Sales and service agents
Qualify demand, answer questions, schedule next steps, and update the CRM.
Solutions / AI Agents
Agents that do useful work with the right level of autonomy.
Purpose-built agents for sales, service, operations, finance, knowledge, documents, and compliance.
The opportunity: A chat window is not an operating model. Business agents need clear responsibilities, tools, permissions, and human handoffs.
Operations agents
Coordinate recurring work, exceptions, notifications, and internal requests.
Knowledge and document agents
Retrieve trusted information, extract structured data, and route approvals.
Compliance agents
Apply policy checks, record evidence, and escalate decisions that need review.
Systems we can connect
- /CRMs and help desks
- /Document stores and knowledge bases
- /Email, chat, and voice
- /ERP, ticketing, and approval systems
What changes
Request → understand intent → retrieve data → use tools → execute action → approve when required → update the system → create an audit trail.
Implementation workflow
Request → understand intent → retrieve data → use tools → execute action → human approval when required → update the business system → create an audit trail.
Frequently asked
Can agents make decisions?
They can execute within explicit permissions. High-impact decisions can require human approval.