workflow Cogentic shipped.
Agent uptime
99.4%
Last 30 days across all shipped workflows14 hrsSaved / week
2.3kActions / mo
INDUSTRIES WE SERVE
Built for any business. Tuned for yours.
We implement AI systems across every industry. These are four where we go especially deep — same systems, configured for how your business actually runs.
Healthcare & Medical Practices
Capture every patient call, cut no-shows, and bring back lapsed patients — without adding front-desk staff.
- 24/7 patient intake & scheduling
- Missed-call text-back
- No-show reduction & reminders
- Lapsed-patient reactivation
- EHR / CRM sync
Insurance Agencies
Capture and qualify every quote call so no policy lead slips away.
- 24/7 quote-intake receptionist
- Lead qualification & routing
- Missed-call recovery
- Renewal & follow-up automation
- CRM sync
Law Firms
Make sure every potential client reaches you — and gets followed up with — instantly.
- After-hours intake reception
- Instant lead follow-up
- Consultation booking
- Client screening
- Pipeline automation
Home Services
Turn the calls you miss into booked jobs — HVAC, plumbing, electrical.
- AI dispatch reception
- Missed-call text-back
- Job booking & scheduling
- After-hours coverage
- Review requests
Don't see your industry?
If your business runs on phone calls and leads, these systems fit. Tell us what you do and we'll map it.
THE SHIFT IS HAPPENING
You don't have to take our word for it.
Public statements from the operators and investors building the AI-native era.
Demis HassabisCEO, Google DeepMind
AI is going to be the most transformative technology of our lifetime — and probably of any lifetime.
Satya NadellaCEO, Microsoft
Every business process and every application is going to be infused with AI.
Jensen HuangCEO, NVIDIA
CNBC
Every company will be an AI company. The companies that don't adopt AI will be left behind.
Marc BenioffCEO, Salesforce
We are at the dawn of a revolution where AI agents work alongside humans in every industry.
Reid HoffmanCo-founder, LinkedIn
AI will do more to transform the world economy in the next 10 years than the internet did in the last 30.
Aaron LevieCEO, Box
We're already seeing AI agents handle work that used to require entire teams.
Sundar PichaiCEO, Google
Bloomberg
This will be the biggest productivity boost in history.
Andrew NgFounder, DeepLearning.AI
AI is the new electricity. Just as electricity transformed almost everything 100 years ago, AI will do the same.
Bill GatesCo-founder, Microsoft
Wired
The development of full artificial intelligence could spell the end of the human race... or the greatest leap forward.
Mark ZuckerbergCEO, Meta
If you're not using AI to build your product today, you're going to be at a massive disadvantage.
Dario AmodeiCEO, Anthropic
Financial Times
The race is on. AI will rewire every workflow in every industry within this decade.
HOW WE'RE DIFFERENT
Most AI consultancies sell slides. We ship systems.
Before
Six-month engagements, vague deliverables
With Cogentic
Fixed scope, fixed price, shipped in weeks
Before
AI pilots that never leave the pilot stage
With Cogentic
Production systems in the tools your team already uses
Before
PowerPoints and strategy docs
With Cogentic
Working code and full documentation
Before
Generic enterprise AI “platforms”
With Cogentic
Custom agents trained on your data, your workflows
Before
Monthly retainers with no accountability
With Cogentic
30-day money-back guarantee on every engagement
Before
Junior consultants learning on your dime
With Cogentic
Senior engineers who've shipped AI systems before
WHAT TEAMS SAY
Operators who chose us.
Real feedback from the engagements we've shipped.
“We'd burned six months and a six-figure budget on an enterprise AI platform that our team never used. Cogentic shipped a working quoting workflow in four weeks that actually runs inside our NetSuite. Night and day.”
S
Sarah K.
COO, mid-market SaaS
“The intake automation alone is paying for itself. We were losing warm leads to voicemail on weekends. Now every inquiry gets qualified, screened, and booked without us touching it.”
D
David R.
Operations Lead, multi-location service business
“I've hired three consultants before Cogentic. They all left us with PowerPoints. This team left us with production systems and documentation. Massive difference.”
P
Priya M.
Head of Operations, wholesale distribution
“Their human-in-the-loop approach is what sold us. We can't have AI making decisions on claim routing without oversight, and Cogentic built every approval gate we asked for. Took longer than I hoped — worth the wait.”
M
Marcus T.
VP Engineering, specialty insurance
“Fixed price, fixed scope, shipped on time. I've worked with every major AI consultancy. None of them operate like this. Cogentic is what the category should have looked like from the start.”
E
Elena V.
Founder, growth advisory
“The 30-day guarantee was what got us off the fence. Turns out we didn't need it — we saw results in week two. But it's a signal of how confident they are in the work.”
J
James O.
Director of Ops, professional services
“We'd burned six months and a six-figure budget on an enterprise AI platform that our team never used. Cogentic shipped a working quoting workflow in four weeks that actually runs inside our NetSuite. Night and day.”
S
Sarah K.
COO, mid-market SaaS
“The intake automation alone is paying for itself. We were losing warm leads to voicemail on weekends. Now every inquiry gets qualified, screened, and booked without us touching it.”
D
David R.
Operations Lead, multi-location service business
“I've hired three consultants before Cogentic. They all left us with PowerPoints. This team left us with production systems and documentation. Massive difference.”
P
Priya M.
Head of Operations, wholesale distribution
“Their human-in-the-loop approach is what sold us. We can't have AI making decisions on claim routing without oversight, and Cogentic built every approval gate we asked for. Took longer than I hoped — worth the wait.”
M
Marcus T.
VP Engineering, specialty insurance
“Fixed price, fixed scope, shipped on time. I've worked with every major AI consultancy. None of them operate like this. Cogentic is what the category should have looked like from the start.”
E
Elena V.
Founder, growth advisory
“The 30-day guarantee was what got us off the fence. Turns out we didn't need it — we saw results in week two. But it's a signal of how confident they are in the work.”
J
James O.
Director of Ops, professional services
BOOK A DISCOVERY CALL
Tell us what you're
trying to ship.
30 minutes. We'll ask about your workflows and tell you honestly whether there's something worth building.
What we need to prepare.
The better we understand where you are today, the more useful the call will be. Fill in what you can — we'll cover the rest live.
- Call length30 minutes
- Response timeWithin 1 business day
- What you getHonest yes / no / not-yet
QUESTIONS