AI solutions & agents
We build AI agents that research prospects, help sales teams follow up and handle customer questions. Each agent connects to the data and tools it needs, with limits on what it can do on its own.
Discuss your project
What we can deliver
Research companies against agreed criteria using permitted sources. Return evidence, relevant contacts where legitimately available, missing information and reasons for the match. Check existing customers, exclusions and duplicates before preparing a prospect for sales review.
Draft follow-ups using approved customer context, summarise previous interactions and suggest the next task. Connect reviewed emails, notes or updates to Salesforce and your existing sales workflow.
Answer questions from approved knowledge, identify the customer before accessing private records, and assist with tasks such as checking an order or preparing a request. Pass unresolved cases to a person with the conversation and actions already attempted.
Let agents use your CRM and business tools for specific tasks, with access limited to the records and actions they need.
Connect approved documents and knowledge sources so the agent can retrieve relevant information. Keep sources current and show supporting references where the task allows.
Extract agreed fields, classify incoming requests and prepare summaries for review. Validate important values before they update a customer, order or operational record.
Measure answer quality, task completion, response time and usage costs. Test misleading inputs and unauthorised requests, and keep a clear way to pause actions or hand work to a person.
Combine deterministic business rules with model-assisted steps. Queue work for approval, preserve its status across long-running tasks, and handle retries without repeating a payment, message or record update. Give reviewers enough context to approve, edit or reject a proposed action.
How we approach it
We choose a narrow task, agree success criteria and test real scenarios before expanding access. Research, recommendations and actions can have different approval requirements.
How we workWhere appropriate, outreach can be included in an agreed workflow. We define allowed recipients, contact preferences, review steps and when an agent must stop or hand over.
We choose according to task quality, data handling, available tools, response time and cost. Claude or another supported model may fit; we evaluate representative examples before committing to a provider or architecture.
A defined task, reliable source material, examples of good and unacceptable outcomes, and owners for approvals. Model usage, hosting, connectors and ongoing evaluation contribute to running costs; we estimate these alongside development.
We map which data goes to each model and tool, minimise the fields shared, and apply authentication and permissions before retrieval or actions. We review the provider’s data-handling settings and agree logging and retention. Tests include misleading instructions in documents, attempts to access another customer’s records and unintended tool use.
Insights
OOB Consulting
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