AI Agents

Workflow automation and voice interaction, with human approval.

AI Agents prepare reports, manage follow-ups, track tasks and handle phone calls through Conversational AI. They operate within your data and policies, and sensitive actions require approval from a designated person.

Last updated 9 November 2026

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Agent inboxSample task
Request

Weekly safety summary for Plant 2

Agent actions
  1. Collected 7 days of events
  2. Grouped by type and zone
  3. Drafted a one-page summary
Draft
Plant 2 logged 41 events this week. The most common were missing helmets near Line 2 and a repeated door-open alert at Bay 3. Suggested actions: refresh the PPE reminder and check the Bay 3 latch.

Illustration. Nothing is sent until a person approves it.

Capabilities

What does AI Agents deliver?

Automated reporting

Prepares daily and weekly reports from your data for review and distribution.

Conversational AI

Answers and places phone calls, schedules appointments, creates tickets and responds to common enquiries. See the Conversational AI section.

Lead follow-up

Drafts and schedules follow-up communication so that no enquiry is missed.

Task management

Tracks tasks, reminds owners and escalates overdue items.

Approval workflows

Sensitive actions are held for approval by the person you designate.

System integration

Connects to the email, messaging and business systems you already use. The integration scope is agreed at the start.

Implementation

How is AI Agents set up?

  1. 1STEP 01

    Select a workflow

    We identify a repetitive process and document how it is performed today.

  2. 2STEP 02

    Define rules

    You specify what the agent may do independently and what requires approval.

  3. 3STEP 03

    Pilot with review

    The agent prepares the work, your team approves it, and we measure the time saved.

  4. 4STEP 04

    Extend

    Once the first workflow performs well, further workflows and teams are added.

Conversational AI

How does Conversational AI handle phone calls?

Conversational AI answers inbound calls and places outbound calls around the clock. It schedules appointments, creates tickets and answers common enquiries, and transfers to a person when required.

  • Inbound call handling

    Answers calls at any hour, so callers do not reach voicemail or a queue.

  • Outbound calling

    Places calls for reminders, confirmations, follow-ups and renewals.

  • Appointment scheduling

    Books, reschedules and cancels appointments in your calendar.

  • Ticketing and records

    Creates support tickets and logs each call in your CRM or helpdesk.

  • Transfer to a person

    Transfers the call with a summary when the caller asks or when confidence is low.

  • Transcripts and summaries

    Each call is transcribed and summarised, with retention under your control.

Call consoleSample call
ReadyInbound call

Select play to follow this call.

Illustrative transcript, not a real call.

Regulatory considerations

Telephone communications are regulated, and requirements differ by country and state. We configure disclosure, consent and recording with you. Please obtain legal advice for your jurisdiction.

  • Discloses at the start of each call that it is an automated assistant
  • Transfers to a person on request and when confidence is low
  • Operates within your scripts and approved actions
  • Respects consent, opt-outs and do-not-call lists on outbound calls
  • Recording and retention follow your policy and applicable law
Book a Conversational AI demoIntegrates with your phone line, calendar and helpdesk or CRM.

Applications

Who uses AI Agents?

  • Operations teams
  • Customer service
  • Contact centres
  • Healthcare and service providers
  • Sales teams
  • Management reporting

Requirements

What do you need to start?

  • A repetitive workflow to automate first
  • Access to the relevant data and systems
  • A designated approver for the agent’s output
  • Clear rules for what the agent may and may not do
  • For Conversational AI: a phone line, plus your calendar and helpdesk or CRM

FAQ

Questions about AI Agents

Ask us in a demo
Do AI agents act without approval?

Only for actions you have authorised. Sensitive actions are held for approval.

Can we review what an agent has done?

Yes. Every action is recorded in an audit log.

Do AI agents replace staff?

They take on repetitive tasks such as drafting, tracking and follow-up. Staff remain responsible for decisions that require judgement and personal contact.

Which systems can the agents connect to?

This depends on your environment. At the start we list your email, messaging and business systems and agree what is feasible.

Does Conversational AI disclose that it is automated?

Yes. It informs callers at the start of each call that they are speaking with an automated assistant, and it transfers to a person on request.

Can Conversational AI place calls to customers?

Yes, for reminders, confirmations and follow-ups, provided you hold the customer’s consent and the calling regulations where you operate permit it. Please obtain legal advice for your location.

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See what AI Agents could automate for you

Book a free demo and describe the task you would most like to automate.

Book a demo