Agents that read every enquiry, recognise what’s being asked, use only the knowledge and tools you approve, and hand over to a person the moment it matters.
Demonstration with sample data. Decision steps are a readable summary of what the assistant did, not a model’s private reasoning.
Website assistant Live chat
Hi, we’re a 20-person studio. Could you set up onboarding automation for us by March, and what would it cost?
Thanks for reaching out! Onboarding automation is something we build often. Timelines and pricing depend on your current tools, so I’ve asked a specialist to reply today with specifics.
Handed to Sam · summary, draft and CRM record attached
Three kinds of assistant
Different jobs. Same discipline.
01
Front-door assistant
Website chat · email · messaging
Answers questions from your approved knowledge, qualifies enquiries, books calls and logs everything in your CRM.
Answer FAQs accurately
Qualify and route enquiries
Book meetings
Collect documents
Hands over sensitive or uncertain conversations with a summary.
02
Team assistant
Inside your workspace
Helps your people find answers in internal documents, draft replies and proposals, and summarise long threads.
Search internal knowledge
Draft proposals & replies
Summarise meetings
Prepare briefs
Your team reviews and sends. The assistant drafts.
03
Operations agent
Behind the scenes
Carries out multi-step tasks across tools: reading a request, updating records, preparing documents and reporting back.
Process inbound requests
Update multiple systems
Prepare documents
Flag anomalies
Runs within scoped permissions; anything irreversible needs approval.
Guardrails
Designed to be supervised.
An assistant is only useful if you can trust it. These controls are part of every build, not optional extras.
01
Approved sources only
Assistants answer from knowledge you’ve reviewed. If the answer isn’t there, they say so and hand over.
02
Scoped permissions
Each agent can only read and change what its job needs, nothing more.
03
Escalation rules
Pricing, complaints, legal questions or low confidence route straight to a named person.
04
Every conversation logged
Transcripts, actions and hand-offs are recorded so you can review and improve them.
05
Readable decision steps
We surface what the assistant did (which sources, which tools, why it escalated) as plain steps your team can audit.