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An agent or simple automation?

We do not start with the name of a tool. We check one task, the available data and the risk. If simple rules are enough, we do not add an agent.

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One task to start

An agent makes sense when it has one job: organize leads or documents, route cases or track follow-up.

Clear data and rules

We define which data it can use, which steps it can take and when it should stop.

People handle exceptions

Unusual cases and important decisions go to a person who can review the result and decide what happens next.