AI Agents & Automation
AI Agents & Business Process Automation
Move beyond chatbots that only answer questions — AI agents that complete real tasks in your systems, with humans in control.
Discuss your projectMost repetitive work follows the same pattern: read a request, look something up, decide, update a system and reply. AI agents can now handle much of that pattern reliably — if they are connected to the right data and given clear boundaries.
We design agents around one measurable task at a time: triaging inbound emails, qualifying leads, preparing quotes, updating CRM records or screening candidates. Each agent uses tools and APIs you approve, logs every action, and hands over to a person when confidence is low.
What we deliver
Inbox & request automation
Agents that read emails, forms and messages, classify them, extract details and draft or send replies — routing anything unusual to your team.
CRM & back-office actions
Agents that create and update records in Salesforce, ERPs and internal tools through secure APIs instead of manual data entry.
Multi-step workflow orchestration
Chains of agents and tools that handle a whole process — from intake to approval to notification — with checkpoints for human review.
Multi-model routing
Pick the right model per task — OpenAI, Azure OpenAI, IBM watsonx or open models like Llama on Groq — balancing quality, speed, cost and data residency.
Guardrails & monitoring
Permissions, approval steps, audit logs and evaluation tests so agents stay accurate and safe in production.
Related case studies
All case studiesHospitality
AI Email Automation for Hospitality
An AI pipeline that reads incoming guest emails, understands the request using retrieval-augmented generation over the business's own documents and prepares answers.
Artificial Intelligence
Multimodal Conversational AI Platform
A multi-tenant platform for building, routing and running enterprise virtual assistants across web chat, WhatsApp, SMS, voice and digital humans, powered by IBM Watson Assistant, Azure OpenAI and Azure Speech.
HR & Recruitment
AI Interview Screening Platform
An AI-powered virtual interviewer that screens applicants with structured, consistent interviews and gives recruiters scored summaries — built by PortalVar; for recruitment agencies and SMEs.
B2B Services
Sales Cloud & Agentforce
Enhancements to an existing Salesforce Sales Cloud org: cleaner pipeline management, quote automation, approvals, reporting and Agentforce AI agents that assist sales users.
How we work
A clear process, from idea to production
- 01
Discover
We learn your process, systems and goals, then agree on scope, priorities and success measures.
- 02
Design
Solution architecture, data model and user flows reviewed with your team before we build.
- 03
Build & test
Iterative delivery with regular demos, automated tests and a staging environment you can try.
- 04
Launch & support
Deployment, training, documentation and ongoing support or retainers after go-live.
- ✓ Reply within 1 business day
- ✓ Client confidentiality by default
- ✓ You own the code & documentation
- ✓ Fixed-scope or monthly retainer
FAQ
Frequently asked questions
What is the difference between a chatbot and an AI agent?
A chatbot answers questions. An AI agent can also take actions — look up data, update records, send messages or trigger workflows — using tools and APIs it has been given permission to use.
Which processes are best to automate first?
High-volume, rule-heavy tasks with clear inputs and outputs: email triage, lead qualification, data entry, document intake and status updates. We usually start with one process and measure results before expanding.
Will the agent make mistakes?
Any AI can be wrong, so we design for it: confidence thresholds, human approval for sensitive actions, full logging and automated tests on real examples before go-live.
Which AI models do you use?
We are model-agnostic and regularly use OpenAI, Azure OpenAI, IBM watsonx and open models such as Llama served on Groq, choosing per use case based on accuracy, speed, cost and where your data must stay.
Other services
Contact
Let’s discuss your next solution.
Tell us what you want to automate, build, or improve. We’ll help you turn the idea into a practical business system.