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Digital — AI Agent Development

AI agents that move an agreed task forward.

Discuss your AI agent

Defined stepsApproved toolsHuman approvalLogs

Connect AI to approved tools so it can research, prepare and carry out defined steps, with people controlling the consequential actions.

run · enq-4821 · 4 stepspaused · awaiting approvalIllustrative agent workflow

Task

  1. Enquiry received · New enquiry addeddone
  2. Brief checked · Key details revieweddone
  3. Reply drafted · Draft ready for reviewdone
  4. Approval required · Human review neededwaiting

Proposed action

Prepare a discovery-call reply

next stepRequires human approval

will useKnowledge baseCRM (read)Email (draft only)

Review draft →

Move from an answer to the next useful step.

Give the agent a clear objective, limited permissions and a handover route when a decision or exception needs a person.

  1. Focused on real work

    The agent researches, prepares and carries out defined steps, so your team can move faster.

  2. Control where it matters

    Set clear permissions and a handover route, keeping people in control of consequential actions.

  3. Fits your way of working

    Connect to your tools and processes, so the agent's output becomes part of your existing workflow.

Watch a task move through the workflow.

From enquiry to a proposed reply, with human approval before any external action.

Illustrative agent workflow

Enquiry intake

New business enquiry · Website contact form

From: Business EnquirySubject: Support with digital platform

We're exploring a new platform and would like to discuss your approach.

Proposed plan

  1. Check enquiry details and company background
  2. Find relevant case studies and services
  3. Draft a tailored reply with next steps
  4. Request human approval before sending

Proposed action

Prepare a discovery-call reply

Create a tailored reply, include relevant information and propose a discovery call.

Review draft →

Approval

Requires human approval

A member of your team reviews the draft and approves the next step.

Approve next step →

Illustrative example with example data. Approved product screens are added with client permission.

Clear actions. Clear ownership.

We can connect the agent with your application or CRM, so its output becomes part of an existing working process.

Macro of a circuit board
Approved toolslogged actions
  1. Task and tool design

    Define the objective, required steps and the tools the agent can use.

  2. Access and action permissions

    Set clear permissions, with guardrails for consequential actions.

  3. Approval and exception routing

    Route decisions and exceptions to the right people.

  4. Evaluation, logs and monitoring

    Track activity, keep logs and monitor performance.

Questions

Asked before deciding.

Automation removes steps from a fixed process. An agent is given an objective and approved tools, and works out the steps: it can research, prepare and carry out a defined task across systems, with a person controlling the consequential actions.

Work inside real systems: APIs, the CRM, email, internal databases and voice. Receive a task, use the tools it has been given, obtain approval where required, and complete the task or hand it over — with a log of every action it took.

Limited permissions and explicit approval points. The agent can only use the tools and take the actions it has been granted, and anything consequential — sending, paying, changing a record that matters — waits for a person.

It is routed to a person. Exceptions and decisions outside the agent's brief have a handover route designed in from the start, and we show the approval point and an exception in the demo, not just a perfect run.

Yes. Every action is logged and monitored, so you can review what the agent did, why, and where it stopped for approval. An audit trail is part of the build, not an optional extra.

Your CRM, application, email, databases and the APIs of the tools you already run. The agent's output becomes part of an existing working process rather than a separate place your team has to check.

Evaluation against real examples of the task, plus monitoring in use. The agent starts with a narrow brief that can be measured, and its scope is widened only when the results say it should be.

What starts the task, which tools it uses and which decisions must stay with your team. The clearer the boundary between what the agent may do and what a person must do, the faster the build goes.

Wherever your compliance requires. Data residency and access are designed first, and the model and tools are chosen to fit that constraint rather than the other way round.

Which multi-step task needs support?

Discuss your AI agent

Tell us what starts the task, which tools it uses and which decisions must stay with your team.

  • Defined steps
  • Approved tools
  • Human approval
  • Logs

Balkaris®Technology meets human potentialOther capabilities

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