Agents
Level 4/5
TriggerWebhook · new lead
ContextVector search · CRM
ReasoningPlans and decides
ActionsTool calls
Run loglead · 2048
triggerform.submitted · giorgos@attikonlogistics.gr
context3 sources · crm, pricing, case study12 ms
reasonqualified · 40 seats · Q4 · fit 92%840 ms
toolcrm.update_deal(stage: "Qualified")184 ms
toolcalendar.book(Tue 6 Oct, 10:00)240 ms
toolslack.post(#sales-greece)96 ms
We design, build and operate AI agents that finish real work, from qualifying leads to back-office operations, with clear limits on what they do without asking.
An agent is software that works towards a goal on its own: it reads a request, decides what to do, uses your tools to do it and reports back. The useful ones do one job well. We build agents around a single workflow at a time, such as qualifying inbound leads, triaging support tickets or preparing research briefs, and connect them to the systems your business and team already uses, with clear limits on what they may do without asking.
Our guide AI agents in production covers what it takes to run one safely.
Typical build
6wks
Eval cases per agent
200+
Most agent projects are one of four kinds.
| Agent | What it does | Typical tools |
|---|---|---|
| Sales assistant | Researches inbound leads, answers their questions, books meetings and updates the CRM | CRM, calendar, email, Slack |
| Support agent | Answers customers from your help centre and account data, and hands over what it can't resolve | Help desk, order and account systems |
| Operations agent | Reads documents and moves data between systems: invoices, onboarding, reporting | ERP, spreadsheets, internal APIs |
| Research agent | Gathers sources, compares them and writes a brief with citations | Web search, internal documents |
Inbound lead · Demo request
Giorgos NikolaidisFinance Director · Attikon Logistics
We're moving off spreadsheets before Q4. Do you integrate with our ERP, and what would 40 seats cost?
Trace · Illustrative data
Plan620 ms
Qualify the lead, answer both questions, offer a call
company.lookup210 ms
Attikon Logistics · 120 staff · logistics
crm.search90 ms
No open deal · 2 visits to the pricing page
Search docs12 ms
3 passages: ERP sync, pricing, case study
Draft reply1,400 ms
Answers both questions and offers Tue 10:00
Reply to Giorgos
Drafted
Hi Giorgos, yes: Timologion syncs invoices and payments with your ERP both ways.1 For 40 seats on the Growth plan it's €1,560 a month, billed annually.2 Would Tue 6 Oct, 10:00 work for a 30 min walkthrough?
Every agent runs the same loop: it reads the request, plans, calls a tool, reads the result and decides the next step, until the job is done or it needs a person. The scene follows one inbound lead through that loop: a look-up of the company, a check of the CRM, a search of the documentation, then a reply that answers both questions and offers a call.
Each step is logged with its inputs, its output and how long it took, so any decision the agent made can be traced afterwards.
Similarity search · Illustrative data
ERP integration · price for 40 seats
ERP integrationsHelp centre
0.91Pricing 2026Pricing sheet
0.87Haulier case studyCase study
0.74Security overviewHelp centre
0.41Onboarding guideHelp centre
0.33Context · Top 3 passages
1ERP integrations · Help centre
“Two-way sync with your ERP: invoices, payments and customers.”
2Pricing 2026 · Pricing sheet
“Growth plan: €39 per seat a month, billed annually.”
3Haulier case study · Case study
“Month-end close cut from nine days to four.”
Reply to Giorgos
Hi Giorgos, yes: Timologion syncs invoices and payments with your ERP both ways.1 For 40 seats on the Growth plan it's €1,560 a month, billed annually.2
Models don't know your prices, products or policies, and what they learned in training goes out of date. So the agent looks things up when it needs them. Your documents are split into passages and indexed by meaning, the question is matched against them, and the best few passages go into the model's context.
The reply cites the passages it used, so your team can check where each claim came from. When nothing relevant turns up, the agent says so instead of guessing.
Tools this agent can use
Least privilege
CRMcrm.update_deal
Read and writeVerified
Calendarcalendar.book
Book meetingsVerified
Slackslack.post
Post to #sales-greeceVerified
Emailemail.send
Send, with approvalVerified
Company datacompany.lookup
Read onlyVerified
Activity · One run
crm.update_deal(stage: "Qualified")
Allowed
calendar.book(Tue 6 Oct, 10:00)
Allowed
slack.post(#sales-greece)
Allowed
email.send(to: giorgos@attikonlogistics.gr)
Needs approval
crm.delete_contact
Not permitted
An agent acts through tools: functions with a name, a description and typed inputs that call your CRM, your calendar or your email. Each tool gets only the access its job needs, read-only where reading is enough and one named channel rather than the whole workspace. A call outside that list is refused, not attempted.
Where it fits, we connect tools through the Model Context Protocol (MCP), an open standard now governed under the Linux Foundation, so the same integration works across models and clients. Tool descriptions from third-party servers are treated as untrusted input, and every connection gets the narrowest scopes it needs.
Draft offerAttikon Logistics · Giorgos Nikolaidis
Growth plan · 40 seats
€1,326/mo€1,560/mo
DiscountAsk 15%
Agent limit 10%
#sales-greeceSlack
Dimitris Pappas
Today
Maria Antoniou
Sales assistantAppnow
Approve 15% for Attikon Logistics?
€1,560/mo → €1,326/mo
Annual contract · competing quote
Message #sales-greece
Above the 10% limit
Approved in Slack
Some actions should wait for a person: a discount above the agent's limit, a refund, a first email to a new contact. The agent prepares the action with its reasons and asks where your team already works, such as Slack, and nothing happens until someone approves it. As the agent proves itself in review and on the test set, its limits can rise step by step.
250 test conversations per run · Illustrative data
Model
Prompt
Sources
Temp.Temperature
Pass rate
ABCv1v2v3v435800.30.7100%90%80%Release gate 95%Shipped · 97%Before an agent ships, and after every change to its prompt, model or tools, it runs a test set of real cases with known good outcomes. Each answer is scored by code where it can be checked exactly, by a grading model where it can't, and by people for a sample. A change ships only if it clears the gate.
The chart shows one test set run across many configurations: most fall short, a few pass, and the best one ships.
Start with one workflow and a measured baseline, prototype on real cases, evaluate before go-live, then operate with review and monitoring. The agent's autonomy grows as its scores hold.
One workflow with clear inputs, outputs and a measured baseline.
A working agent on real cases within weeks, not months.
Accuracy, cost and failure modes scored before go-live.
Human review and monitoring from day one, and limits that widen as the scores hold.
A production agent, its integrations and knowledge sources, an evaluation suite, a review console for your team, and monitoring with runbooks. You own the prompts, the code and the data.
Models from several providers, chosen per task on the evaluation scores; retrieval over your documents and data; typed tools, connected through MCP where it fits; tracing, evaluation runs and cost monitoring in production.
Agents
Level 4/5
Data
Level 5/5
Engineering
Level 5/5
Quality
Level 4/5
Platform
Level 4/5
Answers to the questions we hear most often about agent projects.
A chatbot answers; an agent acts. An agent decides which steps to take and uses tools to take them, such as updating a record or booking a meeting, within limits you set.
Usually four to ten weeks for a first workflow: one or two weeks to map it and collect test cases, a prototype on real cases soon after, then evaluation and a supervised launch.
Every tool gets only the access its job needs, high-impact actions wait for a person to approve them, inputs are checked for instructions hidden in emails or documents, and every release has to pass the evaluation set first.
Yes. Agents act through the APIs your software already offers, and we build a connector where there isn't one. Where it fits we use the Model Context Protocol (MCP), an open standard that ChatGPT, Gemini, Microsoft Copilot and others support, so one integration works across models.
In the EU, yes: the AI Act requires that people are told when they're interacting with an AI system unless it's obvious, and that duty applies from 2 August 2026. We make the agent say so in its first message wherever it talks to customers or prospects.
Within the same rules your business. Consent rules for business email differ by country (Germany generally requires consent, France and the UK allow relevant B2B email with an opt-out), and in the US the CAN-SPAM Act applies to B2B email too. We build in the sender's identity, an opt-out, and approval for first contact.
The one that scores best on your test set at an acceptable cost and speed. We often pair a larger model for planning with smaller, faster ones for routine steps, and the agent can switch providers without a rebuild.
Against the baseline we agree at the start: response time, the share of work finished without a handoff, the error rate in review and the cost per task. The evaluation set runs again on every change.
We can operate it for you, with monitoring, evaluation runs and a monthly review, or hand it over with runbooks and train your team to run it.
All names, companies, people and figures in the examples and illustrations on this page are fictional and shown for demonstration only. They do not correspond to real clients, customers or results.