Handling incoming requests
The agent reads the request, identifies the type of query and runs the right workflow without a person involved.
We build agents that carry a process through to a result: they take in a request, gather what's missing, act inside your systems, and hand off to a person only what actually needs a decision.
An agent isn't a chatbot with canned answers — it's an operator with access to your systems and a defined scope of authority.
The agent reads the request, identifies the type of query and runs the right workflow without a person involved.
It asks clarifying questions, checks fit against your criteria, and passes only qualified leads to a manager.
It answers from your knowledge base and performs routine actions — order status, returns, updating details.
It reconciles data across systems, drafts reports and documents, and flags discrepancies for review.
The agent contacts the customer, clarifies the request, and creates a CRM task with full context for the manager.
Before a manager gets on a call, the agent establishes budget, timeline and need, saving time on the first conversation.
If a request falls outside the agent's authority, it is handed to a person with the history and a proposed next step.
The agent compares records across CRM, spreadsheets and accounting systems and flags mismatches.
Intake
Analysis and clarification
Action in your systems
Result check
Handoff to a person if needed
Customers get an answer right away, not once a manager is free.
The team handles the hard cases; the agent handles the repeating ones.
Every action the agent takes is logged, reviewable and adjustable.
Growth in request volume doesn't require a matching increase in headcount.
Takes the enquiry, clarifies details and books the customer with the right specialist.
Scores a company and its need against set criteria and passes only qualified contacts into the CRM.
Answers staff questions on policies and access, escalating anything unusual to HR or IT.
We set out which decisions the agent makes on its own and which require a person.
We map the logic for each request type and the rules for escalation.
We connect the agent to CRM and internal systems and test it against real requests.
We put the agent into production and improve it based on real outcomes.
A chatbot answers questions. An agent takes action — creating CRM records, updating statuses, triggering workflows — within a defined scope of authority.
That is what the scope of authority is for: the agent acts independently where the risk is low, and hands off decisions elsewhere.
Usually not — we work directly with your existing documents, policies and CRM data rather than duplicating content.
It depends on the number of scenarios and systems involved, but a first working version can usually launch within a few weeks.
Every action is logged, so its work can be reviewed and the logic adjusted as needed.
We'll tell you honestly where an agent can act on its own, and where the decision should stay with a person.