01
AI agents
An agent is software that can read a request, look up what it needs, and prepare the next step. We build that for one job at a time, inside the limits you set.
It can work with email, a help desk, a CRM, a database, a set of documents, or a website your staff has to use because that vendor will not give you an API.
In the first version, the agent drafts, updates a field you allowed, or prepares a form. Sending email to a customer, moving money, submitting a filing, or deleting a record stays with a person until you decide otherwise in writing.
What it does
- Reads the incoming request and identifies the account, order, or case.
- Pulls the records it needs from the systems you name.
- Uses your documents when the answer should come from your material, not from general knowledge.
- Drafts the reply, the quote, the update, or the proposed next action.
- Sends uncertain cases to a named person.
- Keeps a log of what it read and what it prepared.
What the first version does not do
- Send email to customers on its own.
- Issue refunds, payments, or credits.
- Submit a form on a vendor, carrier, or agency site.
- Delete or merge records.
- Answer from general knowledge when your own documents should be the source.