Chatbot
“Where is my order #4821?”
“You can track orders from the link in your confirmation email.”
- Answers from a script
- The customer does the work
Purpose-built agents that understand requests, look things up, use your tools, complete multi-step tasks and hand over to your team when needed.
An AI agent is software that uses your tools and data to get a job done. It looks things up, takes the next step, and hands over to a person when it should.
“Where is my order #4821?”
“You can track orders from the link in your confirmation email.”
“Where is my order #4821?”
“It left our warehouse yesterday and arrives Thursday.”
It checks your systems, answers when it can, and hands over to your team when it should.
Resolved in chat. No one on your team needed.
The agent knew when to step back. Your team picks up with full context.
Quote for Northwind Fittings is ready to send.
One person step. Follow-up is already scheduled.
Fictional customers, companies and team members.
Each agent has a clear task, the tools it needs and rules for when to ask a person.
Answers enquiries, qualifies leads and books calls with your team.
Website chat · CRM · CalendarAnswers customers from your own content and order data, and passes hard cases to people.
Chat · Email · HelpdeskGathers information on companies, markets or suppliers and turns it into a short brief.
Web · Documents · NotesLets your team ask questions of your policies, documents and past work.
Drive · SharePoint · WikiReads invoices, contracts and forms, pulls out the details and checks them.
PDF · Email · DatabaseHandles routine admin like assigning tasks, updating records and sending reminders.
Tasks · Records · SlackPulls numbers from your systems and writes the summary your team needs.
Sheets · CRM · EmailTell us the task. We'll tell you honestly if an agent is the right fit.
Book a Discovery CallYou decide what the agent can do alone and what needs a person.
A chatbot answers questions. An agent can also take action: look up an order, update a record, book a meeting or hand the conversation to a person.
Website chat, email, WhatsApp, Slack, Microsoft Teams or your internal tools. We put the agent where your customers or team already are.
It says so and hands over to your team, with the conversation and what it already checked. You set the rules for when it escalates.
Usually, yes. Most business tools can be connected through an API. The agent gets only the access its job needs, and you can require approval before it changes anything important.
Yes. We recommend it. Start with one clear task, see how it performs, then add more.
Let's turn it into a working system.