Research assistant
Collect information from approved sources, keep the source links, and prepare a brief you can review.
✳ CUSTOM AI AGENTS
A specific task.
A purpose-built agent.
An AI assistant built around your business instructions, approved information, and defined permissions. Not a bot with a vague job description.
START /START WITH THE TASK
A clear starting point.
A result you can inspect.
Describe the trigger, the information used, the steps, and the output. Then decide what can happen automatically and where a person must review the result.
Read the workflow guide
01 /WHAT THIS CAN LOOK LIKE
Content assistant
Work from your voice, offers, and reference material to prepare drafts—not publish unchecked content.
Internal knowledge assistant
Help your team find answers in approved business documents, with clear access boundaries.
These are project examples, not claims about completed client work. Your requirements determine the final scope.
02 /BUILT WITH CLEAR BOUNDARIES
Useful work.
Defined permissions.
The scope covers what the agent can see, what it can do, what it must not do, and when it needs a person. Model and hosting costs, monitoring, and future changes are discussed before the build.
Talk about your project1
Define the job
2
Choose its sources
3
Set the permissions
4
Test & hand over
- Business-specific agents
- Approved knowledge sources
- Human review & permissions
- Testing & documentation
03 /THE PRACTICAL QUESTIONS
Before we build.
How is an agent different from a chat window?
An agent can be configured with a specific task, instructions, approved knowledge, and selected tools. What it can actually do depends on the agreed build and permissions—not on the label.
Can it answer customer questions?
That can be scoped, but it needs approved information, appropriate privacy controls, and a clear path to a person. A draft-response assistant may be a better first step than unattended replies.
Can you guarantee every answer is right?
No. AI can make mistakes. We define source checks, test cases, review points, and ways to handle uncertainty rather than promising perfect answers.
DEMO /TRY A SAMPLE WORKFLOW
See the steps.
Keep the decision.
A purpose-built agent can prepare a response from approved information. The example below stops for a person before anything is used.
Local demonstration only. No model is called, no message is sent, and no customer record is created.
SAMPLE / NOT LIVE
- 1Read the sample question
- 2Prepare a draft
- 3You review it
- 4Mark the draft ready
Ready to try. Start with the fictional inquiry.
PREP /BEFORE THE FIRST CONVERSATION
A better brief.
A better starting point.
You don't need a specification. These five details make it easier to discuss scope, costs, and next steps.
0 of 5 details ready
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