AI AGENTS

From a question to a completed workflow.

Use AI agents to carry out multi-step tasks across your existing software, with defined permissions, human approvals and visibility into each action.

Let’s talk about your AI project
AI Agents

An AI agent gathers information and uses approved tools to carry out steps towards a goal. Its value comes from completing the right task within reliable boundaries, with an appropriate level of human control.

01

Bring multiple steps into one workflow.

A sales follow-up can involve reviewing CRM activity, checking a quote and identifying missing actions. An agent can prepare this information while the representative reviews priorities and approves any customer communication.

  • Collect relevant information
  • Compare it against business rules
  • Prepare follow-up lists and drafts

An illustrative scenario; connections and scope are defined for each project.

02

Give each tool only the access it needs.

Reading records, creating entries and sending information carry different risks. We define the tools an agent may use, action limits and steps requiring approval. Content found in a document is treated as data, not permission to change the agent’s behaviour.

  • Tool and user permissions
  • Validation before action
  • Approval and escalation paths

Plan human review for critical actions and actions that are difficult to reverse.

03

Design for failures as well as success.

An API outage, missing field or uncertain result needs a defined stopping point and handover. Duplicate prevention, time and cost limits, action logs and tests using representative tasks are considered together.

  • Action logs and task status
  • Retry and duplicate prevention controls
  • Bounded task duration

A dependable workflow remains understandable when something goes wrong.

09 — FROM INSIGHT TO ACTION / AI AGENTS

AI that does more than answer questions.

An agent can coordinate multiple steps within defined permissions: review customer history, check a proposal and prepare a follow-up plan.

Explore the details
ILLUSTRATIVE USE CASE

“Review this customer’s status and prepare a follow-up plan for the sales team.”

  1. 1 Review CRM history
  2. 2 Check the proposal status
  3. 3 Identify missing actions
  4. 4 Submit the follow-up plan for approval

Your team stays in control of critical actions.

YOUR NEXT STEP

Let’s find where AI can make a real difference in your business.

Tell us about your processes, data and challenges. Together, we can identify a practical first use case.

Plan an enterprise AI consultation Contact us