AI agents that handle the work you should not have to repeat.
Practical AI agents connected to your approved tools. Research, triage, knowledge, and conversational workflows with human review and local support.
Modern Merchant Hub Workflows
Illustrative workflow, not a client result
How an inquiry moves through an agent
A useful agent shows its work and hands off to a person. This is a generic demonstration with sample data, not a real customer record.
- 1
New inquiry arrives
A website form asks about catering for an event.
Inquiry: Do you cater office lunches? What details do you need? - 2
Approved business context
The agent checks your approved knowledge base only.
Sources: catering overview, what to ask guests, lead time. - 3
Draft reply and CRM note
It drafts a response that asks for the missing event details and logs the conversation.
Draft: Thanks for asking. To confirm options, can you share the date, guest count, and any dietary needs? - 4
Designated team member reviews
A named team member reviews and approves this example before it sends.
Reviewer: A designated team member approves before send. - 5
Approved reply and follow-up task
The approved reply sends, and a follow-up task is assigned to that team member.
Task: Confirm event details received. Follow-up: check back in 2 days. - 6
Checks and information updates
Who checks failed sends and updates the knowledge base has an owner and cadence agreed in your scope.
Owner and cadence for failed-send checks and info updates are agreed in scope.
Demonstration only. The agent does not send real messages or change live CRM records until your workflow is built, tested on real inputs, and approved. Access, human review, and who maintains the information are defined in your agreement.
What agents can do
Connected to your approved tools, with human review where it matters.
Research and reporting
Agents that gather, summarize, and surface information from approved sources on a schedule you control.
Lead triage
Categorize incoming leads, route them to the right pipeline stage, and trigger the right follow-up automatically.
Knowledge assistants
Answer internal questions from your documents and data so your team stops hunting through folders.
Voice and chat workflows
Conversational agents that handle agreed routine intake with a clear handoff to a person when needed.
Our approach
Listen
We learn where manual work piles up and which tasks an agent could handle safely.
Design
We map the agent's role, its data access, and where a human reviews the output.
Connect
We connect the agent to your approved tools and test it on real inputs.
Measure
We monitor output quality and adjust the workflow as your needs change, within your agreed support scope.
Access, review, and scope
- Agents connect only to tools you approve and grant access to.
- Consequential actions include human review before they complete.
- Every workflow is tested on real inputs before it goes live.
- We monitor output quality and adjust the workflow as needs change, within the agreed support scope.
- AI agents are a separately scoped project, not included in Hub DIY or Managed Growth.
Frequently asked questions
Do AI agents replace my staff?
No. Agents handle repetitive, well-defined work so your team focuses on judgment and relationships. Every workflow we build defines what an agent can do and where a human reviews the result.
What tools can agents connect to?
Agents connect to the tools you approve and grant access to. We handle the connection and confirm scope before anything goes live. We never assume universal access to your systems.
How do you keep outputs accurate?
Each workflow includes human review for consequential actions, testing on real inputs before launch, and ongoing monitoring within your agreed support scope. You see what the agent does and where it is limited.
Is this included in the Hub DIY or Managed Growth price?
No. AI agents are a separately scoped project. The Hub tiers include the platform and standard support, not custom agent builds.
Let an agent handle the repeatable work.
Tell us where manual work piles up and we will show you what an agent could do.
Talk through your project