Opening page…
Opening page…
We understand the work, agree a useful scope and build with your team. You know what the agent should do, what it can access and when a person needs to step in.
We follow a real task across your inbox, records and team. The aim is to remove repeated effort without creating a bigger queue for the next person.
↳ A clear first jobNext step ↓Agree its role, approved information, tools and limits. Define what a good result looks like before chargeable work begins.
↳ A role your team can reviewNext step ↓Check the connections and give the agent only the access its role needs. Reading information and changing it are separate decisions.
↳ Useful, scoped connectionsNext step ↓Check ordinary tasks, missing information and unavailable tools. Your team reviews the output, including when the agent asks for help.
↳ Evidence before rolloutNext step ↓Start with the agreed workflow, clear ownership and a way to step in. Support, running costs and review arrangements are agreed for your project.
↳ A controlled first releaseNext step ↓Review where effort was saved and where the work still slows down. Test changes before giving the agent more responsibility.
↳ Improve from real feedbackExplore the agent design ↓Cortex is how we organise an agent’s knowledge, tools and approval rules. For several agents, it also defines what context can pass between them.
Prepare a complete bid draft so your team can focus on the decisions.
We test typical work and the awkward requests: missing documents, conflicting information, a tool that is unavailable or a decision outside the agent’s authority.
Your team reviews the output. We agree the escalation route, what activity records are needed and how changes will be tested before the agent is relied on.
Review whether the agent reduces the effort involved and whether the next team can handle the work it passes on. Improve the role based on evidence.
Support, ownership, access and ongoing running costs are agreed for your project. New responsibilities are scoped and tested before they are added.
See the control principles →
Bring a real example of work that takes too long. We map the steps, agree the boundaries and test the agent before it takes on that job.
Tell us where the work gets stuck. We’ll help you find a useful place to start.
Book a consultation