AI agents
AI agents for Australian organisations, built inside your systems
An AI agent is software that reads incoming work, decides within your rules and acts across your systems. A person approves the result.
What an AI agent does
Reads
Emails, PDFs, job records and forms in any layout.
Decides within rules
Checks against your ERP data, price book and policies.
Acts across systems
Drafts the quote, order or ticket where it belongs.
Asks for approval
A named person approves. Every step is logged.
Processes that suit an AI agent
Defect records to quote lines
Defects categorised and quote lines suggested.
Emailed purchase orders into the ERP
Orders checked against customer, item and price data.
Field jobs to finance
Completed jobs checked and sent for invoicing.
Supplier invoice matching
Invoices matched to orders, variances sent to finance.
Prequalification packs
Client questionnaires drafted from current policies and licences.
IT service desk triage
Tickets categorised, prioritised and routed.
How we build an AI agent
One process
One owner, one measured baseline. Fixed fee, then go or stop.
Shadow mode
Runs beside your team until agreement meets your bar.
Approval and logging
People approve before anything posts. Every decision is logged.
Your infrastructure
Runs in your cloud in Australia. You own the code.
Built for a real quoting process
For a national fire protection provider, we built an engine that categorises defect records and suggests quote lines, inside the client's own cloud in Sydney. It is built and tested, and next runs in shadow mode beside the quoting team.
- Read-only access through restricted views
- Each result logged for review
- Quoters keep the final say
When an AI agent is the wrong answer
The data is already structured
That is an integration job. Rules are cheaper to audit.
A connector exists
Turn on the vendor connector first.
Low volume
A monthly task rarely repays the build.
No owner
Without someone to handle exceptions, an agent stalls.
Questions
How is an AI agent different from a chatbot?
A chatbot answers questions in a chat window. An AI agent does a piece of work in the background: it reads an order, invoice or job record, checks it against your systems and prepares the next step, such as a draft quote or sales order, for a person to approve.
Should we build AI agents or use the agents in Copilot, Business Central or ServiceNow?
Use the vendor's agent when it covers your process and your data is clean, because the vendor supports and upgrades it. Build a custom agent when the work crosses several systems, needs your own rules or price checks, or runs in a system with no agent of its own. Test either option on real work before committing.
What access does an AI agent need to our systems?
Only what one process needs. That usually means read-only views of the relevant records, a restricted login, and write access limited to drafts that a person approves. Your IT team agrees the access, and every action the agent takes is logged against that login.
What happens when an AI agent gets something wrong?
Checks against your ERP data catch most errors before a person sees the result, and anything below the confidence bar goes to a person with the reason shown. Nothing posts without approval, and because every decision is logged, corrections are reviewed and used to tune the rules.
Can one AI agent work across several branches or entities?
Yes, when the branches share systems or the differences are mapped. Branch price books, tax codes and approval limits become rules the agent checks. Most organisations pilot in chosen branches or customers first and widen the scope once agreement holds.
Related
- Custom AI developmentAI that reads, checks and drafts the first pass.
- Process automationLess retyping, chasing and manual checks.
- System integrationConnections between the systems you run.
- Customers email us PDF purchase orders and staff retype them into the ERP. Can AI do this reliably?How AI reads emailed PDF purchase orders, checks them against customer, item and price data, routes exceptions to a person, and writes orders to your ERP.
- We key jobs from simPRO, Uptick or AroFlo into Pronto, Xero or MYOB by hand. How do we stop the double entry?How to stop rekeying jobs from simPRO, Uptick or AroFlo into Pronto Xi, Xero or MYOB: which connectors exist, their limits, and where AI helps.
- Fire protection quotingDefect records categorised and quote lines suggested.
Pick one process for your first agent
Tell us where work piles up between your systems and we will scope a fixed-fee first phase, with the option to stop after any phase.
Fixed-fee phases, agreed before we start. Stop after any phase.