[ WHITEGATE AI / SOLUTION 03 ]

An AI agent that works with your company information

Let's build an AI agent that can search your product catalog, company documents and business tools. It understands the question, finds the right source and responds or passes the task to your team as required.

LET'S TALK ABOUT YOUR COMPANY'S WORK
A team member comparing source documents and product information
Application type / 03
WE PLANWE BUILDWE LAUNCH
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What does the agent do for your team?

When the sales team receives a product question, the agent finds the information in the approved catalog, shows the source and prepares a response. If you prefer, the response goes to an employee first; for suitable questions, it can also go directly to the customer within the boundaries you define.

If the first task and its user are not clear, we plan the appropriate application. If the need is clear, we proceed directly to the agent's scope and proposal.

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Which components does the agent work with?

We start the agent with one specific task. We connect the information sources, tools and action boundaries that task requires.

  • Company documents and information sources
  • CRM, ERP, email and task systems
  • A model provider suited to the task and data conditions
  • Tool calls, role-based permissions and data filters
  • Human approval, error queue and action logs
// 03

Which decisions does the team retain?

Acceptance tests define when the agent must not answer, when it must ask for clarification and which actions it must submit for approval.

Frequently asked information questions can be answered automatically. For steps involving money, access or sensitive customer decisions, we also establish approval and logging boundaries.

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How does it move into live use?

We test with real tasks, review outputs with the team and clarify the user guide and initial support owner. Maintenance and new tasks are scoped separately if needed.

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Initial call

Clarify the workflow
[turn it into a system]
let's build it together.

schedule a call
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