Who it is for
- Teams repeating the same searches, summaries or controls.
- Sales, support, operations or back-office teams with documented workflows.
- Companies automating work while retaining human oversight.
Service 04
AI Agents & Business Assistants
Build assistants connected to business knowledge that answer, prepare, summarise and trigger controlled actions.
What changes
A useful agent cites sources, records actions and knows when human approval is required.
Deliverables
- Business assistant connected to authorised sources.
- System prompts, workflows, tools and traceable actions.
- Simple interface to ask, approve and monitor.
- Reliability tests for sources, limits and human escalation.
How it works
- Define the agent role and restricted decisions.
- Connect documents, CRM, files, APIs and internal tools.
- Build workflows and guardrails.
- Run field tests, improve and deploy under control.
Expected result: less cognitive load and more repetitive work executed under human control.Discuss this need