Faster execution, fewer errors, and work that does not stop.
CXO engineers agentic AI systems to your processes and connects them to the systems you already run. Built for professional services, clinics, trades, machine shops, freight brokers and aviation MRO. Live in days.
Hear an agent work a live call
Scripted scenarios, recorded end to end. The conversations are written; the handling is what a deployed agent does on a live call. Press play on the image to listen.
The agent answers an open "what do you offer" question from the clinic's own service catalog, laying out three assessment tiers and their prices, fields a specific clinical question about calcium scoring, recommends a starting tier against what the caller described, books a named video consultation with the clinical director, captures the email and triggers the confirmation with a health-history form, all autonomously.
The agent pulls the days since last contact and the original quote details from the CRM, places the outbound call, and handles the "still comparing" objection with a specific coverage value-add rather than a discount. It offers two appointment slots with a named specialist, confirms the booking, and sends a text confirmation. The pipeline stage is updated on completion and every interaction is logged without manual entry.
Six sectors we know well enough to be specific about
The mechanics are the same everywhere. What differs is which process is costing you and where a person still has to decide. Each page is written for one sector.
Professional Services
Law, accounting, consulting, staffing and advisory. Intake, billing follow-up and reporting taken off your fee-earners.
Read more →Specialty Trades
Electrical, mechanical, HVAC and plumbing. Every after-hours call answered, triaged and dispatched.
Read more →Longevity & Aesthetic Clinics
Med spas, longevity and diagnostic clinics. Every inquiry answered and booked, at any hour.
Read more →Logistics & Freight
Brokerages, 3PL and warehousing. Every short pay worked, not only the large ones.
Read more →Aviation MRO
Repair stations, component shops and parts distributors. The AOG call answered at any hour.
Read more →Precision Machining
Contract machining and fabrication into aerospace and defense. RFQ response in hours rather than days.
Read more →Six ways we put agents to work
Each line replaces work your team does by hand today, connected to the systems you already run.
Sales Pipeline Automation
Every lead worked in minutes, qualified, logged, and routed without a rep lifting a finger.
Explore →Client Onboarding Automation
Move clients from intake to active without the manual handoffs that stall the process.
Explore →Intelligent Inbound
Every call, email and form answered at any hour, routed to the agent that knows the answer, and resolved.
Explore →Finance & AR Automation
Collections and AR, invoice and AP processing, payment recovery, reconciliation and close.
Explore →Reporting & Intelligence Automation
Dashboards and reports that assemble themselves, real-time visibility without the manual pulls.
Explore →Custom Agentic Workflow
If a person does it repeatedly, we can build an agent to run it. Designed around your process.
Explore →One operating layer behind every workflow
Every solution runs on CXO Axon, a single agentic operating layer configured to your processes, your compliance requirements, and the systems you run. Whatever workflow we build, it inherits the same core capabilities. Not a template. A custom deployment that fits how you actually operate.
Conversational intelligence
Voice and chat across inbound and outbound workflows, configured to your tone and business rules.
Multi-step workflow automation
Sequential actions across multiple systems, not a single trigger. The agent runs the whole process.
Enterprise data connectivity
Live integration with your CRM, ERP, billing, scheduling, and communication tools.
Exception handling
Human-in-the-loop escalation when a case genuinely needs it, on thresholds you set.
Analytics and reporting
Real-time performance visibility for every workflow, so you always know what each one delivers.
Scalable deployment
From one process to a full operational stack, added as your operation grows.
From strategy to running systems
We do not just advise. We engineer and deploy the systems, then run them or hand them to your team.
Agentic Workflow Automation
Multi-agent systems configured to your business processes, handling collections, onboarding, AP/AR, sales follow-up, and reporting end to end, integrated into your existing software stack.
Intelligent Automation & Workflows
Automated workflows that connect your systems, coordinate tasks, and remove the manual handoffs that slow your operation. From collections follow-up to multi-step approval chains.
Data Intelligence & Analytics
Dashboards, KPIs, predictive models, and automated reports for real-time visibility into what is working and what is not. Built by a team with nearly twenty years of BI and data engineering experience.
Systems Connectivity & Integration
Your CRM talks to your ERP. Your scheduling tool feeds billing. Your agents pull from every source they need. We build the connective tissue that makes automation possible.
Built on more than 20 years of engineering for enterprise clients
Before deploying AI systems for clients, CXO spent two decades building analytics, automation, and data infrastructure for banks, alternative lenders and specialty finance companies, for global manufacturers and specialty plastics producers, and for consumer packaged goods, industrial and transportation businesses across North America, including engagements with Big Four firms, global consulting practices, and Fortune 500 enterprises. That operational depth is embedded in every system we deploy.
Three stages, assessment to operations
A disciplined path from finding the opportunity to running the systems that capture it.
Process Intelligence Assessment
We map your operations and pinpoint where automation pays off first.
Build Engagement
We design, build, and deploy the agents, connected to the systems you already run.
Automation Operations Management
We run, monitor, and tune the systems so they keep performing.
Tell us your most critical process. We will show you how to automate it.
Name the workflow that matters most to your business, and we will map the fastest path to running it autonomously.
Ready to see what your operations could run without you?
Book a discovery call and we will show you where agents create value first, with a clear path to a working system.
Book a discovery call →