Skilled people doing clerical work
Your team spends hours copying data between systems, checking availability and sending confirmations.
An agent runs the process end to end and stops only on a genuine exception. You set the conditions under which it must not proceed; inside them it completes the work unattended, and every action it takes is written down.
The problem
Your team spends hours copying data between systems, checking availability and sending confirmations.
A lead that waits hours for a quote has often gone to whoever answered first.
When the person who knows the steps is away, the work stops or goes wrong.
Running today as Compass for a logistics operator. The client is under NDA, so the work is described by capability rather than by name.
How it works
Every step, every system it touches, and every point where a person makes a judgement today.
Price floors, approval thresholds and account rules. The agent never proceeds outside them.
CRM, ERP, email and any partner systems the process reads from or writes to.
Unattended inside the rules, handing exceptions to a person, with a full record of each run.
What it looks like running
Where it fits
Leads qualified, carrier capacity checked, slots booked and confirmations sent without a person driving each step.
Inbound requests qualified, quotes prepared and CRM records kept current automatically.
Orders, onboarding and approvals moved through their steps with exceptions flagged to the right person.