Approved knowledge
I’ll organise the supplied information and identify what changes require review, with a clear owner for keeping service details and answers current.
AI AGENT SETUP
Set up an AI agent that answers useful questions and hands off well.
I set up AI agents for a defined business task, using your approved information, actions the platform can carry out and a clear handoff when a person is needed.
WHAT I BUILD
The task your AI agent will handle.
I’ll prepare the agent role, approved knowledge, qualification questions and point where your team takes over. I’ll verify the chosen platform’s actions the platform can carry out before including booking or record updates.
- Use-case selection and task boundaries
- Approved knowledge and information ownership
- Conversation instructions and qualification fields
- Supported tool actions and permission review
- Human escalation and outcome recording
- Scenario testing and maintenance guidance
CONNECTED TO YOUR BUSINESS
Approved knowledge, supported actions and human handoff.
I’ll connect approved information to the actions the platform actually supports. You get a defined task, an update owner and a tested fallback rather than an assistant asked to handle everything.
Permitted actions
I’ll verify the available tools and account permissions before configuring the agreed actions, including booking only where the actual setup supports it.
Human fallback
I’ll define escalation triggers and the receiving team, then test an out-of-scope question and an explicit request for a person to respond.
Businesses I have worked for
HOW I SET IT UP
How I’ll configure and test the agent.
1
Choose the job
I’ll review where enquiries arrive and choose a suitable agent role.
2
Prepare the information
I’ll prepare your approved business information and response instructions.
3
Connect supported actions
I’ll configure the actions the platform can carry out and human fallback.
4
Test realistic requests
I’ll test realistic conversations and show you how to update the knowledge.
CLIENT EXPERIENCES
What clients say.
Questions, answered
I’ll recommend voice or chat after reviewing where enquiries arrive and what you want the assistant to handle.
I can include booking where the chosen platform and calendar support it. I’ll verify the account requirements before confirming that action.
No. I’ll configure the agreed task and approved information, with a fallback for questions outside the agent’s role.
Yes. What I need from you: approved business details and an owner for future updates. I’ll review the material for gaps before configuring the agent.
Start with one useful job for your AI assistant.
I’ll configure a useful agent role with approved information, actions the platform can carry out and point where your team takes over.
Free strategy callA clear project scopeYour accounts and assets