assert workflow.output == team.output PASS
AI workflows that plug into your CRM, CMS and portals
We design, build and run custom agentic workflows inside your CRM, CMS, client portal or shared inbox. An agent reads incoming emails, forms and PDFs, enters the details into the right records and keeps each record up to date. Each agent has scoped permissions and asks a named person to approve any step your policy flags.
// Steps your policy flags wait for a named person's approval before anything is written.
Where agents help
Agents take on the repetitive work between your systems.
Your staff keep the decisions that need judgement. The agent prepares everything those decisions depend on.
CRM data entry
An agent reads inbound emails, forms and call notes, then creates or updates the right contacts, deals and tasks.
CMS updates
An agent updates product pages, listings and content from your source data. Each change waits for approval before it is published.
Document intake
An agent reads PDFs and attachments, extracts the details and files each one against the right record.
Triage and routing
An agent reads each request in a shared inbox or portal and routes it to the right person or queue.
Reconciliation
An agent matches records across systems and explains each exception it cannot resolve.
Drafting
An agent drafts replies, summaries and notes for a person to check and send.
The guardrails
Five controls sit around every agent we deploy.
An action reaches your systems only after it has passed every layer.
Scoped permissions
Each agent gets its own credentials, scoped to the systems and records its task needs.
Policy checks
Deterministic rules run before any action, covering limits, thresholds and required fields.
Human approval
A named person approves the steps your risk policy specifies. You set the thresholds.
Evaluation
We test each agent against your historical cases before launch, and we keep testing it in production.
Audit log
Every prompt, tool call, decision and approval is logged. Any run can be replayed.
// An agent that fails an evaluation stays out of production.
Governance
We document each agent for your security and compliance teams.
Each agent comes with the documents your security, compliance and audit teams need before they approve it.
We work with the major model providers and with open-weight models hosted in your own cloud.