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AI agents for the work your team does.

Connect your knowledge and tools to focused AI assistants - for sales, support, content and operations - with people in control of the next step.

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Savo SalesBotExample
The task

We need a customer portal connected to our CRM.

Start with a web application and a scoped CRM integration. Confirm users, existing tools and the first workflow before estimating.

Example service catalogue
Illustrative agent workflow. No connected account or live AI call.

Different roles. A shared working standard.

Choose a role to see what it can prepare, the information it uses and where a person takes over.

Savo SalesBot

Talks to every visitor the moment they arrive, answers product questions, scores intent and books meetings straight into your CRM.

  • Trained on your product docs, pricing and FAQs
  • Lead scoring against your ideal customer profile
  • Calendar booking with routing to the right rep
  • Full conversation transcripts synced to your CRM
Explore Sales
Savo SalesBotExample
The task

We need a customer portal connected to our CRM.

Start with a web application and a scoped CRM integration. Confirm users, existing tools and the first workflow before estimating.

Example service catalogue
Illustrative agent workflow. No connected account or live AI call.

Useful intelligence needs clear boundaries.

The model is only one part of the system. Explore the information, permissions and review paths around it.

Illustrative system map. The final architecture is project-specific.
Relevant information

Select useful sources, respect access and make the supporting context available. Missing or stale information should be visible, not silently filled in.

Bounded actions

Specify what the system may read, prepare or change. Sensitive actions need the right permission and, where appropriate, a person's approval.

Evaluation & fallback

Test routine questions, incomplete inputs and difficult cases. Define when to ask, stop, retry or hand off rather than assuming every answer is correct.

An operating plan

Agree who reviews usage, handles incidents and maintains prompts, data or integrations. Monitoring, cost controls and review records depend on the deployment.

AI is not always the answer.

Clear rules may be simpler. Thin information may need attention first. For sensitive decisions, AI can prepare context while a qualified person decides.

Explore AI strategy

A clear path from idea to operation.

Start with a focused scope. Make the information, evaluation and operating responsibilities part of the work.

  1. Scope the job

    Define the workflow, the information it needs and the actions it is allowed to take.

  2. Connect the knowledge

    Prepare retrieval, integrations and access around your actual systems.

  3. Test the boundaries

    Evaluate useful answers, failure cases, approval steps and human handoff.

  4. Launch with supervision

    Start with agreed limits, review real usage and adjust the system with evidence.

Illustrative delivery stages. Scope and timing are agreed for your project.

A few things worth asking.

Practical answers about scope, information and what happens after the first build.

Timing depends on the workflow, the state of your information and the integrations involved. We define the first useful scope and the evaluation work before agreeing a delivery plan.

That depends on the agreed architecture and model providers. We review hosting, access, retention and provider terms with you. A private deployment may be appropriate, but data-location and confidentiality requirements need to be confirmed in the project scope.

We define permitted reads and actions, approval steps, escalation rules and review records. Sensitive actions can require a person to approve them. These boundaries are tested and revised with the team that operates the agent.

They can be connected within a workflow, with a defined responsibility and permission boundary for each part. For a straightforward task, one agent or a rule-based automation may be a better starting point.

No. When the rules are clear and the inputs are consistent, an integration or rule-based automation may be simpler. An agent is worth considering when a task needs language understanding, retrieval or tool selection, with a suitable review path.

The workflow should have an agreed fallback: ask for more information, stop an action, use a simpler route or hand over to a person. AI can still produce incorrect answers, so testing and ongoing review are part of the work.

AI project questions

Start with the work you want to change.

Tell us the task, the systems involved and where your team needs help. We’ll work out whether AI, automation or a simpler approach fits.

Or contact the team

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