How we build an agent.
A delivery-change example: approved information, a defined role, human review, and a record of the result.
01 / 05
We learn your business
Start with the information needed for one task. In this example: a delivery policy, an order, and available route capacity.
Example inputs
Delivery policy — section 3
Rental order — R-2048
Friday route — 2 slots open
02 / 05
We give every agent a defined role
Agree what the agent can read and prepare. Here, it can check capacity and draft an update. A person approves delivery changes and credits.
Role card
Role: Dispatch Assistant
Can: draft updates, check capacity
Human authority: move deliveries, issue credits
03 / 05
It does the work
The agent checks the requested date and prepares a customer update for review.
Example preparation
Friday capacity checked
09:00–11:00 slot held
Customer update drafted
04 / 05
Human judgement controls the line
The prepared delivery change and customer update route to Maya, the Operations Lead. Her decision releases the action.
Awaiting approval. The action remains held.
Held for: Maya, Operations Lead
05 / 05
It shows its work
After approval, the agent makes the change and records what happened, when, and who approved it.
Example record
Order R-2048 — approved by Maya, 09:41 — logged
The ladder
How an agent earns more responsibility
The same way a new hire does—one proven step at a time.
- 01Studies approved sources
It reads the relevant context and cites what it finds. Action access comes later.
- 02Prepares drafts
It writes the reply, note, or draft and routes it to the owner.
- 03Acts with your yes
It prepares the real action and waits for an explicit approval, every time.
- 04Builds confidence in shadow
It runs alongside your team until its recommendations consistently match theirs.
- 05Earns routine tasks
Proven routine, low-risk work becomes part of its role and stays on the record.
Where human authority stays.
- Human approval controls outbound messages.
- Authorized people control money, records, and calendars.
- Every number points to a source.
- Every action stays inside the assigned role.
- Every completion claim carries proof.