AI Agents

AI agents that work alongside your team.

An AI agent is a piece of software that takes on a defined part of your work. It understands the request, acts within the rules you set, and reports back. Your team stays in charge of decisions.

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What an agent does

Understands. Acts. Reports.

Understands

It reads the enquiry, question or record and works out what needs to happen.

Acts

It takes the steps you have allowed, and asks for approval before anything that matters.

Reports

It records what it did and what needs a decision, so your team knows where things stand.

The agents

Three agents, each built around one job.

AI Agent · Sales

Sales AI Agent

Faster replies and fewer enquiries left waiting.

Responds to new enquiries, qualifies and scores them, and keeps follow-up going until a person takes over.

Key jobs

  • Replies to enquiries straight away
  • Qualifies leads with your questions
  • Scores leads so the best ones surface first

Ideal for

Businesses with inbound enquiries and small sales teams.

Explore the Sales AI Agent

AI Agent · CRM

CRM AI Agent

A CRM your team trusts and uses every day.

Summarises each customer, sets today's priorities, drafts follow-ups and flags risks, with the pipeline brief ready each week.

Key jobs

  • Summarises each customer's history
  • Prioritises today's leads
  • Drafts follow-up messages

Ideal for

Sales teams with an under-used CRM.

Explore the CRM AI Agent

AI Agent · Business

Business AI Agent

Answers without waiting for someone to pull a report.

Answers questions about sales, stock, orders and finances, builds reports, and prepares routine actions for approval.

Key jobs

  • Answers questions about sales
  • Answers questions about stock
  • Answers questions about orders

Ideal for

Owners and managers who need answers without waiting for reports.

Explore the Business AI Agent

How it is deployed

Connect, configure, launch, improve.

  1. STAGE 01/04

    Connect

    We agree which tools the agent can use, and what access it needs to do so.

    Deliverables

    • Tool list agreed
    • Access scope written down
    • Connection plan
  2. STAGE 02/04

    Configure

    We set the rules, tone, approval points and the work the agent is allowed to do.

    Deliverables

    • Rules and approval points
    • Reply and summary templates
    • Test scenarios
  3. STAGE 03/04

    Launch

    We start with a limited group of enquiries or records, watch the results, and widen gradually.

    Deliverables

    • Limited launch
    • Review with your team
    • Rollout plan
  4. STAGE 04/04

    Improve

    We review what the agent handled, refine the rules, and extend the work when it is ready.

    Deliverables

    • Regular review
    • Rule updates
    • Next-job roadmap

Your team stays in control.

AI can prepare and recommend. Your team stays in control of business-impacting actions.

Needs your approval

  • Pricing, discounts and commitments
  • Changes to key customer or deal records
  • Payments, stock changes and legal or financial documents

How an action is handled

  1. Reads the information it has been given access to
  2. Prepares the reply, record change or document
  3. Requests approval where the rules require it
  4. Acts only within the rules you set
  5. Records the outcome for your team

Beyond these three

Custom agents.

Custom agents for workflows beyond these three are a later addition.

FAQ

Questions about AI agents.

What is an AI agent?

Software that takes on a defined part of your work. It understands the request, acts within the rules you set, and reports back.

Which agents are available?

Three agents: the Sales AI Agent, the CRM AI Agent and the Business AI Agent. Each has its own job and its own rules.

Which tools can they work with?

Can connect with the tools your business already uses. Connections are agreed during setup, based on the tools you run.

How long does setup take?

Setup depends on the tools connected and the rules configured. We agree the scope and timeline before setup begins.

Does a person stay in control?

Yes. The agents can prepare and recommend. Your team approves anything that is business-impacting.

Can they be customised?

Yes. Rules, tone, approval points and the tools used are configured for your business.

What support is there after launch?

Ongoing support and improvements are available as an engagement model, and the scope is agreed per project.

How is it priced?

Pricing is tailored to the workflow, integrations and level of support required.

Tell us which part of your work should run better.

Start with a short brief. We will tell you which agent fits, and how we would set it up.

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