Customer records
Find account context and keep an agreed CRM record current.
AI agents with custom tools and integrations
AI agents with custom tools and integrations.
We build AI agents and the tools they need to carry out work in your business. These tools connect agents to your systems and enable specific actions, such as retrieving records, processing documents, performing calculations and updating applications. The agent selects and uses the appropriate tools to complete a task within agreed permissions, involving your team when approval or judgement is required.
Practical applications.
Task coordination
Create tasks, assign the next step and check completion.
Proposal preparation
Assemble a useful draft from approved information.
Connected service
Look up an order and act within the service rules.
Connected workInput → Action → Outcome
An agent selects tools and checks the result.
- 01UnderstandInterpret the request and select a permitted lookupDefined task and permissions
- 02AdaptUse the returned information to choose the next toolRetrieve records · Read documents · Calculate
- 03VerifyCheck the action and resulting recordCompletion checks and an action trail
- 04RecoverHandle failed tools or conflicting sourcesRetry within rules; involve staff for approval or judgement
Choose the action level for the task.
A single agent can use different levels for different actions.
01
Information
Find the information you need: retrieve an order status.
02
Preparation
Prepare the work for your team: create a proposal draft.
03
Approved execution
Review and approve before the system acts: issue a defined customer adjustment.
04
Bounded automation
Let routine work progress automatically within your rules: create and route a standard service task.
Systems and delivery.
Custom tools, built around your process
We engineer document-reading and OCR functions, calculation functions, API connectors, record retrieval and permitted application updates around the task. Each tool has a defined input, result and permission boundary; the selected implementation depends on your process.
CRM, service desk and order systems
An agent needs defined tool operations, the records it can access and a test for a completed action. We agree the automatic actions and the decisions retained by your team.
What you receive
An AI agent, the custom tools and integrations it needs, defined permissions, completion checks and a record of its actions.
Evaluate tool selection, completed actions and the record of the result, including conflicting information, approval boundaries and unavailable tools.
What we need from your team
A process owner, representative requests and exceptions, API documentation, permitted tool actions and the decisions that require team approval.