They answer, qualify, enter data and report across your CRM, ERP and channels. Anything sensitive waits for a person to sign off.
Customer service
Answers on the spot with live data. Anything it can't solve goes to a person with the full conversation attached.
Today
Messages that come in overnight wait until morning, and order status gets looked up by hand.
What it does: Looks up the order in the ERP and replies with status and delivery date.
Sales
Replies in seconds, asks your qualifying questions and books time with the right rep.
Today
Leads wait hours for a reply and reach the rep with nothing but a phone number.
What it does: Creates the lead in the CRM with location and need, and books it on the rep's calendar.
Back office
Reads the invoice, matches it to the purchase order and stages the entry. Large amounts wait for approval.
Today
Someone opens every email, downloads the PDF and retypes vendor, amount and due date into the ERP.
What it does: Saves the invoice as a draft and requests sign-off above your limit.
Leadership
Pulls sales, collections and inventory together and posts a summary to the team channel, flagging what's off.
Today
Monday's report is a spreadsheet someone puts together on Sunday night.
What it does: Posts the summary Monday at 8 AM and flags overdue accounts.
Internal teams
Answers from your current handbook and policies, and cites the document every answer comes from.
Today
The same how-do-I questions land in the same three people's DMs every week.
What it does: Replies in the thread with the passage and a link to the source.
Appointments and deliveries
Calls with a natural voice to confirm, reschedule or cancel, and leaves a transcript of every call.
Today
After hours nobody picks up, and unconfirmed appointments turn into empty slots.
What it does: Calls the day before and frees up the slot if the customer cancels.
Trigger
A vendor sends a PDF invoice to ap@. The agent picks it up on its own.
Reasoning
Extracts vendor, amount and due date, and decides what needs checking before anything gets entered.
Tools
Finds the purchase order in the ERP, compares amounts and saves the invoice as a draft.
Approval
Over your limit, it messages accounting and waits. No answer, no payment.
Log
What it read, what it decided, what it entered and who approved it, timestamped.
Discovery. We pick one process, map how it runs today and which systems it touches. You get a written scope: what the agent decides and what it doesn't.
Demo on your cases. A working agent on real examples from your business, so you see how it behaves before it's connected to anything live.
Go live. We connect it with least-privilege access, approvals and logging. For the first weeks we review every action.
Tune. With the log in front of us we fix what it gets wrong, then add tasks or new processes.
It says so and hands the conversation to a person with the full history. We set the handoff rules together during discovery.
Yes. That's why anything with consequences goes through approval, every action is logged, and we review everything it does for the first few weeks.
No. It connects over API to what you already use. If a system has no API, we work through email, spreadsheets or exports.
Claude, GPT or others depending on the task, always through enterprise APIs that don't train on your data.
It depends on the process and the integrations. On the first call we scope it and give you a fixed price; model usage is billed separately.
Half an hour, free, to understand what you need. If we can build it, you leave the call with the scope, the timeline and the price; if we can't, we tell you right there.