Your Knowledge
The documents, policies, project history, customer information, and approved sources the workflow can use.
- Internal docs & wikis
- Policies & playbooks
- Knowledge bases
- CRM & customer data
Advanced Agentic AIworkflows tailored for you
Your work keeps getting stuck between people, systems, and decisions. We design workflows that understand what is happening, take the next approved step, and bring your team in when needed.
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What is an agentic workflow?
Agents use context, tools, rules, and handoffs to move complex work forward.
AGENTIC AI WORKFLOW
Context moves
into action. Temporary copy for the workflow explanation.
into action. Temporary copy for the workflow explanation.
AI moves work forward—with human control.
Clear boundaries, approvals, and handoffs stay in place.
A new lead comes in.
- Agent reaches out to the lead
Starts the conversation through the appropriate channel. - Begin qualification
- Ask the right questions
- Organize the lead
- Book the appointment
- Route everything
- Complete the handoff
Your team can work from the full context and interact, or employees can get answers and route requests through an employee support agent without starting from scratch.
A customer reschedules
Here are 3 times that work for you:
- Conversation Agent
Confirms the requested change with the customer, gathers any missing information, and makes sure the support request is ready to resolve. - Scheduling Agent
Updates the calendar and sends the customer a confirmation. - Coordination Agent
Reviews the change, checks priorities and dependencies, and determines what needs to happen next. - Relay Agent
Sends the updated information and next steps to the right people on your team. - Planning Agent
Reorganizes affected tasks, appointments, or resources around the new timing. - Human Handoff
You and your team receive one clear update with the customer context and revised plan.
A new project needs to be mapped
- Relay Agent
Receives the request, gathers the relevant blueprints, outlines, documents, and approved source information, then relays them to the source of truth. - Information Agent
Compares the request with similar previous projects, deadlines, and changing conditions that could affect the work.
Checks for relevant project variables, such as weather conditions, facility updates, new equipment or upgrades, resource availability, or changes in requirements. - Relay Agent
Relays the findings, comparisons, and relevant changes back to the team. - Team + AI Agent
The team reviews the outline with the AI agent, discusses what needs to change, and adjusts the steps before the project moves forward. - Updated project plan
The team has a clear outline. The relevant information is organized and the next step reflects the latest conditions.
How we build your AI agent
Four Inputs.
One Custom Agent.
Assembled to bring together the information, systems, and people involved so routine research, organization, and updating can happen with less manual factors involved.
Your Tools
Connect the tools your business already relies on so information moves between your CRM, email, calendar, support, project, and document systems without forcing you to replace everything.
- CRM
- ERP
- Support
- Calendar
- And more
Your Rules
The decisions, permissions, approvals, limits, and escalation conditions that keep the workflow controlled.
- Business rules
- Approvals
- Compliance
- Data boundaries
Your Team
The people, roles, communication preferences, review points, and handoffs that make the workflow useful in practice.
- Roles & permissions
- Escalations
- Communication style
- Feedback loops
When custom makes sense
When do you need Agentic workflow automations?
simple automations work well when the same trigger should always produce the same action. A more adaptive workflow may help when the work changes from one situation to the next, involving several systems or people, or require judgment before the next step can happen.
Use Agentic workflow agents when:
- fixing process inefficiencies
- managing communications across teams
- coordinating complex operations
- supporting business expansion
- removing workflow bottlenecks
- handling repetitive work that needs judgment
Use a simple automation when:
“If X happens, do Y.”
- TriggerX happens
- ActionDo Y
- ResultTask complete
ExampleForm submitted → create CRM record.
Questions Before You Put an Agentic Workflow to Work
Understand how agentic workflows make decisions, connect to your systems, and stay within boundaries.
What makes a workflow agentic?
An agentic workflow can interpret context, coordinate multiple steps, use connected tools, and choose between approved next actions. Unlike a fixed automation, it can respond differently when the information or situation changes.
How does an agentic workflow handle changing information?
It can gather updated information, compare it with the current request, check the relevant rules, and adjust the next step within its permissions. If the change creates uncertainty or falls outside the workflow’s boundaries, it can pause and involve a person.
Can an agentic workflow connect to our existing systems?
It can be configured to work with the systems involved in the process, such as your CRM, email, calendar, support platform, project tools, documents, and other business software. The systems and actions connected depend on the workflow’s purpose and permissions.
Do humans remain in control of the workflow?
Yes. People can define the workflow’s rules, permissions, approval points, and escalation paths. The workflow can handle approved routine steps while your team remains responsible for decisions that require judgment, authorization, or accountability.
How does the workflow know what permissions it has?
Permissions are defined during the workflow design and enforced through the connected tools, user roles, access controls, and approval rules. The workflow is only given access to the information and actions it needs for its assigned purpose.
What happens when the workflow is uncertain, lacks permission, or makes a mistake?
The workflow can be configured to pause before taking further action, identify what is missing or restricted, and route the situation to the appropriate person. Actions, failures, and handoffs can also be recorded so the team can review and correct the process.
What kinds of work are a poor fit for an agentic workflow?
Work that is completely predictable may be better handled by simple automation. An agentic workflow may also be inappropriate when the risk is too high for delegated action, the information is unreliable, or the process has not yet been clearly understood. In those cases, a simpler system or direct human control may be the better choice.
How do we measure whether an agentic workflow is actually helping?
Measure the change in the work, not just whether the agent completed a task. Useful measures can include less manual coordination, faster handoffs, fewer repeated updates, fewer errors, faster response times, more consistent completion, and more time available for higher-value work.
What happens after an agentic workflow goes live?
The workflow should be reviewed as people use it. The team can monitor outcomes, identify exceptions, adjust rules or permissions, improve its information sources, and refine the handoffs. It should evolve with the business instead of being treated as a system that never needs attention.