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PLATFORM / AGENTS

The part you cannot write as a rule.

An automation follows a plan. An agent decides: which project this document belongs to, whether this payment covers that invoice, whether this e-mail is an order or a question. It is a role in your company, not a person with a made-up name.

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Finance{{ status }}
CHAT

{{ typed }}

{{ agentText }}

1A payment arrives. The script sorts it.
BANK 07:02script 0.4 s
fromMiller & Sons Ltdamount3 900.00 €referencenone
{{ r.m }}{{ r.t }}
{{ note1 }}
2A rule would have to guess. The agent decides.
{{ r.t }}
DECISIONAsk. It could be two invoices.irreversible → the plan says: ask a named person
accounting · APIbank · MCPyour rules · memorychase history
3Three ways out. Chosen in the plan.
{{ o.cond }}{{ o.t }}{{ o.tag }}
Scytian · Finance07:03

Miller & Sons paid 3 900 € with no reference. It matches invoice 0412 exactly, but 0409 (3 900 €) is also open. Which one?

04120409
it cannot invent a fourth way out
Message Finance…

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AN AUTOMATION

Follows the plan

Same input, same result, every time. Handles the cases that are clear, which is most of them. Costs nothing per run.

AN AGENT

Decides where the plan runs out

A role such as Finance, Back office or Sales, with access to your systems and your written rules. It takes the case a rule would have to guess, and it has exactly three ways out.

YOU

Keep the calls that must stay human

Anything irreversible comes to a named person. You decide that in the plan. The agent cannot decide to be braver on a Tuesday.

WHO YOU GET

Not one assistant. A back office of roles.

Each one covers a part of the company and is judged on it. What matters is not what it can talk about. It is the handful of calls it has to make right, every day. Swipe:

Back office
Documents, filing, everything nobody owns
DECIDES“Which project does this belong to?”“Is this a new supplier or the same one renamed?”
mailbox · drive · your tables
Finance
Invoices in and out, payments, the monthly close
DECIDES“Is this line a discount or a fee?”“Does this payment cover this invoice?”
accounting · bank · your tables
Sales
Enquiries, quotes, keeping the CRM honest
DECIDES“Is this e-mail an order or a question?”“Is this company worth preparing for?”
CRM · mailbox · the register
Operations
Service reports, scheduling, what the field sends in
DECIDES“Does this report need a signature first?”“Is this job finished or just paused?”
forms · drive · calendar
Management
The numbers, counted the way you agreed
DECIDES“Is this a real drop or a late booking?”“Which of the two “revenue” figures is the one?”
accounting · CRM · bank · definitions
HR
Leave, onboarding, timesheets, contracts
DECIDES“Can this leave be approved without asking?”“Is this timesheet plausible for that site?”
HR system · calendar · forms
Marketing
Lists, replies, the numbers behind a campaign
DECIDES“Is this reply a lead or an out-of-office?”“Is this a contact we may write to?”
ad platforms · mailing tool · CRM

agent = role, never a person with a made-up name · start with one

HOW YOU KNOW IT IS RIGHT

Nothing goes live on trust.

Anyone can demo an agent on a good example. The question is what it does on fifty of yours, including the ugly ones. So before it is switched on, it is measured on exactly those.

1 · YOU CHECK

50 of your payments

You say what the right call was, on fifty real cases, including the ugly ones. “Right”, or “should have asked”.

2 · IT IS SCORED
96%gate 95 %
48 right · 1 our mistake · 1 nobody could tellAgainst your answers, one by one. Below the gate, which is 95 % for a judgement call like this one and 98 % for reading fields from a file, we tune and measure again on the same fifty.
3 · ONLY THEN

Finance · switched on Tuesday 06:00

Not a promise. The platform will not let it run below the gate. And it keeps measuring afterwards.

the same procedure for every agent, every job

You also choose what accuracy is worth: fast 0,004 € · careful 0.02 € · double-checked 0.05 € per run.

HOW YOU WORK WITH IT

You write to it. That is the whole interface.

Most of what an agent does runs on its own. The rest is a conversation, in the same window where you set it up. Tell it a rule once and it is written down for good.

Give it a one-off job without setting up an automation. Some things happen once.
Tell it a new rule and it remembers. You can read every rule it has and change them.
And it asks you back. When it needs a system it cannot reach, it says so and waits. It never quietly gives itself more room.
CHAT · BACK OFFICETue 10:14

From now on, fuel invoices go to Fleet, not to Operations.

Written down. From now on, every invoice from a fuel supplier is booked to Fleet. There are 3 from this month on Operations. Move them?

Move themLeave them
WHAT IT LEARNED34 rules
Fuel invoices go to Fleetyou said so today · 3 moved
Anything over 10 000 € waits for a personagreed in the plan · never broken
Supermarket invoices arrive as photoslearned this week, confirm to keep
written down, not guessed · you can edit all of it

THE LIMITS

What it will never do, no matter how you ask.

It never invents an identity

A supplier, a customer, a project it cannot find: it stops and asks. It does not create the record to keep the run going. That single rule prevents most of the mess AI is blamed for.

It cannot widen its own reach

Tools taken away stay away. It cannot grant itself a system, a permission or a library. It can only ask, and a person decides.

It does not replace the person

It takes the mechanical part and the routine calls. The judgement that actually needs a human keeps coming to a human, by design, in writing, in the plan.

Name the decisions somebody makes by hand every day.

Your agent arrives with the plan already written: which calls it may make alone, and which always wait for you.

Get your agent