Solutions

Agents for the work that keeps piling up.

Each agent is designed around one workflow your team already runs. Here is what that looks like in four areas where we see the clearest results.

Customer operations

Resolve more requests without adding to the queue.

Support teams spend much of their day sorting, searching and copying. An agent handles the groundwork on every request so your people can focus on the conversations that need them.

What the agent handles

  • Reads and classifies incoming requests across email, chat and forms
  • Finds the answer in your policies, past cases and knowledge base
  • Drafts replies in your tone for quick review
  • Updates the case record and routes it to the right team

Where people stay in control

  • Replies above a set risk level are reviewed before sending
  • Refunds, credits and exceptions always go to a person
  • Unhappy or vulnerable customers are escalated immediately
Support run 118Working
Incoming hunch“A customer wants to change a confirmed order.”
01Identify the order and customer
Done
02Check change policy and stock
Done
03Draft the reply with options
In motion
04Update the case and notify the team
Next
Finance & compliance

Catch the exception before it becomes the problem.

Invoices, claims and contracts arrive in every format. An agent reads them against your rules, flags what does not fit and leaves a clear record of every check.

What the agent handles

  • Extracts key fields from invoices, receipts and contracts
  • Matches documents against purchase orders and policy limits
  • Flags missing approvals, duplicates and out-of-policy items
  • Prepares a summary with evidence for the reviewer

Where people stay in control

  • Payments and postings are only made after human approval
  • Every check is logged with the rule it applied
  • Unclear documents are sent back, not guessed at
Review run 207Working
Incoming hunch“Expense claims are taking too long to check.”
01Read each claim and receipt
Done
02Compare against the expense policy
In motion
03Flag exceptions with reasons
Next
04Send clean claims for approval
Next
Sales & growth

Keep every promising conversation moving.

Good leads go cold while people research, update records and write follow-ups. An agent prepares the context and handles the routine steps so sellers spend their time selling.

What the agent handles

  • Researches new leads and summarises what matters
  • Scores fit against your ideal customer profile
  • Drafts personalised follow-ups after calls and meetings
  • Keeps the CRM up to date without manual entry

Where people stay in control

  • Outbound messages are sent only after a seller approves them
  • Pricing and commercial terms stay with your team
  • Contact data is used only within your consent rules
Pipeline run 064Working
Incoming hunch“We need faster follow-up after demos.”
01Summarise the demo notes
Done
02Pull account history from the CRM
Done
03Draft the follow-up and next steps
In motion
04Log activity and set a reminder
Next
Travel & logistics

Keep plans on track when things change.

Travel requests, bookings and schedules change constantly. An agent watches for those changes, coordinates the fix and keeps travellers and teams informed.

What the agent handles

  • Captures travel and movement requests from email, chat or forms
  • Checks requests against travel policy and approval rules
  • Monitors bookings for delays, cancellations and changes
  • Sends clear updates to travellers, coordinators and approvers

Where people stay in control

  • Bookings above policy limits need an approver
  • Rebooking options are proposed, then confirmed by a person
  • Travellers can always reach a human coordinator
Coordination run 311Working
Incoming hunch“A flight change affects an event arrival list.”
01Detect the schedule change
Done
02Find affected travellers and transfers
Done
03Propose updated arrangements
In motion
04Notify people and update the manifest
Next
Not on the list?

Most valuable workflows follow a few patterns.

If your work looks like one of these, an agent can probably help—whatever your industry calls it.

Intake and routing

Requests arrive in many places and someone has to sort them before work can start.

Document checking

People read documents line by line to confirm they match a rule, a record or another document.

Monitoring and alerts

Someone watches a system or inbox so they can act quickly when something changes.

Research and preparation

Before a meeting or decision, someone gathers the same information from several sources.

Your first move

Tell us which workflow is slowing you down.

We will show you what an agent for it would do, where people stay in control and how we would measure success.

Tell us about the workflow