{"id":6370,"date":"2026-05-29T15:28:47","date_gmt":"2026-05-29T15:28:47","guid":{"rendered":"https:\/\/www.pax8.com\/blog\/?p=6370"},"modified":"2026-05-29T15:28:47","modified_gmt":"2026-05-29T15:28:47","slug":"mip-agentic-transformation-play-4-build","status":"publish","type":"post","link":"https:\/\/www.pax8.com\/blog\/mip-agentic-transformation-play-4-build\/","title":{"rendered":"Play 4: Stop Deploying Agents. Start Building Intelligence."},"content":{"rendered":"

You\u2019ve discovered<\/a> the opportunity, sold the vision<\/a> and curated AI agents<\/a> for your small and medium-sized business (SMB) clients. Then, they throw a curveball with a request for something your off-the-shelf agents can\u2019t deliver. That’s when you tap into Play 4 of the MIP Playbook: Build. In the Build Play, managed intelligence providers (MIPs) evolve from curators into creators, developing custom agents, proprietary workflows and intellectual property that competitors can\u2019t replicate. Read on to dig further into the Build Play of The MIP Playbook.<\/p>\n

How Building Intelligence Is Different Than Configuring Software<\/h2>\n

When you were only delivering SaaS, customization meant tweaking settings and configuring integrations. But in the agentic era, building means you\u2019re actually creating digital workers. Far from Frankenstein\u2019s monster, these are autonomous agents that can reason and act<\/strong> inside real-world business workflows.<\/p>\n

If that sounds daunting, here\u2019s the good news: Building is no longer reserved for specialized engineering teams. With today\u2019s low-code and no-code platforms, any MIP can spin up agents in days, not months.<\/p>\n

As your clients\u2019 builder, you’re tasked with designing intelligent systems around the specific ways they operate. Every business has process debt and specific quirks and workflows that a generic agent can\u2019t address. The Build Play gives you the tools and frameworks to close that gap and to monetize it.<\/p>\n

What Are Horizontal and Vertical Agents?<\/h2>\n

MIPs who build well think in two dimensions. Horizontal agents are general-purpose building blocks \u2014 your customer support bots, scheduling agents, finance reconciliation tools and compliance monitors. They apply broadly across industries and scale efficiently.<\/p>\n

Meanwhile, vertical agents are tailored to specific industries, like patient intake automation in healthcare or regulatory reporting in financial services. These agents command higher margins and deeper client loyalty because they\u2019re specialized for more specific and sometimes highly regulated tasks.<\/p>\n

When you stack both types of agents together into layered, end-to-end workflows, that\u2019s when the magic happens. Building your own agentic workflows gets you closer to delivering an industry-specific operating system you can then take to other, similar clients.<\/p>\n

\"\"<\/p>\n

Why You Should Build Your Own Agents<\/h2>\n

Just like enterprises, SMBs are no longer content with static subscriptions. They want bespoke solutions that can adjust to their specific workflows and adapt to changing conditions.<\/p>\n

Standard marketplace agents can get you part of the way. But they can\u2019t solve for those deeply proprietary, often invisible processes that live inside every client\u2019s business.<\/p>\n

The Build opportunity comes into play here for MIPs who invest in agent development. Whether through prompt libraries, reusable API frameworks, orchestration pipelines or data infrastructure, you can create assets that compound in value over time. A well-built agent can become a sticky, recurring revenue driver that deepens client relationships and is very difficult for competitors to replicate.<\/p>\n

Building also opens entirely new monetization paths. Instead of seat licenses or hourly rates, you\u2019re pricing on capabilities and outcomes aligned to the value of the digital labor you create. That level of differentiation changes you from being a technology provider to an innovator and a true strategic partner.<\/p>\n

How to Get Started Building AI Agents as a Managed Intelligence Provider<\/h2>\n

Treat the Build Play as an evolving capability, rather than a one-off project. Start with what\u2019s achievable with the technology you have available today while investing toward what\u2019s possible.<\/p>\n

1. Build Horizontal and Vertical Agents<\/strong>
\nStart by identifying where your expertise already lives. If you serve healthcare clients, build a patient intake or compliance reporting agent. If you support retail, try predictive inventory or POS-integrated customer service. Horizontal agents give you breadth and reusability, while vertical agents give you depth and differentiation.<\/p>\n

2. Create Custom Agents for Proprietary Workflows<\/strong>
\nEvery client has processes that standard agents won\u2019t touch. These could be legacy systems, manual workarounds, undocumented institutional knowledge \u2014 those concepts and processes that don\u2019t fit into a neat bucket. By mapping and automating these bespoke workflows, you can strengthen trust with your clients, ensuring they see you as their strategic advisor.<\/p>\n

3. Stack Agents into Custom Workflows<\/strong>
\nLinking multiple agents together unlocks a level of automation your clients may not have even dreamed of. Picture combining a patient intake agent with claims validation and compliance reporting agents for a turnkey healthcare solution you can reconfigure as needed.<\/p>\n

4. Build Agent Factories and Deployment Pipelines<\/strong>
\nRather than building agents from scratch for every client, develop assets you can reuse, like templates, prompt libraries and API connector frameworks. Together, they make up what we call an Agent Factory. These pipelines allow you to rapidly configure and deploy agents across clients, reducing time-to-value while maintaining quality and reliability.<\/p>\n

5. Invest in Data Infrastructure as Your Foundation<\/strong>
\nAgents are only as good as the data they work with. Before writing a single line of code, focus on the data tied to the specific process or outcome you’re targeting. Structured data governance leads to more successful AI projects, making this investment critical to everything that follows.<\/p>\n

6. Package Agents for the Marketplace<\/strong>
\nNow that you\u2019ve built an agent and proven it\u2019s not all smoke and mirrors, don\u2019t keep it a secret. Package your proprietary agents for broader sale in agent marketplaces. That’s how you turn your hard work into scalable, monetizable intellectual property (IP).<\/p>\n

\"\"<\/p>\n

The MIP Playbook shows you how to mix and match approaches to maximize your results.<\/em><\/p>\n

Real-World Ways MIPs Build AI Agents for SMBs<\/h2>\n

Master the Build Play to create the kind of proprietary, high-margin services that no competitor can copy. Here are a few examples of how you can design agents for scalable client outcomes.<\/p>\n

Use Case 1: Agent Factory Pipelines (Templates and APIs)<\/h3>\n

What it looks like:<\/strong> Build a reusable factory pipeline consisting of the following: prompt and component templates, API connectors for CRM, ERP and PSA systems, evaluation harnesses and security patterns. The factory should also include orchestration tools for workflow sequencing and real-time monitoring dashboards for ongoing performance optimization.<\/p>\n

How it works:<\/strong> Reusable frameworks accelerate agent development while improving reliability and compliance. When you add orchestration, monitoring and optimization to the framework, you create transparency and open a new revenue layer beyond licensing.<\/p>\n

Your monetization move:<\/strong> Selling factory time in bronze, silver or gold builds plus an optional managed orchestration package equals reliable agents that deliver ROI (and recurring revenue) over time.<\/p>\n

Use Case 2: Data Readiness as a Build Multiplier<\/h3>\n

What it looks like:<\/strong> Before you deploy a single agent, conduct a focused data readiness engagement targeting a single high-value process, such as ticket triage, quote-to-cash or invoice processing. Don\u2019t aim to overhaul their entire data architecture. You\u2019ll just want to look at the datasets tied to that workflow, then clean and structure them, so the agent has what it needs to perform accurately from day one.<\/p>\n

How it works:<\/strong> Narrow the scope to make the data project faster and less expensive. This also helps you target early wins, so you can move to deployment faster.<\/p>\n

Your monetization move:<\/strong> Productize data readiness as a prerequisite for every agent build and bundle it with your solution design phase. Once you establish trust and your client sees results, you can upsell broader data governance as a standalone service.<\/p>\n

How The Build Play Helps You Create Value<\/h2>\n

The Build Play is where you go beyond what\u2019s already on the market and start to truly innovate. By developing custom agents and deploying reusable factory pipelines, you create proprietary assets that help your clients see you in a different light while generating more recurring revenue.<\/p>\n

But even the most innovative agents don\u2019t create value the moment they\u2019re built. You have to take that blueprint and bring it to market by connecting it to systems<\/strong> and embedding it into workflows<\/strong>, so your clients can use them with confidence.<\/p>\n

That challenge leads directly to our next play, Implement, where you turn an agent from an idea into a working capability that delivers measurable outcomes in the real world. Check back with us to learn more as we explore the Implement Play of MIP transformation.<\/p>\n

Don\u2019t want to wait? Download the MIP Playbook and start exploring Play 5: Implement now.<\/p>\n

Get The MIP Playbook<\/a><\/p>\n

*Poon, Kristie. \u201cAI and the Future of Small Business (A Trends Report Recap).<\/a>\u201d Salesforce Blog, Jun. 5, 2025. <\/small><\/p>\n","protected":false},"excerpt":{"rendered":"

When off-the-shelf agents aren’t enough, it’s time to build your own. Learn how the Build Play helps MIPs create custom agents and workflows that set you 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