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AI AGENTS

AI Agents built around the work your business actually needs done.

Digital One builds agents that can have conversations, collect information, retrieve knowledge, reason through defined processes, interact with business systems and take action.

Discuss an AI AgentSee What Agents Can Do
Customer InquiryCall, form, chat or email
AI AgentUnderstands
Responds
Takes Action
Updates CRMNew lead added
Schedules AppointmentFinds the right time
Sends ConfirmationEmail and/or text
More work gets done. Less manual effort.

A designed system with a defined job.

An AI Agent is more than a conversation. It combines a defined job, the right knowledge, business rules, tools it is allowed to use, actions it can take, and clear points where a person takes over.

A defined job

Start with the business problem, workflow and desired outcome. Define what the agent should do and what remains with people.

Knowledge and context

Identify the information the agent needs to understand requests and work within the business's rules.

Tools and actions

Connect the systems and approved actions required to move the work forward.

Human escalation

Define when uncertainty, judgment or intervention requires a person to take over.

Organized around the job.

Consider the requests, decisions and follow-up that move a business process forward.

Receive and understand requests

Collect relevant information and understand what a customer, lead or employee needs.

  • Customer and lead intake
  • Voice AI
  • Lead qualification

Move the next step forward

Connect conversations to defined business actions and follow-up.

  • Scheduling
  • Follow-up
  • CRM updates

Find and use information

Help people retrieve relevant information and work with available knowledge.

  • Research and information retrieval
  • Internal knowledge assistants

Support specialized workflows

Design an agent around a specific process, knowledge base or decision experience.

  • Specialized business workflows
  • Proprietary decision or knowledge experiences

The right connections for the work.

Tools, systems and knowledge work together in a controlled process.

That can include CRM records, scheduling, messaging, business information and internal knowledge. The design defines what the agent may access, which actions it may take and where business rules apply.

Connections and permissions are established as part of the implementation. The agent should have the access it needs to perform its defined role.

From request to action, with people in the loop.

What happens when the agent is uncertain?

Define the handoff before the agent goes into use, including when a person needs to review, decide or intervene.

  1. Receive

    A customer, employee or system initiates a request.

  2. Understand

    The agent determines intent and gathers missing information.

  3. Reason

    It applies business rules, context and available knowledge.

  4. Act

    It updates systems, communicates, schedules, routes or triggers the next step.

  5. Escalate

    A person takes over when judgment or intervention is needed.

Design it. Test it. Improve it.

Start with the work, not the technology.

  1. Understand

    Define the business problem, workflow and desired outcome.

  2. Design

    Determine what AI should do, what systems it needs and where people remain involved.

  3. Build

    Create the agent, workflow, knowledge, integrations and controls.

  4. Test

    Use real scenarios to expose gaps, edge cases and failure points.

  5. Improve

    Refine the solution based on actual use.

See AI in practice

What work could an AI Agent help with?

Start with the problem, process or opportunity. Digital One can help determine what AI should do, what people should do and what is worth building.

Discuss an AI Agent