AI agents
An agent that prepares the work, inside your tools.
The agent reads what comes in, finds what it needs in your tools and prepares the next step. Anything that commits you goes through you.
Who it’s for
Teams who spend their days reading, searching and copying: a request comes in, you have to find the customer, the contract or the rate, then prepare the reply. The work comes back every week, but it takes understanding what comes in.
What we do
An agent connected to your tools: messaging, CRM, management, documents.
Rules written with you: what it reads, what it prepares, what it submits to you.
Trials on your real files before expanding.
Training for the team on the delivered system.
What we don’t do
An agent that decides for you.
A new tool for the team to learn.
Access wider than the task.
A mandatory support package.
How it goes
Choose the task
We start from a task that comes back every week, and set what the agent is allowed to do.
Connect and write the rules
We set up the connections and permissions needed. The rules come from the way you work.
Try it on your files
It works on real files, in front of you. We correct before expanding.
Hand over
You get the access and the rules, and the team is trained. The system belongs to you.
Once it runs
Where it runs, and who keeps an eye on it.
Where it runs
Hosting and services are chosen during scoping, based on your requirements. We specify the data sent and its retention.
What you end up with
The running system, the access and the rules, and a team trained to use it.
Who watches over it
We agree with you who monitors the system, which actions to retain in the log and how to report a problem. Support depends on your needs.
How to switch it off
You can revoke its access. We show you how to stop the system and disable its connections.
Connection and security, in detail
Frequently asked questions
All questionsWhat can happen without my approval?
You define the permissions and rules with us. A routine action can be authorised in advance. You choose which actions require human approval. Business decisions stay with your team.
How does the system improve, and what happens if it makes a mistake?
Results are tested on your real cases. Your feedback helps refine the rules and, depending on the system, enrich its memory and procedures. Improvements are checked before its autonomy is expanded. Situations requiring your input are referred to your team.
Where does our data go, and who can access it?
The agent uses permissions limited to its task. Depending on the solution, data is sent to an external AI service. Processing locations, access and retention are agreed with you during scoping.
Connection and security, in detailA task that comes back every week?
Describe it in a call. We’ll see whether an agent is worth it, or whether a simple rule is enough.
Book a call