Enquiry qualification
An agent reads incoming enquiries, gathers missing details and prepares the reply — your team only approves.
Example: kitchen studios →Service
AI Agents for SMEs
Digital co-workers that answer emails, process documents and handle routine work — around the clock, fully traceable, with handover to humans.
01 — Plain language
What is it?
An AI agent is software with access to your tools — email, calendar, accounting, ERP. It handles a clearly defined task on its own: answering enquiries, capturing receipts, coordinating appointments. Unlike a chatbot, it does not wait for questions — it works, and hands over to your team as soon as a case is unclear or sensitive.
Every agent is trained on your business: your tone of voice, your rules, your boundaries. What it has done is traceable at any time.
02 — Scope
What is included?
✓
Analysis of the process the agent takes over
✓
Development & training on your tone and rules
✓
Integration into your existing systems
✓
Test operation with a control phase
✓
Training for your team
✓
Operation, monitoring and continuous improvement
03 — In practice
Typical use cases
Receipt processing
Receipts arrive by email, photo or scan; the agent captures them, assigns them and presents them for review — in daily production use at a fiduciary firm.
Example: fiduciary & accounting →Quote follow-up
The agent keeps track of open quotes and follows up at the right moment — in your tone of voice, with a full log.
Example: manufacturing & industry →04 — FAQ
Frequently asked questions
How is an agent different from ChatGPT?
ChatGPT answers questions when you ask it. An agent works on its own in your systems — with rules, an audit trail and clear boundaries on what it may and may not do.
How do we make sure it does not send nonsense?
Through control stages: at first your team approves every action; as confidence grows, the agent handles routine cases on its own while special cases stay with humans.
Which systems can be connected?
Practically anything with an interface or structured export: Microsoft 365, Google Workspace, Bexio, Abacus, common ERP and industry solutions. We check this in advance, free of charge.
Where does your business lose hours every week?
Tell us — in a free 30-minute consultation or by message. Reply within 24 hours.