AI Integration & Automation
AI assistants and agents
Retrieval over your own documents, tool access scoped by role, a human in the loop on anything customer facing.
DEFINITION
Definition
AI assistants and agents are software interfaces that retrieve approved information, use permitted tools and prepare or execute bounded actions while preserving identity, access and human review rules.
THIS IS FOR YOU IF
- You can provide access to source systems.
- A named owner can supply a named process owner.
- Your team needs a working assistant, an access matrix and an operating runbook.
HONEST FIT
Not for you if
the assistant must act without a named owner, bounded permissions or a route for human review.
WHAT WE BUILD
The work inside the scope
Inputs from you: Access to source systems, Representative user requests, A named process owner and Current access documentation. Work items: Conversation flow design, Role based tool access, Source permission mapping, Action approval steps and Session and audit logging. Together they produce a working assistant, an access matrix and an operating runbook.
01
Conversation flow design
02
Role based tool access
03
Source permission mapping
04
Action approval steps
05
Session and audit logging
PRODUCES
A working assistant, an access matrix and an operating runbook
HOW IT GOES
A three to six weeks working range
- 01
Set the boundary
Confirm the scope, the owner and the decisions that sit inside three to six weeks.
- 02
Inspect the inputs
Your team supplies access to source systems, representative user requests, a named process owner, current access documentation.
- 03
Build the work
We complete the agreed items and keep exceptions with a named owner.
- 04
Hand over the artefact
You receive a working assistant, an access matrix and an operating runbook.
WHAT YOU GET
An artefact your team holds
A working assistant, an access matrix and an operating runbook
FAQ
Questions about AI assistants and agents
AI assistants and agents covers conversation flow design, role based tool access, source permission mapping, action approval steps, session and audit logging.