03 · AI agents
Agents that act — within limits you set.
An agent doesn’t just answer; it plans, uses tools, checks its work and gets things done across your systems. We build agents with narrow permissions, approval steps for anything consequential, and a log of every action.
Good agent work
Multi-step tasks that span several systems.
Agents earn their keep where a person currently copies information between tools, follows a checklist and makes routine judgement calls along the way.
Reconciliation & follow-up
Match records across systems, investigate mismatches and draft follow-ups for approval.
Case preparation
Gather history, documents and account details into a ready-to-action case for a staff member.
Scheduled checks
Run recurring checks against data and rules, raise exceptions and open tickets with the evidence attached.
Controls
Autonomy is a dial, not a switch.
We start agents with the least autonomy that still saves time, then widen it as evaluation and audit history build confidence.
- Scoped tools — each tool exposes only the operations and records the task needs.
- Least-privilege credentials — dedicated service accounts, never a person’s login.
- Human approval — sending, paying, deleting or changing records waits for a named approver.
- Step and spend limits — caps on loop iterations, tool calls and model cost per task.
- Full audit trail — plan, tool inputs and outputs, approvals and final result, retained and searchable.
- Kill switch — agents can be paused instantly without affecting the systems they use.
FAQ
AI agent questions.
What’s the difference between an agent and automation?
Automation follows a fixed path. An agent decides the next step based on what it finds, which suits tasks with variation — but needs stronger controls, which we build in.
Can an agent take actions without anyone checking?
Only the actions you agree are low-risk. Anything consequential is held for human approval, and every action is logged either way.
Which systems can agents work with?
Anything with an API or a reliable integration point — CRMs, finance and ERP systems, ticketing, document stores, email and internal databases.
Which task would you hand to an agent?
Describe the steps a person takes today. We’ll map where an agent helps and where people should stay in control.