Reply to new inquiries
Draft a first response using your pricing and availability, then hold it for a human to send.
AI / Built for you
One task. Done the same way every time.
An AI agent is not a replacement for your team and it is not a chatbot bolted to your website. It is a narrow worker that handles one repetitive job, inside rules you set, with a human checkpoint wherever the stakes justify one.
01 / Real examples
What people actually hand over.
Summarize customer calls
Turn a call into a short summary, the agreed next step, and a task on the right person.
Chase what went quiet
Spot quotes that never got a reply, draft a follow-up, and stop when the customer responds.
Sort the inbox
Label incoming messages by type and urgency, then route the ones that need a person.
02 / The build
How the build runs.
Nothing is automated before the boundary is written down.
Pick the task
Choose one job that happens often, follows rules you can describe, and currently eats someone’s time.
Draw the boundary
Agree what the agent may decide, what it hands to a person, and what it must never touch.
Build and connect
Connect the agent to the real tools with guardrails on cost, tone, and data access.
Test on real work
Run it alongside the team while a human checks every output until results are predictable.
Hand it over
Get documentation on what it does, how to pause it, and how to spot unusual behavior.
03 / Scope
What is in scope.
Hand a defined, repetitive task to an AI agent that runs it the same way every time, with a human checkpoint where the stakes justify one.
If a prompt or process change is enough, that is the recommendation. See the prompt library or the workflow evaluation.
Start with one task