Bespoke AI agent development
An AI agent is a system that chains steps, uses your tools and stops when a consequential action needs approval. We design these systems for your processes, with the permissions and controls you choose.
What triggers it
Message received
shared inbox
File dropped
watched folder
Every morning
07:00
breaks it down · calls its tools · stops at committing actions
memory · the case stays open from one run to the next
What it consults, and on what basis
CRM
read
Documents
read
Calendar
read · write
sending · editing a file · financial commitment
An agent is a system that can break a request into steps, chain actions and use tools, such as your inbox, your CRM or your documents. It does not replace a team member: it takes on the repetitive steps, under the rules you set.
In practice, an agent can prepare the work, gather the information and propose an action. When the decision commits your organisation, approval stays human. That boundary, set during framing, is what makes the system reliable and accepted by teams.
We build these systems, including agent harnesses, end to end: framing the process, choosing a local, hybrid or cloud architecture, integrating with your tools and documenting the rules. All of it is built for French SMEs and independent professionals, with data confidentiality as the starting constraint. Tell us about your process in a first conversation.
One task, followed from the message received to your approval
The mechanism does not change from one task to the next: something arrives, the agent gathers, it prepares, and it stops in front of you. Pick a task to see it run in full.
“Hi, could you tell me where things stand on the amendment requested last month?”
- client identified in the CRM
- contract and amendment retrieved
- status of the request checked
draft · 1 attachment · awaiting your approval
“Three visits a month across two sites, starting in September.”
- services matched to the catalogue
- missing information flagged
- standard terms carried over
2 lines to settle · discount to approve
Scanned document, no order reference.
- amount, date and supplier extracted
- matching order retrieved
- duplicate discarded
1 amount differs from the order · to be settled
The other tasks we keep seeing
Most projects start with one or two well-defined tasks.
- Answering routine emails
- The agent drafts replies to frequent requests based on your standard answers, and prepares the edge cases for your review before sending.
- Preparing quotes
- Starting from a brief or an exchange, the agent gathers the information, checks availability and produces a first structured quote.
- Extracting data from documents
- Invoices, contracts, supporting documents: the agent reads what comes in, extracts the useful data and reports it in your tools, with no manual entry.
- Chasing late payments
- The agent identifies overdue invoices, prepares a reminder that scales with how late the payment is, and follows the replies through to settlement.
- Drafting meeting reports
- After a meeting, the agent turns your notes into a structured report: decisions, actions, owners and deadlines.
- Filing and archiving documents
- The agent files incoming documents into the planned structure, applies the naming rules and flags what is missing.
- Updating the CRM
- The agent enriches contact records, logs recent exchanges and prepares the next sales actions.
- Preparing meetings
- The agent gathers the agenda, the related documents and a summary of open points, ready to use on the morning of the meeting.
- Qualifying incoming enquiries
- First-level reply to forms and messages: the agent checks the information, routes the enquiry to the right person and keeps the requester informed.
Capabilities designed for your processes
Each agent is configured for a precise scope: the tasks it handles, the tools it consults and the controls that bound its autonomy.
An agent does not do as it pleases.
Two tables, and they read together: what the agent is allowed to do before it starts, and what it did once it has finished.
Before — what is allowed
Each tool gets the rights the task needs, and no more.
| CRM | Messaging | Bank |
|---|---|---|
| allowed : read a record | allowed : read | denied : read |
| allowed : log an exchange | allowed : draft a reply | denied : modify |
| denied : delete | denied : send unsupervised | denied : pay |
Example. The actual split is decided during framing, tool by tool, and access can be revoked.
After — what it did
Every action can be logged, down to the second.
- 09:41:03message received
- 09:41:04CRM checked · customer record
- 09:41:05contract retrieved
- 09:41:07draft prepared
- 09:41:07approval requested
- awaiting human approval
Example. The agent stopped on its own: sending the message is a committing action, and it wasn't within its scope.
Documented choices, not a black box
Confidentiality is not a sales pitch, it is an architecture decision. Every project comes with precise documentation.
Three architectures, and what each one costs
The question is not “is the cloud dangerous” but “what is allowed to leave it”. Here are the three possible answers, with their trade-off.
Local
Everything stays on your machines.
Your documents
your machines
The agent
your machines
The model
your machines
Requires hardware and someone to run it. Open models that run on a single machine are more modest than the largest hosted models.
Hybrid
Sensitive data stays, the rest goes out.
Your documents
your machines
The agent
your machines
The model
depends on the data
Every piece of data must be ruled on individually. This is the longest scoping of the three, and the one that needs the most precise documentation.
Cloud
Nothing to host on your side.
Your documents
your machines
The agent
hosted
The model
hosted
The fastest to set up, and the only one where your documents pass through a third party's infrastructure. Reserve it for what you'd accept sending there.
Agents designed for your trade
The cases below are illustrative: every project starts from your real process, your tools and your constraints.
Accounting firm
- Receipt received
- Items matched
- File prepared
- Approval
An accounting firm could hand an agent the pre-sorting of invoice receipts before human approval: matching items, spotting duplicates and missing amounts, preparing files for the accountant.
Law firm or solicitor
- Contract received
- Clauses flagged
- Summary note
- Review
A law firm could use an agent for the first read of incoming contracts: flagging sensitive clauses, summarising the negotiation points and preparing the summary note for the solicitor.
Estate agency
- Enquiry in
- Criteria checked
- Viewing proposed
- Follow-up
An estate agency could delegate the qualification of incoming enquiries to an agent: checking criteria, preparing viewings and automatically following up prospects who have not replied.
Tradesperson or small business
- Quote request
- Details completed
- Estimate
- Slot proposed
A tradesperson could hand an agent the reply to simple quote requests: gathering the missing details, a first estimate based on the business's rates and proposing an appointment slot.
Industrial SME
- Order placed
- Dates checked
- Delay flagged
- Weekly update
An industrial SME could use an agent to track supplier orders: checking announced delivery dates, flagging likely delays and preparing the weekly updates.
Association
- Payment received
- Receipt sent
- Dues reminder
- List updated
An association could delegate membership administration to an agent: confirming payments, sending receipts, chasing overdue dues and keeping the member list up to date.
From framing to pilot, in four steps
We move in stages, to measure the value before investing in a rollout.
Step 1
Framing
- The process to handle, described step by step.
- The tools involved and the sensitive data.
- The approval rules, and written success criteria.
Step 2
Prototype
- A first agent on the chosen case, on real data.
- We test the results in a bounded pilot.
- You then adjust its behaviour with us.
Step 3
Rollout
- Integration with your systems and the controls put in place.
- Supervision and documentation of the system.
- Human approval, when the project provides for it.
Step 4
Follow-up and iteration
- The pilot's results reviewed with your team.
- The gap against the success criteria, noted.
- The configuration adjusted on an ongoing basis.
What we get asked before starting
Straight answers on scope, data and setting up a first agent.
Does an AI agent replace an employee?
No. An agent takes on repetitive, documented steps; it replaces neither judgement nor the client relationship. The goal is to free up time on low-value tasks and strengthen controls, not to cut headcount.
How long does a first agent take?
A first agent working on a bounded case takes a few weeks, framing included. The timeline mostly depends on the availability of your data and your tools, more than on technical complexity.
Do we need to know how to code?
No. Our approach is no-code: the agents are configured and set up by our teams, and your staff interact with them through simple interfaces, with no technical skill needed.
Where does our data go?
It depends on the architecture chosen: local on your servers, hybrid or cloud. The choice is made during framing, based on how sensitive the data is, and every flow is documented. No transfer is implicit.
How do we check the agent is not getting it wrong?
First through scope: the agent only takes the actions it is allowed to. Then through human approval on consequential actions, and finally through logging, which lets you audit every decision. The pilot exists precisely to check the results before widening the scope.
Can we start small?
Yes, and that is what we recommend. A pilot bounded to one or two tasks lets you check the real value before extending. The framing workshop is a good entry point for choosing your first use case.
Let's talk about the first task to hand to an agent
Tell us about the process that takes up your time. Together we identify the scope of a pilot, the access it needs and the approval rules.
To go further
Other formats complement this offer, depending on where you're starting from.
Workshop: frame and prototype an AI agent
Half a day in a group to choose your use cases, map your data and leave with a prototype, no technical background needed.
AI and automation audit
Two weeks to identify the tasks you can automate, whether they are feasible, and a 90-day roadmap with before-and-after measurement.
Process automation
Simple chains of actions to handle your repetitive tasks, alongside or ahead of AI agents.
AI agent training
Build your team's skills on AI agents and their business use, to frame your projects better and steer your teams.