Platform Agents Case Study Infrastructure Contact

AI-First Operations Platform

Autonomous agents
bringing back the human connection.

Our agentic framework eliminated 90% of the operational busywork that buried our people in manual monitoring, documentation, and reactivity instead of proactivity. That freed up bandwidth for what actually drives a service business forward: our people applying their deep domain knowledge, building real client relationships, and making the high-impact decisions that only experienced humans can make.

18,475+ Service orders processed
6 Autonomous agents
2 yrs In production
24/7 Autonomous operation
Agents Orchestration Channels Service Ops Route Ops Billing HR Sales Quality Gateway Web Slack WhatsApp Voice Email

Three layers. Total intelligence.

01

Communication Layer

Routes every question to the right agent with the right scope, through channels your team already uses. No new apps to learn.

  • Slack
  • WhatsApp
  • Web Chat
  • Voice
  • Email
  • SMS
02

Department Agents

Specialized AI for each business function, equipped with domain-specific tools and scoped access to your systems. Each agent owns its data, workflows, and events.

  • Scoped tools
  • Domain data
  • Event-driven
  • Cross-agent coordination
03

Mission Control

24/7 autonomous monitoring, scheduled tasks, and event-driven automation. Human oversight at every level. Steer, pause, or override any agent at any time.

  • Cron scheduling
  • Event triggers
  • Health monitoring
  • Human override

Ask anything. Get answers in seconds.

Your team talks to the orchestrator in natural language. Behind the scenes, it routes to the right agent, executes function calls against your live systems, and streams back answers with full transparency.

Service Ops Agent
Show me the top 3 technicians with the most severe duration underruns yesterday (finishing services way too fast), and include their missing geocode counts.

Transparent tool calls

See every function invoked, every data source queried. Full auditability of every answer.

Persistent memory

The system learns preferences, retains context across sessions, and builds institutional knowledge over time.

Extended reasoning

Inspect the agent's thinking process. Understand why it chose specific tools and how it arrived at conclusions.

Streaming responses

Real-time output with rich formatting. Tables, charts, structured reports. No waiting for batch processing.

Modular agents for every department.

Each agent is specialized for its domain, with its own tools, data sources, monitored events, and communication channels to other agents.

Active

Service Operations

GPS tracking, duration analysis, technician performance monitoring. Daily anomaly detection and automated reporting.

PestPac · GPS · Service orders
Active

Route Operations

Route optimization, ETA calculation, technician availability, territory coverage mapping and rebalancing.

Maps · Routes · Drive times
Active

Billing

Invoice generation, payment tracking, aging reports, service completion verification and contract management.

QuickBooks · Invoices · Payments
Active

HR & Workforce

Scheduling, compliance monitoring, certification tracking, training management and performance metrics.

Employees · Certs · Compliance
Active

Sales

Lead tracking, proposal generation, territory analysis, churn detection and competitive monitoring.

CRM · Leads · Proposals
Active

Quality Audit

Inspection report analysis, photo review, regulatory compliance checking and trend detection across service history.

Inspections · Photos · Compliance

Agents that talk to each other.

When one agent detects an anomaly, it triggers a coordinated response across departments — automatically.

Trigger: Technician hasn't checked in for 45 minutes

Service Ops Detect

Detects overdue check-in. Queries Route Ops for current status.

Route Ops Respond

Reports last known location, remaining stops, estimated drive times.

Service Ops Alert

Sends WhatsApp to technician. Posts alert to dispatch channel on Slack.

Cascade Resolve

Technician reports truck breakdown. Route Ops reassigns stops. Billing flags reschedule credits. HR logs incident report.

Route Ops Billing HR

Two years in production.
Not in a lab.

Sorcecode was built embedded with a real service operation. A pest control company running hundreds of daily service orders across a multi-state territory. Every design decision was validated against real operational pressure, real data, and real employees.

Phase 1: Data Foundation

Geocode & Duration Monitoring

Built an ingestion pipeline processing 18,475+ service orders from PestPac GPS/duration CSV exports into a queryable SQLite database. Automated daily Gmail ingestion with a 48-hour rolling window. Managers went from manually reviewing spreadsheets every morning to asking questions in plain English.

8 pre-built SQL analysis tools · Daily automated ingestion
Phase 2: Conversational Agent

LLM-Powered Operations Interface

Deployed a tool-calling AI agent with SSE streaming, markdown rendering, and a purpose-built chat interface. The agent selects from parameterized tools, not freeform query generation. Every action auditable, every result traceable. Managers get answers about technician performance, GPS anomalies, and duration accuracy in seconds.

FastAPI + SSE streaming · Tool-calling agent loop · Rich chat UI
Phase 3: Memory & Context

Persistent Intelligence Layer

Added persistent memory with vector embeddings and full-text search. The system remembers manager preferences, past conversations, and operational patterns. Pre-compaction memory flush ensures critical context survives long sessions. The agent gets smarter with every interaction without retraining.

SQLite-backed memory · Vector search · Session persistence
Phase 4: Autonomous Operations

Scheduled Agents & Event-Driven Automation

Introduced cron-based autonomous agent execution. Morning reports generated and delivered at 7am without human prompting. Event-driven triggers detect anomalies as new data arrives: GPS failures, duration overruns, null-island coordinates. Alerts are pushed to the right people through the right channels.

Cron scheduling · Event-driven alerts · Multi-channel delivery
Phase 5: Multi-Agent Orchestration

Cross-Department Agent Mesh

Expanded from a single Service Ops agent to a full orchestration framework. Subagent spawning with isolated sessions, agent registry with lifecycle management, cross-agent communication, and depth-limited nesting. Agents coordinate across departments autonomously. A service completion event triggers billing verification, customer satisfaction tracking, and route optimization simultaneously.

Agent registry · Cross-agent messaging · Cascade coordination

What we proved

Pre-built tools beat freeform generation

Parameterized, auditable tools earn trust. Managers need to know exactly what the AI is doing with their data.

Channel-native beats new apps

Field techs won't download another app. Reach people through Slack, WhatsApp, and the tools they already have open.

Event-driven beats polling

Catch problems before humans notice them. A GPS failure at 7:02am triggers an alert at 7:03am, not when someone checks a spreadsheet at 9am.

Autonomous but supervised

Agents act independently within defined boundaries. Steer, pause, or kill any agent at any time. The kill switch is not optional.

On-premise AI.
No compromises.

Sorcecode runs entirely on hardware you control. Models execute locally with GPU acceleration. Your data never leaves your building.

Local inference

LLMs run on your GPUs. Sub-second latency for tool-calling agents. No API rate limits. No per-token costs after deployment.

Zero data exposure

Service orders, employee records, customer data, financial reports — nothing transits external networks. Full air-gap capability.

GPU-accelerated pipelines

Vector embeddings, real-time inference, and batch processing — all hardware-accelerated. Scale by adding GPUs, not API spend.

Auditable by design

Every agent action goes through pre-built, parameterized tools. No freeform queries. Every decision is logged and traceable.

Your data. Your hardware.
Your control.

On-premise deployment

Runs entirely on your local infrastructure. No data leaves your building. No third-party cloud dependency.

Human override, always

Steer, pause, or kill any agent at any time. Agents operate within defined boundaries. You set the scope.

Scoped access controls

Each agent only accesses the tools and data sources it needs. No agent has full system access. Principle of least privilege, enforced.

Battle-tested

Two years in production with real service operations. Thousands of service orders processed. Built in the field, not in a lab.

Three steps to autonomous operations.

01

Connect your systems

Point Sorcecode at your existing data sources — CRMs, ERPs, databases, spreadsheets. No migration required. We read from what you already have.

02

Configure your agents

Define which departments get agents, what tools they can use, what data they can access, and what channels they operate through.

03

Go live

Agents begin monitoring, responding, and coordinating — autonomously. Your team interacts through Slack, WhatsApp, or web chat. You supervise through Mission Control.

Ready to orchestrate
your operations?

See what autonomous agents can do for your business.

hello@sorcecode.ai Request a demo