AI Agents
Discovery Express

Professional services

Proposals take days, leads wait hours and partners answer email.

Firms sell expertise and lose it in email: senior people spend the week answering the same questions. Agents that qualify leads in minutes and turn a discovery call into a proposal give the senior team its week back.

Pilot in production: 8 to 12 weeks, under a KPI Contract

A senior partner answering email late in a glass meeting room in Polanco, a marked-up proposal draft beside her laptop

Agent Library

Three agents we recom­mend

Reference architectures show typical targets, never a result.

Typical use cases

01Inbound lead qualification and booking in under five minutes
02Quote and proposal generation from a discovery transcript
Inbound lead, web formIllustrative
Inbound Lead Qualifier
  1. Lead

    We need a Salesforce migration for 300 users in Q1. Is that something you do?

  2. HubSpotContact created from the form: 300 users, Q1, source: web. ICP fit: high.

  3. Agent

    Yes, Diego. Two questions to route you: which CRM are you migrating from, and do you own the Q1 budget?

  4. Lead

    From HubSpot, and yes, I own it.

  5. CalendarLead qualified. 30 minutes booked with Ana, partner, Thursday at 11:00, invite sent with three scoping questions.

  6. Handoff to a person

    Ana gets the brief before the call: company, size, stack, timeline and this conversation.

Illustrative thread built from the industry's typical flows, not a client conversation. DaCodes, Sep 2026.

Revenue ops

Inbound Lead Qualifier

Classifies, answers and books inbound leads from forms, WhatsApp and voice, inside HubSpot and your calendar.

KPI it moves

~90% confidence on ~120 leads

In production

Revenue ops

Quote & Proposal Agent

Meeting transcript to a structured proposal with your price catalog, CRM updated. Packaged as Co-CEO at DaCodes.

KPI it moves

Transcript to proposal in 40 to 45 minutes

In production

Knowledge

Knowledge & IT Helpdesk Agent

Internal knowledge and L1 IT support in Slack, Teams and WhatsApp, on Confluence, Drive, Jira and your ITSM.

KPI it moves

50 to 70% of L1 tickets resolved

PilotPilot target
KPI sources
  • Inbound Lead Qualifier, DaCodes inbound engine, ~120 leads, internal measurement Sep 2026.
  • Quote & Proposal Agent, Co-CEO, internal measurement at DaCodes, Sep 2026.
  • Knowledge & IT Helpdesk Agent, Pilot target, measured in your ITSM during the pilot. DaCodes, Sep 2026.
  • Maturity labels reviewed September 3, 2026.

Proof

The case behind the recom­mendation

Every figure sits in the Proof Ledger. When there is none yet, we say so.

CIAYAgents

61%

of person-⁠hours saved

3,170 hours measured, internal data

Professional services · México

61% of person-⁠hours saved

Verified by Proof Ledger, Sep 2026

Where the agent lives

Inside the systems you already run

Your system of record stays the truth. Nothing lives outside your cloud.

Channel order follows each market, WhatsApp first in México. DaCodes, Sep 2026.

Channels

  • Voice
  • Email
  • Slack
  • Microsoft Teams
  • Web chat
  • WhatsApp
  • Internal apps
Inbound Lead Qualifier

Systems of record

  • HubSpot
  • Salesforce
  • Circleback
  • Gmail
  • Google Drive
  • Microsoft 365
  • Confluence
  • Jira

Inbound Lead Qualifier

A lead answered while it is warm

A web form becomes an enriched, classified lead and a booked meeting while the buyer is still at the desk.

Form
The lead arrives from the web form and is enriched in seconds.
Classification
Qualified or not, with the confidence written next to it.
Meeting
Booked with the account owner, routed round robin.

Demo data, not a client operation. DaCodes, Sep 2026.

Inbound · lead 7731
Demo data

  1. 00:00

    Form submitted from /agents/collections-renewals

  2. 00:04

    Enriched: 1,200 employees · insurance · México

  3. 00:09

    Classified: qualified, 91% confidence

  4. 00:31

    WhatsApp sent · reply received 02:10

  5. 03:48

    Meeting booked with the account owner

Under five minutes

Time to first contact 0:31 · meeting in 3:48 · routed round robin

Regulation

Regulation we design for

  • LFPDPPP data protection (México)
  • GDPR when serving EU clients
  • Client confidentiality and NDA scope in every prompt
1

Approvals

Sensitive actions stop at a person you name.

2

Audit trail

Every read, write and escalation logged with prompt version, model and approver.

3

Data residency

Your AWS account, your region. PII masked before any model call.

Design inputs, not legal advice. Information security certified under ISO/IEC 27001:2022, December 2025.

FAQ

Questions from this industry

In our own operation it answers and books the right person within minutes, with about 90% confidence on around 120 leads (internal data, Sep 2026). It carries the label used internally at DaCodes until an external client publishes a result.

No. Templates and past proposals live in your repo and your cloud, and NDA scope is a rule in the context layer. In the CIAY operation the agent goes from discovery transcript to a proposal with scope, architecture and estimate in about 40 minutes (internal measurement, 2026).

Usually with the inbound lead qualifier: measurable in weeks, it touches no client deliverable, and it is in production in our own operation. The Discovery Express runs the numbers on your pipeline.

Other industries

All industries

Which process do we automate first?

Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.

We reply in under one business day.

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