AI agents
AI agents that work inside your business systems
An agent reads from your CRM, helpdesk and ERP, acts through their APIs, and hands off to a person or another agent when it reaches the edge of its permissions.
We build each agent around one job, then connect the agents into teams.
Chatbot, agent, team
How an agent differs from a chatbot
Chatbot
- Replies to messages
- Answers from a script or a single knowledge base
- Stops once it has replied
AI agent
- Works toward a set goal, such as qualifying a lead
- Calls APIs and reads company data to get there
- Completes multi-step work within the permissions you give it
Agentic team
- Several agents working from shared context
- Each agent owns one job
- Work passes between agents across a whole process, from enquiry to invoice
Agentic teams
Agents grouped by department
Each agent does one thing, like scoring leads or matching invoices to purchase orders. Narrow jobs are easier to test and easier to set permissions for than one assistant that does everything.
Sales
Researches leads, qualifies them, drafts outreach and follow-ups, and keeps the CRM up to date without anyone retyping notes.
- 01Lead Research Agent
- 02Lead Qualification Agent
- 03Sales Outreach Agent
- 04Follow-Up Agent
- 05CRM Agent
- 06Sales Intelligence Agent
6 teams · 36 agent roles · one shared context
In practice
One customer enquiry, followed through
A potential customer emails to ask about pricing. This is how the request moves between agents.
Each handoff carries the context forward, so nobody asks the customer for details they already gave.
Any step can be set to wait for a person. Most teams start by reviewing outgoing replies before they are sent.
- Inbox agentreads a WhatsApp message asking about bulk pricing.
- Sales agentdecides it is a buying enquiry, not a support question.
- Product agentlooks up the items, stock and price tiers.
- CRM agentfinds the customer's past orders and account owner.
- Sales agentdrafts a quote and reply.
- Account ownerapproves the quote with one tap.
- Inbox agentsends the reply.
- CRM agentlogs the conversation and the quote.
- Follow-up agentsets a reminder for three days later.
Permissions and approvals
You decide what each agent can touch
Every agent gets its own access rules, agreed before it goes live. An agent can only use the systems and actions you have granted it.
For actions with real consequences, add an approval step: the agent drafts the refund, and a support lead approves it in your helpdesk (Zendesk, Freshdesk) before anything happens. Expect to start with more approvals than you need and remove them as the agent earns trust.
Get started