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Artificial intelligence · Artificial Intelligence

Internal agents and copilots

Assistants that do more than answer: they query your systems, execute tasks and escalate to a person when appropriate.

Duration
6 to 12 weeks
Integrates with
Your APIs, databases and documents
Control
Every action is logged
Limits
Set by you, not by the model

The problem

A chatbot replies. An agent acts: it searches your knowledge base, checks stock, books the appointment, generates the document and notifies whoever needs to know. The difference lies in the tools you hand it and the limits you set.

What it includes

Connected tools

The agent reaches your systems through narrow, auditable functions, not with open access to the database.

Your own knowledge base

It answers with your documentation, your procedures and your vocabulary. With no backing, it hands over instead of inventing.

Explicit guardrails

We define which topics it never answers alone, which actions require human confirmation and which information never leaves the perimeter.

Escalation to people

When the case exceeds it, it passes the full context to whoever must resolve it, without the client repeating anything.

Full traceability

Every answer logs the model, the tools used, tokens, cost, latency and the verification verdict.

How we work

  1. 01
    Use cases
    Which tasks are worth delegating and which are not.
  2. 02
    Tools
    Design of the functions the agent will be able to invoke.
  3. 03
    Build
    Development, evaluation with golden cases and tuning of guardrails.
  4. 04
    Production
    Deployment with cost and quality monitoring.

Deliverables

DocumentLength
Agent in production
On the agreed channels.
included
Tool catalogue
Documented and versioned.
included
Traceability dashboard
Cost, latency and escalations.
included
Note

An agent with too many permissions is an incident waiting to happen. Every tool is designed with the minimum necessary scope and audited against prompt injection before going into production.

Other services in this area

Custom AI integrationArtificial intelligence solutions trained on the data and the vocabulary specific to your industry.Chatbots and intelligent messagingVirtual assistants that answer, resolve and escalate to a person only when it is genuinely needed.Business process automationWe turn repetitive manual processes into automated flows that reduce errors and free up valuable time.Intelligent document processingInvoices, contracts, forms and emails turned into structured data, with nobody transcribing by hand.Internal search and knowledge baseEverything your company knows, scattered across folders, inboxes and systems, searchable in a single box and with sourced answers.Advanced data analysis with AIIntelligent processing of large volumes of data to turn records into decisions.Voice, transcription and automatic minutesPhone assistants that answer, and conversations transcribed, summarised and turned into tasks without anyone taking notes.Private AI on your own infrastructureModels running inside your perimeter, for when the information cannot leave towards any cloud.AI quality evaluation and controlWe measure whether your artificial intelligence answers well, how much each answer costs and whether it degrades when the model changes.Automated multi-platform publishingScheduling and simultaneous publishing to Facebook, Instagram, LinkedIn, X and more, from a single place.Scheduling and calendar synchronisationIntegration with Google Calendar, Outlook and appointment management systems, with no back-and-forth emails.

All practice areas

Want to hire this service?

Write to us at contacto@optimizaria.com and we reply the same business day.

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