Custom AI Agent Solutions — AI Agents Tailored to Your Business Processes & Data
Design and deploy custom AI Agents by department/industry: consulting, business processes, CRM/ERP integration, security & compliance. Pilot-first deployment in 10–30 days, measure ROI and scale in phases.
InCard builds custom AI Agents based on internal data, business processes and existing systems (CRM/ERP/Helpdesk). Agents operate multi-channel (Web, Zalo, Messenger, WhatsApp…), with guardrails against errors, human handoff and KPI/ROI reporting. Fast pilot-first deployment before scaling.
Who Is This For?
Industry-specific Enterprises
E-commerce/Retail, Real Estate, Education, Hospitality–Travel, Services/SaaS needing deep workflows & integrations.
Mid-market/Enterprise
Requirements for security, SLA, RBAC, multi-system connections, standardized reporting.
Growth/Ops/IT Teams
Want end-to-end automation while maintaining control & approval workflows.
Results You Get
Reduce repetitive workload (Q&A, data entry, triage)
Speed up processing (scheduling, quotes, ticket/order creation)
Increase conversion at consulting & qualification stage (MQL/SQL)
Improve CSAT/retention post-sale
Standardize data into CRM/ERP
Clear KPI measurement (CR, FRT/ART, AHT, ARPU, renewal…)
Typical Use Cases (By Industry)
E-commerce/Retail
- Product consulting by needs; AI Product Finder
- Cart recovery; draft order creation; returns/exchanges
- Order/inventory lookup; fast CS tickets
Education
- Program consulting; routing by suitability
- Schedule tours/trial classes; application guidance
- Tuition/schedule reminders; parent-student support
Real Estate
- Pre-qualification buyers/renters; project recommendations
- Viewing appointments; document checklists; legal docs
- Lead & activity logging to CRM; conversion reports by channel
Hospitality–Travel
- AI Concierge: check-in/out, room service, F&B/spa upsell
- Itinerary suggestions; urgent requests; post-stay CSAT
- PMS/Booking/Payment integration (by package)
Services/SaaS
- Onboarding/trial; tiered support; technical knowledge bot
- Renewal/expansion; contract & invoice reminders
- Auto-collect feedback & customer insights
AI Agent Technical Capabilities (Customized by Project)
Knowledge Connectors
FAQ/docs/URL, internal files; freshness sync on schedule.
Actions/Tools
Create leads/deals in CRM, schedule (Calendar), create quotes/draft orders, send payment links, create helpdesk tickets.
Guardrails & Moderation
Block sensitive topics, limit response scope, require source citations (when needed).
Contextual Handoff
Transfer to human with conversation history & collected data.
Multi-language & Multi-channel
Web, Zalo, Messenger/Instagram DM, WhatsApp, Telegram, Email.
Reporting/Monitoring
CR by step, FRT/ART, AHT, handoff rate, CSAT/feedback, attributed revenue.
Deployment Model (Pilot-First) — 5 Steps
Reference timeline: 10–30 days for pilot (depending on complexity & number of integrations).
Discovery
2–4 days
Interview processes, KPI goals, data scope & integrations, security constraints.
Data & Integrations
3–7 days
Connect KB/CRM/ERP/Helpdesk; standardize fields/owners; data sandbox.
Prototype
3–7 days
Design prompts + toolflow, conversation UI, guardrails; UAT round 1.
Pilot
7–14 days
Limited segment/channel run; monitor KPI/quality; optimize intents & handoff.
Scale & Handover
5–10 days
Standardize rules, governance, train internal team; finalize SLA & periodic optimization schedule.
Security & Compliance
RBAC, audit logs, in-transit/at-rest encryption
NDA/SLA, privacy & channel consent
Data residency (optional VN/SG/AU)
Compliance: GDPR/PDPA/Decree 13 (VN)
Risk & Mitigation
Anti-hallucination through guardrails, controlled knowledge sources, output moderation, and mandatory handoff when data is insufficient.
System Integrations (Typical)
CRM
HubSpot, Zoho, Odoo, (Salesforce*), systems with APIs
Booking/Calendar
Google/Outlook, Calendly*
Helpdesk
(Optional) Zendesk/Freshdesk*
Payment
Payment links/orders*
Channels
Web chat, Zalo OA, Messenger/Instagram, WhatsApp, Telegram, Email
*By package & project scope.
Measurement & KPIs (Pilot Examples)
Pre-qualify rate ↑ 20–40%
Conversion ↑ 1.3–2.5× (by industry)
FRT/ART ↓ 40–60%
AHT ↓ 15–30%
CSAT ↑ 8–20%
Renewal/upsell rate ↑ 5–15%
Data entry time ↓ significantly via auto CRM updates