Sales agents
Research customers, summarize opportunities, prepare follow-ups and manage sales activities.
Traditional software follows predefined instructions. An AI agent can understand a goal, work through multiple steps, use approved tools and access business information within defined boundaries.
We develop AI agents and AI-powered assistants that connect with applications, APIs, databases, CRM, ERP and internal workflows.
Discuss your AI agent requirementAn AI agent is a software system that uses AI to understand a task and determine the steps needed to complete it. The objective is not to build an impressive chatbot, but to build an AI system that performs useful business work.
Let users describe goals in natural language without navigating multiple screens.
Search approved documents, knowledge bases and business records.
Call defined APIs and business functions instead of receiving unrestricted access.
Coordinate related actions to complete a business objective.
Produce information that people and downstream systems can use.
Keep people in control of sensitive, high-value or irreversible actions.
Controlled action is the difference. A chatbot mainly answers questions; an AI agent focuses on completing a task by using approved tools and performing defined actions.
Agents are useful when a business task requires multiple steps, information sources or controlled interaction with business systems.
Research customers, summarize opportunities, prepare follow-ups and manage sales activities.
Retrieve customer information, search knowledge bases and assist with support requests.
Monitor business information, identify tasks and assist with operational workflows.
Retrieve financial information, summarize transactions and support defined finance workflows.
Process documents, extract information, validate data and send results to business systems.
Help employees ask questions about company information and retrieve relevant answers.
Retrieve approved data, analyze information and generate concise reports or summaries.
Act as a controlled interface to ERPNext, Odoo and other business processes.
Agents become more useful when they can interact with the systems where business information already exists. Access should be limited to the tools and information required for the task.
For example, an agent can retrieve customer information, identify products, prepare a quotation, validate required fields and request approval before creating it.
The architecture should be as simple as possible for the use case while providing the control needed for reliable business operation.
Allow users to describe goals and requests in ordinary language.
Use defined tools and APIs to retrieve information or perform actions.
Search internal documents, approved records and knowledge bases.
Complete related steps while handling outputs and decisions between them.
Restrict data access and actions according to roles and business rules.
Route sensitive operations to authorized employees before execution.
We start with the business task, then design the tools, boundaries and workflow required to complete it safely.
Identify exactly what the agent needs to accomplish and how success will be measured.
Determine which systems, APIs, databases and knowledge sources the agent needs.
Define inputs, reasoning steps, tools, rules, approvals, outputs and error handling.
Develop the agent, integrations, prompts, retrieval and action controls.
Test normal workflows, edge cases, incorrect inputs and unauthorized actions.
Release the agent in the environment that matches the workload and security requirements.
Review performance, failures, costs and user feedback after launch.
Refine the agent, tools and controls using real-world usage and business feedback.
An agent may be appropriate when a task involves multiple steps, multiple systems, natural-language interpretation, information retrieval and controlled action.
Employees repeatedly perform similar knowledge-based workflows across several systems.
A simple API integration or fixed workflow may solve a deterministic problem more reliably.
The expected time saved, quality improvement and business benefit should justify the complexity.
Answers to common AI agent development questions. Need help deciding whether an agent is right for your process? Contact our team.