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Business & Technology Operations

AI agents and workflows that run on your tools, kept accurate by a team that reviews them every week.

AI agents and automated workflows set up on your systems, then monitored and improved every week.

AI chat agents, voice agents and workflows take the routine volume inside the helpdesk, CRM and messaging tools you already use, within rules you approve. Our team trains and monitors them from real conversations, samples their output for review, and passes anything sensitive or with external consequences to a person, with a second person checking before it goes out. Your customers can always reach a human.

What's in scope

What an engagement covers

A typical scope for this service. Exact scope is agreed in writing before work starts.

  1. AI chat agents on your website, app or WhatsApp that answer routine questions from your own approved knowledge base

  2. AI voice agents that answer and route calls, take messages and hand over to a person when the call needs one

  3. Workflow automation across your tools: follow-up reminders, status updates, alerts and hand-offs between teams

  4. Document reading and extraction: emails, forms, orders and PDFs read by the AI, the key details pulled into the right fields, and anything unclear flagged for a person

  5. Helpdesk and CRM automation: ticket tagging and routing, reply drafting, and contact and deal records kept up to date

  6. Handover rules that set what the AI may do alone, what always goes to a person, and how the conversation travels with the handover

  7. AI agent training and monitoring: a weekly review of real conversations, scoring, corrections to wrong answers, and tuning of the AI's rules and responses

  8. A written agreement, before work starts, on which AI tools are used and how they handle your data, with access set up under your policy

How the work divides

AI does the routine. People own the outcome.

Where AI tooling helps, it takes the repetitive volume; a named team handles everything that needs judgment.

AI does

Chatbots, voice agents and workflows running on your systems

Our team does

Trains, monitors and improves the AI from real conversations

You track

Share of work automated, cost per ticket

AI-handled routine work is sampled and reviewed by our team. Anything sensitive, or with external consequences, goes to a person and is second-checked. How we use AI

Deliverables

What you receive

  1. Chat agents, voice agents and workflows live in your own helpdesk, CRM and messaging tools

  2. Document reading set up for the files you name, with extracted details landing in your own systems

  3. A written rulebook of what the AI handles alone and what always goes to a person

  4. A current knowledge base with a named owner, which the AI answers from

  5. A weekly report of conversations reviewed, errors found and changes made

  6. A monthly review covering the share of work automated, cost per ticket and the next improvements

What we measure

How the service is measured

Service levels are agreed per engagement. These are the measures we typically commit to.

  • Share of work handled by the AI without a person, by channel and by type of request

  • Cost per ticket, tracked over time as automation grows

  • Accuracy of AI answers in the sampled review, and how quickly errors are corrected

  • Handover rate and quality: how often the AI passes a case to a person, how cleanly, and how fast a customer reaches a human

  • Accuracy of details pulled from documents, and how many are flagged for a person to check

Your tools

The software we work in

We work inside the platforms you already use, under your access policy. Support for a specific tool is confirmed when we scope your engagement.

  • Zendesk
  • Freshdesk
  • Zoho Desk
  • Intercom
  • HubSpot
  • Salesforce
  • Zoho CRM
  • WhatsApp Business
  • Slack

Product names belong to their owners; no endorsement is implied.

How we set it up

Setting up ai & automation

  1. Day 1

    Discovery call

    We map the conversations, documents and repeat tasks your team handles today: channels, volumes, tools, the questions that come up again and again and the cases that must always go to a person. You get a candid view of what is worth automating first and what is not.

  2. Within days

    Tailored proposal

    A short written proposal that names the agents and workflows to build, the rules for what the AI may handle alone, the AI tools to be used and how they handle your data, the team that will run it and a clear monthly figure.

  3. Week 1

    Set-up in your tools

    We connect the chat agents, voice agents and workflows to your helpdesk, CRM and messaging tools under your access policy, and build the knowledge base and handover rules from your own material, not from guesswork.

  4. Week 2

    Onboarding and parallel run

    The AI runs alongside your team and its answers are checked against what a person would have done. Wrong answers, gaps in the knowledge base and unclear rules are corrected on real cases, and nothing goes live until you have signed it off.

  5. From month 1

    Go-live and review

    The AI takes the routine volume and a named lead owns the outcome. Each week the team reviews real conversations and improves the AI, and you receive a weekly report, followed by a monthly review of what was automated and what it cost per ticket.

Questions

Common questions about ai & automation

The AI handles routine, low-risk volume inside rules agreed with you. Our team reviews real conversations every week, samples the AI's output and fixes the gaps it finds. Complaints, refunds, exceptions, payments and anything else sensitive or with external consequences go to a trained person, and a second person checks it before it leaves. A named team lead is accountable for the outcome, and your customers can always reach a human.