Intelligent Automation

Deploy practical AI agents across your workflows

Use governed AI agents to summarize, organize and execute routine work while your team stays in control.

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CRM connectedWorkflow liveAI readyReports synced

Human-controlled AI

Move work forward with less friction.

Practical execution

Keep people, data and decisions connected.

Governed automation

See progress clearly and act sooner.

Agent control layer

Build agents that think in context and act with control

Design a focused agent, connect only the right data, and keep every important action inside a visible approval path.

AGENT BLUEPRINT

Client onboarding agent

Turns a signed deal into a ready-to-run delivery workspace without losing human oversight.

CRMProjectsKnowledge
TRIGGERNew client signed
01
CONTEXTRead CRM and scope
02
CREATEPrepare workspace
03
HUMAN CHECKPOINTApproval required

The agent has prepared the project, owners and welcome plan. Nothing customer-facing runs until an authorised owner approves.

6 sources checked2 actions queued
Designed for practical work

Intelligence without the black box

Every agent stays explainable, permission-aware and connected to a real business outcome—not vague automation for automation’s sake.

01

Focused roles

Each agent owns one clear responsibility with measurable success criteria.

02

Trusted context

Agents work only from approved records, knowledge and live workspace data.

03

Visible reasoning

Teams can inspect sources, decisions and the next proposed action.

04

Human control

High-impact actions pause at the right approval checkpoint.

Context that compounds

Give every agent the right memory, not unlimited access

Connect only the records, documents and workflows an agent needs. Permission-aware context keeps outputs useful while protecting sensitive information.

  • Role-based data access
  • Approved knowledge sources
  • Full activity and decision history
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ACTIVE CONTEXT

Renewal account brief

Agent is using 6 approved sources.

CRMSupportInvoicesProjects
Financial notesRestricted — finance only
Blocked
Account historyApproved for this agent
Linked
Renewal playbookVersion 4.2
Linked
Live agent operations

Know what ran, what changed and what needs attention

Monitor execution, approval queues and business impact from one clean operating view.

Runs today128+18%
Completed94%Healthy
Review queue73 urgent
Time returned21.4hThis week
Recent agent activityLive
Sales brief preparedAccount intelligence agent · 18 sec ago
Done
Pricing exception detectedRenewal agent · owner review required
Review
Project risks summarisedDelivery agent · 2 min ago
Done
Agent impact7 days
+31%more work completed without extra admin
Agents for real teams

Start with one useful job, then expand

Deploy agents where repetitive preparation, routing and follow-up slow your team down most.

SUPPORT

Support triage

Summarise issues, suggest replies and route the right owner.

Explore agent SALES

Account prep

Build briefs, draft follow-ups and keep CRM records current.

Explore agent DELIVERY

Risk alerts

Summarise progress, blockers and upcoming decision points.

Explore agent LEADERSHIP

Executive updates

Turn live workspace activity into concise executive reporting.

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Ready to work smarter?

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Launch a branded workspace that connects teams, workflows, reporting and intelligent execution.

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