AI

AI Agents and Automation

Automate repetitive work such as lead follow-up, support triage and document reading.

AI Agents and Automation software product

Overview

AI Agents and Automation takes work your team repeats every day and does the routine part for them. An agent can score and follow up leads, sort and draft replies to support requests, or read invoices and forms into structured data. Steps with real consequences stay behind a person's approval.

  • Lead qualification
  • Support triage
  • Document reading
  • Human approval steps

Features and modules

What AI Agents includes.

Lead qualification and follow-up

New leads scored against your criteria, with follow-up messages drafted or sent.

Support triage

Requests classified, routed and answered with a draft for your team to approve.

Document reading

Invoices, forms and ID documents read into structured fields.

Summaries and reports

Daily summaries of conversations, tickets or leads.

Approval steps

Actions with consequences wait for a person to approve.

Connects to your software

Agents work with our products or your own systems.

How it works

A typical flow.

  1. We pick one routine task worth automating

  2. We define the rules, the data it can use and the approval steps

  3. We build and test the agent on your real cases

  4. We launch it and review its results with you

What you provide

We handle the integration. These are the accounts and approvals that sit in your business name.

  • A clear description of the task and the rules your team follows today
  • Access to the systems the agent should work with
  • An AI model provider account, whose usage charges are paid by you

FAQs

Questions about AI Agents

Does it replace my team?

It takes the routine part of a task. People stay in charge of decisions, and the agent asks for approval on anything that matters.

Where do we start?

With one task. We build it, measure it with you, and then decide what to automate next.

Talk to us about AI Agents

Request a demo and we will confirm what this service involves for your system.