Agents handle incoming work, apply your business rules and prepare the next action for your people to review.
An Agent is not a replacement for judgement. It does the reading, sorting and preparation, then puts the decision in front of a person.
Messages and documents arriving across email and messaging are read, classified and attached to the right job.
Correspondence, updates and responses are drafted against your rules, ready for someone to review.
Nothing is sent and nothing changes until one of your people approves it.
Where it usually fits. Quotes, client and supplier correspondence, approvals, and keeping people updated on where things are at.
In twenty minutes, we will look at what is happening now, where technology could genuinely improve it, and whether it is worth solving.
If the answer is a better spreadsheet or a simpler process, we will tell you. Not every problem needs a system.