AI Agents
Bounded AI for reading, classifying, extracting, and drafting — with limits and review.
Skilled people spend hours reading, sorting, and summarising before they can make the decision that actually needs them.
Who it's for
Teams handling high volumes of unstructured requests, documents, or research that still require judgment.
Common workflows
- Classify and route inbound requests by type, urgency, and account
- Extract fields from invoices, forms, and contracts into structured records
- Research a new lead and prepare a briefing before the first call
- Draft replies that a person approves before sending
What the system handles
- Classification and extraction
- Drafting from approved knowledge
- Lookups across your systems
- Confidence scoring on every output
Human control & exceptions
- Low-confidence outputs go to a person, not the customer
- Agents can only use the tools and data you approve
- Reviewers can correct outputs and the corrections are logged
Delivered through our four-step method. How we work
Related demonstration
Multi-channel enquiry intake and CRM routing
- 01 Automated
Enquiry received
Email, form, or chat message captured in one queue.
- 02 Automated
Fields extracted
Name, company, service requested, urgency, location.
- 03 Automated
CRM lookup
Existing account matched; duplicates prevented.
- 04 Human review
Confidence check
Below 85% confidence or high value → held for review.
- 05 Automated
Draft and route
Reply drafted, owner assigned, task created.
- 06 Human review
Human approval
Owner approves or edits the reply before it is sent.
Illustrative workflow demonstration using representative business data. This is not a client result.
Questions
- What happens when the AI is wrong?
- Outputs below a confidence threshold, or in sensitive categories, are routed to a person. We measure error rates during the pilot before widening scope.
- Is our data used to train models?
- We configure providers and accounts so your data is not used for model training, and document exactly where data flows.
Automation Assessment
Find the workflow worth fixing first.
A focused session for owners and operations leaders. We map one process, establish a baseline, and tell you plainly whether automation is worth it — before you commit to a build.
Book a Discovery Call- Current workflow map
- Baseline: volume, time, delay, errors
- Ranked opportunity list
- Recommended first workflow and risks
- Go / no-go on a production pilot