AI employees that answer, follow up and finish routine work.

Fit / problem

• Repeatable sales, support or ops requests with clear rules
• Someone can own escalation when the agent is uncertain
• Your systems expose an API or reliable webhook

Not a fit if: The task requires open-ended judgment with no defined policy · No one is available to review escalations

Outcomes / deliverables

• Documented agent scope and permission boundaries
• Deployed agent connected to your systems
• Escalation and hand-off runbook
• Usage and outcome dashboard

Architecture

• Trigger or inbound request
• Intent and context resolution
• Policy-bound decision step
• Scoped system action
• Logged hand-off when confidence is low

Tools / systems / integrations

• Connects via API/webhook to the CRM, calendar and messaging tools you already use
• Each integration ships with least-privilege credentials, not admin access
• New system connections are scoped and reviewed before go-live

Controlled / controls

• Explicit allow-list of actions the agent can take
• Human approval gate for irreversible or high-value actions
• Full action log for audit and rollback

Implementation / timeline & cost

• Number of intents/tasks in scope
• Number and complexity of system integrations
• Approval-workflow complexity
• Ongoing monitoring level required