Home/Business Automation/AI Agents
AI AGENTS / BUILT AROUND A DEFINED TASK
Turn enquiries, internal requests and knowledge searches into defined workflows, with approved information and human review.
No technical brief needed. Start with one repeated task.
EXAMPLE: AN INCOMING SALES ENQUIRYILLUSTRATIVE AGENT WORKFLOW
01 / INPUTRead the enquiryCheck the request and relevant context.
↓
02 / SUGGESTSuggest the right ownerUse your agreed routing criteria.
↓
03 / APPROVEYour team approvesA person reviews the recommendation.
One job. Clear permissions.Escalation when the agent reaches its limits.
Creative partnerships across the wider Webytag team.
Names represent wider Webytag partnerships, not AI agent projects specifically.
SPACE FOR THE PROOF
Space for approved client projects. These examples remain placeholders until real delivery details and outcomes are supplied.
PROJECT PLACEHOLDER
ENQUIRY TRIAGE
Client name to be added
PROJECT PLACEHOLDER
INTERNAL OPERATIONS
Client name to be added
PROJECT PLACEHOLDER
KNOWLEDGE ASSISTANCE
Client name to be added
Placeholder projects. Approved client details and outcomes will replace this content.
START WITH THE FRICTION
An agent is useful when the job, information and permitted actions can be defined. Start with the work your team repeats.
Your team reviews enquiries, documents or requests before deciding the next step.
People move information between systems and check the same rules along the way.
The workflow needs a clear route for uncertain answers, missing data and sensitive actions.
PRACTICAL STARTING POINTS
We scope the workflow around a useful task, the information it can access and the actions it is allowed to support.
01
Review incoming enquiries and suggest a useful route for your sales team.
WHAT WE PLAN
Agreed lead fields, routing criteria and owner notification.
WORKING TOWARDS
A reviewable recommendation, with an escalation path.
02
Support repeatable internal tasks that need context before the next step.
WHAT WE PLAN
Approved inputs, connected tools and action permissions.
WORKING TOWARDS
A defined workflow with checks at important decisions.
03
Help the team find and use information from an approved knowledge source.
WHAT WE PLAN
Reviewed documents, answer boundaries and source references.
WORKING TOWARDS
Useful assistance with a route to human review.
04
Prepare a structured summary so a person can continue the work.
WHAT WE PLAN
Required context, handover rules and the receiving team.
WORKING TOWARDS
A clear next step when the agent cannot safely proceed.
WORKFLOW CONCEPTS
Illustrative agent workflows. Each is scoped around approved information, permissions and a human handover.
Review an incoming request, apply the agreed criteria and pass a recommendation to a person.
What makes it work: Approved criteria, relevant contact details and a clear lead owner.
Discuss an agent workflow like this → →Support a routine task with checks before an agreed action is taken.
What makes it work: Approved system access, clear action limits and a review owner.
Discuss an agent workflow like this → →Find relevant information and prepare a response with a handover when confidence is insufficient.
What makes it work: Reviewed knowledge, answer boundaries and a human handover route.
Discuss an agent workflow like this → →WORKFLOW DESIGN / RIGHT APPROACH
Choose the simplest useful approach for the task.
If a fixed rule handles the job reliably, conventional automation may be enough. We review whether interpreting language or context adds a useful reason to include AI.
WORKFLOW DESIGN / HUMAN CONTROL
Human review belongs in the workflow design.
Agree what the agent can access, what it can propose or do, when approval is required, and which exceptions go directly to a person.
These are illustrative workflow concepts, not completed client case studies or verified performance results.
CLEAR BEFORE WE CONNECT
The scope includes the agent’s job, its knowledge, its permissions and how your team reviews and owns the workflow.
Agree one job, the expected outputs and the boundaries.
DELIVERABLE
Agent workflow brief
Review source information, tool access and integration feasibility.
DELIVERABLE
Knowledge and access plan
Define permitted actions, review points and escalation routes.
DELIVERABLE
Control and escalation rules
Check normal inputs, unclear requests and failure paths.
DELIVERABLE
Agent workflow for review
Document the workflow, ownership and day-to-day use.
DELIVERABLE
Handover guide
Agree how errors, changes and ongoing support are handled.
DELIVERABLE
Agreed support plan
Tools, knowledge and permissions shape the scope.
AI responses can be wrong. We scope suitable review and escalation controls. Software subscriptions, model usage, integrations and ongoing support costs are clarified in the proposal.
CLARITY AT EVERY STAGE
Define the task, agree the boundaries, test realistic scenarios and hand over a workflow your team understands.
DISCOVER
Understand the task, people, tools and available information.
WHAT WE NEED FROM YOU
Share how the work happens today.
YOU LEAVE WITH
A workflow brief
DESIGN
Agree inputs, knowledge, permissions and review points.
WHAT WE NEED FROM YOU
Confirm the rules and access.
YOU LEAVE WITH
A defined scope
BUILD
Test normal requests, unclear inputs and failure paths.
WHAT WE NEED FROM YOU
Review scenarios with your team.
YOU LEAVE WITH
A tested workflow for review
HANDOVER
Document ownership, use and agreed support.
WHAT WE NEED FROM YOU
Confirm who owns the workflow.
YOU LEAVE WITH
A handover guide and launch plan
Tell us what repeats, which tools you use and where it gets stuck. We’ll discuss a practical starting point and define the scope with you.
No technical brief needed.
CLIENT FEEDBACK
Feedback from wider Webytag projects, sharing what it’s like to work with our team.
Support & problem-solving
“Loved the way how they have handled my problem”
Startup collaboration
“highly professional and commited team”
Website & graphics
“loved their works”
Short excerpts from published client feedback.
BEFORE THE FIRST CONVERSATION
Task scope, tool access, AI limits, costs and ownership. Get the practical details before you enquire.
You don’t need a technical specification. Tell us where the work gets stuck.
We’ll help you think through the right scope.
We start with a defined task such as reviewing enquiries, supporting an internal process or preparing a knowledge-based response. Its useful scope depends on the available information, connected tools and permitted actions.
A chatbot is designed around a conversation. An agent workflow may also use approved tools or prepare actions to complete a defined task. We first assess whether a chatbot, fixed-rule automation or an agent is appropriate.
We review the available APIs, permissions, data and platform plans before agreeing integration scope. Feasibility, access requirements and any additional services are clarified before the build.
AI output can be incorrect. We agree review points, limits and escalation routes, then test normal and failure scenarios. Sensitive decisions and actions need appropriate human control.
Cost depends on the workflow, source information, integrations, permissions and testing involved. Model usage, software subscriptions and ongoing support are clarified separately in the proposal.
The agreed scope defines the workflow, documentation, account access, ownership and handover. Monitoring, updates and ongoing support arrangements are agreed before launch.
START WITH ONE DEFINED JOB
Tell us what your team repeats, which information it uses and where a person needs to stay involved. A simple description is enough to start.
PREFER EMAIL?
PREFER A QUICK CHAT?
Understand your current process and the outcome you need.
Review the tools, connections and rules involved.
Agree a scoped proposal before implementation begins.
Describe the task. We’ll help assess the right approach.
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