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AI Agents & Assistants

Assistants that interpret information, retrieve context, and take controlled actions.

The problem

Some work needs judgment that simple rules cannot cover: reading a messy inquiry, summarizing a call, deciding which job a note belongs to. That work usually falls back on a person, even when the decision follows a clear pattern.

What gets automated

  • Inquiry interpretation and triage
  • Document and call summarization
  • Answering questions from your own knowledge (RAG)
  • Drafting replies for review
  • Structured decisions with defined tools

How the system works

Agents are given a narrow job, access to specific tools, and clear limits. They retrieve context from your data, reason about the task, and propose or perform actions within the permissions you set. Write and send actions can require human approval.

Example workflow
  1. Request arrives
  2. Agent retrieves context
  3. Agent proposes action
  4. Rules validate
  5. Person approveshuman check
  6. System executes and logs

Systems that can connect

  • Claude
  • OpenAI
  • MCP
  • Supabase
  • Your CRM
  • Your knowledge base

Approval and safety controls

  1. 01Scoped tools and permissions
  2. 02Human approval for write and send actions
  3. 03Guardrails on inputs and outputs
  4. 04Kill switch to pause the agent
  5. 05Full audit log

Who this suits

  • · Teams handling high volumes of unstructured requests
  • · Businesses with knowledge locked in documents
  • · Operations that need judgment plus consistency

Not sure this fits? Find what you can automate.

Talk through your ai agents & assistants needs.

A discovery call walks through one workflow: how it runs today, what it touches, and what could be automated.

Book a Discovery CallFind What You Can Automate
  1. Your process
  2. Mapped
  3. Automated
  4. You approvehuman check
  5. Done