01
Customer agent
Respond to inquiries, retrieve service information and coordinate the next step.
AI that can
understand,
decide and act.
Intelligent agents that work inside your business—connecting people, data, applications and workflows. With human judgment built in.
Build an AI agent
Give your software
a responsibility.
An AI agent combines language understanding with business rules, approved information and tools. It can help complete work and involve a person when judgment is needed.
- 01
Understand
Receive a request, event or piece of information.
- 02
Interpret
Understand the intent and context.
- 03
Retrieve
Find approved business information.
- 04
Decide
Choose a next step within your rules.
- 05
Act
Use approved tools to complete the task.
- 06
Verify
Check the result and confirm completion.
- 07
Escalate
Involve a person when judgment is needed.
BUILT AROUND RESPONSIBILITIES
Specialized agents.
Real responsibilities.
Different responsibilities. Specialized agents. Working alongside your people to understand, decide and act.
Build your AI workforce
02
Sales agent
Qualify opportunities, follow up with leads and keep relationships moving.
03
Voice agent
Handle calls, schedule appointments and turn conversations into action.
04
Operations agent
Coordinate tasks and keep everyday processes moving across your business.
05
Document agent
Read, extract and organize information from business documents.
06
Knowledge agent
Help your people find and understand the information they need.
07
Reporting agent
Bring information together and prepare recurring operational reports.
08
Workflow agent
Move work across people and applications, with checks at every step.
Your people.
In control.
The level of autonomy should match the responsibility. Design permissions, reviews and escalation into the workflow from the beginning.
Recommend
Prepare information and suggest a next action.
Prepare
Complete the work and wait for human approval.
Act within limits
Take pre-approved actions inside defined boundaries.
Escalate
Route uncertain or sensitive situations to a person.
Connected to
your business.
Agents become useful when they can work with the systems you already use.
- CRM & business applications
- Email, SMS & voice
- Calendars & scheduling
- Documents & knowledge bases
- Databases & APIs
- Web & mobile applications
A FEW COMMON QUESTIONS
Start with
one workflow.
How is an AI agent different from a chatbot?
A chatbot primarily responds to a conversation. An agent can also access approved information, use tools, complete multiple steps and verify the result. Its scope depends on the responsibility it is designed for.
Can an agent work with our existing systems?
We evaluate your applications, APIs, data sources and security requirements during discovery. The integration approach depends on what each system supports and the reliability the workflow needs.
Do we have to automate everything?
No. Start with one repetitive or time-consuming workflow, define the boundaries, evaluate the result and expand from there. Human review can remain part of the process.
How do people stay in control?
Agents can be designed with role-based access, approved data sources, action limits, approval workflows, audit records and escalation rules. The controls should fit the business process.
YOUR NEXT CHAPTER
Let’s build
something
intelligent.
Start with the business problem.
We’ll help you find what’s possible.