Agents & workflow automation

An agent needs a job. And a boundary.

Build agents that understand context, use approved tools and ask for help when the next action needs a person.

Discuss an agent workflow

What can the agent do—and what must it never decide alone?

Begin with one task and a limited set of tools. Reading a customer record, drafting a reply and changing a commercial commitment have different consequences. We make those differences explicit in permissions, approval paths and the record of what happened.

WHAT YOU RECEIVE

An agent specification, tool contracts, an approval model, scenario tests, action logging and an operating guide.

01

Context and task design

Define the trigger, required information and allowed outcomes. Give the agent a clear way to recognise that the request is incomplete or outside its remit.

02

Approved tool integrations

Connect only the systems and actions needed for the task. Validate parameters and permissions on the server, independently of what the model proposes.

03

Approval and exception paths

Draft first where consequences matter. Route uncertainty to the right colleague with enough context to decide, rather than asking someone to review a raw model transcript.

04

Evaluation and action records

Test ordinary cases, misleading input, changed permissions and failed tools. Record attempted and completed actions so an operator can investigate the workflow.

  • ✓Limited tools and scoped credentials
  • ✓Independent action validation
  • ✓Human approval for material commitments
  • ✓Safe retries and duplicate prevention

A little more clarity.

A few questions worth asking before you build.

Talk through your project
Does every workflow need an agent?

No. Stable rules are usually better expressed as ordinary software. An agent is most useful where the workflow genuinely needs interpretation or contextual decisions within a defined boundary.

Can the agent work over WhatsApp or email?

Subject to approved APIs, account access and channel requirements. The integration must handle consent where relevant, message state, failures and escalation to a person.

What should AI do
for your business?

Tell us what you want to build, connect or improve.
We’ll help define the architecture, the delivery and what it takes to run it.

Bitsy answers from the heart — try one

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