AI agents # Hand over the routine > AI agents for customer service, sales, finance, operations and reporting. The agent handles the routine; a person approves anything that matters. Give an agent a whole job, not just a question. It works inside your tools and asks before anything that matters. [Book a call](https://calendly.com/trisof-sales/30min) [See what they take on](#take-on) - 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. Customer serviceSalesFinanceOperationsPeopleDocumentsReportingMarketingKnowledgeInbox Customer service agentLive 1. 14:02New message on WhatsApp · Alex M. 2. 14:02Read the price list, checked the diary 3. 14:03Drafted a replywaiting for approval 4. 14:04Sam approved · sent 5. 14:04Booked Tue 10am · added to the CRM Example figures - 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. Sales agentLive 1. 08:40New lead from the website form 2. 08:40Looked up the company · 25 staff, Leeds 3. 08:41Matched to your ideal customerhigh fit 4. 08:41Drafted a first emailwaiting for approval 5. 08:42Added to the CRM · owner: Jordan Example figures - 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. Finance agentLive 1. 09:003 invoices overdue in Xero 2. 09:00#311 · £240 · direct debit failed 3. 09:01Matched 41 bank lines to invoices 4. 09:01Reminder draftedwaiting for approval 5. 09:20Accounts approved 2 of 3 · sent Example figures - 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. Operations agentLive 1. 07:30Stock check · 4 items below minimum 2. 07:31Compared 3 suppliers on price and lead time 3. 07:32Purchase order drafted · £1,240 4. 07:32Over £1,000sent to Dana to approve 5. 08:05Approved · order sent · delivery Thursday Example figures - Watches the numbers Stock, capacity, deadlines. - Prepares the order Your suppliers, your limits. - Spends nothing alone Every purchase waits for a yes. People agentLive 1. 10:00New starter · Monday 3 Nov 2. 10:01Drafted the contract from your template 3. 10:02Requested laptop and accounts from IT 4. 10:02First-week plan sent to their manager 5. 10:03Holiday request · checked against the rotawaiting for approval Example figures - Handles the admin Starters, leavers, holidays. - Uses your templates Contracts and letters, ready to sign. - People decide Hiring, pay and discipline stay human. Documents agentLive 1. 11:15Supplier contract received · 14 pages 2. 11:15Checked against 22 rules 3. 11:16Issue · start date before contract date (p.6) 4. 11:16Issue · signature missing (p.11) 5. 11:16Sent to Omar for reviewno action taken Example figures - Reads every page Against your own checklist. - Flags, never fixes A person decides what happens. - Shows its working Page numbers for every issue. Reporting agentLive 1. Mon 06:00Pulled last week from Xero, the CRM and 3 sheets 2. 06:02Sales up 8% · 2 invoices over 30 days 3. 06:03Wrote a one-page summary 4. 06:03Flagged · margin dropped on one product 5. 06:04Sent to the management team Example figures - 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. Marketing agentLive 1. 16:103 new Google reviews 2. 16:11Drafted replies in your tonewaiting for approval 3. 16:12Turned a customer story into 2 posts 4. 16:12Newsletter draft · this month’s news 5. 16:30Approved · scheduled for Thursday Example figures - 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. Knowledge agentLive 1. 13:20Staff question · “What’s our refund policy on deposits?” 2. 13:20Searched the handbook and 3 policies 3. 13:20Answered · refundable up to 48 hours before 4. 13:20Source · Policy v3, section 4 5. 13:21Not sure on one caseasked a manager Example figures - 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. Inbox agentLive 1. 08:0064 new emails overnight 2. 08:01Sorted · 12 need a reply, 40 are updates 3. 08:02Filed 9 attachments to the right folders 4. 08:03Drafted 12 replieswaiting for approval 5. 08:03Summary of the rest sent to you Example figures - 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. - WhatsApp - Email - Website chat - Instagram - 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 Example figures 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. WHENa booking is drafted IForder valueis over£500 REQUIREOffice manager+Owner NOTIFYAccount owner NEVERoffer a discount over10% Example figures ### 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 Example figures ### Decide who can see what Roles for every person and every agent. Nobody sees more than their job needs. See bookingsYes Approve repliesYes Change pricesNo 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 Drafted by the payments agentWaiting for Sam · Approve / Edit Example figures ## 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 EnquiriesRunning · asks first PaymentsRunning · drafts only DocumentsPaused · rules being agreed KnowledgeTesting with 3 people Example figures 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 Example figures Monthly cap on Example figures 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 work](https://onedeployment.co/approach#pricing) ## Questions 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. ## Start with one job [Book a call](https://calendly.com/trisof-sales/30min) [Email a founder](mailto:info@onedeployment.co)