Lindy custom agent build: how do I request the white-glove implementation starting at $1,500 and what do I need to provide?

If you’d rather have Lindy’s team design, build, and deploy your AI agent for you, the white-glove custom implementation (starting at $1,500) is the fastest path from “idea” to “live agent handling real work.”

Below is exactly how to request it, what to expect at each step, and what you should bring to the table so your custom Lindy lands in the right place on day one.

How to request Lindy’s white-glove custom agent build

There’s one main way to kick off a custom Lindy build: book time with the team.

Step 1: Schedule a consultation

Go to Lindy’s contact/sales page and:

Fill out the short form (name, work email, company).
Use the message box to say you’re interested in “custom implementation / white-glove agent build starting at $1,500.”
Add 2–3 sentences about:
- The core workflow you want automated (e.g., inbox triage, support replies, scheduling, lead follow-up).
- The tools you use today (e.g., Gmail, Outlook, Slack, HubSpot, Salesforce, Calendly, Zendesk).

You’ll then get a link to pick a time for a consultation call with a solutions engineer.

Step 2: Discovery & design call

On this call, Lindy’s team will:

Map the work you want off your plate.
Confirm which tools need to be integrated.
Decide whether you need:
- A single powerful agent, or
- A small “fleet” of Lindies, each owning part of your workflow (e.g., inbox + scheduling + CRM follow-up).

By the end of the call, you’ll have a clear scope, rough timelines, and pricing confirmation (starting at $1,500, adjusted if your use case is very large or complex).

Step 3: Formal go-ahead + access

Once you’re ready to proceed, you’ll:

Approve the proposed scope and price.
Grant access to the systems your Lindy needs (email, calendar, Slack, CRM, ticketing, etc.).
Share any extra assets (playbooks, templates, docs).

From there, the team moves into implementation.

What’s included in the white-glove custom implementation

You’re not just buying “setup help.” You’re getting a custom agent built to actually do work for your business, fast.

1. Discovery & design (included, starting at $1,500)

A dedicated solutions engineer works through:

Workflow breakdown: What exactly should your Lindy do when an email, ticket, or request comes in?
Guardrails & approvals: When can Lindy act automatically vs. when should it ask you to confirm?
Tone & style: How you want emails and messages to sound (formal, casual, brand-specific).
Integration map: Which tools Lindy must connect to and what it should read/write in each.

Outcomes from this phase:

A clear agent spec (what it does, where, and under what rules).
Defined success metrics (e.g., “auto-handle 70% of support tickets under X complexity,” “reduce manual scheduling by 90%”).

2. Implementation (~24 hours to go live)

Once scoped, Lindy’s engineers:

Wire up integrations to your tools (email, calendar, Slack, CRM, help desk, etc.).
Build the agent logic: triggers, steps, approvals, and escalation rules.
Train the agent on your content: saved replies, policies, knowledge bases, common scenarios.
Test & QA against real situations:
- Running sample emails or tickets end-to-end.
- Verifying actions (bookings, updates, replies) behave as agreed.
- Ensuring approval flows match your risk tolerance.

The goal: a production-ready agent in roughly 24 hours from final scope/green light.

3. Priority support & satisfaction guarantee

With custom implementation, you also get:

Priority support: Faster response times and direct access to the team handling your build.
Onboarding & training: Live walkthroughs for you and your team so everyone knows how to “talk” to your Lindy and when to trust it to act on its own.
Ongoing optimization: Regular check-ins to:
- Refine prompts and rules.
- Expand to new workflows.
- Tighten or loosen approvals as your confidence grows.
Full refund guarantee: If you’re not 100% satisfied with your agent, you get a full refund.

What you need to provide for a successful custom Lindy build

The more concrete you are, the better your agent will be on day one. Here’s what to bring to the table.

1. Clear target workflows (what you want off your plate)

Come to the consultation ready to answer:
“If Lindy worked perfectly, what would it be doing for you every day?”

Examples:

Inbox & communication
- Triage incoming emails and tag/route them.
- Draft replies in your tone with context pulled from docs, Slack, or CRM.
- Handle follow-ups that would otherwise slip.
Scheduling & meetings
- Negotiate time over email or SMS and send calendar invites.
- Respect your time-blocking rules and preferred meeting windows.
- Prepare briefs for each meeting, pulling from calendar + CRM + Slack.
Support & operations
- Auto-respond to common support requests.
- Create/update tickets and escalate edge cases to humans.
- Log actions and outcomes in your help desk.
Sales & CRM
- Follow up with leads from forms, inbound emails, or events.
- Log new contacts and update existing records.
- Nudge you when a high-priority lead needs attention.

Make a short list (3–5 concrete tasks) that burn the most time today. That’s often where your first Lindy should live.

2. Tools and systems Lindy must connect to

Bring a quick inventory of the apps where this work lives. For example:

Email: Gmail, Outlook, Microsoft 365
Calendar: Google Calendar, Outlook Calendar
Chat: Slack, Microsoft Teams
CRM: Salesforce, HubSpot, Pipedrive, Close
Help desk: Zendesk, Intercom, Freshdesk
Project tools: Asana, Jira, Notion, ClickUp

You don’t need to know every integration detail—just what tools you use and where the data should flow. Lindy’s team will translate that into technical hookups.

3. Examples, templates, and “this vs. that” rules

Agents get powerful when they know your judgment calls. Bring:

Message examples
- Good email replies you’ve sent.
- Support responses that made customers happy.
- Follow-up sequences you like.
Templates & macros
- Canned responses.
- Internal playbooks or SOPs.
- Policy docs (refunds, SLAs, tone guidelines).
Decision rules
- When to refund, escalate, or decline.
- Which issues can be handled automatically vs. require human review.
- What’s “urgent” vs. “nice to have.”

Even rough bullets are fine. Lindy’s team will help turn them into structured instructions.

4. Access and permissions

To actually act on your behalf, Lindy needs to connect securely to your tools.

Be prepared to:

Approve OAuth connections or API keys for:
- Email + calendar
- Slack/Teams
- CRM/help desk
Confirm who Lindy is allowed to act for:
- Just you?
- A small team?
- An entire department?

If you’re in a larger org, loop in the right admin early so security/IT approvals don’t slow you down.

5. Guardrails, approvals, and risk tolerance

A good agent is confident but not reckless. On the consult call, you’ll want to flag:

Actions that always need human approval
- Discounts above a certain threshold.
- Contract or legal language.
- Big-ticket refunds or escalations.
Actions that can be fully automated
- Scheduling within your rules.
- FAQ-level support responses.
- Routine CRM updates and logging.
Actions that should be semi-automated
- Draft emails for you to review.
- Prepare responses and ask “Send this?” via iMessage/Slack.

The Lindy team will then design approval flows that match your risk comfort.

What happens after your agent goes live

Once your custom Lindy is deployed, the focus shifts from “building” to “getting sharper”:

You test it on real work.
You give quick feedback (“this reply is too formal,” “never offer this discount,” “this is perfect”).
Lindy’s team adjusts prompts, rules, and approvals.

Over time, you:

Push more work onto the agent.
Relax approvals for tasks it consistently nails.
Extend it to adjacent workflows (e.g., from email to support tickets; from scheduling to CRM follow-up).

Is the $1,500+ white-glove build right for you?

You’re a fit for the custom implementation if:

Your workflows are high-volume and high-value (support, sales, ops, exec inbox).
You want a done-for-you agent in ~24 hours, not weeks of tinkering.
You prefer priority support, ongoing optimization, and a satisfaction guarantee over DIY experimentation.

If that sounds like you, your next step is simple:

Get Started – mention you want the white-glove custom agent build starting at $1,500, share the workflows you want off your plate, and let Lindy’s team take it from there.