Walter Agents & Workflows

AI agents that show up for work. Every hour, every day.

Custom AI agents trained on your business, your tone, and your offers. They answer customer questions, qualify and book leads, handle first-line support, and take repetitive work off your team, so your people focus on what matters.

Your first agent from $1,995, plus a $299/mo operating fee and metered AI usage.

A clear winA real workflow runningZero overwhelmFast ROIA path to ongoing AI ops

What could you build?

Agent ideas for SMBs

Every one of these is a real agent Walter can build for your business in days.

SalesLead QualifierSalesFollow-Up AgentSalesProposal WriterSalesCold Outreach AssistantSalesPipeline ReporterSupportFAQ BotSupportTicket TriageSupportOrder Status AgentSupportReturns AssistantSupportAfter-Hours ReceptionistOpsInbox TriageOpsMeeting NotesOpsSOP WriterOpsScheduling AgentOpsWeekly ReporterMarketingBlog WriterMarketingSocial Caption AgentMarketingSEO AssistantMarketingAd Copy GeneratorMarketingEmail Campaign WriterSalesLead QualifierSalesFollow-Up AgentSalesProposal WriterSalesCold Outreach AssistantSalesPipeline ReporterSupportFAQ BotSupportTicket TriageSupportOrder Status AgentSupportReturns AssistantSupportAfter-Hours ReceptionistOpsInbox TriageOpsMeeting NotesOpsSOP WriterOpsScheduling AgentOpsWeekly ReporterMarketingBlog WriterMarketingSocial Caption AgentMarketingSEO AssistantMarketingAd Copy GeneratorMarketingEmail Campaign Writer
SalesLead QualifierSalesFollow-Up AgentSalesProposal WriterSalesCold Outreach AssistantSalesPipeline ReporterSupportFAQ BotSupportTicket TriageSupportOrder Status AgentSupportReturns AssistantSupportAfter-Hours ReceptionistOpsInbox TriageOpsMeeting NotesOpsSOP WriterOpsScheduling AgentOpsWeekly ReporterMarketingBlog WriterMarketingSocial Caption AgentMarketingSEO AssistantMarketingAd Copy GeneratorMarketingEmail Campaign WriterSalesLead QualifierSalesFollow-Up AgentSalesProposal WriterSalesCold Outreach AssistantSalesPipeline ReporterSupportFAQ BotSupportTicket TriageSupportOrder Status AgentSupportReturns AssistantSupportAfter-Hours ReceptionistOpsInbox TriageOpsMeeting NotesOpsSOP WriterOpsScheduling AgentOpsWeekly ReporterMarketingBlog WriterMarketingSocial Caption AgentMarketingSEO AssistantMarketingAd Copy GeneratorMarketingEmail Campaign Writer

Where they live

Meet your customers where they already are.

On your website, in WhatsApp, in your inbox, wherever your customers already are.

Why they get adopted

Built with your team, not just for them.

The same human-centered facilitation that makes the tech actually get used, not left in a drawer. And every Walter has a human. We build it, tune it monthly, and keep it accurate.

Why start with an agent?

Most AI projects fail because they:

  • Take too long
  • Are too complicated
  • Don't involve the people doing the work
  • Produce cool tech nobody uses

Walter Agents & Workflows solve all of this.

In days, you get:

A workflow your team believes in

Designed with them (XCHANGE)

Optimized for impact (Lean Six Sigma)

Built fast (AI agents and no-code)

Ready for adoption (training and SOPs)

Running in production by day 14

This is the fastest path from idea to results.

What you get.

1

XCHANGE discovery session

Walter brings your team together using the same facilitation method trusted by teams at Google, NASA, Nike, and Stanford Medicine, to surface:

  • Workflow friction
  • Repeat tasks
  • Communication gaps
  • The real work behind the scenes
  • Team insights leaders rarely see

This creates clarity, alignment, and buy-in from minute one.

2

AI opportunity map

A clean, visual breakdown of:

  • Your highest-impact workflows
  • Estimated time savings
  • Complexity rating
  • Tech effort
  • Team adoption confidence

This becomes your short-term and long-term roadmap.

3

Lean Six Sigma waste scan

Walter analyzes your workflow through the lens of:

  • Unnecessary steps
  • Delays
  • Double handling
  • Information gaps
  • Manual tasks
  • Quality risks

So the workflow you build is clean, simple, and efficient.

4

One high-impact AI agent, built end to end

This is the core. Examples include:

  • Email triage
  • Lead follow-up automation
  • Sales support co-worker
  • Weekly reporting assistant
  • Project kickoff workflow
  • SOP-to-AI knowledge agent
  • Customer support automation
  • Task handoff system
  • Meeting briefing generator

Walter designs, builds, tests, refines, and deploys.

5

Team training and adoption support

Walter teaches your people how to use the agent their way:

  • Short videos
  • Step-by-step guide
  • Best practices
  • Live Q&A
  • Day one use case coaching
  • Manager enablement

This is why your agent actually gets used.

6

SOP and documentation

Includes:

  • Workflow map
  • Inputs and outputs
  • Edge cases
  • Human and AI handoff
  • Troubleshooting
  • Month one guidance

Your team gets a permanent, documented asset.

7

30-day performance guardrails

Walter monitors and helps adjust:

  • Accuracy
  • Relevance
  • Adoption
  • Edge cases
  • New improvements
  • Workflow drift

You are not left alone.

Entry option

Site support agent

Trained on your content, added to any website. Answers questions and points people to the right offer.

$49/mo

Pick the tier that matches your team.

Same fast build. Different level of facilitation, alignment, and rollout based on team size.

Scout

1 to 10 person teams

$1,995

+ $299/mo + AI usage

Owner-led shops getting their first agent off the ground.

  • One scoped AI agent, built and launched
  • Owner or founder training session
  • Lightweight SOP and handoff doc
  • 14-day support window
  • Built in days
Get started
Most popular

Sidekick

10 to 25 person teams

$3,995

+ $299/mo + AI usage

Small teams ready to roll an agent out across a department.

  • Everything in Scout
  • Mini discovery session
  • Light Lean Six Sigma waste scan
  • Team rollout and group training
  • 30-day performance guardrails
Get started

Pack Leader

25+ person teams

$6,995

+ $299/mo + AI usage

Mid-sized orgs with stakeholders, silos, and real change to manage.

  • Everything in Sidekick
  • Full XCHANGE discovery session
  • Full Lean Six Sigma waste scan
  • AI opportunity map
  • Stakeholder alignment and change management
  • Multi-team rollout playbook
Get started

How the operating fee works

Base operating fee

$299/mo covers hosting, monitoring, and the Walter dashboard.

AI usage, metered

Pay only for the tokens and calls your agent actually uses. Alerts and caps keep it predictable.

Monthly tune-up included

Walter reviews performance, adjusts the agent, and keeps it sharp as your workflow evolves.

Not sure which tier fits? Book a free 30-minute discovery call and Walter will point you to the right one.

Omnichannel

Your AI, everywhere.

One agent that represents your brand across every channel your customers use.

Web chat

Embed on any website

WhatsApp

Meet customers where they are

Slack

For teams and workspaces

Discord

Community channels

Email

Reply directly in the inbox

Voice and phone

AI that talks like your brand

GitHub

Issues, PRs, and comments

QR and NFC

Physical touchpoints

Voice AI, live

Every call. Answered. Any language. Any hour.

Your AI answers the phone around the clock, handles common questions, books appointments, and sounds exactly like your brand. Every call is transcribed and logged.

  • Natural voice conversations in any language
  • Handles FAQs, bookings, and lead qualification
  • Seamless handoff to your team when needed
  • Full transcripts and analytics for every call

Incoming call

Walter Voice, live

EN, FR, ES
Transcribing, 98% accuracy00:47

Case study

$26K in 14 days.

One AI agent. Zero extra staff.

Rove Hotels deployed an AI agent on WhatsApp. It handled bookings, answered questions in 20+ languages, and drove more revenue than their team could manage alone, in two weeks flat.

2,700+

Total conversations

under 5s

Average response time

$26K+

Revenue in 2 weeks

Rove Hotels

Rove Hotels, a contemporary hotel chain in the UAE, used Walter to power WhatsApp bookings across 800+ guests in 80+ countries and 20+ languages.

  • Instant responses improved guest satisfaction
  • Identified top FAQs for better marketing
  • Sales team followed up on qualified leads
Built and tended by Walter

Agents we've built

Real agents, already at work.

Built for real businesses, trained on their own knowledge, live where their people already are.

Childcare, three centres

Bright Eyes Academy

Two handbook agents living in their WhatsApp communities, so staff and parents get instant answers without tying up the front desk.

Employee Handbook Agent

Staff ask a question in their WhatsApp community and get the answer straight from the employee handbook.

Parent Handbook Agent

Parents get instant answers to everyday questions, pulled from the parent handbook, any time of day.

Professional AV integrator

MVCC

Two agents that put answers within reach for the sales floor and the whole team.

Sales Onboarding and Reference Agent

New hires and account managers get instant answers on vendors, pricing, process, and past projects.

HR Assistant

Every employee can ask an HR or policy question and get a clear answer on demand.

The moment

Every business will own an AI agent.

Just as every business eventually needed a website, then an online store, every business will deploy an AI agent. The infrastructure to make that happen, for everyone, is being built right now.

1990s, The web era

Every business needed a website.

Building one required developers, months of work, and thousands of dollars. Most businesses were locked out.

WordPress and Squarespace democratized it.

2006, The commerce era

Every business needed an online store.

Custom ecommerce cost six figures and took a year to build. Most merchants couldn't participate.

Shopify democratized it. 4.1M stores by 2022.

Now, The AI agent era

Every business needs an AI agent.

Until now, building one meant months of development and a dedicated engineering team. Most businesses couldn't do it.

Walter changes that. You're early.

Who this is perfect for

  • SMB operators
  • Service businesses
  • Integrators
  • Accounting and finance teams
  • Sales and CS teams
  • HR and people ops
  • Manufacturing
  • Agencies
  • Fractional leaders
  • Anyone overwhelmed who wants a fast win

If your team feels stretched thin, an agent is the fastest relief.

What it solves

  • Manual repetitive work
  • Human bottlenecks
  • Too many emails
  • Slow follow-up
  • Reporting chaos
  • Communication breakdown
  • Lost information
  • Tools nobody uses
  • Slow projects
  • Overwhelmed teams

What makes Walter Agents & Workflows different.

XCHANGE co-created

Your team shapes the agent, so they adopt it.

Lean Six Sigma efficiency

Clean, fast, reliable workflows.

Practical AI engineering

No hype, no overbuild, just results.

Fast turnaround

You get a working agent in days, not months.

High adoption

The people closest to the work drive the build.

Clear ROI

Hours back, less chaos, better performance.

Agent timeline.

Day 1

XCHANGE discovery

Day 2

Workflow selection

Days 3 to 7

Build and testing

Days 8 to 9

Team training

Days 10 to 14

Deploy and document

Days 14 to 44

Performance guardrails

Fast. Clear. Simple.

Transformational.

AI you control. Privacy you need.

Enterprise-grade security and compliance built in.

SOC 2 compliantHIPAA compliantGDPR compliantPrivate workspacesWhite-label ready

100+ integrations

Tech Walter builds on.

Walter builds agents on the tools you already use, plus APIs, databases, and any custom system. No black-box code, no dependencies your team can't maintain.

MakeZapiern8nOpenAIAnthropicGoogle GeminiGoogle WorkspaceMicrosoft 365NotionSlackTeamsDiscordHubSpotSalesforcePipedriveZohoAirtableSupabasePostgresMongoDBStripeTwilioResendSendGridWhatsAppTelegramShopifyWordPressWebflowREST APIs
Your existing tech stack, APIs, and databases

Ask Walter about agents.

Tell Walter what you want an agent to handle. We will scope the right one.