What Our AI Agents Actually Do for SMEs (Examples Included)
These are some of the agent workflows we build. The point isn’t “automation for its own sake”. The point is this:
An agent doesn’t just answer. It runs a process.
It watches inputs, makes decisions using your rules, uses tools, escalates when needed, and logs what happened.
1) The Inbox Operator (multi-channel command centre)
What it does: Monitors email/forms/WhatsApp-style inputs, extracts intent, prioritises, routes, and initiates the correct workflow.
Example: A message arrives: “Need a quote today, delivery Friday, invoice to HQ.” The agent classifies it as urgent, pulls the client record, checks constraints, creates the job, drafts the response, and escalates only the decision points.
2) The Sales Coordinator (from lead to signed without the chaos)
What it does: Qualifies leads, collects missing info, builds proposals, schedules follow-ups, and keeps CRM clean.
Example: If a lead stalls, the agent triggers a follow-up sequence based on behaviour (opened/not opened/replied), updates pipeline stages, and alerts sales only when a human move is needed.
3) The Quoting Engineer (rules-based pricing + sanity checks)
What it does: Builds quotes using your pricing rules, validates assumptions, flags risk, and prepares versions.
Example: A request includes unusual quantities or terms. The agent generates the quote, adds a “risk flag” note, and routes it for approval before it goes out.
4) The Order & Delivery Controller (from “message” to “movement”)
What it does: Converts inbound orders into structured orders, validates availability/constraints, triggers fulfilment steps, and manages exceptions.
Example: An order comes in with ambiguous items. The agent asks one clarification question, then proceeds—creating pick lists, notifying dispatch, and updating the customer with ETAs.
5) The Client Verification Gatekeeper (risk control, done properly)
What it does: Runs pre-flight checks before you accept work: client status, payment history, contract terms, required documents, approval thresholds.
Example: New client requests credit terms. The agent flags missing verification, requests required info, and prevents onboarding until checks pass (with a full audit trail).
6) The Operations Watchtower (monitoring + early warnings)
What it does: Watches your systems for drift, delays, anomalies, and exceptions—then acts or escalates.
Example: Late deliveries spike in one route. The agent detects the pattern, compiles evidence, alerts ops, and suggests the top likely causes based on the data.
7) The Knowledge + Policy Enforcer (answers, but with rules)
What it does: Responds using your internal knowledge, but also enforces policy boundaries: what it may say, do, and approve.
Example: Staff asks for a refund exception. The agent checks policy, asks for required justification, and routes to the approver with the right context.
8) The Paperwork Assassin (docs, forms, compliance packs)
What it does: Assembles documents, fills templates, checks completeness, and prepares audit-ready packs.
Example: For onboarding or compliance, the agent gathers the right docs, checks expiry dates, flags missing items, and produces a neat client pack with versioning.
9) The Finance Shepherd (money without madness)
What it does: Matches invoices/orders, flags discrepancies, prepares chasers, and produces weekly cashflow signals.
Example: It detects repeat late payers, proposes tighter terms, and escalates when thresholds are breached.
10) The “Mini COO” (cross-functional task runner)
What it does: Orchestrates multi-step workflows across departments with approvals and logs.
Example: New project signed → onboarding → access → kickoff → reporting cadence. The agent creates the tasks, assigns owners, checks progress, and nags politely (relentlessly).
What makes these agents (not glorified chatbots)
- They use tools (CRM, inbox, docs, databases, ticketing, reports)
- They follow workflows (not just prompts)
- They operate with risk controls (permissions, approvals, audit logs)
- They handle exceptions (and escalate properly)
- They produce traceable outcomes (not just nice text)
P.S.
These are just a sample. If your business has repeating processes, messy inputs, and too many hand-offs, we can usually automate a meaningful chunk of it—safely.