Otero Agency

AI agents

AI agents that work like staff you never hired.

Private AI agents trained on your business — your voice, your docs, your workflows. They reply to leads, qualify prospects, book appointments, draft content, and handle real work day to day. Not another chatbot.

Start here

What's eating your team's time right now?

Most business owners we talk to say some version of these. Pick what sounds like you — the point is to name the work an agent could take off your plate.

What agents do

Six agents that earn their keep

Every agent is trained on your business and built into the tools your team already uses.

Lead Response Agent

Reads inbound leads from your website, voice, and ads. Scores them, drafts a first response in your voice, and queues the follow-up — before a competitor replies.

  • Website form responses
  • Google Business Profile messages
  • Voicemail-to-text follow-up
  • Ad lead qualification

Scheduling & Reminders Agent

Handles the back-and-forth of booking, rescheduling, and reminding — across calendars, texts, and email, so appointments stop falling through the cracks.

  • Appointment booking and confirmation
  • Reschedule requests
  • No-show recovery
  • Staff and resource routing

Customer Service Agent

Trained on your product, policies, and past tickets. Drafts responses, answers FAQs, and escalates only what actually needs a human — fast.

  • First-line support drafts
  • Return and refund handling
  • Order status answers
  • Escalation to the right team

Content & Marketing Agent

Drafts blogs, social posts, email campaigns, and ad variants — in your voice, based on what's working. Your team reviews and ships instead of staring at a blank page.

  • Blog drafts from outlines
  • Weekly social calendar
  • Email sequence drafts
  • Ad copy A/B variants

Operations & Reporting Agent

Watches your tools, pulls the numbers, and sends the brief. Meeting notes, weekly summaries, KPI digests, and the alerts you actually need to see.

  • Meeting recaps and action items
  • Weekly executive brief
  • KPI alerts and anomalies
  • Pipeline and revenue digests

Research & Intake Agent

Reads documents, pulls what matters, and fills in the system. Contracts, invoices, applications, and competitor pricing — processed without a human bottleneck.

  • Contract and invoice extraction
  • New-customer intake
  • Competitor pricing monitoring
  • Document classification and routing
Tell Us About Your Business →

Free conversation. No obligation.

How it works

Three steps to an agent that earns its keep.

No science projects. No shelfware. We ship agents your team actually uses.

Pick the work that pays off

We look at where your team spends the most repetitive time — and find the two or three places an agent will actually move the needle.

Train it on your business

Your docs, your voice, your products, your workflows. Private data stays private. The agent fits how your team actually works.

Ship, monitor, improve

We launch it into your workflows, monitor its decisions, and keep sharpening it. You own the agent and everything it knows.

Questions

Common questions about AI agents

What's the difference between an AI agent and a chatbot?

A chatbot answers questions. An agent takes action — reads an email, drafts a reply, books an appointment, updates a CRM, sends a notification. Agents do real work inside your systems.

Is my data private?

Yes. We use enterprise-grade APIs with proper data controls, never train on your data without permission, and configure the agent to respect your security requirements. We walk you through exactly where data lives before deploying.

Which AI models do you use?

Whichever fits the job — Claude, OpenAI, specialized models. We pick based on accuracy, cost, security, and what integrates with your existing tools.

What happens if the agent makes a mistake?

Every agent we ship has monitoring, logging, and human-in-the-loop controls. For the first weeks, your team reviews its output. As confidence grows, more work moves to autopilot — on your call.

Can one agent handle multiple tasks?

Yes — but we usually recommend one agent per focused job. A lead-response agent is better at lead response than a generalist. Multiple focused agents working together beat one agent trying to do everything.

Do we own the agent?

Yes. The configuration, prompts, training data, and workflow logic are yours. We document everything so you aren't locked into us.

How is this different from AI Development?

AI Development is the broader practice — building AI into your business in any form, from workflows to dashboards to integrations. AI Agents is a specific output: productized workers that run day-to-day tasks. Many engagements include both.

Next step

Which agent would you hire first?

Tell us what's eating your team's day. We'll come back with a couple of agent-shaped ideas sized to your business.