AI automation & agents
Connected automations, agents that respond and follow up, and systems that carry out tasks.
Let your systems do the work.
Repeat questions, follow-ups and moving information between tools take up team time. We define the task, approved knowledge, tools and permissions, then design automation and human handoff around the business need.
What we deliver
- Automate repeatable tasks and connect business tools
- Conversational agents with defined knowledge and permissions
- Agents inside ERP and CRM systems with human review
Where it applies
For follow-ups, customer service, and internal operations.
Before we start
Share the workflow, approved knowledge sources, existing tools and decisions requiring human approval. Agent permissions, service limits and measurement criteria are agreed in the engagement.
Three roles, each with a purpose
Automations
Defined steps connecting systems and reducing manual work.
New inquiry → CRM record → team notification → follow-up.
AI agents
Approved knowledge, controlled tools, and human oversight.
Answers questions, follows up, and closes sales; brings in your team when needed.
System agents
Agents operating inside ERP and CRM with defined permissions.
Summarizes requests, suggests next steps, and updates records with approval.
Questions about the service
How do automations and agents differ?
Automations execute repeatable steps between tools. AI agents answer and collect requirements using approved knowledge and tools. System agents operate inside ERP or CRM systems with defined permissions and human review.
Where can these tools be used?
Use cases include sales, customer service and internal operations. For example, a WhatsApp sales agent trained on products, brand voice and customer languages answers, follows up and guides customers through purchase, involving the team for exceptions. Connections and permissions depend on the client systems and project scope.
Related services
Let’s understand your next move
Start with your goal. We will discuss the scope and next steps with you.