AI Agent · Business

Ask your business anything.

Ask a question in plain language and get an answer from your own business data. The agent can prepare routine actions, but anything that changes money, stock or documents waits for your approval.

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Business AI Agent

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ILLUSTRATIVE SCRIPT

  • You

    Which product line grew fastest this quarter?

  • Agent

    Product line B led growth this quarter. Here is the breakdown by region.

  • You

    Prepare a purchase order for the stock it needs.

Prepared

Prepares the action or document

Needs your approval

Payments, invoices or refunds

ILLUSTRATIVE EXAMPLE, NOT CUSTOMER DATA

The problem

Where time and leads get lost.

Simple questions wait for someone to pull a report, and preparing those reports takes time from people who have other work to do.

What it does

The jobs it takes on.

  • Answers questions about sales

  • Answers questions about stock

  • Answers questions about orders

  • Answers questions about finances

  • Builds reports on request

  • Drafts documents

  • Performs routine actions, only with approval

A normal day

How the agent works through a business day.

ILLUSTRATIVE EXAMPLE

  1. STEP 1

    Question asked

    A manager asks which orders are waiting for stock.

  2. STEP 2

    Understands the request

    The agent identifies the data it needs.

  3. STEP 3

    Reads information

    It reads the connected sales, stock and order records.

  4. STEP 4

    Prepares the action

    If an action is needed, such as a purchase order draft, it prepares it.

  5. STEP 5

    Requests approval

    The action waits for the approver. Nothing is executed yet.

  6. STEP 6

    Executes and records

    After approval, the action runs and the outcome is recorded.

Your team stays in control.

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

Needs your approval

  • Payments, invoices or refunds
  • Purchase orders and stock adjustments
  • Contracts, legal or financial documents
  • Any action that cannot be easily reversed

How an action is handled

  1. Reads the information it has been given access to
  2. Prepares the action or document
  3. Requests approval from the named approver
  4. Executes only after approval
  5. Records the outcome for the team

Outcomes

What changes for your team.

Faster answers

Questions about stock, sales or orders answered without waiting for a report.

Simpler reporting

Reports built on request, from the same data your team already uses.

Less manual preparation

Draft documents and summaries ready for review.

Controlled routine actions

Routine actions are prepared, approved and then executed, with a record kept.

Integrations

Works with the tools you already use.

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

  • Website chat
  • WhatsApp
  • Email
  • CRM
  • Spreadsheets
  • ERP

Ideal for

Owners and managers who need answers without waiting for reports.

Setup

Four steps, from first connection to improvement.

  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

Pricing

Priced for your workflow.

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

FAQ

Questions about the Business AI Agent.

What can the Business AI Agent answer?

Questions about sales, stock, orders and finances, using the business data you connect to it.

Can it take actions in our systems?

It can prepare routine actions and documents. Anything that changes money, stock or legal documents runs only after your approval.

Which systems can it work with?

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

Does a person stay in control?

Yes. The agent reads information, prepares the action, requests approval, executes only after approval and records the outcome.

How is business data used?

Only the systems you connect are used, and the access the agent has is agreed with you during setup.

Can it build reports?

Yes. Reports can be requested in plain language and built from the connected data.

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.

Related services

Often built alongside this agent.

Tell us which enquiries, records or questions matter most.

Start with a short brief. We will tell you whether this agent is the right fit and how we would set it up.

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