Automate DXP builds AI-enabled customer and operations systems that help teams respond faster, follow through consistently, and eliminate manual coordination without replacing the tools they already use.
Our Story
Everything You Need to Know About Us
Operational Systems That Deliver Lasting Value
Years delivering operational systems
Recurring clients
On-time project completion
What We Build
Our Key Services
We build the software and automation that sits between your people, your process, and the tools you already rely on. That can mean a custom application, an AI agent with human approval, a Salesforce rebuild, or the workflow that finally connects them.
01 · Service
Custom Software
Purpose-built apps and internal tools designed around the work your team actually does — not a generic platform you spend six months bending to fit. Full-stack, shipped to production, with the boring infrastructure (auth, billing, observability, deploy) already handled.
- Discovery + Architecture
- Design System + UI Design
- Backend + Integrations
- Deploy + Handoff
Support Agent
Running
Analyzing ticket #4821
✓Searched knowledge_base · 3 hits
✓Drafted response
✓Human approved — sent
✓02 · Service
AI Agents
Support Agent
Running
Analyzing ticket #4821
✓Searched knowledge_base · 3 hits
✓Drafted response
✓Human approved — sent
✓AI agents that keep customer and operational work moving. We design approval-controlled agents that respond to requests, collect information, prepare follow-ups, route work, and surface exceptions for your team.
- Agent design and guardrails
- Evals and acceptance criteria
- Tool and data integration
- Monitoring, audit trail, and iteration
Webhook
Filter
Transform
Deliver
03 · Service
Workflow Automation
Webhook
Filter
Transform
Deliver
Stop making your team copy information between Salesforce, email, forms, spreadsheets, internal apps, and vendor systems. We map the workflow, remove the unnecessary handoffs, and ship the automation in the systems you already own.
- Integration Architecture
- Workflow Design
- Testing + Rollout
- Runbook + Monitoring
testSingleLeadInsert
42mstestBulkLeadInsert
187mstestDuplicateHandling
63mstestTriggerConfig
28mstestEdgeCases
running...04 · Service
Salesforce Development
testSingleLeadInsert
42mstestBulkLeadInsert
187mstestDuplicateHandling
63mstestTriggerConfig
28mstestEdgeCases
running...We build and improve Salesforce systems that match the way your team actually works: Apex, Flows, Lightning Web Components, integrations, migrations, and operational reporting. We can stabilize an existing org, modernize a heavily customized one, or build a focused solution from the ground up.
- Custom Objects + Apex
- Lightning Web Components
- Integration + Migration
- Admin Operations
05 · Service
Consulting
Start with a focused operational assessment. In two weeks, you receive a process map, priority opportunities, an ROI model, an implementation recommendation, and a phased delivery plan.
- Process Audit
- ROI Modeling
- Architecture Recommendation
- Phased Roadmap
Our stack
The tools we ship with.
A pragmatic, modern toolchain. We pick what fits the problem — not what’s trending this quarter.
Our Process
We scope it, build it, and own the outcome. Clear milestones. Measurable impact from week one.
Case Studies
How leading companies modernized operations, reduced manual overhead, and scaled efficiently with AutomateDXP.