How fast do we see results?

We review processes and data first, then plan a focused pilot. The schedule and success criteria are agreed after discovery.

How can AI support our team?

We aim to reduce repetitive data entry, information retrieval and drafting, while clearly defining the team’s responsibilities for decisions and review.

What is an AI agent, and how is it different from a chatbot?

An AI agent can carry out defined tasks using approved tools and permissions. We configure rules, data access and approval requirements for the intended use case.

Does it integrate with our existing systems?

We review the APIs, data access and security requirements of existing systems before planning integrations and limiting access and action permissions.

Which departments do you build agents for?

We support records and follow-ups in sales and CRM, data comparison and report drafts in finance, and knowledge access and process tracking in operations and HR. Scope depends on data, integration and approval needs.

AI and automation designed for your workflows.

We develop AI assistants for sales, support and operations, defining data sources and approval steps before testing the solution in a focused pilot.

Request a proposal What we do

Example of how the service works; data is illustrative.

Opportunity map

Identify suitable tasks for automation.

Our process review maps tasks, responsibilities and estimated time requirements. The example below shows how we assess automation opportunities.

Quote preparationSales team

9 h

Replying to customer emailSales team

6 h

CRM data entrySales assistant

4 h

Field visitsSales lead

8 h

per week

Figures are illustrative; the real map is built for your departments after discovery.

Service scope

Assistants and automation for your team.

We define the process, data sources and approval steps, then test the implementation within those boundaries.

CRM & Sales Agents
We design steps such as enquiry classification, CRM updates, follow-up reminders and proposal drafts around your existing systems. We restrict write and send permissions and require team approval for critical actions.
- CRM
- ERP
- Email
- API
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- Smart lead scoring: Site behaviour, past emails and sector data are combined to find the deals most likely to close.
- Personalised outreach: Email drafts are tailored to each prospect’s history, with a suggested send time.
- Automatic CRM updates: Call notes and recordings are summarised into deal stage, sentiment and next-step fields.
- System integration: The agent connects to your ERP, CRM, SQL, Slack, email and APIs.
Finance & Accounting Agents
We assess recurring tasks such as invoice matching, data comparison, exception lists and report drafts for automation. We validate outputs with your finance team, which retains responsibility for decisions and approvals.
- ERP
- SQL
- Email
- Slack
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- Invoice matching: Records are compared against defined rules and discrepancies are flagged for review.
- Anomaly checks: Unusual records are presented for assessment by the finance team.
- Report drafts: Periodic reports and scenarios are prepared from approved data sources.
- Access and approval: Data-processing terms, access permissions and review responsibilities are agreed at the outset.
Operations & HR Agents
We build knowledge assistants that help teams access HR and operational documents. We plan order transfers, stock alerts and supplier correspondence drafts according to the integration capabilities of your existing systems.
- ERP
- Slack
- Email
- API
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- Knowledge assistant: Answers are prepared using approved company documents as sources.
- Stock and order tracking: Threshold alerts and operational reports are generated from available data.
- Business rules: Automation is configured for company workflows and permission boundaries.
- Controlled actions: Defined approval rules apply to actions such as sending messages and updating records.
Customer Support Assistants
Most of a support queue is the same questions and order-status lookups. The assistant answers from company documents and checks the order system for status; complaints and exceptions go to a specialist.
- Email
- Slack
- CRM
- API
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- Document-grounded answers: The assistant answers from company documents and shows its source.
- Order status: It connects to the order system and tells the customer where their order is.
- Hand-off to specialists: Complaints and exceptions go to the right specialist, with priority, under defined rules.
- Living knowledge base: New answers given by specialists are added to the knowledge base.

Example interface: an internal knowledge assistant answers a staff question with its sources.

The BBCo difference

A system your team can put to use.

During the pilot, we review time savings, accuracy and exceptions together. Suitable processes are handed over with documentation, access rules and team training.

Why BBCo

Working rules alongside implementation.

We define data access, task boundaries and success measures for each automation, assessing pilot results for accuracy, time and adoption.

Data boundaries are agreed upfront.
Data flows, provider terms and access permissions are reviewed before implementation to select suitable infrastructure.
Configuration for your workflow.
We configure the assistant with departmental documents, business rules and approval steps, then test its permitted actions.
Comparison before and after the pilot.
We compare task time, error and exception rates and team adoption before and after the pilot.

Challenges and our approach

Common business needs.

We review your current position, identify priorities and develop a plan for your needs.

We identify recurring CRM entry and follow-up tasks and automate suitable steps. We route incomplete or conflicting data for review and retain required approvals for messages and record changes.

Incoming request read, CRM record created
Lead scored and queued
Follow-up drafted, sent on approval

Process

How we work.

We review the process first, then start with a focused pilot. Scope and data readiness determine the schedule.

Discovery
Review
We speak with teams, review processes and data sources, and identify suitable work for a pilot.
StartPilot
Deliverable
Opportunity map
Pilot
Build
We build a small pilot and measure accuracy, time and the need for human review.
PilotReview
Deliverable
Tested workflow
Rollout and training
Training
We deploy the approved solution with access controls, documentation and training, then monitor its performance.
ReviewHandover
Deliverable
Usage guide and team traininghandover done

Who it fits

Who we can help.

If one of these sounds like you, let’s define the scope together in a first call.

Request a proposal

Companies that want AI but don’t know where to start
Leaders who bought tool licences nobody uses
Growing companies slowed down by repetitive operations

FAQs

Frequently asked questions

If your question isn’t answered here, write to us through the form at the end of the page and our team will get back to you.

Ask your question

Before implementation, we agree where data will be processed, which providers receive it and retention terms. Infrastructure and access permissions are chosen around your requirements.