Company knowledge
Help staff find answers in approved procedures, product information and internal guides.
AI Agent & Workflow Setup
Practical AI.
Clear purpose.
AI support, configured around your business. We help small and medium-sized businesses turn one repeatable task into a useful, tested workflow.
Discuss your workflow →Start with one useful task
Built around how your team works.
An AI agent follows instructions, uses approved information and can connect to tools to help complete a task. We define what it should do, what it can access and when a person needs to take over.
Discovery determines whether an agent, a simpler automation or a combination is the right fit. Platform choice follows your workflow, existing tools and budget.
Where it can help
Everyday work.
Focused support.
These are example starting points. Each project is assessed for feasibility, access requirements and the quality of available information.
Enquiry triage
Organise customer questions and route uncertain or complex requests to a person.
Lead summaries
Collect agreed information and prepare a clear enquiry summary for your team.
Drafting support
Prepare proposal, email or report drafts for a person to review.
Document intake
Extract agreed fields from documents and flag missing or uncertain information.
Administrative workflows
Connect selected business tools for a defined task, with approvals for consequential actions.
From discovery to handover
A clear delivery process.
01 / Discover and plan
Agree one workflow, intended users, success criteria and approved information sources. Review platform options, permissions and expected running costs.
02 / Configure and connect
Set up instructions, tone, knowledge sources and agreed integrations. Define access limits, approval steps and human handoffs.
03 / Test and refine
Test realistic tasks, incorrect answers, missing information and failed integrations. Review results against agreed acceptance criteria before launch.
04 / Launch and hand over
Provide team training, configuration notes and operating guidance. Agree who owns the accounts, maintains information and handles escalations.
Project scope and pricing
Scoped after discovery.
Setup is quoted against the agreed workflow, information sources, integrations and testing requirements. Discovery scope and any discovery fee are agreed before work begins.
Platform subscriptions, model usage, hosting and other third-party charges are separate unless included in the written quote. Ongoing knowledge updates, usage reviews and workflow improvements can be scoped separately.
Plan your AI setup →Clear expectations
What stays with your team?
Your team reviews important outputs and approves sensitive actions. We agree when the agent must stop, ask for help or hand over to a person. AI can make mistakes; testing and ongoing ownership are part of the service.
What needs separate scoping?
Payments, legal decisions, bulk outreach and workflows involving sensitive information are outside the standard setup. Any proposed work in these areas needs a separate feasibility and controls review.
Can you improve an existing agent?
Yes. We can assess its current instructions, knowledge, tools and failure points, then quote for agreed improvements and testing.
Tell us where work gets repetitive
Start with your workflow.
Tell us what the task involves, which tools you use and where a person should remain in control.