01
Knowledge assistants & RAG
Ground an assistant in approved knowledge sources with retrieval and source references. Evaluate whether answers are supported, and provide a clear path when the available knowledge is insufficient. Scope, acceptance criteria, migration and operational ownership are agreed with your team before implementation.
- Source ingestion
- Retrieval evaluation
- Grounded responses
02
AI voice agents
Design bounded voice workflows with provider-specific speech and calling integrations. Evaluate language, tool use and human handoff before any production call, with policy and consent review. Scope, acceptance criteria, migration and operational ownership are agreed with your team before implementation.
- Scripted pilots
- Provider integration
- Human handoff
03
Business workflow automation
Automate repetitive transitions between business systems with explicit conditions and ownership. Include review queues, exception handling and replay behavior for operations that cannot be completed automatically. Scope, acceptance criteria, migration and operational ownership are agreed with your team before implementation.
- Trigger conditions
- Review queues
- Exception recovery
04
Document workflows
Turn incoming documents into structured tasks or records with validation and review. Keep extraction confidence, source provenance and access boundaries visible instead of silently trusting generated output. Scope, acceptance criteria, migration and operational ownership are agreed with your team before implementation.
- Document intake
- Structured extraction
- Review controls
05
Human handoff
Make escalation to a person a deliberate part of the workflow. Preserve the relevant context, communicate status and define what happens when the responsible team is unavailable. Scope, acceptance criteria, migration and operational ownership are agreed with your team before implementation.
- Escalation rules
- Context transfer
- Fallback ownership
06
CRM & API integration
Let approved AI workflows interact with your CRM and existing APIs through scoped tools. Validate arguments and prevent duplicate writes before an automated action changes business records. Scope, acceptance criteria, migration and operational ownership are agreed with your team before implementation.
- Scoped tools
- Argument validation
- Write confirmation
07
Analytics & guardrails
Evaluate task completion, unsupported answers and intervention points using a documented test set. Set permission boundaries and review operational signals without inventing accuracy or quality guarantees. Scope, acceptance criteria, migration and operational ownership are agreed with your team before implementation.
- Evaluation scenarios
- Permission boundaries
- Review metrics