Intelligence you can act on
Bring relevant information together and prepare a clear summary. Help people spot a change, compare options, or decide where to look next.
Deploy / Agents
Put an agent on the repeated work.
Give an agent a defined job, the context it needs, and clear limits. It can prepare, answer, or move work forward while your people keep the decisions that matter.
Useful work, with a person still in charge.
Who it’s for
For teams with a repeatable task, a clear owner, and a result they can check.
04 / 05A clear job, carried through
Build around the job you need done.
We start with what should happen when a request arrives. Then we choose the information, tools, and review steps that let an agent carry its part responsibly.
Answers with a useful next step
Help customers or colleagues find answers in approved material, collect missing details, and hand unfamiliar questions to the right person.
Work that keeps moving
Prepare records, draft messages, and route tasks across a defined process. Keep approval points visible before consequential actions happen.
Built around your working day.The ClickNectar approach
Give the routine a system. Give the exceptions a person.
A good agent has a specific job, a reliable source of information, and a clear place to stop. Your team brings the judgment, context, and care that the work deserves.
Find your kind of workHow we approach the work
Prove the job before expanding it.
A clear scope, an owner for each step, and a result we can review together.
What you take away- 01
Write the job description
Define the request, the expected output, the allowed actions, and when the agent must stop. Choose a person who owns the result.
- 02
Give it the right context
Connect the approved knowledge and tools. Establish access rules and make the source material clear enough to use reliably.
- 03
Test against real examples
Evaluate common tasks and awkward cases. Review accuracy, incomplete answers, costs, and handoffs before it touches a wider flow of work.
- 04
Launch with oversight
Begin within the agreed scope, review the outputs, and make exceptions visible. Expand its responsibility only when the evidence supports it.
An agent in practice
Get a request ready for a decision.
An illustrative workflow, not a client result. Urgent and exceptional cases follow rules agreed with the process owner.
The proposed approach
An agent gathers the required context and prepares a suggested next step. The manager reviews exceptions and approves actions that need judgment.
- 01Understand the request
- 02Prepare the next step
- 03Hand over for approval
The process changes. Your team stays in control.
Something you can use
What stays with you.
The work should leave your business in a better place. Here is what we agree and hand over as part of the scope.
A defined agent
A working agent for the agreed task, with clear instructions and boundaries.
Connected knowledge
Approved sources and tool access arranged around the job it needs to do.
A review set
Representative examples and acceptance checks to evaluate changes later.
Human handoffs
Approval points, escalation routes, and instructions for the people responsible.
Your accounts. Your work. A handover your team can use.
Meet the agents
Different jobs. The same care.
Start with the kind of work that needs a hand.
Intelligence
Intelligence Agents
Agents that analyze and turn the data you already have into an easy-to-read visual.
Explore this agent WorkflowWorkflow Agents
Agents that automate the workflows you’re doing manually.
Explore this agent ConciergeConcierge Agents
Employee agents that answer any customer inquiry 24/7.
Explore this agentWhat is an agent in plain language?
Software given a job and a set of rules. It can use approved information and tools to complete steps, rather than only return a chat response. Its scope and access are deliberately defined.
Can it send messages or change records?
It can if the agreed workflow and connected tools allow it. We define which actions require approval, which may run automatically, and what should cause the agent to stop.
What happens when it gets something wrong?
The design includes review checks and a route back to a person. Testing reduces avoidable mistakes, but AI output still needs oversight appropriate to the job. We make failures visible and use them to improve the system.
Who owns the agent?
You own the work we build for you, as set out in the agreement. We document the instructions, connections, and operation so your team can understand and maintain it.
Do we need all three types?
No. Intelligence, Concierge, and Workflow describe different kinds of jobs. Start with the one that addresses a real need; a useful first agent is better than a collection with no clear owner.
A useful next step
Give us the job description.
What arrives, what needs to happen, and who checks the result? That is enough to begin a useful conversation.
Scope first. A clear quote before the work begins.
Wherever you are in the work
Start here. Or start there.
Each offer stands on its own. We’ll help you choose the part you need.