Agents that carry the work through.
An agent doesn’t just answer a question and stop. It takes on an ongoing, multi-step task, works through it inside the tools you already run, and keeps following it through — booking the next visit, chasing the confirmation, flagging what has changed.
06.0 — The problem this fixes
Some work isn’t a one-off — it comes round again, or it quietly shifts underneath you. A service was done and is due again in twelve months; an inspection needs rebooking; a standard the business has to meet gets updated. None of it fails loudly. It just depends on someone remembering, and when the business gets busy that someone is stretched. The visit never gets rebooked, the follow-up never goes out, and the change in the rules isn’t noticed until it becomes a problem. This is the ongoing, recurring work an agent is built to hold.
06.1–06.6 — What gets set up
Recurring-work scheduling — An agent knows a job or service was completed and when it’s due again on its cycle — six months, a year, whatever the commitment is. It books the next visit in and follows up as it comes round: a month out, a week out, and the day before to confirm. It suits any recurring commitment — servicing, inspections, renewals or regular check-ins.
Compliance monitoring — An agent tracks the standards and legislation a business has to meet — the rules specific to its industry, plus wider frameworks like British Standards, ISO or health-and-safety law — watches for changes, and checks the business against the current requirements. When something moves, it surfaces what has changed and what needs doing, so a rule change is noticed when it happens, not at the next audit.
Connected to the systems you run — Agents plug into the tools a business already uses — job management, CRM, calendar and comms — so they act on real data rather than a separate copy of it. Work the agent does shows up in the same place your team already looks, and nothing has to be re-typed across systems.
Software integrations around the agent — We build the connections that let approved information move between your CRM, job-management, booking, invoicing and communications tools, using the systems you already rely on where possible.
Approval gates on anything with risk — An agent works on its own for the routine steps, but where a step carries risk it drafts and a person approves — it never acts alone on those. You decide up front which actions run automatically and which wait for a sign-off, and that line is written down.
Testing and a plain-English handover — Each agent is tested against real scenarios before it goes live, so you can see how it behaves at each step. You’re left with a written explanation of what the agent does, what it decides on its own, and where a person stays in the loop.
Outcome — What changes
- Recurring visits and renewals get booked and followed up without anyone having to remember.
- Changes to the standards a business has to meet are surfaced when they happen, with what needs doing.
- The agent acts on the data already in your systems, so nothing is kept in a separate list.
- Routine steps run on their own; anything with risk waits for a person to approve it.
Q&A — Two practical questions
- How is this different from an automation?
- An automation runs a fixed step when something triggers it. An agent holds an ongoing task over time — it keeps track of what’s due, works through several steps, and follows up as things come round, rather than firing once and stopping.
- What can an agent do without asking us?
- Only what you agree to up front. Routine, low-risk steps — booking a recurring visit, sending a reminder, flagging a change — can run on their own. Anything with risk is drafted by the agent and approved by a person before it goes out.