AI Agent for One Process
Automate one workflow end to end, such as lead triage, support replies, or document intake, with a person approving the steps that matter.
One process first, not an agent platform
Agents work best on repetitive, rule-shaped work with reversible actions. We pick one such process, automate it end to end, keep a person on the decisions that can't be undone, and measure it before adding the next one.
What you get
- Process map. Every step, decision, and system involved, and where the agent hands over to a person.
- Agent with tool access. Integrations with your CRM, helpdesk, inbox, or document storage, with only the permissions the task needs.
- Human approval. Approval gates before external or irreversible actions, and escalation when the agent is unsure.
- Guardrails. An allow-list of actions, rate limits, and handling of untrusted input such as incoming emails.
- Monitoring. Task success, human edit rate, escalation rate, and cost per task.
- Runbook and handover. How to adjust rules, review logs, and switch the agent off.
Shadow mode before live mode
During shadow mode the agent drafts and people decide, so you see its quality on real work before it acts.
- Week 1
Map and measure
The process, the systems, and the success metric.
- Weeks 2–3
Build
Agent logic, integrations, approval steps.
- Weeks 4–5
Shadow mode
The agent proposes and people decide. We compare and tune.
- Week 6
Go live
Live with approvals on, monitoring and runbook handed over.
What we need from you
- A process owner who knows the rules and the exceptions.
- API access to the systems the process touches.
- 50–100 past examples (leads, tickets, or documents) to test against.
Questions
What happens when the agent gets it wrong?
Actions that can't be undone wait for a person's approval, everything is logged, and uncertain cases are escalated instead of guessed.
Which processes fit best?
High-volume, repetitive work with clear rules and reversible actions: sorting and enriching leads, drafting support replies, extracting data from documents.
Does it replace people?
It removes the repetitive steps. People handle exceptions, approvals, and the cases the agent escalates.
How do you deal with prompt injection?
The agent only gets the permissions the task needs, external content is treated as untrusted input, and actions outside the allow-list are blocked.
Pick the process that eats the most hours.
On a 30-minute call we'll check whether it fits an agent and where a person should stay in the loop. We reply within one business day.