AI agents for business operations

AI agents for business operations. For work that needs more than rules.

We build AI agents that read requests, pull data from your systems, decide the next step and act on it, and pass anything outside their remit to a person.

Each agent is connected to your ERP, CRM and internal tools, grounded in your data with RAG, limited by explicit guardrails and eval-gated every release.

Clear boundaries

What an AI agent does, and what it doesn't

What the agent does

  • Reads and classifies incoming requests, emails and documents
  • Retrieves data from your systems and documents, and cites its sources
  • Compares records and flags discrepancies
  • Drafts replies, summaries and next actions
  • Updates tickets and CRM records it has permission to change

What the agent doesn't do

  • Approve payments or post financial transactions
  • Use any tool or data you have not connected to it
  • Guess when context is missing: below the confidence threshold, it escalates
  • Ship a change that fails the evaluation set
  • Act without a trace you can replay and audit
Where agents work

What business tasks can AI agents handle?

Agents work best on tasks where people read variable information, gather data from several places and coordinate the next step.

01

Finance and accounting

Information-heavy finance work, prepared for your team to approve.

  • Compare invoices with POs and supporting documents
  • Flag discrepancies and missing information
  • Prepare reconciliation summaries

Payments and postings stay with your finance team.

02

Customer service and internal support

Answers and actions grounded in your own data.

  • Understand requests and pull customer and order data
  • Answer from your documentation with RAG and cited sources
  • Create or update tickets and escalate the rest

Below the confidence threshold, a person takes over.

03

Operations, procurement and supply chain

Coordination across orders, suppliers and stock.

  • Track order, delivery and supplier status
  • Investigate inventory vs order discrepancies
  • Summarise exceptions and notify the owner

Every tool call is logged and replayable.

In production

An AI agent we run in production

OctoLabs · Support copilot

A support agent that resolves tickets from the knowledge base and hands the rest to people

The agent reads each incoming ticket, retrieves answers from OctoLabs' documentation with RAG, replies with cited sources and escalates to the support team when confidence is below the threshold.

  • RAG over product documentation and past tickets
  • Confidence threshold decides reply or escalation
  • Every release scored against a held-out ticket set
47%
of support tickets deflected
RAGGuardrailsEval-gatedObservability
Agent vs automation

How are AI agents different from traditional automation?

CapabilityTraditional automationAI agent
Fixed rulesYesYes, when a rule is enough
Variable input (emails, PDFs, free text)LimitedReads and interprets it
Choosing the next stepFollows a predefined pathDecides from context, using only its tools
Data from several systemsThrough configured integrationsCalls connected tools and RAG
Unexpected inputFails or needs a predefined branchHandles it or escalates below the threshold
Architecture

How do AI agents work with your existing business systems?

An agent is only useful when it can reach the data and tools its task needs, and nothing more.

Model

Claude, GPT or open-weight models, chosen per task on quality, latency and cost.

RAG over your data

Hybrid retrieval over your documents and databases, with cited answers.

Tools and integrations

Scoped API access to your ERP, CRM, accounting and ticketing systems.

Orchestration

LangGraph or first-party SDKs, with state persistence and replay.

Guardrails

Permission scopes, confidence thresholds and human approval on high-impact actions.

Observability and evals

Traces for every tool call, drift monitoring and eval-gated releases.

How we work

How 7code builds AI agents for business operations

01

Use-case assessment

We pick one operational task, map how it runs today and decide which steps need a person.

02

Agent design

We define the agent's tools, data sources, permissions, guardrails and escalation rules.

03

Build and integration

We build the agent and connect it to your systems through scoped APIs.

04

Eval-gated release

We build a held-out evaluation set from your real requests. A failing score blocks the deploy.

05

Run and observe

Traces, drift monitoring and access logs in production; we improve the agent from real usage.

Frequently asked

Frequently asked questions about AI agents for business operations

What is an AI agent in business?

A business AI agent is software that reads information, decides the next step and takes action in your systems through the tools it is given. Unlike a chatbot, it does work: it retrieves records, compares documents, updates tickets and prepares decisions for people to approve.

What is the difference between an AI agent and an AI chatbot?

A chatbot answers messages. An agent also retrieves data from connected systems, calls tools, takes the actions it is permitted to take and coordinates multi-step work. What it may do is set by its tools, permissions and guardrails.

Can AI agents connect to our existing ERP and CRM?

Yes, through their APIs or other integration interfaces. The agent gets scoped access: it can read and change only what its task needs, and every call is logged.

Can AI agents automate finance and accounting tasks?

They handle the information work: invoice analysis, document comparison, reconciliation support and exception flagging. Payments, postings and approvals stay with your finance team.

Are AI agents safe to use in business operations?

They are as safe as their guardrails: scoped permissions, human approval on payments and other high-impact actions, audit logs, and an evaluation set every release must pass. Agents still make mistakes, which is why every action is traced and reviewable.

How much does it cost to develop a custom AI agent?

It depends on the task, the number of systems the agent connects to, data access, security and testing. A focused agent for one operational task is a very different scope from a multi-agent system across departments, so we assess the use case before estimating.

Put AI agents to work in your operations.

If your team spends hours gathering information, investigating exceptions or coordinating tasks across systems, an agent can take on part of that work.

Tell us which task you want to improve, how it works today and which systems are involved.

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