AI agents
Hand over the routine
Give an agent a whole job, not just a question. It works inside your tools and asks before anything that matters.
- Quote follow-up
- Month-end chase
- Booking reminders
- Expense receipts
- Enquiry replies
- Rota changes
- Invoice matching
- Weekly report
- Policy questions
- No-show texts
- Contract checks
- Stock alerts
- Lead triage
- Supplier emails
- New starter setup
What an agent can take on
Any routine job with clear rules, in any part of the business. Each agent plans the work, checks your rules and leaves the final say to your team.
- 14:02New message on WhatsApp · Alex M.
- 14:02Read the price list, checked the diary
- 14:03Drafted a replywaiting for approval
- 14:04Sam approved · sent
- 14:04Booked Tue 10am · added to the CRM
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Replies in minutes
On every channel, in your tone.
Books from your diary
Only after a yes from your team.
Logs every step
So nothing is a mystery later.
- 08:40New lead from the website form
- 08:40Looked up the company · 25 staff, Leeds
- 08:41Matched to your ideal customerhigh fit
- 08:41Drafted a first emailwaiting for approval
- 08:42Added to the CRM · owner: Jordan
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Sorts every lead
Scored against the customers you win.
Writes the first email
You approve it, or change it.
Keeps the CRM clean
No more copy and paste.
- 09:003 invoices overdue in Xero
- 09:00#311 · £240 · direct debit failed
- 09:01Matched 41 bank lines to invoices
- 09:01Reminder draftedwaiting for approval
- 09:20Accounts approved 2 of 3 · sent
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Finds what’s overdue
Every morning, before you look.
Matches payments
Bank lines to invoices, with the odd ones flagged.
Drafts the chase
Polite, accurate, approved first.
- 07:30Stock check · 4 items below minimum
- 07:31Compared 3 suppliers on price and lead time
- 07:32Purchase order drafted · £1,240
- 07:32Over £1,000sent to Dana to approve
- 08:05Approved · order sent · delivery Thursday
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Watches the numbers
Stock, capacity, deadlines.
Prepares the order
Your suppliers, your limits.
Spends nothing alone
Every purchase waits for a yes.
- 10:00New starter · Monday 3 Nov
- 10:01Drafted the contract from your template
- 10:02Requested laptop and accounts from IT
- 10:02First-week plan sent to their manager
- 10:03Holiday request · checked against the rotawaiting for approval
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Handles the admin
Starters, leavers, holidays.
Uses your templates
Contracts and letters, ready to sign.
People decide
Hiring, pay and discipline stay human.
- 11:15Supplier contract received · 14 pages
- 11:15Checked against 22 rules
- 11:16Issue · start date before contract date (p.6)
- 11:16Issue · signature missing (p.11)
- 11:16Sent to Omar for reviewno action taken
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Reads every page
Against your own checklist.
Flags, never fixes
A person decides what happens.
Shows its working
Page numbers for every issue.
- Mon 06:00Pulled last week from Xero, the CRM and 3 sheets
- 06:02Sales up 8% · 2 invoices over 30 days
- 06:03Wrote a one-page summary
- 06:03Flagged · margin dropped on one product
- 06:04Sent to the management team
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Builds the report
From every tool you use.
Says what changed
In plain English, not just charts.
Ready before Monday
No one stays late for it.
- 16:103 new Google reviews
- 16:11Drafted replies in your tonewaiting for approval
- 16:12Turned a customer story into 2 posts
- 16:12Newsletter draft · this month’s news
- 16:30Approved · scheduled for Thursday
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Answers every review
Good and bad, within the day.
Drafts the posts
From what actually happened this month.
Nothing goes out unseen
You approve the schedule.
- 13:20Staff question · “What’s our refund policy on deposits?”
- 13:20Searched the handbook and 3 policies
- 13:20Answered · refundable up to 48 hours before
- 13:20Source · Policy v3, section 4
- 13:21Not sure on one caseasked a manager
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Answers from your documents
Never from guesswork.
Links the source
So anyone can check.
Knows when to ask
Hands over when it isn’t sure.
- 08:0064 new emails overnight
- 08:01Sorted · 12 need a reply, 40 are updates
- 08:02Filed 9 attachments to the right folders
- 08:03Drafted 12 replieswaiting for approval
- 08:03Summary of the rest sent to you
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Sorts the inbox
Before anyone opens it.
Files the paperwork
In the folders you already use.
Drafts the replies
Short, correct, approved first.
The same agent, wherever customers write
One set of rules and one log, across every channel. Customers get the same answer on WhatsApp as on your website.
- Website chat
- Phone
WhatsApp · Alex M.Open on Saturday?
Email · Hannah S.Weekend opening hours?
Website chat · Chris D.Are you open Sat?
Enquiries agent · One answer, all 3
Yes, Saturday 9am to 1pm. Shall I book a time?
3 replies sent · Approved by Sam · 09:44
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Approvals
Rules that keep you in control
Approvals that fit how you already work
Every action an agent takes is routed by rules your team writes in plain words: who approves, above what amount, and who gets told.
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Approve or edit in one tap
The agent shows what it wants to send and why, so the decision takes seconds.
Ready to send · Alex M. · Tue 10am
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Decide who can see what
Roles for every person and every agent. Nobody sees more than their job needs.
- From
- Accounts team
- To
- Morgan Ellis
- Subject
- Invoice #311 · a quick reminder
Hi Morgan,
Just a reminder that invoice #311 for £240 was due on 12 October. Your direct debit didn’t go through, so we’ll try again on Thursday. If anything has changed, just reply to this email.
Thanks,
Sam
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Every message reads like your team wrote it
Agents write in your tone, sign off as your people, and send nothing until someone says yes.
Safe enough to switch on. Clear enough to switch off.
Only sees what its job needs.
Access is set per agent, by your team, in your own accounts.
Every action is logged.
What it drafted, who approved it, and when. Kept for as long as you choose.
Your people say yes.
Anything outside the rules waits for a named person on your team.
Your agents
Updated 2 min ago
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Payments agent
Switch off any time
Every agent, watched
The last 60 days, as clients see it in their dashboard.
All systems running
Live
Enquiries agent
Payments agent
Documents agent
Dashboard
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Monthly cap on
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On every ongoing plan
Cost control
Every agent has a monthly spending cap. If it gets close, we tell you before anything changes. It never quietly runs up a bill.
How costs workQuestions
What can an agent take on?
Any routine job with clear rules, in any part of the business. Each agent plans the work, checks your rules and leaves the final say to your team.
Who approves what an agent does?
Your people say yes. Anything outside the rules waits for a named person on your team. Every action an agent takes is routed by rules your team writes in plain words: who approves, above what amount, and who gets told.
What can an agent see?
Only what its job needs. Access is set per agent, by your team, in your own accounts. Roles for every person and every agent mean nobody sees more than their job needs.
Can we switch an agent off?
Yes, any time. Every action is logged: what it drafted, who approved it, and when. The log is kept for as long as you choose.
Does it work on WhatsApp and on our website?
One set of rules and one log, across every channel. Customers get the same answer on WhatsApp as on your website.
What stops an agent running up a bill?
Every agent has a monthly spending cap. If it gets close, we tell you before anything changes. It never quietly runs up a bill.