Specialized AI agents for each operation
Each agent masters one function. All share the same foundation: they connect to your systems, follow explicit rules, keep a record and hand off to a person when judgement is needed.
Accounting agent
For accounting firms and finance teams that still key in receipts by hand. Clients keep sending the photo on WhatsApp; everything after that is automated and traceable.
For: Accounting firms · Finance teamsChannel: WhatsApp, email and Google Drive
What it receives
- Invoices as photos or PDFs
- Bank statements
- Client documents by period
What it does
- Extracts supplier, amount and date with OCR
- Checks against ARCA that each receipt belongs to the client
- Processes bank statements and flags missing receipts
- Sends reminders on the 5th, 10th and 15th, shifted for holidays
- Files by client and period and prepares the data for the tax return
Systems it integrates with
- WhatsApp Business
- Google Drive
- ARCA
- Document AI (OCR)
- Dialogflow CX
- Cloud Run
Where a person steps in
Tax judgement, signature and professional liability stay with the accountant. The agent prepares, cross-checks and alerts; questions unrelated to sending receipts are routed to the firm.
How it works
- Problem
Receipts scattered across chats, email and paper
- Context
Client, period and firm rules
- Agent
Reads, extracts and classifies each document
- Systems
ARCA · statements · Google Drive
- Action
Validates, files and requests what's missing
- Result
Period ready to file, no typing
Frequently asked questions
Do my clients have to change how they send receipts?
No. They keep sending photos or PDFs via WhatsApp or email. The agent picks the document up from there.
Does the agent file the tax return?
No. It leaves the data validated and organised. Review, signature and filing remain with the accountant.
How does it detect missing receipts?
It compares what the client sent and stored in Google Drive against what is registered in ARCA. Mismatches are flagged and trigger a reminder.
Healthcare agent
Operational support for clinics and care homes: nursing handovers, orders and supplies flowing through WhatsApp and paper become structured by patient, with alerts and clear answers for families.
For: Clinics · Care homes · Health centresChannel: WhatsApp and patient management system
What it receives
- Nursing handovers on WhatsApp
- Medical orders
- Photos of supply invoices
What it does
- Identifies which patient each message is about, even if the name is misspelt
- Syncs handovers and orders into the system three times a day
- Reads up to five supply receipts from a single photo
- Raises alerts for critical situations and feeds follow-up dashboards
- Produces downloadable histories and reports for audits and families
Systems it integrates with
- Patient management system
- OCR
- Dashboards
Where a person steps in
It never diagnoses or suggests treatment. Critical situations are notified to the team according to criteria set by the institution.
How it works
- Problem
Clinical information scattered across chats and sheets
- Context
Patient, shift, ward and alert criteria
- Agent
Classifies each update by patient and event type
- Systems
WhatsApp · patient system · OCR
- Action
Records, alerts and updates the record
- Result
Records up to date without manual transcription
Frequently asked questions
Does the agent answer medical questions?
No. It organises and records information; clinical judgement always belongs to the care team.
Does nursing staff have to change how they work?
No. In the live deployment the team kept sending updates on WhatsApp; what changed is that they now land structured in the system.
What counts as a critical situation?
Each institution defines it. Alerts, and who receives them, are configured from those criteria.
Legal agent
For law firms and professionals losing hours to repeated first enquiries, requesting the same documents over and over and coordinating meetings by message.
For: Law firms · Independent professionalsChannel: WhatsApp and the firm's documents
What it receives
- First enquiries from clients
- Case documents
- Regulation and internal documents
What it does
- Asks the first-meeting questions and classifies by practice area
- Requests the documents each type of case needs
- Is configured per province according to applicable rules
- Answers from the firm's documents, citing the source
- Books the meeting and sends reminders
Systems it integrates with
- Calendar
- Document management
- RAG over documents
Where a person steps in
It gives no legal advice: it gathers, organises and schedules. Legal judgement and signature stay with the lawyer, who starts the meeting with the case already assembled.
How it works
- Problem
Repeated enquiries and coordination by message
- Context
Practice area, province and case requirements
- Agent
Gathers and classifies the enquiry
- Systems
WhatsApp · calendar · document management
- Action
Requests documents, organises and schedules
- Result
The lawyer starts with the case assembled
Frequently asked questions
Does the agent give legal advice?
No. It gathers the enquiry, classifies it, requests documents and schedules. Advice comes from the professional.
Can it make up a rule or a fact?
It answers from the loaded documents and shows where each fact comes from. If the information is not there, it says so instead of filling in.
Does it account for differences between provinces?
Yes. In the live deployment the regulatory setup is defined per jurisdiction.
Retail customer service agent
For retail and e-commerce where questions arrive around the clock and opportunities go cold before anyone replies.
For: Retail · E-commerce · DistributionChannel: WhatsApp and web
What it receives
- Product and price questions
- Order enquiries
- Quote requests
What it does
- Answers frequent questions with your business information
- Checks orders and catalogue in the systems you connect
- Builds the quote from the request
- Captures the prospect's details and logs them in the CRM
- Hands sales only real buying intent, with full history
Systems it integrates with
- Web
- CRM
- Quoting tool
- E-commerce / ERP
Where a person steps in
Negotiating, closing and keeping the relationship stay with the sales team. The agent takes it as far as buying intent.
How it works
- Problem
Repeated questions at all hours
- Context
Catalogue, prices, orders and sales rules
- Agent
Understands what the customer wants
- Systems
Web · CRM · quoting tool
- Action
Answers, quotes and qualifies
- Result
Sales gets ready-to-close opportunities
Frequently asked questions
Does the agent close the sale?
It answers, quotes and qualifies. When there is real buying intent it hands off to a salesperson with the full history.
Where does it get prices and orders from?
From the systems defined during the assessment: e-commerce, ERP, CRM or master sheet, wherever the source of truth lives. It does not answer with unconnected data.
Do you already have a retail case?
The closest published case is in travel: the same flow of enquiry, quote, qualification and hand-off to sales.
Call center agent
For high-volume service operations with rigid IVRs and customers who repeat their problem every time they are transferred.
For: Call centers · Telecoms · ServicesChannel: Voice and digital channels
What it receives
- Inbound calls
- Messages on digital channels
- Repetitive questions and complaints
What it does
- Understands intent even when the customer goes off-script
- Resolves repetitive requests without taking up an operator
- Handles sessions and mission playbooks instead of menu trees
- Serves customers outside call-center hours
- Transfers to an operator without the customer repeating the problem
Systems it integrates with
- Dialogflow / CCAI
- Telephony and IVR
- Digital channels
Where a person steps in
When a request goes beyond the agent, it moves to a person with the conversation and data already loaded.
How it works
- Problem
High volume and repetitive requests
- Context
Customer, history and intent
- Agent
Understands what the person needs solved
- Systems
Telephony · IVR · digital channels
- Action
Resolves or hands off with context
- Result
More capacity with the same team
Frequently asked questions
How is it different from an IVR?
An IVR forces menu choices. The agent interprets what the person says and acts on it, even off-script.
What happens when it can't resolve?
It transfers to an operator with the conversation and data loaded, so the customer never repeats the problem.
Does it work on voice and chat?
Yes. The reference deployment combines telephony, IVR and digital channels.
What all five share
They integrate, not replace
They read from your ERP, CRM, calendar or documents and write back where it belongs. No system migration required.
Control and traceability
Validation against official sources where data must be exact, and an auditable log of every action.
Green AI by design
Every step uses the smallest resource that solves it well: a rule, an API, a small model. The large model comes in only where it adds value.
How an agent gets deployed
- 1
Assessment
We map the process, volume and data sources. If it isn't worth automating, we say so.
- 2
Agent on your operation
We configure the agent with your rules, connectors and channels, and measure it against the baseline.
- 3
Evolution
We add flows or agents when the case justifies it, with running cost in plain view.
Does your process need a different agent?
If none of the five fits, we design a custom agent with the same building blocks.
Does it fit your operation?
We review the process, volume and systems, and tell you whether this agent fits and what it would cost to run.