Managed agents / SETUP & MONTHLY CARE
Business record search agent
Let authorized staff ask for a limited set of business records in plain language and receive a concise, source-linked answer.
30-minute call. Setup and monthly care scoped together.
At a glance
- Best fit
- Teams losing time navigating dashboards to find a payment, project, task or contact.
- Tools to assess
- Existing operations dashboard, Connected CRM or accounting view, Internal AI assistant
Available actions depend on your accounts, permissions and integrations.
How it works
Starts when: An authenticated staff member requests information within the assistant's approved data scope.
Interpret the requested record type, filters and date range.
Check the person's current role and restrict the query to the correct workspace.
Read a bounded set of permitted fields and remove unrelated or sensitive payloads.
Return the matching records with source context, limits and a clear no-match or ambiguity result.
In practice
Illustrative scenario: a manager asks for open tasks in a project; the assistant returns the permitted matches and indicates when a result limit applies.
Illustrative example. We test against your tools, rules and representative cases.
Where your team steps in
Staff clarify broad or ambiguous questions. Search access does not confer permission to change the returned records.
Setup & monthly care
What to have ready
- Defined data scope and role permissions
- Stable record identifiers and source links
- An approved internal user group
What happens after launch
We review failed or incomplete runs, maintain agreed connections and adjust approved rules as your process changes.
Your proposal defines the workflow owner, review schedule, support coverage, usage costs and included changes.
Explore managed agents services and our South Florida service areas.
What we track
Set a baseline with your workflow owner. Review targets against your process and volume.
- Requests answered from permitted records
- Requests requiring clarification
- Answers with traceable source context
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.