AI-agent setup and integration
An AI agent with a defined job. And clear boundaries.
An AI-agent project should specify which questions or tasks it can handle, what information it may use and when it must involve a person. We design the workflow around those decisions before connecting systems.
Discuss your projectIndividually scoped. Personally looked after.
The environment
Give the agent a defined job and clear operating boundaries.
An AI-agent project should specify which questions or tasks it can handle, what information it may use and when it must involve a person. We design the workflow around those decisions before connecting systems.
Knowledge and use case
Identify the approved documentation, common tasks and information owners. Decide how outdated or conflicting knowledge will be reviewed instead of assuming the agent always has the right answer.
A knowledge scope with named information owners.
Integrations and permissions
Map the channels and systems involved. Distinguish reading information from taking actions, and define which actions need approval or restricted credentials.
An integration design with explicit permissions.
Evaluation and handover
Test representative requests, uncertain answers and failure cases. Agree escalation paths, operating costs and the ongoing review needed before expanding the agent’s responsibilities.
An evaluation and escalation process before broader use.
Illustrative operating scenario
The agent is asked to change a customer record. Is it authorised?
A useful assistant needs to know the difference between answering a question and taking an action. We define that boundary before connecting it to business systems.
Check the permitted task
Identify the approved knowledge, user context and actions the workflow is allowed to handle.
Keep access proportionate
Use the access required for the agreed integration and distinguish read-only requests from changes needing approval.
Define the human handover
Agree how uncertain, unsupported or sensitive requests reach a person, and include those cases in evaluation.
Working together
Define the agent’s job before choosing the model
Every management engagement and project is scoped and quoted individually. We will listen to what you need and prepare a proposal for the work we agree to take on.
Discuss your projectWhat you bring
- Tasks to handle, approved knowledge and examples of real requests
- Systems to connect and actions requiring human approval
- Data boundaries, escalation contacts and evaluation criteria
What we agree
- A knowledge scope with named information owners.
- An integration design with explicit permissions.
- An evaluation and escalation process before broader use.
15+ years
Production Linux experience
Every engagement is bespoke and quoted individually. Any hosting is part of management.
Questions worth asking
Will the agent replace every human interaction?
That is not an assumption of the project. We define where automation helps and when a request must be passed to a person, including cases where the agent is uncertain.
Are model usage and integration costs part of scoping?
Yes. We identify the model provider, external services and expected usage so setup work and recurring operating costs can be discussed separately.