AGENTS · OPERATIONS
Operations that move without pushing
Operations work is mostly the same loop: receive, check, register, notify, chase. An operations agent runs that loop for you, reading documents, updating statuses and flagging only what actually needs a decision.
What it does for you
- Processes documents: reads, extracts and files invoices, tickets and orders
- Keeps orders moving: status updates, tracking answers and delivery notifications
- Manages claims: registers them, routes them and keeps the customer informed
- Flags exceptions to your team instead of burying them in a queue
A week with it
A supplier emails an invoice. The agent extracts the data, checks it against the order, files it and schedules the payment reminder. A customer asks where shipment 4512 is and gets an answer in seconds. A claim comes in and lands registered, categorized, and on the right desk with a summary, before anyone had to read three PDFs.
What it needs to start
- The inbox, WhatsApp or system where the work arrives today
- Examples of the documents you process (invoices, orders, claims)
- The rules of the game: what gets approved automatically, what needs a person
First agent live in 14 days, narrow role first, more autonomy as it earns trust.
Frequently asked questions
Our processes are not written down anywhere. Is that a problem?
It is the normal starting point. We map how the work actually flows in a short session. Most operations run on habits, and turning them into explicit rules is half the value.
What error rate should we expect?
The agent works with confidence thresholds: what it is sure of, it processes; what it doubts, it sends to a human. You choose where that line sits, and the audit log shows every decision.