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AI Agents

Agents that take responsibility for the work

Five places where repeatable work usually piles up, and what an agent does about it. Every agent is built around your process, your rules and the tools you already run.

The wiring

CRMEmailCalendarHelpdeskSheetsSalesSupportOperationsBack officeDone

AI Sales Agents

Your reps should be selling. Most of what fills their day is not selling.

The problem today

Leads arrive faster than anyone can respond. Follow-up depends on whether a busy person remembers. Old opportunities quietly go cold, and the CRM tells you less than it should because updating it is somebody's least favourite task.

What the agent does

  • Responds to a new lead within minutes, at any hour
  • Qualifies against your real criteria and asks the missing questions
  • Creates and enriches the CRM record — source, stage, notes, next step
  • Runs the follow-up sequence, and stops the moment a human replies
  • Books meetings against live calendar availability
  • Reopens dormant leads on a schedule you set
  • Prepares a briefing before the call so the rep walks in informed

What changes

  • No qualified lead waits overnight for a first reply
  • Follow-up happens whether or not anyone remembered
  • The CRM reflects reality without anyone maintaining it
  • Reps spend their hours in conversations, not in data entry

Typically connects to

  • CRM
  • Email
  • Calendar
  • Web forms
  • Messaging

Where a person stays involved

The conversation, the negotiation, the pricing and the relationship. The agent brings the rep a warm, briefed, scheduled opportunity — and then gets out of the way.

AI Customer Service Agents

Most support volume is not hard. It is just constant.

The problem today

A large share of incoming requests are variations of the same handful of questions, and each one still costs a person context-switching, three system lookups and a reply. Meanwhile the genuinely difficult cases wait behind them.

What the agent does

  • Reads each incoming request and works out what is actually being asked
  • Pulls the customer's real context from your systems
  • Answers what it is approved to answer, in your wording
  • Performs allowed actions — status changes, resends, simple updates
  • Classifies, tags and routes everything else correctly
  • Escalates with a written summary instead of a bare handover
  • Covers evenings and weekends within the same boundaries

What changes

  • First response measured in seconds, not hours
  • Your team spends its attention on the cases that need a human
  • Answers stay consistent no matter who — or what — is on shift
  • Volume can grow without the team growing at the same rate

Typically connects to

  • Helpdesk
  • Ticketing
  • Knowledge base
  • CRM
  • Email
  • Chat

Where a person stays involved

Complaints, exceptions, anything involving money or goodwill, and every case the agent is not certain about. Those arrive already summarised, with the history attached.

AI Operations Agents

When people become the integration layer between your tools.

The problem today

Someone checks a dashboard every morning. Someone copies figures into a spreadsheet. Someone messages three people to find out whether a step happened. None of it is difficult, none of it is optional, and all of it is a person's day.

What the agent does

  • Watches processes and systems on a schedule or on an event
  • Moves and reconciles data between tools that were never integrated
  • Runs multi-step procedures end to end, in the right order
  • Creates and assigns tasks with the context already filled in
  • Chases what is overdue instead of waiting for someone to notice
  • Compiles recurring reports and sends them where they belong
  • Flags exceptions to a person, with what it found and what it tried

What changes

  • Routine processes run whether or not anyone is watching
  • Fewer things fall through the gap between two systems
  • Status is known continuously, not collected on request
  • Coordination stops eating your operations team's week

Typically connects to

  • ERP
  • Project tools
  • Spreadsheets
  • Databases
  • Slack / Telegram
  • Internal APIs

Where a person stays involved

The exceptions, the decisions with a real cost attached, and any change to the process itself. The agent runs the standard path and raises its hand for everything else.

AI Back-Office Agents

The administrative work nobody was hired to do, but everybody does.

The problem today

Documents arrive as attachments and have to be read, understood, entered somewhere and filed. Internal requests come in by email and chat. It is quiet, unglamorous work that consumes a surprising number of hours and produces errors when people rush it.

What the agent does

  • Reads incoming documents and pulls out the fields that matter
  • Enters structured data into the right system, validated
  • Sorts and processes a shared inbox by type and urgency
  • Handles routine internal requests end to end
  • Prepares recurring documents from live data
  • Cross-checks records and surfaces what does not reconcile

What changes

  • Hours of manual entry come off the week
  • Fewer transcription errors, and they are caught earlier
  • Internal requests get handled the same day
  • Administrative load stops scaling with the business

Typically connects to

  • Email
  • Document storage
  • Internal systems
  • Spreadsheets
  • Databases

Where a person stays involved

Anything that fails validation, anything unusual, and any record the agent is not confident it read correctly — flagged rather than guessed.

Custom Agent Teams

When one workflow crosses several departments.

The problem today

The processes that cost the most are rarely contained in one team. An order touches sales, operations and finance. Onboarding touches support, ops and the customer. Each handover is a place where work stalls and nobody owns it.

What the agent does

  • Splits the process across specialised agents — research, communication, execution, verification
  • Coordinates the handovers between them so nothing waits in a gap
  • Keeps one shared record of the case as it moves
  • Verifies its own output before passing it on
  • Escalates to the right person at the right step, not at the end
  • Reports on the whole process rather than one department's slice

What changes

  • A process that used to stall between teams keeps moving
  • One place to see where any case actually is
  • Handovers stop being where work goes to wait

Typically connects to

  • Whatever the process already touches

Where a person stays involved

Ownership of the process and the decision points inside it. Agents do the carrying; people set the direction and handle what is genuinely theirs.

Where to start

Automation Assessment

Most companies do not have an AI problem. They have twenty candidate workflows and no way to rank them. This is a short, focused engagement to fix that — and it is how nearly every project with us begins.

Find what you can delegate
  1. 1

    A conversation, not a demo

    We talk to the people doing the work and map where the time actually goes.

  2. 2

    A ranked list

    Candidate workflows, ordered by how much they cost you today and how cleanly an agent could take them.

  3. 3

    One recommendation

    The workflow to start with, what the agent would do, what it would connect to, and where people stay in the loop.

  4. 4

    An honest no, where it applies

    If a process is not worth automating, we say so. A bad first project sets a company back further than doing nothing.

What would your team stop doing by hand, if it could?

Tell us about one process. We will tell you whether an agent can carry it, what it would take, and whether it is worth doing at all.

Find what you can delegate