AI Agents and Assistants
An assistant that has never seen your business can only ever give you general answers. We build the kind that knows your projects, your documents and your history, and can show you where every answer came from.
Answering, and acting
Two different things get called an AI agent, and the difference matters when you are deciding what to build.
Assistants
They answer. Ask what a client agreed, what is outstanding, what a document says, and get an answer drawn from your own material with its sources attached.
Agents
They act. Draft the reply, file the document, update the record, start the process, within limits you set and with approval wherever it counts.
Most businesses should start with the first and grow into the second. An assistant is useful on day one and carries almost no risk. An agent is more valuable, but it earns that by being trusted, and trust is built on watching it be right about your actual work for a while first.
Grounded in your material, not the internet
The single thing that makes an assistant useful rather than novel is what it is connected to. Ours read your documents, projects, mail and records, so the answer to "what did we quote them last time" comes from the quote itself rather than a plausible guess.
Every answer carries its sources, so checking it takes one click. That is what makes it safe to rely on, and it is the practical difference between a subscription tool and a system built on your own data.
Permissions are inherited, not bolted on
An assistant that can read everything is a problem in any business where not everyone should see everything. Ours inherit the permissions the person already has, so an assistant can only surface what that individual could have opened themselves. Nothing becomes visible just because it was asked for conversationally.
A human stays in the loop where it matters
Anything with consequences, sending, spending, publishing, deleting, goes through an approval step. The agent prepares the work and a person releases it. That is not a limitation to be engineered away later, it is the design, and it is why these systems survive contact with real operations.
Agents are usually built alongside the automation that moves work through your business, rather than as a separate thing entirely.
Questions we get asked
What is the difference between an AI agent and a chatbot?+
How is this different from just using ChatGPT?+
Can it access things a particular employee should not see?+
What stops it from making things up?+
Is our data used to train public AI models?+
Tell us what your team spends the most time looking for, and we will tell you whether an assistant would actually help.
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