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AI Agents

Practical agents for the recurring tasks that slow teams down. Set up around your tools, information, and rules.

Explore the agents

How this could work

Examples of AI agents in action.

Choose a step to see what happens. These are illustrative workflows, with a person involved wherever the task needs judgment.

From the business goal to the work.

One front door. Advice before action. A person approves the important decisions. Specialist agents then carry out the work against the same records.

One source of truthBusiness records · Working instructions · Results and improvements
Human sign-off
A person approves the recommendation before important work is dispatched.

Illustrative architecture. A first workflow can be one job, one approval, and one place to check the result.

Multi-agent workflow

One coordinating agent assigns a customer request to specialists. Their results combine into one update instead of three separate handoffs.

Resolve the question
Check the account
Find the next opening
Assigns the work. The agent follows the rules and permissions set for this workflow.

Lead qualification

A new lead is checked against your criteria. Sales receives the right opportunities while the rest follow a defined nurture path.

Qualified
Not yet ready
Checks your criteria. The agent follows the rules and permissions set for this workflow.

Customer support

A support message gets a useful first response. Questions that need judgment go to a person with the context attached.

Common question
Needs judgment
Reads the request. The agent follows the rules and permissions set for this workflow.

Find the right responsibility

One agent. A clear job.

Start with the work that repeats. Keep people in charge of the decisions that need judgment.

Customer Support

FAQ & Ticket Triage Agent

Answer routine questions from approved information. Route complex requests to a person with the context attached.

  • Instant answers
  • Smart routing
  • Context preserved

After-Hours Response Agent

Give messages a first response outside business hours and escalate urgent requests using your rules.

  • 24/7 coverage
  • Urgent escalation

Sales & Marketing

Lead Qualification Agent

Check incoming leads against your criteria and prepare the context sales needs before a call.

  • Your criteria
  • CRM ready

Follow-Up Agent

Keep the next touchpoint on schedule, so promising leads do not disappear in an inbox.

  • Timely follow-up
  • Your schedule

Human Resources

Applicant Screening Agent

Organize applications against job requirements and flag candidates for a person to review.

  • Consistent criteria
  • Human review

Employee Policy Agent

Answer recurring questions about benefits, time off, and policies from your approved documents.

  • Approved policies
  • On-demand answers

Finance & Accounting

Invoice Review Agent

Flag duplicate invoices, missing details, and mismatched amounts before a person approves payment.

  • Duplicate checks
  • Exception flags

Expense Reconciliation Agent

Match expenses to receipts and records. Bring the items that do not line up to a person.

  • Receipt matching
  • Exceptions surfaced

Included with the work

An agent you can actually operate.

01

Set up for you

Connect the agent to the tools and approved information it needs.

02

Tuned to your rules

Define its responsibility, limits, and human checkpoints.

03

Monitored after launch

Review performance and adjust as the workflow changes.

04

A person to call

Talk to us when something needs attention.

Demos

See how the workflows work.

Try the working examples with sample data.

View all demos

Find the first useful step

Which agent fits the work?

Describe a recurring task and see which approaches are worth exploring. If the work needs a custom system, we can help with that too.

Try the workflow assessment

Explore custom services