Finance · Financial sector and investors
Autonomous AI Agents for companies
At Possition, we design and implement AI agents that go beyond conversation. Our AI agents interpret complex requests, look up information in your systems, and carry out specific tasks, from querying data to generating documents. With our solution, your team is freed from mechanical work, improving efficiency and strategic decision-making.
Chatbot and AI agent: the difference
A chatbot answers questions by following a conversation. An AI agent, in addition to conversing, can take actions: query systems, update records, generate documents, and coordinate steps in a process. The chatbot informs; the agent resolves.
What tasks an agent can perform
- Query information in internal systems and reply with real data.
- Classify requests and route them to the right team or person.
- Update systems: log inquiries, enter data, change statuses.
- Send alerts when it detects something that needs attention.
- Generate documents from templates and system information.
- Coordinate tasks in a flow: request approvals, follow up, flag delays.
Human oversight by design
We define what the agent can do on its own and what requires confirmation from a person. Sensitive actions — payments, commitments, delicate replies — always go through human review. Every action of the agent is logged and auditable.
Security
- Minimum permissions: the agent only accesses what it needs.
- Full log of actions and decisions.
- Company information protected and not used to train third-party models.
- Explicit operating limits defined with your team.
Frequent use cases
- Customer service with access to real order and account information.
- Intelligent intake desk: classify and route emails and requests.
- Internal assistant that answers questions about procedures and documentation.
- Sales follow-up: log interactions and remind next steps.
Real use cases
Implementation process
- 1
Diagnostic
We analyze your process and tell you what to automate, how, and what return to expect.
- 2
Implementation
We build the solution connected to your systems, with working deliveries and real tests.
- 3
Operation and improvement
We leave it running, train your team, and measure results.
The full detail, with deliverables per stage, is in how we work.
Frequently asked questions
Can an AI agent make important decisions on its own?
It should not, and that is how we design it: high-impact decisions require human confirmation. The agent prepares the information and proposes; the person decides.
What does the agent need in order to work?
Controlled access to the relevant sources of information (systems, documents, databases) and a clear definition of its tasks and limits. Both are built in the project.
How is it different from a chatbot?
The chatbot converses; the agent also executes tasks on your systems. Many projects start with a chatbot and evolve into an agent when the case justifies it.
What tasks would you delegate to an agent?
Tell us what consumes your team's time and we will assess whether an AI agent can resolve it with the right oversight.