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Agents that see a process through to the end.
We give an agent a goal, not a script. It reads the case, pulls what it needs from your systems and makes decisions according to rules you have agreed with us. Then it records what it did. We build all of this directly in your environment, and we stay involved afterwards.
| Process | The agent | Result |
|---|---|---|
| Supplier invoice | matches it to the order and goods receipt | Posting ready for sign-off |
| Order by email | reads the lines, checks price and stock | Order in the ERP, confirmation to the customer |
| Complaint | finds customer and order, checks the warranty | Draft reply and credit note |
| Fault report | finds the property and trade, sets the urgency | Job sent to the contractor |
| Delivery note | compares quantities with the order | Discrepancies flagged for purchasing |
What a process looks like when an agent takes it over
Something comes in: an email, a document, a ticket. The agent reads it and pulls whatever it needs from the ERP, the CRM or the case file. It then decides according to rules we have agreed and written down with you in advance. The result goes into the relevant business system, or, if the rules say so, to a person for approval first. Every one of these actions is logged.
We define which steps it may take on its own and where someone should check its work. And we build it so that all of this can be reviewed and changed. None of it is buried in a prompt that nobody will understand a year from now.
Agentreads
Done09:41
Awaiting approvalApproval by a colleague
Log
Our own agents are at work every day
We built them with the same tools we would use in your business, and we review them every month in exactly the same way.
Accounting
Time tracking
Quotes
Tenders
Sales
Project staffing
Recruiting
Marketing
Reporting
Platform operations
Governance
Daily briefing
HR
These are the areas where agents handle work at Haavest. Some have been doing so for a long time, others only recently. We are happy to go into detail when we speak, including the things that did not work first time round.
How the monthly report works
It shows what was done, where the agent asked for help, what had to be corrected and what it all cost. A single page you can put in front of your board.
Done
Awaiting approvalApproval by a colleague
Log
What it takes for an agent to hold up in daily use
Whether an agent is still in use after three months comes down to six things. We take care of all six, in your environment.
Connecting your systems
ERP, document management, ticketing, mailboxes. Where standard connectors exist, we use them; where they do not, we build our own interfaces. That was our core business for ten years, and it shows in how quickly we work.
A knowledge base that finds the right answer
To answer correctly, an agent has to find exactly the right documents. So we structure your case files, contracts and master data, and we carry the permissions across: the agent only sees what the person it is working for would be allowed to see.
Rules anyone can read
Which steps can the agent take on its own? Where does it need approval, and when does it hand over to a person? We write this down so that both the business and IT can understand and test it.
An honest look at quality
What did the agent get done? Where was it unsure, and where did people step in? We review this every month and show you the figures, even when they are not flattering.
Security your IT team will sign off
Our agents are given identities, roles and data access just like employees. We assign these centrally and log them, and you can revoke them at any time. Classification with Purview, the agent inventory and controls all stay in your environment.
A handover whenever you want one
Everything is documented and belongs to you. If your team is to take over operations, we train them and hand over in an orderly way. Because you are free to leave at any time, we work hard to make you want to stay.
Four packages, from first assessment to ongoing operations
Where the scope is clear from the outset, we work to a fixed price. We discuss figures in person after the assessment, when both sides know what is involved.
Short Assessment
Getting started · free of charge
- workshop with the business team and IT
- review of your data and approval processes
- target design and architecture
- an effort estimate you can hold us to
Assessment and Pilot
Getting started · Fixed price
- everything in the Short Assessment
- a pilot in your environment, using real data
- a results report with figures
- an implementation plan
Agents in Production
Delivery · Fixed price in four sizes, S to XL
- foundations and governance
- understand, design, build
- testing and sign-off with the people who will use it
- handover with an operations manual
Managed Agent Ops
Operations · Monthly fee, two tiers
- quality monitoring and evaluation
- knowledge base and updates
- small enhancements included
- SLA-backed response times, kill switch, monthly report
What piles up in your industry every day
For nine industries, we have set out which tasks an agent can take over and where it makes most sense to start.
Property and Facilities Management
Log a fault report and instruct the contractor · Answer a tenant's service charge query · Check a maintenance or contractor invoice against the contract and three moreManufacturing and Mechanical Engineering
Enter and check a customer order · Triage a fault report and suggest a service engineer · Answer a spare parts enquiry and three moreLogistics and Transport
Enter and plan a transport order · Audit a freight invoice against the order · Log and assess a damage claim and three moreEnergy and Utilities
Check a grid connection application · Resolve a market communication exception · Answer a customer's billing query and three moreInsurance
Register and allocate a claim · Check a commercial proposal for completeness and risk · Classify and route incoming post and three moreBanking and Financial Services
Check and refresh KYC documents · Prepare a corporate loan application · Categorise and answer a complaint and three morePharma and Healthcare
Classify a deviation and suggest root causes · Capture and assess an adverse event report · Answer a medical information enquiry and three moreRetail and Consumer Goods
Set up products from supplier data · Assess and decide a return · Check a supplier invoice against agreed terms and three moreTelecommunications
Triage and resolve a fault ticket · Set up a business customer contract in billing · Answer a reporting request and three moreFor businesses without their own IT team
Twelve processes every company has, from supplier invoices to the monthly report.
How this works in practice
Four processes from four industries, with the target values we measure against and the parts that tend to be difficult.
How it works at a property management firm with 9,000 units
Fault-report agent for property managers
Targets: 80% of fault reports are in the CAFM system with property, priority and contractor before anyone has read them · 6 min from report to placed order, instead of 40 minutes · 3 min for the tenant to receive an acknowledgement with a ticket number
See the solution How it works at a machinery manufacturer with 240 employeesOrder-entry agent for machinery manufacturers
Targets: 72% of orders go through without being keyed in · 11 min less admin time per order · 4 hrs to get a query to the customer, instead of two days
See the solution How it works at a property insurer handling 6,000 documents a dayIncoming post agent for insurers
Targets: 91% of documents reach the right file on their own · 1.5 days faster settlement of minor claims · 100% of settlements are signed off by a person
See the solution How it works at a regional utility with 400 exceptions a weekException-handling agent for market communication
Targets: 63% of exceptions resolved by the agent without anyone touching them · 0 missed deadlines, because the deadline sets the order of work · 9 min less handling time per exception
See the solutionFrequently asked questions
What is the difference between an agent and a chatbot?
A chatbot answers; an agent acts. It reads the case, gathers the information it needs from your systems, decides according to your rules and takes the next step, such as creating an order or entering a deadline. And it keeps a record of what it did.
What happens if the agent isn't sure?
It asks. During the assessment, we agree with you what it may do on its own and where a person has the final say. We build it so that it can be checked. None of it is hidden away in a prompt.
What data does an agent need?
Exactly the documents, mailboxes and business systems where the process lives today. We connect those, and the same permissions apply as for your staff. That is why a solid data foundation is part of every move into production.
Can we run the agent ourselves later on?
Yes, and we mean that. Everything is documented and sits in your environment. If your team is to take over, we train them and hand over in an orderly way. So you could walk away at any time, which is exactly why clients stay with us.
How long does it take to reach day-to-day operation?
A first process goes live as soon as the data and approvals are sorted. With several processes or many systems, it takes longer. The assessment tells you how long before you commit.
Shall we talk about your first process?
In a Short Assessment we sit down with your business team and IT and look at one process together. You leave with a clear target design and an effort estimate we stand behind. Free of charge.
