What is an AI agent, and how is it different from a chatbot or basic automation?

An AI agent takes a goal, reads context from your systems, decides the next step within rules you set, and acts across your tools. A chatbot mostly answers questions, and basic automation follows fixed if-then paths. An agent can handle variation in the work and knows when to hand a case to a person.

Do we need to replace our CRM, ERP or helpdesk?

No. Agents work inside the systems you already run and connect to them through their existing interfaces. There is no new platform for your team to log in to or manage.

How do you keep agents under control?

You define the rules, permissions and approval steps. Each agent only has access to the tools it needs, and every action is recorded with what the agent saw, decided and changed. Read more about Agent Governance.

Which workflow should we start with?

Start with a repetitive, high-volume workflow that has clear rules and a measurable outcome, such as inbound requests, scheduling, or overdue invoice follow-up. An AI Workflow Audit helps rank your candidates by value and feasibility.

Which systems can agents connect to?

We work with Salesforce, NetSuite, SAP Business One, Shopify, QuickBooks, WooCommerce, Zoho, Zuper, Attio and Twenty, among others. If you run something else, tell us and we will scope the connection.

What happens when an agent is not sure what to do?

It escalates to a person with the full context instead of guessing. You set the thresholds that decide when an agent acts on its own and when it asks for approval.

What are AI agent development services?

AI agent development services cover the strategy, design, build, integration and ongoing management of AI agents that complete tasks on their own inside your business systems. That includes choosing the workflow, selecting the language model, connecting your tools, adding guardrails and approvals, testing, deployment and monitoring.

How much do AI agent development services cost?

Cost depends on the number of workflows, how many systems the agent connects to, the quality of your data, and the level of ongoing support. A focused single-workflow agent costs much less than a multi-agent system across several departments. After a short discovery call we give you a scoped proposal with a realistic range.

How long does it take to build an AI agent?

A focused agent for one workflow can often go through audit, design and pilot in a matter of weeks. Multi-agent systems with several integrations take longer. We start with one workflow, prove it with your team reviewing results, and then extend to the next.

What is a multi-agent system?

A multi-agent system is a set of AI agents that each own a specific role and pass work to each other. For example, one agent reads an incoming invoice, another matches it to the purchase order, and a third updates the schedule. An orchestration layer coordinates the handoffs and keeps a record of every step.

What is RAG, and do AI agents need it?

RAG (retrieval-augmented generation) lets an agent search your documents, policies and records before it responds. Most business agents need it, because it keeps answers based on your own information instead of the model's general knowledge, and it reduces made-up answers.

How do you reduce AI hallucinations in agents?

We combine several controls: retrieval from your approved data, tightly written instructions, output validation, confidence thresholds, limited tool permissions and human approval for sensitive actions. Every run is logged, so errors can be found and fixed quickly.

AI email & document agent development

Turn every inbox into a workflow.

Agents that read emails and documents, pull out the data, reply within your rules and update your systems, so nothing waits in a queue.

See it in action

AI email & document processing

From messy attachments to clean, structured data.

Email and document agents read what lands in your shared inboxes and folders, understand what it is, extract the fields that matter, and take the next step in your CRM, ERP or helpdesk.

Most teams still rely on people to open every message, read every PDF and retype details into another system. Our email and document agents handle that work: classifying incoming mail, extracting data from invoices, purchase orders, contracts and forms, drafting replies, and routing exceptions to the right person. Every item comes with a confidence score and a record of what the agent did, so your team stays in control.

Inside the inbox

Pick a message and see what the agent does with it.

Sample messages showing how the agent classifies, extracts and acts, and when it hands over to a person.

What agents can read

Every document type in your inbox, handled.

Hover or tap a card to see what the agent extracts.

Invoices & bills

Supplier and customer invoices by email or upload.

Extracts

Vendor and invoice number
Line items and totals
Due date and PO match

Purchase orders

Orders arriving as PDFs, spreadsheets or plain email.

Extracts

Customer and PO number
Items, quantities, prices
Delivery dates

Contracts & NDAs

Agreements and amendments sent for review or filing.

Extracts

Parties and dates
Term and renewal
Clauses flagged for review

Forms & applications

Onboarding, claims and request forms, typed or scanned.

Extracts

Applicant details
Checkbox and field values
Missing information

Shared inbox emails

Support, sales and info@ mailboxes with mixed requests.

Does

Classifies and prioritises
Drafts or sends replies
Creates tickets and tasks

Attachments & scans

Images, scans and mixed files attached to messages.

Does

Reads text from images
Sorts and names files
Files them in the right place

You set the threshold

Automate the sure things. Review the rest.

Every extraction gets a confidence score. Move the slider to see how a threshold decides what the agent handles on its own and what goes to your team. See Agent Governance.

Auto-process when confidence is at least 85%

0 handled automatically0 sent to your team

Built for your inbox

Clear the queue without losing control.

Agents work in the mailboxes and systems you already use, and every action is logged.

Rules and permissions defined by you
A review queue for low-confidence items
An audit trail of every message and document
Connected to your CRM, ERP and helpdesk

Talk to us about email & document agents

Questions

Answers before you ask.

What is an AI email and document agent, and how is it different from email rules or OCR?

Email rules move messages using fixed conditions, and OCR only turns an image into text. An AI email and document agent understands what a message or file means, extracts the right fields, decides the next step within your rules, and updates your systems. It can also handle variation, such as a new invoice layout, and knows when to send an item to a person.

Which types of documents can the agent read?

Agents typically handle emails, PDFs, scans, images, spreadsheets and Word files, including invoices, purchase orders, contracts, forms and claims. We test with samples of your real documents before launch, so you know how each type performs.

Can the agent reply to emails automatically?

Yes, within the limits you set. Some teams start with draft-only replies that a person approves, then allow automatic sending for routine, low-risk messages. Sensitive topics such as complaints or refunds can always go to a person.

Which inboxes and systems does it connect to?

Agents work with shared mailboxes such as Microsoft 365 and Google Workspace, and connect to your CRM, ERP, accounting and helpdesk tools. See our integration services, and tell us if you run something else so we can scope the connection.

How accurate is data extraction, and what happens to low-confidence items?

Accuracy depends on document quality and layout, which is why we measure it on your own samples. Each extraction carries a confidence score. Items below the threshold you set go to a review queue with the agent's work attached, so a person only confirms or corrects.

How do you keep sensitive email and document data secure?

We limit each agent to the mailboxes, folders and fields in scope, log every action, and can mask sensitive fields where needed. Data handling follows your policies, and your security team should review the setup for your requirements.

Can it handle handwritten forms and poor-quality scans?

Modern models read many handwritten and low-quality documents, but results vary. We test with your real samples, and anything the agent cannot read reliably is routed to a person instead of guessed.

How much do AI email and document agents cost, and how long do they take to launch?

Cost depends on document volume, the number of document types, the systems connected and the level of ongoing support. A focused agent for one inbox or document type can often be piloted in a matter of weeks. After a short discovery call we give you a scoped proposal with a realistic range.