AI agents that do the work inside your systems.

An agent reads, cross‑checks and carries out tasks in your operation, inside the systems you already use. You set the rules and approve anything sensitive.

Book a call

What an agent does in your operation

An AI agent is given a goal, fetches the information from wherever it lives and works through the steps to get there. It works on the ERP, the CRM, the email and the documents your team already uses.

  1. 01

    Reads and understands documents

    Invoices, delivery notes, contracts, orders and emails are read, classified and matched to the right record, with no manual copying from one system to another.

  2. 02

    Cross‑checks systems

    The agent queries the ERP, the CRM and spreadsheets at the same time, and finds what does not add up before anyone has to go looking.

  3. 03

    Acts and reports back

    It prepares the order, updates the record, sends the confirmation and tells the team. Every step is logged, with the source of every decision.

Agents at work in real operations

Every operation has tasks that eat up hours and always follow the same steps.

  • Logistics and transportWhich of last week's trips have not been invoiced yet?

    The agent reads the CMRs and proofs of delivery, matches them to each trip and prepares the invoice for approval.

  • HealthcareWho on the waiting list can take tomorrow's free slots?

    The agent cross-checks the diary against the waiting list, proposes patients and sends confirmations once approved.

  • InsuranceWhich claim notifications arrived without all their documents?

    The agent checks each notification, identifies what is missing and requests the missing documents from the customer or the broker.

  • Retail and distributionWhich supplier deliveries arrived with quantities different from the order?

    The agent compares the delivery note with the purchase order and opens a claim detailing each discrepancy.

How we put an agent to work

A phased plan, built around your operation.

  1. 01

    Choose the task

    We map the repetitive tasks in your operation and pick the one with the highest volume, the clearest rules and the fastest return.

  2. 02

    Set rules and limits

    Together we write down what the agent can do on its own, what needs approval and who it hands exceptions to.

  3. 03

    Connect to your systems

    The agent is connected to the ERP, the CRM, email and documents with its own credentials and only the permissions it needs.

  4. 04

    Go live with your team

    It starts on real cases under close supervision. Your team is trained to oversee it, and the scope widens as confidence grows.

Being realistic

What an agent does not do

  • It does not act outside the approved rules. Payments, contract changes and sensitive communications always need human approval.
  • It does not decide on its own when information is incomplete or contradictory. In those cases it hands the case to a person, with the context gathered.
  • It does not replace your team. It handles the repetitive part so your team can deal with exceptions and decisions.

Frequently asked questions

Can't find your answer? Ask us directly, on a 30-minute call.

Book a call
What is an AI agent?

It is a system that is given a goal and carries out the steps to achieve it: it reads documents, queries systems, makes decisions within set rules and logs what it did. Unlike fixed automation, it can handle documents and requests that do not always arrive in the same format.

What is the difference between an agent and a chatbot?

A chatbot answers questions. An agent carries out tasks: it updates records, prepares documents, sends confirmations and tells the team, inside the systems you already use and with human approval for sensitive steps.

What data is needed?

Whatever the task already uses today: the documents, ERP, CRM, email or spreadsheets it passes through. There is no need to build a new database before you start.

Where does the data live?

On your infrastructure and in your accounts, with controlled access and a log of every action the agent takes.

Choose the first task for an agent.

On a 30-minute call we pick, with you, the task with the best return to start with.

Book a call
Not ready for a call yet. I would rather send a question.

Write down the question your operation cannot answer today. We will reply by email with how to get there.