Account research agent
Builds a brief on each target account from public sources and the CRM, and drafts a first outreach.
People approveAccount owners choose who to contact and edit the message.
AI agents for software and platform companies.
Support and sales that scale without more headcount.
Agents, data platforms and AI features for software and platform companies, built into the product and the tools the team already uses, with people approving what matters.
- 01Every product needs AI features
Customers expect assistants, search and automation inside the product, and roadmaps were not planned for it.
- 02Support grows with every customer
Tickets, onboarding questions and account requests rise faster than the team.
- 03Engineering time leaks
Access requests, reports and internal questions pull engineers away from the roadmap.
Where AI pays back first
Agents across the business.
The agents Twistag builds most often for software and platform companies, from pipeline to reporting. Each one keeps a person on the decisions that matter.
01 · Sell
Account research and proposals.Proposal drafting agent
Assembles a first proposal from past wins, pricing rules and the client brief, with sources for every claim.
People approveThe deal owner sets the price and signs off the final version.
02 · Close
Contracts and terms.Contract review agent
Compares each clause with the company’s playbook and drafts suggested changes with the reasoning.
People approveCounsel accepts or rejects every suggested change.
03 · Support
Customer questions and tickets.Reply drafting agent
Classifies each message, pulls up the account and drafts a reply in the house voice, checked against written guidelines.
People approveAn advisor approves or edits every reply before it goes out.
04 · Engage
Users and campaigns.Member engagement agent
Segments fans or users by behaviour and drafts tailored campaigns for each group.
People approveMarketing approves every audience and send.
05 · Run
Access, resets and IT requests.IT service desk agent
Resolves access requests, resets and common issues within policy, and routes the rest with full context.
People approveIT approves elevated access and anything touching security.
06 · Measure
Questions answered from the data.Reporting agent
Answers business questions in plain language from the data warehouse, showing the numbers and the query behind them.
People approveData owners approve new metrics and definitions.
Proof
All software case studies Software work, in numbers.
Three steps from question to daily use.
- 01Find where it pays back2–4 weeks · from €5,000
Map the business from pipeline to reporting, score each process on value, effort and risk, and leave with a shortlist and a 90-day plan.
AI Readiness Sprint - 02Build the first agent6–12 weeks
One agent on real data, connected to the CRM, helpdesk, product or data systems already in place, with people approving each action.
Multi-agent Systems & Agent Engineering - 03Scale and governOngoing
More agents on one platform, each with its own access rights, EU AI Act risk class and audit log.
Agent Governance & Security
Questions
About AI in software companies.
Which processes should get an agent first?
The ones that repeat every day and are easy to check. Support replies, account research and internal reporting are common first choices. The AI Readiness Sprint ranks them for the specific company.
Can Twistag build AI features into the product itself?
Yes. Product Engineering builds AI features, assistants and platforms inside the product, from MVP to scale, alongside the internal agents.
How long until the first agent runs every day?
Six to twelve weeks from scoping, on real data, with people approving each action until the results hold.
Which systems do the agents connect to?
The ones already in place: CRM, helpdesk, product analytics, the data warehouse, identity and IT tools, and the product’s own APIs. Nothing needs replacing to start.
How does the EU AI Act apply to software companies?
Each agent or feature gets a risk classification before it goes live, with the controls that class needs. Customer-facing AI is labelled as such, and anything used in hiring or access decisions is treated as high risk.
Who owns what is built?
The client owns everything: code, prompts, data pipelines and documentation, handed over in full.
Talk to us
Let’s talk.
Tell us about the company and what it needs. A senior lead takes it from there.
A senior lead replies within one working day.
