01
Use case and sources
We define the task, users and usable documents. When sources need preparation or regular updates, we scope the required data pipelines.
- Source and access inventory
- Example requests and expected answers
Automate Bolder · Search, drafting and controlled actions
AI Agents & Assistants
AI agents and assistants for your business
Your needs
Start with a specific task.
Help your team find answers and prepare the next step.
Finding internal information, preparing a reply or qualifying an enquiry: we define a concrete use case before choosing a model and tools. The assistant uses authorised sources and operates within a scope your team can control.
Find information
Search a document collection and find sources that support an answer.
Quality depends on available documents, how current they are and access permissions. An answer should be able to identify its sources or acknowledge missing information.
Prepare content
Prepare a first draft of a reply, summary or document for review.
We define instructions, the expected format and what needs checking. Sensitive or customer-facing content can remain subject to human approval.
Prepare an action
Qualify an enquiry or propose an update in a business tool.
Reading and changing data require different permissions. Permitted actions, approvals and logging are defined before connecting the assistant.
What we deliver
An assistant that fits how you work.
02
Assistant and connections
We configure instructions, the interface and connections to your tools. Rules specify what the assistant may read, propose or execute.
- Instructions and action limits
- Human approval at agreed stages
03
Evaluation and monitoring
We test representative cases, including ambiguous requests and missing information. Monitoring covers answer quality, usage and costs.
- Evaluation cases
- Usage guidance and monitoring
How we work
Test usefulness before expanding.
We start with a limited scope and observable success criteria.
1. Define
Choose a task, its users and the situations to handle.
A general-purpose assistant is difficult to evaluate. Real examples let us compare its answers with the team’s expectations and identify tolerable or blocking errors.
2. Evaluate
Build a prototype and test its answers with your team.
We also examine refusals, unsupported answers and attempts to access information outside scope. One convincing example is not enough to decide on deployment.
3. Deploy and refine
Introduce access gradually, gather feedback and address observed limitations.
Documents, models and needs change. We define who maintains sources, reviews incidents and approves changes in behaviour.
Your questions about AI agents and assistants
What is the difference between an AI assistant and an AI agent?
An assistant helps a person search, understand or draft. An agent may also carry out a sequence of actions in tools. The terms cover varied uses; what matters is defining permitted actions, approvals and stopping conditions.
Will our information be used to train a model?
That depends on the provider, service and configuration. We review data use terms, retention, access and hosting before selecting a solution. Sensitive information to exclude or protect is identified during scoping.
Can all incorrect answers be prevented?
No. Controlled sources, instructions and testing reduce risk without eliminating it. The assistant should be able to state a limitation and refer to a person. Important decisions or actions that are difficult to undo need suitable checks.
Does our process need AI to be automated?
Not necessarily. If rules are stable and data is structured, workflow automation may be enough. AI is worth considering when a task involves language or variable information. We choose the approach based on the need and required controls.
Which task would you like to simplify?
Describe a concrete use case, the available sources and who would review the result.
This service is part of Automate Bolder. Explore related services: Workflow Automation · Data Pipelines.