Assistants grounded in your information
Search approved knowledge, prepare useful drafts, and show the source material your team needs to check the answer.
From a focused knowledge assistant to a workflow that researches, coordinates, and acts. Each agent has a defined job, clear limits, and human oversight.
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The strongest starting point is work that repeats, has accessible inputs, and has a recognizable definition of done. We break that job into the information an agent needs, the actions it may take, and the decisions a person should retain.
Search approved knowledge, prepare useful drafts, and show the source material your team needs to check the answer.
Gather context, update records, coordinate next steps, and route exceptions within the permissions you define.
Handle routine questions, capture details, and prepare a clean handoff or appointment where the process supports it.
Choose one useful job. Agree on the inputs, allowed actions, escalation rules, and the standard the output must meet.
Test real examples and difficult edge cases. Compare output with your team's expectations before granting production access.
Review task quality, intervention rates, and operating cost. Expand permissions only when the evidence supports it.
Start with a contained responsibility, then grow the scope as the agent proves useful in your business.
Explore the agent libraryAn assistant can retrieve information or prepare an answer. An agent may also take defined actions, such as updating a record or coordinating the next step across tools.
That depends on the consequence of a mistake. We can begin with drafts and recommendations, then introduce approved actions as quality and oversight become established.
Choose a recurring task with clear inputs and an observable outcome. The agent library shows applications across sales, operations, finance, and support.