AI Process Automation and AI Agents
AI process automation uses workflows, integrations and AI agents to complete repetitive business tasks — data entry, document processing, follow-ups, updates and reports — with human approval where judgement is needed. We start with an audit so you automate the highest-value work first.
Business Process Automation
Mapping a repetitive process, removing steps that add no value, and automating the rest with workflows and AI where it adds judgement.
What we deliver
- Process discovery workshop
- Automation opportunity map with priorities
- Workflow build in n8n, Make or custom code
- Exception handling and human approval steps
- Run-book and handover
What we measure
- Hours of manual work removed
- Error rate
- Cycle time per task
AI Agents
Software assistants that use large language models to complete multi-step tasks — answering, looking up data, drafting, updating systems — inside limits you define.
What we deliver
- Use-case definition and guardrails
- Agent design with tools and data access
- Testing against real examples
- Human-in-the-loop review where needed
- Monitoring of quality and cost
What we measure
- Tasks completed without hand-off
- Accuracy on test sets
- Cost per task
AI Chatbots
Website and WhatsApp chatbots that answer from your approved content, qualify visitors and hand over to your team.
What we deliver
- Knowledge base from your approved content
- Lead qualification questions
- Hand-off to a human with full context
- Analytics on questions and drop-off
What we measure
- Questions answered
- Qualified leads captured
- Hand-off rate
Document Automation
AI-powered OCR and data extraction for invoices, purchase orders, forms and KYC documents, validated and pushed into your systems.
What we deliver
- Document classification and field extraction
- Validation rules and confidence thresholds
- Review queue for low-confidence items
- Export to ERP, accounting or sheets
What we measure
- Documents processed per hour
- Extraction accuracy
- Manual data entry removed
WhatsApp Automation
WhatsApp Business Platform automation for instant replies, lead capture, reminders and follow-ups, synced with your CRM.
What we deliver
- WhatsApp Business Platform setup via an approved provider
- Message templates and opt-in flow
- AI-assisted replies and routing
- CRM sync and reporting
What we measure
- First response time
- Conversations to qualified leads
- Follow-up completion
CRM and Workflow Integration
Connecting your website, ads, WhatsApp, CRM, accounting and internal tools through APIs so data moves once and stays consistent.
What we deliver
- Systems and data-flow map
- API integrations and webhooks
- Data clean-up and deduplication
- Dashboards across systems
What we measure
- Duplicate data entry removed
- Sync errors
- Report preparation time
Rule-based automation vs AI chatbot vs AI agent
| Aspect | Rule-based automation | AI chatbot | AI agent |
|---|---|---|---|
| What it does | Follows fixed if-this-then-that rules | Answers questions in a conversation | Plans and completes multi-step tasks using tools |
| Handles unstructured input | No | Yes, text questions | Yes, text, documents and data |
| Takes actions in your systems | Yes, predefined actions | Limited | Yes, within limits you set |
| Best for | Predictable, high-volume steps | FAQs, lead capture, support | Research, triage, drafting, updates |
| Human oversight | Exceptions only | Hand-off when unsure | Approval steps for sensitive actions |
From first call to measurable results
Six steps, the same on every engagement, so you always know what happens next.
Discover
We learn your goals, numbers, tools and bottlenecks.
Strategize
We prioritise the few changes with the biggest expected impact.
Design
Customer journeys, workflows and pages are mapped before build.
Develop
Our engineers build, integrate and test.
Automate
Repetitive steps are handed to workflows and AI, with human checks.
Optimize
We measure, report monthly and improve what the data shows.
Frequently asked questions
What is business process automation?
Business process automation (BPA) uses software to carry out repeatable steps in a process — moving data, sending messages, creating records, routing approvals — so people don't have to do them by hand.
What is the difference between BPA and RPA?
Robotic Process Automation (RPA) mimics clicks and keystrokes in existing screens. BPA usually connects systems through APIs and redesigns the process. We prefer API-based automation because it is more reliable, and use RPA-style tools only when a system has no API.
Is it safe to let AI agents act in our systems?
Agents get only the permissions a task needs, sensitive actions require human approval, and every action is logged. We test agents on real examples before launch and monitor quality and cost afterwards.
Do we need the WhatsApp Business Platform?
For automated, high-volume messaging, yes. It requires a verified Meta Business account, approved message templates and customer opt-in. We handle the setup through an approved provider; Meta's per-message charges are billed separately.
Which tools do you integrate with?
Common ones include Zoho, HubSpot, Google Workspace, Microsoft 365, Tally and other accounting tools, Shopify, WooCommerce and custom databases — anything with an API, and many tools without one.
Request an Automation Audit
Share a few details and we'll come back with questions, a short assessment and suggested next steps.
