Define the agent’s responsibility
Start with a specific job, expected inputs and a useful completion condition. Identify what the agent should handle and what remains with the team.
All servicesA defined job, useful tools and clear boundaries
Custom AI Agents & Workflow Assistants
Build an AI agent around a specific piece of work: qualifying an inquiry, preparing a customer brief, organizing an operations request or coordinating an onboarding task. We define the information it can use, the actions it may take and the points where a person should decide.
Book Free 15Min ConsultationTask-focused AI agent
Customer request assistantOrganizing the next action
Request classifiedProject inquiry · Customer team
Brief preparedRequirements and missing details identified
Follow-up taskReady for the responsible person
Team approvalRequired before proposal actions
A task-focused assistant helps move the work forward within the responsibilities you approve.
What the service can include
Capabilities built around the job.
A task-focused assistant helps move the work forward within the responsibilities you approve.
Use the right business context
Connect the approved service information, customer details or company knowledge needed for that job. Keep the knowledge relevant to the task.
Classify, summarize and prepare work
Organize incoming requests, extract useful details and prepare briefs or drafts that help staff make the next decision.
Take explicitly permitted actions
Connect selected actions such as creating a task, updating an agreed CRM field or requesting missing information. Define permissions and review conditions.
Coordinate a multi-step workflow
Use the task state and business rules to move between information gathering, preparation, review and handoff.
Require approval where it matters
Set checkpoints for messages, decisions and actions needing staff approval. Give the agent a clear way to pause and ask for help.
Keep activity visible
Record the work performed, the information used and the next action so the team can follow progress and resolve exceptions.
Test the real operating situations
Work through normal requests, unclear inputs and handoff cases with your team before launch and as the process changes.
Automation, step by step.
| When this happens | Rules we define | What happens next |
|---|---|---|
| An eligible work item arrives | Classify the request and gather the approved task context. | Prepare the brief, update permitted fields or assign the next action. |
| Information or permission is missing | Pause the relevant action and apply the clarification rule. | Request the missing detail or route the item to the responsible person. |
| The work reaches an approval checkpoint | Prepare the output and preserve the task context. | Wait for the required decision, then continue or hand off as defined. |
In your working day
An operations assistant prepares a new customer request.
A request arrives with a mixture of customer details and project questions. The agent identifies the service, prepares a short brief, asks for the missing details and creates the permitted follow-up task. A person approves any proposal or decision that remains outside the agent’s authority.
- 01New request reaches the workflow
- 02Agent organizes the relevant details
- 03Missing information is requested
- 04Prepared work reaches the responsible person
From the first action to the handoff.
Define one useful job
Agree on the task, inputs, tools and expected result.
Gather and prepare
Use the approved information to organize the work.
Act within the agreed rules
Take permitted actions and request approvals where required.
Hand off with context
Give the team the output, activity history and next action.
What we deliverA defined setup.
A defined setup.
A usable workflow.
These are the building blocks we scope with you for this service. Your proposal identifies the specific deliverables and responsibilities.
- Agent role, task and completion definition
- Approved knowledge and input structure
- Tool access and permitted actions
- Approval and escalation rules
- Activity and exception visibility
- Scenario testing, team preparation and support plan
The systems behind the work
Connections with a purpose.
We review access, available interfaces and information ownership before implementing the agreed connections.
- Approved business knowledge
- CRM, intake and task workflows
- Explicitly scoped business tools and actions
What we agree before implementation
The workflow and expected outcome. The software and access required. The data and content to prepare. The actions needing approval. The test and launch plan. The implementation price and ongoing support scope.
Clear expectations
Questions about this service.
Can you build an agent for our specific process?
We start by understanding the task and whether it has clear inputs, useful outputs and supported tools. The proposal defines the agent’s responsibility and permitted actions.
Will it act without asking us?
Only within the rules agreed for the workflow. We distinguish actions that can proceed automatically from those that need review or a human decision.
Does the agent replace every part of an employee’s job?
We scope agents around defined tasks and handoffs. Your team retains the judgment, accountability and decisions assigned to people.
A focused first conversation
Book Free 15Min ConsultationLet’s define a useful starting point.
In 15 minutes, discuss the work, the tools involved and a practical starting point. We’ll explain what is needed to define the next step.