AI agents for sales, support, research, and operations that are designed around real workflows, safe hand-offs, and measurable business outcomes rather than novelty demos.
AI agent development connects a model to approved business knowledge and tools to help complete a defined task, such as preparing a support response or qualifying an enquiry for a sales team. We agree permitted actions and review requirements, then evaluate a bounded pilot before expanding the scope.
You need to choose a suitable task and check available data.
Workflow map, source and tool review, permitted-action scope and representative evaluation cases.
A pilot brief, acceptance criteria, dependencies and cost model.
One defined workflow needs approved knowledge or a CRM or helpdesk connection.
Knowledge retrieval, scoped tool integration, review steps, task logging and evaluation.
A working pilot, evaluation results and a reviewed rollout plan.
A validated pilot needs monitoring, ownership and controlled expansion.
Failure review, source updates, repeat evaluation and an improvement backlog.
An operating runbook and reporting on quality, usage and exceptions.
The quote separates discovery, implementation and support from model usage, hosting and third-party subscriptions. Scope depends on sources, connected tools, permitted actions and evaluation requirements. A pilot establishes feasibility before wider rollout.
Useful agents need current source information, reliable connections to business systems and an owner when a task cannot be completed. We scope the customer or internal journey and choose a first task whose quality and operating value can be checked.
Identify repeatable work where an agent can create speed, consistency, or better customer response.
Link the agent to the approved data, tools, guardrails, and escalation paths it needs.
Pilot, monitor, improve, and expand only when the workflow proves valuable for the team.
Each pilot states what the agent can read, draft or change, which steps require approval and how results will be reviewed. Integrations, usage costs and support are agreed before rollout.
Define the information an enquiry needs, how it is classified and what the sales team receives. Check source identifiers, duplicates and approvals before changing CRM records.
Connect approved support content and define when the agent hands a conversation to a person. Evaluate responses against representative customer questions.
Review the APIs, accounts and actions the workflow needs. Separate drafting from sending messages or updating records, and define the review required for each action.
Test successful tasks, missing information, unavailable systems and incorrect outputs. Record exceptions, usage cost and quality measures before deciding whether to expand.
Map the workflow, examples, owner and operating baseline.
Agree sources, connections, permissions and human handoffs.
Review pilot quality, exceptions and cost against agreed examples.
Agree the release gate, monitoring, support and next workflow.
A fixed-scope review of what is holding growth back, with a prioritised plan you can act on with us or on your own.
A defined scope with milestones, sign-off points and a clear launch date for new builds, redesigns and migrations.
An ongoing team for optimisation, campaigns and support, reviewed monthly against the numbers that matter to you.
A chatbot mainly handles conversation. An agent may also use connected tools or complete steps in a business workflow. The scope should state the actual actions and human handoffs rather than relying on the label.
We check the CRM API, permissions and record ownership first. The pilot defines which records the agent can read or update, duplicate handling and which changes need approval.
Usually the first step is to connect one workflow to the systems you already use. Discovery identifies API or data constraints and explains whether a new component is needed.
Agree representative tasks and measure completion quality, human corrections, exceptions, time spent and recurring costs. We compare results with the current process before recommending expansion.
Bring examples, the systems involved, approximate volume and the decisions that need a person. We will scope a pilot with acceptance criteria and operating ownership.
Share the essentials and the right TNM specialist will follow up with a useful next step.
