An AI agent for the admin that needs a bit of judgement.
Some jobs vary too much for a simple automation: sorting enquiries, reading documents, writing first replies. An AI agent handles those within rules you set, and passes anything unusual to a person.
Jobs an agent can take on
Sorts the inbox
Reads each enquiry, works out what it's about, answers the routine ones and flags the urgent ones.
Reads documents
Pulls the details out of invoices, forms and PDFs and puts them where they need to go.
Qualifies leads
Asks a new enquiry the right questions and books a call with the ones worth your time.
Keeps records up to date
Updates your CRM, spreadsheet or job system as things happen, so nobody has to remember.
Drafts for you to check
Writes replies, quotes or summaries for you to approve, when you'd rather a person sends them.
Knows when to stop
Anything outside its rules, or anything it isn't sure about, goes to a person with the context attached.
What’s included
- One job mapped and handed to an agent, end to end
- Connected to the tools you already use, where they allow it
- Clear rules for what it does alone and what needs a person
- A log of everything it did, so nothing is a mystery
- An alert whenever it hands something over
Good for
- Inboxes full of enquiries that need sorting and a first reply
- Documents re-typed into another system by hand
- Follow-ups that depend on someone remembering
Not the right fit for
- Decisions with legal, financial or safety consequences, unless a person checks them
- Jobs with no clear rules, where every case is different
Questions about AI agents
How is an agent different from an automation?
An automation follows the same steps every time. An agent can cope with some variation, like an email worded differently or a form filled in oddly. We use the simplest one that does the job, and often that's a plain automation.
Will it make mistakes?
Sometimes, like anyone. That's why it works within rules, logs everything and passes anything it isn't sure about to a person. For anything that matters, we set it to draft and you approve.
What does it cost to run?
Building it is a standard package. The AI it uses is charged by the provider, pay as you go, straight to you at cost. We estimate a monthly figure with you and set a spending cap.
What about my data?
The agent only gets access to the tools and data its job needs, through accounts in your name. Everything it does is logged, and you can switch it off at any time.
Read more
How to build an AI agent for your business, without the jargon
What AI agents are, the jobs businesses use them for, whether to build or buy, and what goes into making one, explained without the jargon.AI chatbots vs AI agents, and which one your business needs
AI chatbots answer questions. AI agents take action. Here's the practical difference and how to tell which one your business needs.A practical guide to AI automation for UK small businesses
Five areas where AI automation saves small businesses time on admin, and a simple way to choose what to automate first.
Other AI services
Talk to us about AI agents.
Request a free 30-minute call. You'll get a fixed price in writing, and you pay nothing until you're happy with the result.