SEC/A0 · Overview

AI systems and agents.

Some work needs judgment, but not yours: sorting an inbox, routing a request, drafting a first reply, pulling the numbers out of a document, answering the same question for the hundredth time. We build agents and assistants that handle the routine parts inside your systems, and hand everything else to a person.

  • SVC/01
    Inbox
    Read and sorted
  • SVC/02
    Documents
    The fields pulled out
  • SVC/03
    Tickets
    To the right person
  • SVC/04
    Leads
    Qualified before you call
  • SVC/05
    Knowledge
    Answers from your own documents
  • SVC/06
    Handoff
    A person when it matters
FIG.01 · Agents

SEC/A1 · Coverage

Where the agents work

  • Outlook and Gmail
  • Slack and Teams
  • Zendesk
  • Freshdesk
  • HubSpot
  • Salesforce
  • your website chat
  • SharePoint
  • Google Drive
  • Notion

And the ERP and CRM behind them. Models are chosen per job from the major providers.

SEC/A2 · Symptoms

Where judgment gets spent on routine

  • The shared inbox needs a person just to sort it
  • Staff answer the same twenty questions every week
  • Leads get a first reply hours later, and it's the same reply every time
  • Someone reads a ten-page document to find three numbers
  • The answer is in an SOP somewhere, and nobody can find it
  • You tried a chatbot, and it made things up

SEC/A3 · Outcome

Routine handled. Decisions left to you.

Today Afterward
TodayA person sorts the shared inbox before anyone can work it. AfterwardThe inbox is sorted, routed and drafted before it's opened.
TodayStaff answer the same twenty questions every week. AfterwardRoutine questions get a correct answer from your own documents.
TodaySomeone reads ten pages to find three numbers. AfterwardThe numbers are pulled out and checked, with the page they came from.

The inbox is sorted before anyone opens it. Routine requests get a correct answer in minutes, from your own documents, and anything unusual goes to the right person with the context attached. Leads get a useful first reply while they're still looking.

Your team stops being the lookup service and spends its time on the conversations that need them. You decide what the agents can do on their own, and what waits for a person.

SEC/A4 · Scope

What the agents do

Inbox triage.

Shared inboxes read, categorized, routed and drafted, with a person approving what goes out.

Lead qualification and first response.

New inquiries answered, qualified and booked or handed to sales.

Customer support assistant.

Answers from your own help content and policies, on the site or in the help desk, with a handoff to a person.

Internal knowledge assistant.

Staff ask in Slack or Teams and get the answer from your SOPs, contracts and documents, with the source.

Document AI.

Contracts, invoices, applications and forms read, with the fields extracted and checked.

Ticket routing.

Requests categorized, prioritized and sent to the right team.

Agents for multi-step work.

Research, enrichment and follow-up that run across systems, with approval steps where you want them.

SEC/A5 · Method

How an engagement runs

  1. STEP/01

    Map

    We learn how the business actually runs: what it sells, what it runs on, and where the work gets carried by hand. One storefront or six systems of record, the map comes first.

  2. STEP/02

    Design

    The system is designed around your operation: what gets built, what gets connected, what it looks like, and in what order. A fixed scope and a fixed price.

  3. STEP/03

    Build

    Built in stages you can see and use, tested with your people before anything goes live.

  4. STEP/04

    Run

    We operate, maintain and extend what we build, or hand it to your team with everything they need to run it.

SEC/A6 · Team

How the agents stay in bounds

Grounded in your documents.
Answers come from your own content and cite the source. No source, no answer, and a handoff instead.
A person approves what matters.
Anything that sends, spends or changes a record can require a person's approval first.
Limits in the system, not the prompt.
What an agent can read and change is set by its permissions in each system, defined in the scope.
Tested on your real cases.
Every agent is checked against past cases before launch, and its answers are reviewed after.
Your data stays yours.
Model providers are used under terms that exclude your data from training.
A log of every action.
What the agent saw, what it did, and why.

SEC/A7 · Terms

Scope, access, ownership and data handling: see Security and data handling.

SEC/A9 · Next step

Book a Systems Map call

You keep the map.